Three Bridge Wealth Advisors, LLC Purchases in Q2 2025

Three Bridge Wealth Advisors, LLC

  • $375 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
469
New
$479.92 - $590.74 $225K - $277K
469 $263K
ABT
Abbott Laboratories

Healthcare
1.94K
New
$123.95 - $138.08 $240K - $267K
1.94K $263K
HD
Home Depot, Inc.

Consumer Cyclical
712
+ 37.93%
$335.24 - $380.78 $239K - $271K
2.59K $949K
MS
Morgan Stanley

Financial Services
1.83K
New
$99.83 - $140.86 $182K - $257K
1.83K $257K
MCK
Mckesson Corp

Healthcare
341
New
$652.83 - $732.78 $223K - $250K
341 $249K
IEMG
Ishares Inc

ETFs
4.63K
New
N/A
4.63K $248K
CTVA
Corteva, Inc.

Basic Materials
3.3K
New
$55.52 - $74.53 $183K - $246K
3.3K $246K
IDXX
Idexx Laboratories Inc

Healthcare
454
New
$361.04 - $536.34 $164K - $243K
454 $243K
ETN
Eaton Corp PLC

Industrials
670
New
$246.52 - $356.99 $165K - $239K
670 $239K
DHR
Danaher Corp

Healthcare
1.2K
New
$174.64 - $205.16 $210K - $247K
1.2K $237K
EQIX
Equinix Inc

Real Estate
289
New
$740.07 - $914.43 $214K - $264K
289 $229K
AXP
American Express CO

Financial Services
676
New
$231.39 - $318.98 $156K - $216K
676 $215K
ASML
Asml Holding Nv

Technology
59
+ 4.93%
$595.37 - $815.24 $35.1K - $48.1K
1.26K $1.01M
KKR
Kkr & Co. Inc.

Financial Services
1.58K
New
$92.79 - $134.29 $146K - $212K
1.58K $209K
PG
Procter & Gamble CO

Consumer Defensive
1.47K
+ 54.34%
$157.66 - $172.39 $232K - $253K
4.18K $665K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
8.64K
New
N/A
8.64K $175K
MDT
Medtronic PLC

Healthcare
2.47K
+ 13.33%
$80.68 - $88.86 $199K - $220K
21K $1.83M
UL
Unilever PLC

Consumer Defensive
1.68K
+ 4.74%
$57.9 - $65.43 $97.3K - $110K
37.1K $2.27M
ACN
Accenture PLC

Technology
622
+ 24.87%
$279.23 - $323.21 $174K - $201K
3.12K $933K
SCHW
Schwab Charles Corp

Financial Services
1.25K
+ 46.06%
$69.06 - $91.24 $86.5K - $114K
3.97K $362K
VIG
Vanguard Dividend Appreciation

ETFs
647
+ 22.01%
N/A
3.59K $653K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.05%
$113.67 - $150.4 $227 - $301
4.09K $614K
GD
General Dynamics Corp

Industrials
55
+ 1.39%
$247.68 - $291.66 $13.6K - $16K
4.02K $1.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.48K
+ 6.55%
$17.76 - $22.1 $26.2K - $32.6K
24K $530K
JNJ
Johnson & Johnson

Healthcare
1.21K
+ 15.22%
$146.36 - $159.82 $177K - $193K
9.13K $1.39M
NVO
Novo Nordisk A S

Healthcare
1.29K
+ 5.43%
$58.08 - $81.05 $74.6K - $104K
25K $1.72M
EMB
Ishares Tr

ETFs
559
+ 15.13%
$86.54 - $92.62 $48.4K - $51.8K
4.25K $394K
WDAY
Workday, Inc.

Technology
165
+ 8.91%
$210.47 - $274.71 $34.7K - $45.3K
2.02K $484K
SBUX
Starbucks Corp

Consumer Cyclical
984
+ 11.4%
$79.69 - $99.41 $78.4K - $97.8K
9.61K $880K
DEO
Diageo PLC

Consumer Defensive
328
+ 5.66%
$99.86 - $115.75 $32.8K - $38K
6.12K $617K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28
+ 0.97%
$77.74 - $78.78 $2.18K - $2.21K
2.91K $228K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
107
+ 0.92%
$22.54 - $23.17 $2.41K - $2.48K
11.8K $270K
Arista Networks Inc
2.19K
New
N/A
2.19K $0
Linde PLC
874
New
N/A
874 $0
Ishares Bitcoin Trust ETF
1.31K
+ 14.56%
N/A
10.3K $0
PEP
Pepsico Inc

Consumer Defensive
225
+ 6.29%
$128.02 - $151.37 $28.8K - $34.1K
3.8K $502K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
74
+ 1.17%
$86.97 - $102.82 $6.44K - $7.61K
6.38K $611K
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 4.95%
$390.26 - $489.06 $10.1K - $12.7K
551 $223K
Activity Summary
Buys All Purchases 89 New Holdings 39 Increased Positions 50 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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