Bridge Generations Wealth Management LLC Portfolio Holdings by Sector

Bridge Generations Wealth Management LLC

$151 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFAT TLH DFEM DFIC DIHP DUHP DFUV 65 stocks	$126 Million 99.31% of portfolio	65	-	65	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$315,803 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT FTNT CRWD 4 stocks	$151,119 0.12% of portfolio	4	-	4	-	0 Calls 0 Puts
Airlines \| Industrials SKYW 1 stocks	$100,130 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$83,098 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services GBCI 1 stocks	$70,409 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$56,295 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$38,015 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$19,687 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM YUMC 2 stocks	$18,233 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$17,825 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,194 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$772 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$696 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$573 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$317 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$190 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$168 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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