Bridge Generations Wealth Management LLC Portfolio Holdings by Sector
Bridge Generations Wealth Management LLC
- $159 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFAT TLH SPTI DFEM DFIC DIHP DUHP 77 stocks |
$131 Million
96.86% of portfolio
|
33
|
13
|
12
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.11 Million
1.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$1.47 Million
1.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT FTNT CRWD 4 stocks |
$130,734
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ZION GBCI PNC 3 stocks |
$128,580
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
SKYW 1 stocks |
$87,370
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$85,683
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$56,603
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$53,359
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$38,990
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM YUMC MCD 3 stocks |
$21,880
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$21,104
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$15,800
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$4,582
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO ADI 2 stocks |
$4,191
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,999
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$3,690
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY NVS MRK JNJ 5 stocks |
$3,303
0.0% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2,263
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,199
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2,095
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN DCI 2 stocks |
$2,031
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,903
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,573
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$1,561
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,180
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,158
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$928
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR 2 stocks |
$866
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$682
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$663
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$547
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$494
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$487
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$366
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$345
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$306
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$272
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$155
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$142
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|