Bridge Generations Wealth Management LLC New Holdings 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
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
Dimensional ETF Trust
2.44K
New
N/A
2.44K $127M
BND
Vanguard Bd Index Fd Inc Total

ETFs
890
New
$71.17 - $73.66 $63.3K - $65.6K
890 $65.4M
ZION
Zions Bancorporation, National Association

Financial Services
1.3K
New
$47.0 - $59.03 $61.3K - $77K
1.3K $65M
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
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
Solventum Corp
89
New
N/A
89 $6.77M
IAU
Ishares Gold Trust

ETFs
80
New
$49.74 - $58.96 $3.98K - $4.72K
80 $4.72M
AAPL
Apple Inc.

Technology
18
New
$209.68 - $247.1 $3.77K - $4.45K
18 $4M
DHR
Danaher Corp

Healthcare
18
New
$201.62 - $250.59 $3.63K - $4.51K
18 $3.69M
HD
Home Depot, Inc.

Consumer Cyclical
6
New
$347.25 - $424.87 $2.08K - $2.55K
6 $2.2M
UNH
Unitedhealth Group Inc

Healthcare
4
New
$461.52 - $548.18 $1.85K - $2.19K
4 $2.1M
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
AXP
American Express CO

Financial Services
4
New
$255.39 - $325.87 $1.02K - $1.3K
4 $1.08M
XOM
Exxon Mobil Corp

Energy
9
New
$105.44 - $118.93 $949 - $1.07K
9 $1.07M
ABBV
Abb Vie Inc.

Healthcare
5
New
$169.2 - $216.66 $846 - $1.08K
5 $1.05M
ADI
Analog Devices Inc

Technology
5
New
$201.56 - $243.82 $1.01K - $1.22K
5 $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
4
New
$225.19 - $279.95 $901 - $1.12K
4 $982K
COST
Costco Wholesale Corp

Consumer Defensive
1
New
$890.62 - $1076.86 $891 - $1.08K
1 $946K
MCD
Mcdonalds Corp

Consumer Cyclical
3
New
$279.74 - $321.29 $839 - $964
3 $938K
ATO
Atmos Energy Corp

Utilities
6
New
$136.51 - $154.58 $819 - $927
6 $928K
DCI
Donaldson CO Inc

Industrials
10
New
$66.51 - $72.28 $665 - $723
10 $671K
BBY
Best Buy CO Inc

Consumer Cyclical
9
New
$70.3 - $91.1 $633 - $820
9 $663K
HON
Honeywell International Inc

Industrials
3
New
$202.75 - $226.52 $608 - $680
3 $636K
NVS
Novartis Ag

Healthcare
5
New
$97.14 - $115.57 $486 - $578
5 $558K
MRK
Merck & Co., Inc.

Healthcare
6
New
$83.01 - $101.02 $498 - $606
6 $539K
CVX
Chevron Corp

Energy
3
New
$146.71 - $167.97 $440 - $504
3 $502K
ZTS
Zoetis Inc.

Healthcare
3
New
$156.48 - $175.67 $469 - $527
3 $494K
ROL
Rollins Inc

Consumer Cyclical
9
New
$45.65 - $54.03 $411 - $486
9 $487K
AMT
American Tower Corp

Real Estate
2
New
$173.46 - $217.6 $347 - $435
2 $436K
DLR
Digital Realty Trust, Inc.

Real Estate
3
New
$142.1 - $183.56 $426 - $551
3 $430K
TJX
Tjx Companies Inc

Consumer Cyclical
3
New
$112.81 - $126.16 $338 - $378
3 $366K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
New
$142.8 - $176.36 $286 - $353
2 $345K
PLD
Prologis, Inc.

Real Estate
3
New
$103.59 - $124.04 $311 - $372
3 $336K
JNJ
Johnson & Johnson

Healthcare
2
New
$142.06 - $167.7 $284 - $335
2 $332K
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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