Beacon Bridge Wealth Partners, LLC Incresed Positions 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
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
IVV
Ishares Core S&P 500 ETF

ETFs
862
+ 6.32%
$520.18 - $576.82 $448K - $497K
14.5K $8.36B
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
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
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
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email