Three Bridge Wealth Advisors, LLC Incresed Positions in Q2 2025

Three Bridge Wealth Advisors, LLC

  • $375 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
66
+ 0.09%
$151.47 - $375.07 $10K - $24.8K
74.2K $26M
META
Meta Platforms, Inc.

Communication Services
1.77K
+ 4.68%
$484.66 - $738.09 $857K - $1.31M
39.6K $29.2M
ACWI
Ishares Msci Acwi ETF

ETFs
11.5K
+ 2.95%
$103.59 - $128.6 $1.2M - $1.49M
403K $51.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.65K
+ 35.39%
$416.06 - $551.64 $3.18M - $4.22M
29.3K $16.1M
RBLX
Roblox Corp

Communication Services
461
+ 0.37%
$51.22 - $105.59 $23.6K - $48.7K
127K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.82K
+ 7.85%
$496.48 - $617.85 $1.4M - $1.74M
38.7K $23.9M
NVDA
Nvidia Corp

Technology
15.2K
+ 67.55%
$94.31 - $157.99 $1.43M - $2.39M
37.6K $5.94M
MSFT
Microsoft Corp

Technology
5.21K
+ 82.31%
$354.56 - $497.45 $1.85M - $2.59M
11.5K $5.74M
AAPL
Apple Inc.

Technology
16.7K
+ 136.73%
$172.42 - $223.89 $2.88M - $3.74M
28.9K $5.93M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
54K
+ 28.06%
$33.13 - $40.67 $1.79M - $2.2M
246K $10M
PRF
Invesco Exchange Traded Fd Tr

ETFs
55.2K
+ 84.07%
$35.77 - $42.27 $1.98M - $2.33M
121K $5.11M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
38.2K
+ 158.32%
$46.22 - $57.51 $1.77M - $2.2M
62.4K $3.58M
AMZN
Amazon Com Inc

Consumer Cyclical
6.72K
+ 525.0%
$167.32 - $223.3 $1.12M - $1.5M
8K $1.76M
VT
Vanguard Total World Stk Index

ETFs
80
+ 0.08%
$103.16 - $128.52 $8.25K - $10.3K
105K $13.4M
GOOGL
Alphabet Inc.

Communication Services
4.72K
+ 31.69%
$144.7 - $178.6 $683K - $843K
19.6K $3.46M
VEA
Vanguard Ftse Developed Market

ETFs
3.96K
+ 2.86%
$45.65 - $57.01 $181K - $226K
142K $8.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.36K
+ 2.86%
$39.89 - $49.46 $214K - $265K
193K $9.53M
LLY
Eli Lilly & CO

Healthcare
889
+ 146.7%
$713.71 - $898.95 $634K - $799K
1.5K $1.17M
PANW
Palo Alto Networks Inc

Technology
1.19K
+ 13.39%
$152.44 - $204.64 $181K - $243K
10K $2.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.29K
+ 26.82%
$483.48 - $539.8 $622K - $695K
6.09K $2.96M
COST
Costco Wholesale Corp

Consumer Defensive
364
+ 63.41%
$908.13 - $1056.85 $331K - $385K
938 $928K
JPM
Jpmorgan Chase & CO

Financial Services
944
+ 46.27%
$210.28 - $289.91 $199K - $274K
2.98K $865K
GOOG
Alphabet Inc.

Communication Services
1.76K
+ 87.75%
$146.58 - $180.01 $257K - $316K
3.76K $666K
V
Visa Inc.

Financial Services
899
+ 24.34%
$308.27 - $373.31 $277K - $336K
4.59K $1.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13K
+ 117.55%
$19.1 - $23.83 $248K - $310K
24.1K $573K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.4K
+ 55.37%
$79.56 - $82.92 $271K - $282K
9.54K $791K
HD
Home Depot, Inc.

Consumer Cyclical
712
+ 37.93%
$335.24 - $380.78 $239K - $271K
2.59K $949K
ASML
Asml Holding Nv

Technology
59
+ 4.93%
$595.37 - $815.24 $35.1K - $48.1K
1.26K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
1.47K
+ 54.34%
$157.66 - $172.39 $232K - $253K
4.18K $665K
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
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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