Bridge Port Financial Solutions, LLC Reduced Holdings in Q1 2025

Bridge Port Financial Solutions, LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-203
- 0.99%
$168.16 - $186.21 $34.1K - $37.8K
20.4K $3.48B
BNDX
Vanguard Total International B

ETFs
-2.92K
- 38.44%
$48.33 - $49.5 $141K - $145K
4.68K $228M
Litman Gregory Fds Tr
-13.2K
- 30.43%
N/A
30.2K $278M
Fidelity Covington Trust
-1.5K
- 6.98%
N/A
20K $624M
IWM
Ishares Russell 2000 ETF

ETFs
-111
- 2.88%
$198.1 - $229.79 $22K - $25.5K
3.74K $747M
AXP
American Express CO

Financial Services
-7
- 0.34%
$255.39 - $325.87 $1.79K - $2.28K
2.02K $544M
IVE
Ishares S&P 500 Value ETF

ETFs
-11
- 0.09%
$185.78 - $198.58 $2.04K - $2.18K
12.4K $2.36B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.42%
$468.34 - $539.52 $2.81K - $3.24K
1.43K $668M
SHV
Ishares Tr

ETFs
-421
- 18.85%
$110.11 - $110.51 $46.4K - $46.5K
1.81K $200M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.78%
$4295.4 - $5141.88 $4.3K - $5.14K
128 $590M
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.34%
$476.63 - $610.45 $953 - $1.22K
584 $289M
VTV
Vanguard Value ETF

ETFs
-117
- 2.05%
$167.73 - $179.21 $19.6K - $21K
5.58K $964M
MUB
Ishares National Muni Bond ETF

ETFs
-256
- 5.31%
$104.71 - $107.69 $26.8K - $27.6K
4.57K $481M
AMAT
Applied Materials Inc

Technology
-35
- 1.51%
$145.06 - $195.51 $5.08K - $6.84K
2.29K $332M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-9
- 0.48%
$165.25 - $224.62 $1.49K - $2.02K
1.87K $310M
VEA
Vanguard Ftse Developed Market

ETFs
-247
- 0.38%
$47.4 - $52.99 $11.7K - $13.1K
65.5K $3.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-501
- 2.7%
$42.5 - $46.71 $21.3K - $23.4K
18K $817M
BAC
Bank Of America Corp

Financial Services
-100
- 1.38%
$39.61 - $47.74 $3.96K - $4.77K
7.13K $297M
VT
Vanguard Total World Stk Index

ETFs
-90
- 3.32%
$115.08 - $123.97 $10.4K - $11.2K
2.62K $304M
V
Visa Inc.

Financial Services
-18
- 0.91%
$306.92 - $362.71 $5.52K - $6.53K
1.97K $690M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-132
- 1.37%
$71.17 - $73.66 $9.39K - $9.72K
9.49K $697M
ABT
Abbott Laboratories

Healthcare
-12
- 0.55%
$111.1 - $140.22 $1.33K - $1.68K
2.16K $286M
MBB
Ishares Tr

ETFs
-64
- 1.52%
$90.37 - $94.08 $5.78K - $6.02K
4.14K $388M
DE
Deere & CO

Industrials
-1
- 0.23%
$408.57 - $509.27 $409 - $509
434 $204M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-69
- 0.35%
$54.25 - $57.64 $3.74K - $3.98K
19.8K $1.09B
VCIT
Vanguard Intermediate Term Cor

ETFs
-36
- 0.25%
$79.17 - $82.04 $2.85K - $2.95K
14.6K $1.19B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-22
- 0.93%
$85.29 - $92.57 $1.88K - $2.04K
2.35K $214M
Blackrock Inc
-3
- 0.44%
N/A
681 $645M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-21
- 0.05%
$44.72 - $46.25 $939 - $971
38.9K $1.79B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.13%
$402.49 - $513.76 $402 - $514
793 $384M
RTX
Raytheon Technologies Corp

Industrials
-64
- 0.53%
$114.1 - $135.66 $7.3K - $8.68K
12K $1.59B
XOM
Exxon Mobil Corp

Energy
-12
- 0.33%
$105.44 - $118.93 $1.27K - $1.43K
3.65K $434M
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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