Three Bridge Wealth Advisors, LLC Reduced Holdings in Q2 2025

Three Bridge Wealth Advisors, LLC

  • $375 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-1.83K
- 70.8%
$544.07 - $787.63 $995K - $1.44M
754 $593K
NKE
Nike, Inc.

Consumer Cyclical
-8.88K
- 74.12%
$53.27 - $72.04 $473K - $639K
3.1K $220K
RTX
Raytheon Technologies Corp

Industrials
-3.66K
- 32.99%
$113.75 - $148.48 $416K - $543K
7.43K $1.09M
ADBE
Adobe Inc.

Technology
-737
- 52.53%
$340.0 - $420.68 $251K - $310K
666 $257K
WMT
Walmart Inc.

Consumer Defensive
-3.32K
- 41.09%
$81.79 - $99.98 $272K - $332K
4.76K $465K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.48K
- 41.41%
$72.96 - $90.39 $181K - $224K
3.51K $314K
PLTR
Palantir Technologies Inc.

Technology
-10.2K
- 43.28%
$74.01 - $144.25 $752K - $1.47M
13.3K $1.82M
CMF
Ishares California Muni Bond E

ETFs
-2.67K
- 18.22%
$54.52 - $56.7 $145K - $151K
12K $667K
GS
Goldman Sachs Group Inc

Financial Services
-252
- 39.13%
$462.22 - $707.75 $116K - $178K
392 $277K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-613
- 4.55%
$100.04 - $100.54 $61.3K - $61.6K
12.9K $1.29M
BNDX
Vanguard Total International B

ETFs
-1.15K
- 6.61%
$48.77 - $49.55 $56.3K - $57.2K
16.3K $807K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-463
- 0.67%
$50.52 - $50.92 $23.4K - $23.6K
68.7K $3.5M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-816
- 5.31%
$18.96 - $20.43 $15.5K - $16.7K
14.6K $297K
VOE
Vanguard Mid Cap Value Index F

ETFs
-124
- 2.08%
$141.87 - $164.49 $17.6K - $20.4K
5.84K $959K
XLC
Select Sector Spdr Tr Communic

ETFs
-1
- 0.04%
$86.13 - $108.53 $86.1 - $109
2.35K $254K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2
- 0.04%
$62.73 - $78.42 $125 - $157
4.91K $380K
EEM
Ishares Msci Emerging Markets

ETFs
-5.36K
- 3.68%
$38.52 - $48.28 $206K - $259K
140K $6.77M
DIS
Walt Disney CO

Communication Services
-532
- 2.42%
$81.72 - $124.01 $43.5K - $66K
21.5K $2.66M
IAU
Ishares Gold Trust

ETFs
-1.27K
- 0.64%
$56.1 - $64.74 $71.2K - $82.2K
196K $12.3M
ORCL
Oracle Corp

Technology
-2.19K
- 13.86%
$122.82 - $218.63 $269K - $479K
13.6K $2.98M
IWR
Ishares Russell Mid Cap ETF

ETFs
-149
- 0.12%
$74.88 - $91.97 $11.2K - $13.7K
128K $11.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-310
- 1.75%
$320.42 - $421.7 $99.3K - $131K
17.4K $7.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-465
- 1.14%
$456.74 - $568.03 $212K - $264K
40.5K $23M
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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