Beacon Bridge Wealth Partners, LLC Purchases in Q2 2024

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
12.1K
+ 80.77%
$322.46 - $377.11 $3.89M - $4.55M
27K $10.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
50.9K
+ 52.49%
$42.0 - $47.28 $2.14M - $2.4M
148K $6.94B
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.4K
+ 15.89%
$154.56 - $173.19 $1.61M - $1.81M
76.1K $13B
HEFA
Ishares Currency Hedged Msci E

ETFs
58.4K
New
$33.83 - $35.94 $1.98M - $2.1M
58.4K $2.08B
MUB
Ishares National Muni Bond ETF

ETFs
14.6K
+ 33.04%
$105.37 - $107.16 $1.54M - $1.57M
58.8K $6.27B
SCHQ
Schwab Strategic Tr Long Term

ETFs
47K
+ 39.72%
$31.45 - $33.71 $1.48M - $1.58M
165K $5.42B
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.37K
+ 17.35%
$87.04 - $101.61 $816K - $952K
63.4K $6.39B
Blackrock ETF Trust Ii
25.8K
+ 38.83%
N/A
92.1K $4.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
381
+ 0.88%
$495.16 - $548.49 $189K - $209K
43.9K $23.9B
IYW
Ishares Dj Us Tech ETF

ETFs
3.45K
+ 17.94%
$124.75 - $153.46 $430K - $529K
22.7K $3.41B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.2K
New
$49.78 - $53.44 $509K - $546K
10.2K $541M
EEMV
Ishares Msci Emerging Markets

ETFs
8.35K
+ 13.64%
$55.16 - $58.09 $461K - $485K
69.6K $3.98B
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.2K
+ 50.21%
$26.06 - $27.96 $447K - $480K
51.3K $1.4B
DGRO
Ishares Core Dividend Growth E

ETFs
7.67K
+ 15.07%
$55.23 - $58.55 $423K - $449K
58.5K $3.37B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.2K
+ 28.34%
$43.11 - $44.42 $354K - $364K
37.2K $1.64B
NVDA
Nvidia Corp

Technology
5.45K
+ 1151.59%
$118.11 - $1224.4 $643K - $6.67M
5.92K $731M
Nuveen Churchill Direct Lend
13K
New
N/A
13K $226M
VHT
Vanguard Health Care ETF

ETFs
758
New
$252.83 - $269.37 $192K - $204K
758 $202M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.43K
+ 16.55%
$37.19 - $39.82 $202K - $216K
38.2K $1.47B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.93K
+ 17.15%
$55.42 - $60.55 $162K - $177K
20K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
237
+ 5.66%
$142.05 - $197.88 $33.7K - $46.9K
4.42K $875M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.65K
+ 7.14%
$49.28 - $50.11 $130K - $133K
39.7K $1.98B
EMB
Ishares Tr

ETFs
1.55K
+ 24.94%
$86.66 - $89.88 $134K - $139K
7.77K $687M
SXC
Sun Coke Energy, Inc.

Basic Materials
11.3K
New
$9.44 - $11.32 $107K - $128K
11.3K $111M
IXC
Ishares Tr Global Energy ETF

ETFs
3.51K
+ 11.94%
$39.86 - $44.76 $140K - $157K
32.9K $1.37B
XLV
Select Sector Spdr Fund Health

ETFs
679
+ 21.0%
$138.43 - $147.09 $94K - $99.9K
3.91K $570M
XLE
Energy Sector Spdr

ETFs
1.27K
+ 17.73%
$88.04 - $98.08 $112K - $125K
8.44K $769M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
281
+ 8.36%
$516.55 - $556.17 $145K - $156K
3.64K $1.95B
RLGT
Radiant Logistics, Inc

Industrials
12.8K
New
$4.9 - $5.69 $62.7K - $72.8K
12.8K $72.8M
AMZN
Amazon Com Inc

Consumer Cyclical
103
+ 2.63%
$173.67 - $197.85 $17.9K - $20.4K
4.02K $776M
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 10.84%
$47.83 - $51.21 $78.2K - $83.8K
16.7K $827M
XLI
Industrial Sector Spdr

ETFs
643
+ 26.96%
$120.47 - $125.94 $77.5K - $81K
3.03K $369M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
313
+ 0.86%
$35.3 - $38.79 $11K - $12.1K
36.6K $1.38B
XAR
Spdr S&P Aerospace & Defense E

ETFs
444
+ 17.73%
$132.1 - $144.92 $58.7K - $64.3K
2.95K $413M
XLY
Select Sector Spdr Consumer Di

ETFs
328
+ 16.97%
$169.76 - $184.45 $55.7K - $60.5K
2.26K $412M
MSFT
Microsoft Corp

Technology
49
+ 3.89%
$389.33 - $452.85 $19.1K - $22.2K
1.31K $585M
SPGI
S&P Global Inc.

Financial Services
20
+ 1.76%
$408.56 - $448.91 $8.17K - $8.98K
1.15K $515M
IGRO
Ishares Tr International Divid

ETFs
15
+ 0.33%
$64.14 - $69.66 $962 - $1.04K
4.5K $303M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.11%
$176.58 - $186.7 $353 - $373
1.83K $333M
BA
Boeing CO

Industrials
21
+ 1.25%
$164.33 - $191.42 $3.45K - $4.02K
1.7K $310M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 3.39%
$325.1 - $368.03 $17.6K - $19.9K
1.65K $567M
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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