Beacon Bridge Wealth Partners, LLC Portfolio Holdings by Sector

Beacon Bridge Wealth Partners, LLC

$234 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY QUAL VUG VTV MUB MBB VOO IVV 58 stocks	$213 Million 94.35% of portfolio	33	20	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV FIS 2 stocks	$1.93 Million 0.86% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA 2 stocks	$1.74 Million 0.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$1.45 Million 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$1.02 Million 0.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV BMY JNJ 3 stocks	$978,592 0.43% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$802,897 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$715,497 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$619,526 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$574,145 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$548,399 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$547,264 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$508,731 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$422,655 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$289,191 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$223,101 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$203,300 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Coking Coal \| Basic Materials SXC 1 stocks	$106,113 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials RLGT 1 stocks	$78,683 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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