Beacon Bridge Wealth Partners, LLC Purchases in Q1 2025

Beacon Bridge Wealth Partners, LLC

  • $234 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
14.2K
+ 28.05%
$167.73 - $179.21 $2.38M - $2.54M
64.8K $11.2B
Blackrock ETF Trust Ii
25K
+ 19.31%
N/A
155K $8.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.38K
+ 11.31%
$168.16 - $186.21 $1.58M - $1.75M
92.3K $15.8B
MUB
Ishares National Muni Bond ETF

ETFs
10.3K
+ 11.78%
$104.71 - $107.69 $1.07M - $1.11M
97.4K $10.3B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
22.2K
+ 76.04%
$27.64 - $28.58 $614K - $635K
51.4K $1.47B
LMT
Lockheed Martin Corp

Industrials
1.45K
+ 80.18%
$423.19 - $506.29 $613K - $733K
3.25K $1.45B
MBB
Ishares Tr

ETFs
1.91K
+ 1.79%
$90.37 - $94.08 $172K - $179K
108K $10.2B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.4K
+ 13.42%
$22.25 - $23.0 $386K - $399K
147K $3.37B
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.64K
+ 12.4%
$25.54 - $27.64 $246K - $266K
87.4K $2.38B
IXUS
Ishares Tr

ETFs
2.3K
+ 7.15%
$65.06 - $72.31 $150K - $166K
34.4K $2.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
190
+ 0.11%
$18.36 - $20.51 $3.49K - $3.9K
166K $3.29B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.33K
+ 11.43%
$196.12 - $229.48 $261K - $306K
13K $2.63B
CVX
Chevron Corp

Energy
1.22K
New
$146.71 - $167.97 $178K - $204K
1.22K $203M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.01K
+ 48.51%
$65.27 - $71.18 $197K - $214K
9.22K $612M
EEMV
Ishares Msci Emerging Markets

ETFs
2.4K
+ 2.28%
$57.07 - $59.29 $137K - $142K
108K $6.27B
VEA
Vanguard Ftse Developed Market

ETFs
1.38K
+ 5.59%
$47.4 - $52.99 $65.3K - $73K
26K $1.32B
FISV
Fiserv Inc

Technology
10
+ 0.13%
N/A
7.76K $1.71B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.2K
+ 6.53%
$48.06 - $53.73 $540K - $603K
183K $8.93B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
603
+ 2.86%
$95.85 - $99.25 $57.8K - $59.8K
21.7K $2.15B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.23K
+ 0.98%
$21.77 - $22.56 $26.8K - $27.8K
127K $2.86B
XLF
Financial Sector Spdr

ETFs
460
+ 1.39%
$47.32 - $52.19 $21.8K - $24K
33.6K $1.67B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.19K
+ 2.72%
$49.42 - $50.43 $58.9K - $60.1K
45K $2.25B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.54K
+ 7.75%
$25.58 - $29.24 $219K - $250K
119K $3.11B
ABBV
Abb Vie Inc.

Healthcare
22
+ 1.37%
$169.2 - $216.66 $3.72K - $4.77K
1.63K $342M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 2.45%
$442.66 - $534.52 $5.75K - $6.95K
543 $289M
V
Visa Inc.

Financial Services
23
+ 1.94%
$306.92 - $362.71 $7.06K - $8.34K
1.21K $423M
DGRO
Ishares Core Dividend Growth E

ETFs
198
+ 0.31%
$60.46 - $64.42 $12K - $12.8K
63.9K $3.95B
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 0.45%
$53.9 - $63.11 $1.35K - $1.58K
5.55K $339M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 1.83%
$225.19 - $279.95 $9.01K - $11.2K
2.23K $547M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
315
+ 5.11%
$42.18 - $45.16 $13.3K - $14.2K
6.48K $287M
PG
Procter & Gamble CO

Consumer Defensive
30
+ 0.9%
$158.56 - $176.26 $4.76K - $5.29K
3.37K $574M
ZTS
Zoetis Inc.

Healthcare
6
+ 0.44%
$156.48 - $175.67 $939 - $1.05K
1.36K $223M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.05%
$185.78 - $198.58 $186 - $199
1.83K $349M
BA
Boeing CO

Industrials
4
+ 0.24%
$148.15 - $186.25 $593 - $745
1.69K $288M
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 0.17%
$68.12 - $83.42 $341 - $417
2.96K $221M
ORCL
Oracle Corp

Technology
129
+ 9.37%
$139.81 - $186.47 $18K - $24.1K
1.51K $211M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 2.36%
$347.25 - $424.87 $13.5K - $16.6K
1.69K $620M
VB
Vanguard Small Cap ETF

ETFs
1.01K
+ 7.25%
$217.89 - $252.64 $221K - $256K
15K $3.33B
MSFT
Microsoft Corp

Technology
36
+ 2.75%
$375.39 - $447.2 $13.5K - $16.1K
1.35K $505M
QQQ
Invesco Qqq Trust, Series 1

ETFs
135
+ 4.29%
$468.34 - $539.52 $63.2K - $72.8K
3.28K $1.54B
GOOG
Alphabet Inc.

Communication Services
59
+ 2.49%
$156.06 - $207.71 $9.21K - $12.3K
2.43K $380M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.13%
$522.96 - $601.18 $1.57K - $1.8K
2.3K $1.23B
XLY
Select Sector Spdr Consumer Di

ETFs
79
+ 2.06%
$192.6 - $233.2 $15.2K - $18.4K
3.91K $771M
AMZN
Amazon Com Inc

Consumer Cyclical
125
+ 3.05%
$190.26 - $242.06 $23.8K - $30.3K
4.22K $803M
NVDA
Nvidia Corp

Technology
272
+ 4.59%
$106.98 - $149.43 $29.1K - $40.6K
6.19K $671M
RPG
Invesco Exchange Traded Fd Tr

ETFs
875
+ 1.42%
$37.33 - $45.03 $32.7K - $39.4K
62.5K $2.39B
IYW
Ishares Dj Us Tech ETF

ETFs
2.73K
+ 9.54%
$140.44 - $166.79 $383K - $455K
31.4K $4.4B
IVV
Ishares Core S&P 500 ETF

ETFs
437
+ 2.79%
$554.06 - $615.85 $242K - $269K
16.1K $9.04B
AVGO
Broadcom Inc.

Technology
62
+ 1.35%
$167.43 - $244.7 $10.4K - $15.2K
4.65K $779M
Activity Summary
Buys All Purchases 53 New Holdings 1 Increased Positions 52 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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