Bridge Port Financial Solutions, LLC Incresed Positions in Q1 2025

Bridge Port Financial Solutions, LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
18.6K
+ 62.52%
$45.56 - $47.23 $847K - $878K
48.3K $2.27B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.05K
+ 8.65%
$87.68 - $94.52 $618K - $667K
88.6K $8.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.22%
$442.66 - $534.52 $18.6K - $22.4K
19.2K $10.2B
J P Morgan Exchange Traded F
9.25K
+ 57.84%
N/A
25.2K $1.61B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.1K
+ 15.7%
$48.06 - $53.73 $580K - $648K
88.8K $4.33B
IAU
Ishares Gold Trust

ETFs
2.21K
+ 5.21%
$49.74 - $58.96 $110K - $130K
44.5K $2.63B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.97K
+ 8.79%
$69.81 - $78.9 $207K - $234K
36.7K $2.86B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.31K
+ 33.59%
$58.04 - $65.84 $250K - $284K
17.2K $1.09B
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 62.59%
$24.91 - $29.02 $292K - $340K
30.4K $762M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
5.29K
+ 82.14%
$48.25 - $52.09 $255K - $276K
11.7K $579M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
6.51K
+ 64.35%
$25.88 - $27.09 $168K - $176K
16.6K $441M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.94K
+ 37.78%
$29.34 - $31.31 $174K - $186K
21.7K $643M
GLD
Spdr Gold Trust

ETFs
360
+ 17.79%
$243.19 - $288.14 $87.5K - $104K
2.38K $687M
PVAL
Putnam ETF Tr Putnam Focused L
4.79K
+ 2.48%
$36.8 - $39.59 $176K - $190K
198K $7.56B
HEFA
Ishares Currency Hedged Msci E

ETFs
3.46K
+ 29.06%
$34.83 - $37.52 $121K - $130K
15.4K $558M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.37K
+ 11.45%
$77.7 - $78.94 $107K - $108K
13.3K $1.05B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.23K
+ 13.08%
$74.85 - $84.89 $92.2K - $105K
10.6K $870M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.77K
+ 8.07%
$120.29 - $134.6 $213K - $238K
23.7K $2.89B
EFV
Msci Eafe Value ETF

ETFs
53
+ 0.11%
$51.88 - $60.73 $2.75K - $3.22K
48.4K $2.85B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.8K
+ 15.36%
$57.21 - $65.8 $103K - $119K
13.5K $790M
AOK
Ishares Tr Core Conservative A

ETFs
1.32K
+ 23.31%
$36.86 - $38.15 $48.7K - $50.4K
6.99K $263M
VO
Vanguard Mid Cap ETF

ETFs
240
+ 8.04%
$251.87 - $277.95 $60.4K - $66.7K
3.22K $834M
VZ
Verizon Communications Inc

Communication Services
412
+ 4.68%
$37.81 - $46.49 $15.6K - $19.2K
9.22K $418M
IEMG
Ishares Inc

ETFs
726
+ 2.67%
N/A
27.9K $1.51B
TIP
Ishares Tr Tips Bd ETF

ETFs
259
+ 12.33%
$106.22 - $111.09 $27.5K - $28.8K
2.36K $262M
WPC
W. P. Carey Inc.

Real Estate
979
+ 3.56%
$53.5 - $65.05 $52.4K - $63.7K
28.5K $1.8B
GILD
Gilead Sciences, Inc.

Healthcare
260
+ 6.73%
$89.14 - $117.41 $23.2K - $30.5K
4.13K $462M
CGGO
Capital Group Global Growth Eq

ETFs
1.87K
+ 8.62%
$28.33 - $30.84 $52.9K - $57.6K
23.5K $666M
LMT
Lockheed Martin Corp

Industrials
60
+ 8.26%
$423.19 - $506.29 $25.4K - $30.4K
786 $351M
FVD
First Tr Value Line Divid Inde

ETFs
711
+ 2.64%
$42.61 - $45.51 $30.3K - $32.4K
27.6K $1.23B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.01%
$100.59 - $103.47 $101 - $103
19.6K $2.03B
UL
Unilever PLC

Consumer Defensive
9
+ 0.13%
$54.72 - $60.29 $492 - $543
6.83K $407M
KO
Coca Cola CO

Consumer Defensive
135
+ 1.64%
$60.81 - $72.32 $8.21K - $9.76K
8.35K $598M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
274
+ 2.56%
$50.87 - $51.09 $13.9K - $14K
11K $561M
MMM
3 M CO

Industrials
195
+ 4.79%
$129.7 - $155.12 $25.3K - $30.2K
4.27K $627M
Gsk PLC
10
+ 0.12%
N/A
8.33K $323M
BA
Boeing CO

Industrials
97
+ 6.2%
$148.15 - $186.25 $14.4K - $18.1K
1.66K $283M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.37%
$279.74 - $321.29 $3.08K - $3.53K
3K $936M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
93
+ 1.74%
$95.85 - $99.25 $8.91K - $9.23K
5.44K $538M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
59
+ 0.23%
$19.43 - $19.62 $1.15K - $1.16K
26.2K $513M
GBIL
Goldman Sachs Access Treasury

ETFs
9
+ 0.05%
$99.85 - $100.19 $899 - $902
19.2K $1.92B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
60
+ 0.26%
$19.42 - $19.54 $1.17K - $1.17K
22.7K $443M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
55
+ 0.2%
$20.64 - $20.73 $1.14K - $1.14K
26.9K $557M
MRK
Merck & Co., Inc.

Healthcare
64
+ 0.95%
$83.01 - $101.02 $5.31K - $6.47K
6.84K $614M
IBM
International Business Machines Corp

Technology
25
+ 1.47%
$217.4 - $264.74 $5.44K - $6.62K
1.73K $429M
AOM
Ishares Tr Core Moderate Alloc

ETFs
51
+ 0.47%
$42.93 - $44.71 $2.19K - $2.28K
11K $483M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
26
+ 0.32%
$49.78 - $53.19 $1.29K - $1.38K
8.08K $413M
Ishares Bitcoin Trust ETF
85
+ 0.39%
N/A
22K $1.03B
PFE
Pfizer Inc

Healthcare
32
+ 0.25%
$25.01 - $27.13 $800 - $868
12.7K $322M
Activity Summary
Buys All Purchases 85 New Holdings 5 Increased Positions 80 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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