Beacon Bridge Wealth Partners, LLC Reduced Holdings in Q1 2025

Beacon Bridge Wealth Partners, LLC

  • $234 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.49K
- 13.06%
$551.42 - $612.93 $2.48M - $2.75M
29.9K $16.7B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.14K
- 52.11%
$222.15 - $428.22 $475K - $915K
1.96K $509M
EFG
Msci Eafe Growth ETF

ETFs
-12.2K
- 29.79%
$96.1 - $106.37 $1.17M - $1.29M
28.6K $2.86B
Nuveen Churchill Direct Lend
-54.3K
- 62.6%
N/A
32.4K $551M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 0.17%
$507.05 - $563.67 $17.2K - $19.2K
19.7K $10.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.15K
- 33.41%
$58.01 - $64.46 $357K - $397K
12.3K $762M
VO
Vanguard Mid Cap ETF

ETFs
-507
- 3.66%
$251.87 - $277.95 $128K - $141K
13.3K $3.45B
VTWO
Vanguard Russell 2000 ETF

ETFs
-153
- 0.75%
$80.08 - $92.93 $12.3K - $14.2K
20.3K $1.64B
SPGI
S&P Global Inc.

Financial Services
-314
- 22.54%
$478.26 - $543.77 $150K - $171K
1.08K $548M
GOOGL
Alphabet Inc.

Communication Services
-8
- 0.19%
$154.33 - $206.19 $1.23K - $1.65K
4.11K $635M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.29K
- 11.56%
$37.07 - $40.63 $159K - $174K
32.8K $1.29B
IVW
Ishares S&P 500 Growth ETF

ETFs
-55
- 0.49%
$92.45 - $106.69 $5.08K - $5.87K
11.3K $1.05B
IXC
Ishares Tr Global Energy ETF

ETFs
-3.32K
- 34.59%
$38.48 - $42.16 $128K - $140K
6.28K $264M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.51K
- 3.69%
$22.46 - $23.26 $169K - $175K
196K $4.55B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-879
- 6.24%
$77.7 - $78.94 $68.3K - $69.4K
13.2K $1.04B
VIG
Vanguard Dividend Appreciation

ETFs
-95
- 0.68%
N/A
14K $2.71B
FDN
First Tr Fd Dow Jones

ETFs
-15
- 0.83%
$221.38 - $266.86 $3.32K - $4K
1.8K $400M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-295
- 7.73%
$93.32 - $95.35 $27.5K - $28.1K
3.52K $330M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-177
- 4.21%
$128.74 - $138.67 $22.8K - $24.5K
4.03K $546M
IGRO
Ishares Tr International Divid

ETFs
-76
- 1.75%
$66.91 - $73.87 $5.09K - $5.61K
4.27K $309M
JNJ
Johnson & Johnson

Healthcare
-12
- 0.66%
$142.06 - $167.7 $1.7K - $2.01K
1.8K $298M
EFV
Msci Eafe Value ETF

ETFs
-6.84K
- 9.94%
$51.88 - $60.73 $355K - $416K
62K $3.65B
IEFA
Ishares Tr

ETFs
-168
- 0.42%
$69.57 - $78.65 $11.7K - $13.2K
40.1K $3.03B
IAU
Ishares Gold Trust

ETFs
-3.54K
- 7.63%
$49.74 - $58.96 $176K - $208K
42.8K $2.52B
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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