Beacon Bridge Wealth Partners, LLC Portfolio Holdings by Sector
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY QUAL MBB VOO VUG VTV IVV DYNF 68 stocks |
$202 Million
94.7% of portfolio
|
  31  
|
  35  
|
  3  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$1.47 Million
0.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV FIS 2 stocks |
$1.38 Million
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.22 Million
0.57% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$875,421
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV BMY 3 stocks |
$790,670
0.37% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$775,899
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$584,635
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$566,818
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$550,668
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$514,637
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$445,909
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$443,152
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$310,502
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$309,599
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$249,812
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$211,536
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$209,544
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$206,069
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Coking Coal | Basic Materials
SXC 1 stocks |
$111,073
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
RLGT 1 stocks |
$72,798
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|