Beacon Bridge Wealth Partners, LLC Purchases in Q3 2024

Beacon Bridge Wealth Partners, LLC

  • $233 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.1K
+ 15.94%
$162.64 - $179.3 $1.97M - $2.18M
88.2K $15.8B
EFV
Msci Eafe Value ETF

ETFs
34K
+ 84.02%
$51.72 - $57.96 $1.76M - $1.97M
74.4K $4.28B
EEMV
Ishares Msci Emerging Markets

ETFs
25.7K
+ 36.96%
$56.77 - $63.31 $1.46M - $1.63M
95.3K $5.97B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
40.2K
New
$43.99 - $46.63 $1.77M - $1.87M
40.2K $1.87B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
41.8K
+ 109.29%
$36.98 - $41.55 $1.55M - $1.74M
80K $3.29B
MUB
Ishares National Muni Bond ETF

ETFs
15.2K
+ 25.91%
$106.13 - $108.7 $1.62M - $1.66M
74.1K $8.04B
EFG
Msci Eafe Growth ETF

ETFs
13.5K
+ 70.84%
$96.84 - $108.77 $1.31M - $1.47M
32.6K $3.51B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
29.2K
+ 78.7%
$43.73 - $46.29 $1.28M - $1.35M
66.4K $3.06B
VUG
Vanguard Growth ETF

ETFs
2.33K
+ 8.63%
$341.08 - $391.94 $796K - $915K
29.4K $11.3B
MBB
Ishares Tr

ETFs
7.05K
+ 5.99%
$90.85 - $96.66 $640K - $681K
125K $11.9B
IYW
Ishares Dj Us Tech ETF

ETFs
5.66K
+ 24.95%
$133.16 - $158.73 $754K - $898K
28.3K $4.3B
DGRO
Ishares Core Dividend Growth E

ETFs
9.32K
+ 15.92%
$57.47 - $62.76 $536K - $585K
67.8K $4.25B
SPYG
Spdr Portfolio

ETFs
6.9K
+ 9.91%
$73.38 - $84.1 $507K - $581K
76.5K $6.35B
VTV
Vanguard Value ETF

ETFs
164
+ 0.34%
$159.75 - $174.57 $26.2K - $28.6K
48.5K $8.47B
Blackrock ETF Trust Ii
9.53K
+ 10.35%
N/A
102K $5.44B
Nuveen Churchill Direct Lend
30.4K
+ 233.34%
N/A
43.4K $755M
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.9K
+ 28.97%
$26.69 - $29.87 $397K - $444K
66.2K $1.92B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.64K
+ 1.78%
$44.24 - $49.47 $117K - $130K
150K $7.44B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.63K
+ 3.18%
$45.2 - $47.87 $164K - $174K
118K $5.6B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.76K
New
$61.47 - $67.36 $354K - $388K
5.76K $388M
VB
Vanguard Small Cap ETF

ETFs
223
+ 1.61%
$214.77 - $237.72 $47.9K - $53K
14.1K $3.35B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.27K
+ 3.56%
$75.47 - $83.18 $95.8K - $106K
36.9K $3.06B
IXUS
Ishares Tr

ETFs
2.01K
+ 7.33%
$64.9 - $73.35 $131K - $148K
29.5K $2.14B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.96K
+ 18.73%
$49.93 - $51.15 $248K - $254K
31.5K $1.61B
VEA
Vanguard Ftse Developed Market

ETFs
3.39K
+ 20.27%
$47.6 - $53.31 $161K - $181K
20.1K $1.06B
ORCL
Oracle Corp

Technology
1.38K
New
$125.9 - $170.35 $173K - $235K
1.38K $235M
XLF
Financial Sector Spdr

ETFs
5.15K
New
$40.84 - $45.74 $210K - $235K
5.15K $233M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.35K
+ 32.83%
$51.29 - $56.57 $172K - $190K
13.6K $768M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.09K
+ 5.26%
$49.77 - $51.95 $104K - $108K
41.8K $2.17B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.14K
+ 3.1%
$36.02 - $41.68 $40.9K - $47.3K
37.7K $1.56B
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 2.16%
$33.68 - $39.31 $41.3K - $48.2K
58.1K $2.28B
AVGO
Broadcom Inc.

Technology
4.51K
+ 981.7%
$136.27 - $1745.86 $614K - $7.87M
4.97K $856M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.12%
$333.64 - $405.2 $667 - $810
1.65K $668M
XLE
Energy Sector Spdr

ETFs
1.37K
+ 16.27%
$84.35 - $93.39 $116K - $128K
9.81K $861M
AMZN
Amazon Com Inc

Consumer Cyclical
380
+ 9.46%
$161.02 - $200.0 $61.2K - $76K
4.4K $819M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.92%
$405.19 - $478.57 $4.05K - $4.79K
530 $244M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.05%
$181.06 - $197.17 $181 - $197
1.83K $361M
NVDA
Nvidia Corp

Technology
302
+ 5.1%
$98.91 - $134.91 $29.9K - $40.7K
6.22K $756M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
216
+ 1.49%
$10.65 - $11.21 $2.3K - $2.42K
14.8K $165M
SXC
Sun Coke Energy, Inc.

Basic Materials
100
+ 0.88%
$7.71 - $11.7 $771 - $1.17K
11.4K $99.2M
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$395.15 - $467.56 $395 - $468
1.31K $563M
GOOGL
Alphabet Inc.

Communication Services
66
+ 1.53%
$148.65 - $191.18 $9.81K - $12.6K
4.37K $724M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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