Beacon Bridge Wealth Partners, LLC Portfolio Holdings by Sector
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY QUAL MBB VUG VOO VTV IVV MUB 61 stocks |
$215 Million
94.72% of portfolio
|
  32  
|
  27  
|
  3  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV FIS 2 stocks |
$1.64 Million
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$1.61 Million
0.71% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.16 Million
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.12 Million
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ BMY 3 stocks |
$919,891
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$818,920
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$797,725
0.35% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$668,087
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$589,872
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$578,315
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$461,994
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$331,897
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$325,266
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$263,568
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$258,620
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$243,938
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Coking Coal | Basic Materials
SXC 1 stocks |
$99,247
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
RLGT 1 stocks |
$82,265
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|