Bridge Generations Wealth Management LLC Purchases in Q1 2025

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
333K
New
$27.64 - $28.58 $9.21M - $9.52M
333K $9.52B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
63.3K
New
$49.69 - $50.76 $3.14M - $3.21M
63.3K $3.16B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
47K
New
$51.26 - $52.53 $2.41M - $2.47M
47K $2.42B
VTI
Vanguard Total Stock Market Et

ETFs
6.6K
+ 605.78%
$271.18 - $303.12 $1.79M - $2M
7.69K $2.11B
NOW
Service Now, Inc.

Technology
1.84K
New
$783.83 - $1170.39 $1.44M - $2.16M
1.84K $1.47B
VCIT
Vanguard Intermediate Term Cor

ETFs
14.9K
New
$79.17 - $82.04 $1.18M - $1.22M
14.9K $1.22B
VEA
Vanguard Ftse Developed Market

ETFs
22.1K
+ 1507.52%
$47.4 - $52.99 $1.05M - $1.17M
23.5K $1.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.37K
+ 6777.14%
$58.01 - $64.46 $138K - $153K
2.41K $150M
Dimensional ETF Trust
2.44K
New
N/A
2.44K $127M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.92K
+ 4.2%
$32.57 - $35.82 $193K - $212K
147K $4.86B
ZION
Zions Bancorporation, National Association

Financial Services
1.3K
New
$47.0 - $59.03 $61.3K - $77K
1.3K $65M
MUB
Ishares National Muni Bond ETF

ETFs
966
+ 2.72%
$104.71 - $107.69 $101K - $104K
36.5K $3.84B
MMM
3 M CO

Industrials
359
New
$129.7 - $155.12 $46.6K - $55.7K
359 $52.7M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
500
New
$77.67 - $90.15 $38.8K - $45.1K
500 $39.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.11K
New
$27.56 - $32.1 $30.6K - $35.6K
1.11K $31.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.12K
+ 238.72%
$21.75 - $24.28 $24.4K - $27.2K
1.59K $35.1M
BNDX
Vanguard Total International B

ETFs
389
New
$48.33 - $49.5 $18.8K - $19.3K
389 $19M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
212
New
$80.73 - $94.96 $17.1K - $20.1K
212 $17.6M
FNDX
Schwab Fundamental U S Large C

ETFs
738
+ 171.23%
$23.03 - $25.01 $17K - $18.5K
1.17K $27.6M
RWX
Spdr Dow Jones International R

ETFs
395
+ 100.0%
$22.39 - $24.7 $8.84K - $9.76K
790 $19.3M
FNDF
Schwab Fundamental Intl Large

ETFs
248
+ 115.35%
$32.9 - $37.45 $8.16K - $9.29K
463 $16.7M
FNDA
Schwab Fundamental U S Small C

ETFs
346
+ 159.45%
$26.87 - $30.99 $9.3K - $10.7K
563 $15.4M
Solventum Corp
89
New
N/A
89 $6.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
266
+ 97.08%
$18.36 - $20.51 $4.88K - $5.46K
540 $10.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
103
+ 194.34%
$46.74 - $47.55 $4.81K - $4.9K
156 $7.41M
IAU
Ishares Gold Trust

ETFs
80
New
$49.74 - $58.96 $3.98K - $4.72K
80 $4.72M
FNDC
Schwab Fundamental Intl Small

ETFs
107
+ 113.83%
$33.34 - $37.44 $3.57K - $4.01K
201 $7.29M
AAPL
Apple Inc.

Technology
18
New
$209.68 - $247.1 $3.77K - $4.45K
18 $4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
115
+ 95.04%
$28.11 - $32.0 $3.23K - $3.68K
236 $7.26M
DHR
Danaher Corp

Healthcare
18
New
$201.62 - $250.59 $3.63K - $4.51K
18 $3.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
164
+ 100.61%
$23.16 - $27.04 $3.8K - $4.43K
327 $7.66M
V
Visa Inc.

Financial Services
9
+ 900.0%
$306.92 - $362.71 $2.76K - $3.26K
10 $3.51M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
138
+ 155.06%
$20.2 - $22.24 $2.79K - $3.07K
227 $4.88M
AVGO
Broadcom Inc.

Technology
16
+ 533.33%
$167.43 - $244.7 $2.68K - $3.92K
19 $3.18M
MSFT
Microsoft Corp

Technology
6
+ 600.0%
$375.39 - $447.2 $2.25K - $2.68K
7 $2.63M
HD
Home Depot, Inc.

Consumer Cyclical
6
New
$347.25 - $424.87 $2.08K - $2.55K
6 $2.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
77
+ 97.47%
$25.81 - $28.52 $1.99K - $2.2K
156 $4.31M
UNH
Unitedhealth Group Inc

Healthcare
4
New
$461.52 - $548.18 $1.85K - $2.19K
4 $2.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
24
+ 342.86%
$78.97 - $85.82 $1.9K - $2.06K
31 $2.57M
SCHC
Schwab Strategic Tr Intl Small

ETFs
53
+ 84.13%
$33.57 - $37.22 $1.78K - $1.97K
116 $4.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
New
$168.84 - $202.89 $1.52K - $1.83K
9 $1.58M
ACN
Accenture PLC

Technology
5
New
$300.91 - $398.25 $1.5K - $1.99K
5 $1.56M
KO
Coca Cola CO

Consumer Defensive
21
New
$60.81 - $72.32 $1.28K - $1.52K
21 $1.51M
Linde PLC
3
New
N/A
3 $1.4M
ETN
Eaton Corp PLC

Industrials
5
New
$271.83 - $371.23 $1.36K - $1.86K
5 $1.36M
WMT
Walmart Inc.

Consumer Defensive
15
New
$84.5 - $105.05 $1.27K - $1.58K
15 $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21
New
$56.17 - $59.71 $1.18K - $1.25K
21 $1.2M
VZ
Verizon Communications Inc

Communication Services
26
New
$37.81 - $46.49 $983 - $1.21K
26 $1.18M
WM
Waste Management Inc

Industrials
5
New
$200.54 - $233.78 $1K - $1.17K
5 $1.16M
Activity Summary
Buys All Purchases 81 New Holdings 54 Increased Positions 27 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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