Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024

Beacon Bridge Wealth Partners, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.9B, Ishares Msci Usa Quality Facto with a value of $13B, Ishares Tr with a value of $10.8B, Vanguard Index Fds S&P 500 ETF with a value of $10.3B, and Vanguard Growth ETF with a value of $10.1B.

Examining the 13F form we can see an increase of $6.17B in the current position value, from $212B to 218B.

Beacon Bridge Wealth Partners, LLC is based out at Conshohocken, PA

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

Portfolio value $218 Billion
ETFs: $202 Billion
Technology: $3.43 Billion
Consumer Cyclical: $2.22 Billion
Financial Services: $1.48 Billion
Communication Services: $1.42 Billion
Healthcare: $1.04 Billion
Consumer Defensive: $551 Million
Industrials: $382 Million
Other: $321 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.9 Billion 10.95% of portfolio
43,870
Q2 2024 Added 0.88%
$0
$13 Billion 5.96% of portfolio
76,097
Q2 2024 Added 15.89%
$0
$10.8 Billion 4.95% of portfolio
117,568
Q2 2024 Reduced 1.23%
$0
$10.3 Billion 4.7% of portfolio
20,501
Q2 2024 Reduced 1.01%
$0
$10.1 Billion 4.64% of portfolio
27,032
Q2 2024 Added 80.77%
$0
$7.75 Billion 3.56% of portfolio
48,331
Q2 2024 Reduced 26.82%
$0
$7.46 Billion 3.42% of portfolio
13,634
Q2 2024 Reduced 0.48%
$0
$6.94 Billion 3.18% of portfolio
147,750
Q2 2024 Added 52.49%
$0
$6.39 Billion 2.93% of portfolio
63,395
Q2 2024 Added 17.35%
$0
$6.27 Billion 2.88% of portfolio
58,813
Q2 2024 Added 33.04%
$0
$5.63 Billion 2.58% of portfolio
249,563
Q2 2024 Reduced 28.14%
$0
$5.58 Billion 2.56% of portfolio
69,629
Q2 2024 Reduced 0.7%
$0
$5.42 Billion 2.49% of portfolio
165,256
Q2 2024 Added 39.72%
$0
$5.2 Billion 2.39% of portfolio
114,157
Q2 2024 Reduced 40.37%
Blackrock ETF Trust Ii
-
$4.81 Billion 2.21% of portfolio
-
Q2 2024 Added 38.83%
$0
$3.98 Billion 1.83% of portfolio
69,560
Q2 2024 Added 13.64%
$0
$3.61 Billion 1.66% of portfolio
37,202
Q2 2024 Reduced 19.62%
$0
$3.41 Billion 1.57% of portfolio
22,685
Q2 2024 Added 17.94%
$0
$3.37 Billion 1.55% of portfolio
58,524
Q2 2024 Added 15.07%
$0
$3.28 Billion 1.51% of portfolio
45,159
Q2 2024 Reduced 9.9%
$0
$3.03 Billion 1.39% of portfolio
13,880
Q2 2024 Reduced 7.56%
$0
$2.93 Billion 1.35% of portfolio
104,738
Q2 2024 Reduced 26.55%
$0
$2.82 Billion 1.3% of portfolio
15,469
Q2 2024 Reduced 3.84%
$0
$2.77 Billion 1.27% of portfolio
35,602
Q2 2024 Reduced 10.05%
$0
$2.14 Billion 0.98% of portfolio
40,441
Q2 2024 Reduced 44.65%
$0
$2.12 Billion 0.97% of portfolio
56,863
Q2 2024 Reduced 0.16%
$0
$2.08 Billion 0.95% of portfolio
58,427
Q2 2024 New
$0
$2.01 Billion 0.92% of portfolio
24,551
Q2 2024 Reduced 6.47%
$0
$1.98 Billion 0.91% of portfolio
39,700
Q2 2024 Added 7.14%
$0
$1.95 Billion 0.9% of portfolio
19,102
Q2 2024 Reduced 15.64%
$0
$1.95 Billion 0.89% of portfolio
3,643
Q2 2024 Added 8.36%
$0
$1.86 Billion 0.85% of portfolio
27,463
Q2 2024 Reduced 7.83%
$0
$1.71 Billion 0.78% of portfolio
22,097
Q2 2024 Reduced 16.63%
$0
$1.69 Billion 0.77% of portfolio
3,520
Q2 2024 Added 39.96%
$0
$1.65 Billion 0.76% of portfolio
9,364
Q2 2024 Reduced 1.36%
$0
$1.64 Billion 0.75% of portfolio
37,152
Q2 2024 Added 28.34%
$0
$1.47 Billion 0.67% of portfolio
38,236
Q2 2024 Added 16.55%
$0
$1.4 Billion 0.64% of portfolio
51,319
Q2 2024 Added 50.21%
$0
$1.37 Billion 0.63% of portfolio
32,889
Q2 2024 Added 11.94%
$0
$1.38 Billion 0.63% of portfolio
36,566
Q2 2024 Added 0.86%
$0
$1.33 Billion 0.61% of portfolio
26,504
Q2 2024 Reduced 34.02%
$0
$1.3 Billion 0.6% of portfolio
14,075
Q2 2024 Reduced 20.85%
$0
$1.29 Billion 0.59% of portfolio
21,382
Q2 2024 Reduced 0.26%
$79.5B
$1.16 Billion 0.53% of portfolio
7,752
Q2 2024 Reduced 4.75%
$0
$1.14 Billion 0.52% of portfolio
20,009
Q2 2024 Added 17.15%
$0
$930 Million 0.43% of portfolio
18,139
Q2 2024 Reduced 28.52%
$665B
$875 Million 0.4% of portfolio
4,424
Q2 2024 Added 5.66%
$0
$827 Million 0.38% of portfolio
16,731
Q2 2024 Added 10.84%
$1.75T
$776 Million 0.36% of portfolio
4,015
Q2 2024 Added 2.63%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $218 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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