Bridge Port Financial Solutions, LLC Reduced Holdings in Q4 2025

Bridge Port Financial Solutions, LLC

  • $372 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-32.3K
- 27.41%
$61.42 - $63.67 $1.98M - $2.06M
85.5K $5.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.88K
- 7.84%
$656.2 - $690.71 $2.55M - $2.68M
45.6K $31.2B
MSFT
Microsoft Corp

Technology
-2.03K
- 12.02%
$496.82 - $542.07 $1.01M - $1.1M
14.9K $7.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.96K
- 13.76%
$600.51 - $631.95 $1.78M - $1.87M
18.5K $11.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.91K
- 40.32%
$191.01 - $199.18 $1.32M - $1.38M
10.2K $2.03B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-15.8K
- 23.05%
$72.17 - $75.74 $1.14M - $1.2M
52.7K $3.98B
VXF
Vanguard Extended Market ETF

ETFs
-2.66K
- 42.42%
$204.22 - $215.05 $542K - $571K
3.61K $754M
V
Visa Inc.

Financial Services
-1.45K
- 38.1%
$325.75 - $352.42 $471K - $510K
2.35K $824M
JBL
Jabil Inc

Technology
-2.19K
- 35.34%
$193.99 - $222.32 $425K - $488K
4.01K $915M
SPY
Spdr S&P 500 ETF Trust

ETFs
-639
- 8.79%
$653.02 - $687.39 $417K - $439K
6.63K $4.52B
EFV
Msci Eafe Value ETF

ETFs
-6.27K
- 12.3%
$66.73 - $70.99 $419K - $445K
44.7K $3.19B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.46K
- 29.16%
$100.33 - $100.69 $247K - $248K
5.99K $601M
META
Meta Platforms, Inc.

Communication Services
-25
- 0.8%
$609.01 - $751.67 $15.2K - $18.8K
3.09K $2.04B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4K
- 36.37%
$50.83 - $51.07 $203K - $204K
7K $356M
UNH
Unitedhealth Group Inc

Healthcare
-466
- 25.65%
$320.52 - $369.92 $149K - $172K
1.35K $446M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.53K
- 16.82%
$110.02 - $115.23 $168K - $176K
7.56K $861M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.11K
- 8.33%
$192.8 - $211.27 $213K - $233K
12.2K $2.43B
TBUX
T Rowe Price Exchange Traded F

ETFs
-3.25K
- 15.56%
$49.81 - $50.02 $162K - $162K
17.6K $878M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-762
- 0.83%
$92.34 - $95.43 $70.4K - $72.7K
90.8K $8.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-265
- 1.31%
$475.68 - $513.11 $126K - $136K
20K $10B
VTI
Vanguard Total Stock Market Et

ETFs
-451
- 16.5%
$321.8 - $337.95 $145K - $152K
2.28K $765M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-4.97K
- 7.5%
$25.38 - $25.57 $126K - $127K
61.2K $1.56B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.66K
- 13.61%
$49.98 - $50.59 $133K - $135K
16.9K $849M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.22K
- 5.91%
$99.91 - $100.24 $122K - $122K
19.4K $1.94B
T
At&T Inc.

Communication Services
-3.01K
- 20.45%
$24.44 - $27.55 $73.4K - $82.8K
11.7K $290M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.12K
- 12.68%
$52.54 - $55.77 $112K - $118K
14.6K $786M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.81K
- 21.86%
$19.7 - $19.78 $114K - $115K
20.8K $410M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-947
- 8.98%
$99.87 - $101.27 $94.6K - $95.9K
9.6K $959M
WPC
W. P. Carey Inc.

Real Estate
-82
- 0.29%
$65.26 - $69.2 $5.35K - $5.67K
28.3K $1.82B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-672
- 3.68%
$102.72 - $103.6 $69K - $69.6K
17.6K $1.8B
PFE
Pfizer Inc

Healthcare
-278
- 0.21%
$24.23 - $27.37 $6.74K - $7.61K
131K $3.26B
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.07K
- 5.75%
$71.89 - $74.08 $77.1K - $79.5K
17.6K $1.3B
Arista Networks Inc
-75
- 1.61%
N/A
4.57K $599M
Blackrock Inc
-1
- 0.13%
N/A
757 $810M
Litman Gregory Fds Tr
-6.5K
- 23.87%
N/A
20.7K $189M
BNDX
Vanguard Total International B

ETFs
-1.11K
- 19.71%
$49.3 - $49.91 $54.5K - $55.2K
4.51K $218M
VB
Vanguard Small Cap ETF

ETFs
-491
- 2.69%
$248.1 - $260.08 $122K - $128K
17.8K $4.58B
EEMV
Ishares Msci Emerging Markets

ETFs
-875
- 11.51%
$62.97 - $65.76 $55.1K - $57.5K
6.73K $431M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.51K
- 4.69%
$24.24 - $24.37 $36.6K - $36.8K
30.7K $746M
IWN
Ishares Russell2000 Val ETF

ETFs
-263
- 11.54%
$172.34 - $181.51 $45.3K - $47.7K
2.02K $365M
IVW
Ishares S&P 500 Growth ETF

ETFs
-929
- 3.06%
$118.29 - $126.28 $110K - $117K
29.4K $3.62B
LMT
Lockheed Martin Corp

Industrials
-43
- 4.41%
$452.1 - $514.24 $19.4K - $22.1K
933 $451M
FVD
First Tr Value Line Divid Inde

ETFs
-668
- 2.26%
$45.0 - $46.25 $30.1K - $30.9K
28.8K $1.33B
CION
Cion Investment Corp

Financial Services
-3.75K
- 23.48%
$9.04 - $10.16 $33.9K - $38.1K
12.2K $118M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 4.2%
$4804.01 - $5424.55 $24K - $27.1K
114 $611M
GIS
General Mills Inc

Consumer Defensive
-181
- 3.33%
$45.98 - $50.93 $8.32K - $9.22K
5.25K $244M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-512
- 7.56%
$50.57 - $50.77 $25.9K - $26K
6.26K $317M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-492
- 7.87%
$50.56 - $50.76 $24.9K - $25K
5.76K $291M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-546
- 4.76%
$47.0 - $48.26 $25.7K - $26.3K
10.9K $521M
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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