Beacon Bridge Wealth Partners, LLC Reduced Holdings in Q2 2024

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-77.3K
- 40.37%
$44.66 - $45.99 $3.45M - $3.55M
114K $5.2B
VTV
Vanguard Value ETF

ETFs
-17.7K
- 26.82%
$154.57 - $163.65 $2.74M - $2.9M
48.3K $7.75B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-97.7K
- 28.14%
$22.12 - $22.75 $2.16M - $2.22M
250K $5.63B
EFV
Msci Eafe Value ETF

ETFs
-32.6K
- 44.65%
$52.34 - $56.41 $1.71M - $1.84M
40.4K $2.14B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-37.9K
- 26.55%
$27.5 - $28.16 $1.04M - $1.07M
105K $2.93B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.08K
- 19.62%
$95.11 - $97.92 $863K - $889K
37.2K $3.61B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.7K
- 34.02%
$49.55 - $50.44 $677K - $689K
26.5K $1.33B
EEM
Ishares Msci Emerging Markets

ETFs
-14.4K
- 57.88%
$39.71 - $43.79 $571K - $630K
10.5K $446M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.98K
- 10.05%
$75.69 - $81.19 $301K - $323K
35.6K $2.77B
IEFA
Ishares Tr

ETFs
-4.96K
- 9.9%
$70.77 - $76.19 $351K - $378K
45.2K $3.28B
EFG
Msci Eafe Growth ETF

ETFs
-3.54K
- 15.64%
$97.17 - $106.25 $344K - $376K
19.1K $1.95B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-7.24K
- 28.52%
$50.02 - $51.62 $362K - $374K
18.1K $930M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.41K
- 16.63%
$76.35 - $77.35 $337K - $341K
22.1K $1.71B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.69K
- 24.01%
$124.6 - $132.46 $211K - $224K
5.35K $680M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.7K
- 6.47%
$77.95 - $84.63 $132K - $144K
24.6K $2.01B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.82K
- 37.28%
$102.13 - $110.88 $185K - $201K
3.05K $326M
MBB
Ishares Tr

ETFs
-1.46K
- 1.23%
$89.41 - $92.64 $130K - $135K
118K $10.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.71K
- 20.85%
$79.31 - $93.31 $294K - $346K
14.1K $1.3B
VO
Vanguard Mid Cap ETF

ETFs
-282
- 1.76%
$234.99 - $248.98 $66.3K - $70.2K
15.8K $3.82B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-4.35K
- 40.51%
$38.1 - $41.42 $166K - $180K
6.39K $257M
IXUS
Ishares Tr

ETFs
-2.33K
- 7.83%
$65.1 - $70.07 $152K - $164K
27.5K $1.86B
FISV
Fiserv Inc

Technology
-387
- 4.75%
N/A
7.75K $1.16B
FDN
First Tr Fd Dow Jones

ETFs
-638
- 25.53%
$192.91 - $207.84 $123K - $133K
1.86K $381M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.21K
- 16.3%
$91.3 - $93.01 $111K - $113K
6.22K $576M
VIG
Vanguard Dividend Appreciation

ETFs
-618
- 3.84%
$173.33 - $185.29 $107K - $115K
15.5K $2.82B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.52K
- 22.56%
$70.55 - $72.66 $107K - $111K
5.22K $376M
HYG
Ishares Tr

ETFs
-1.39K
- 34.24%
$75.68 - $77.45 $105K - $108K
2.67K $206M
JNJ
Johnson & Johnson

Healthcare
-418
- 17.64%
$144.38 - $157.78 $60.4K - $66K
1.95K $285M
CVX
Chevron Corp

Energy
-552
- 29.18%
$152.57 - $166.33 $84.2K - $91.8K
1.34K $210M
ABBV
Abb Vie Inc.

Healthcare
-350
- 17.87%
$154.79 - $180.76 $54.2K - $63.3K
1.61K $276M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-6.13K
- 29.67%
$10.52 - $11.05 $64.5K - $67.8K
14.5K $157M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-129
- 1.36%
$170.84 - $180.49 $22K - $23.3K
9.36K $1.65B
OEF
Ishares S&P 100 ETF

ETFs
-279
- 13.78%
$234.68 - $265.99 $65.5K - $74.2K
1.75K $461M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-717
- 16.43%
$58.24 - $64.51 $41.8K - $46.3K
3.65K $233M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 3.35%
$396.73 - $420.24 $7.14K - $7.56K
520 $212M
JPM
Jpmorgan Chase & CO

Financial Services
-75
- 3.31%
$180.08 - $204.79 $13.5K - $15.4K
2.19K $443M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-56
- 0.26%
$57.86 - $62.21 $3.24K - $3.48K
21.4K $1.29B
RPG
Invesco Exchange Traded Fd Tr

ETFs
-91
- 0.16%
$33.42 - $37.39 $3.04K - $3.4K
56.9K $2.12B
GOOG
Alphabet Inc.

Communication Services
-15
- 0.63%
$151.94 - $186.86 $2.28K - $2.8K
2.37K $435M
GOOGL
Alphabet Inc.

Communication Services
-50
- 1.15%
$150.53 - $185.41 $7.53K - $9.27K
4.3K $783M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 0.48%
$497.53 - $549.64 $32.8K - $36.3K
13.6K $7.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-210
- 1.01%
$455.1 - $504.28 $95.6K - $106K
20.5K $10.3B
SPYG
Spdr Portfolio

ETFs
-491
- 0.7%
$68.71 - $80.95 $33.7K - $39.7K
69.6K $5.58B
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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