Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024

Three Bridge Wealth Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $268 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $45.6M, Coinbase Global, Inc. with a value of $22.2M, Spdr S&P 500 ETF Trust with a value of $20.1M, Vanguard Index Fds S&P 500 ETF with a value of $17.8M, and Vanguard Total World Stk Index with a value of $12.2M.

Examining the 13F form we can see an increase of $18.2M in the current position value, from $250M to 268M.

Three Bridge Wealth Advisors, LLC is based out at Portola Valley, CA

Below you can find more details about Three Bridge Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $268 Million
ETFs: $186 Million
Technology: $42.4 Million
Communication Services: $17.7 Million
Consumer Defensive: $5.48 Million
Healthcare: $5.21 Million
Industrials: $4.39 Million
Financial Services: $4.05 Million
Consumer Cyclical: $2.85 Million
Other: $234,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.4B
$22.2 Million 8.26% of portfolio
124,398
Q2 2024 Added 0.04%
$28.1B
$5.59 Million 2.08% of portfolio
126,290
Q2 2024 Added 46.36%
$175B
$2.45 Million 0.91% of portfolio
20,248
Q3 2024 Reduced 4.3%
$146B
$2.24 Million 0.84% of portfolio
34,542
Q3 2024 Reduced 4.83%
$112B
$1.63 Million 0.61% of portfolio
18,095
Q3 2024 Added 7.41%
$122B
$1.61 Million 0.6% of portfolio
43,221
Q2 2022 New
$117B
$1.53 Million 0.57% of portfolio
4,479
Q1 2024 Reduced 0.6%
$76.9B
$1.23 Million 0.46% of portfolio
4,084
Q3 2024 Reduced 2.11%
$92.4B
$1.01 Million 0.38% of portfolio
11,403
Q3 2024 Added 3.61%
$183B
$907,000 0.34% of portfolio
1,461
Q2 2024 Reduced 10.7%
$115B
$842,000 0.31% of portfolio
8,647
Q3 2024 Added 4.08%
$68B
$755,000 0.28% of portfolio
5,383
Q3 2024 Added 7.0%
$13.5B
$705,000 0.26% of portfolio
6,395
Q3 2024 Added 0.53%
$22.5B
$473,000 0.18% of portfolio
2,444
Q3 2024 Added 0.74%
$52.1B
$452,000 0.17% of portfolio
1,852
Q2 2022 New
$63.4B
$369,000 0.14% of portfolio
1,531
Q2 2024 Reduced 3.1%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $268 Million
  • Prior Value $250 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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