Beacon Bridge Wealth Partners, LLC Reduced Holdings in Q4 2024

Beacon Bridge Wealth Partners, LLC

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-120K
- 48.14%
$22.39 - $23.45 $2.69M - $2.81M
129K $2.97B
MBB
Ishares Tr

ETFs
-18.1K
- 14.55%
$91.26 - $95.82 $1.65M - $1.74M
106K $9.76B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-55.7K
- 65.58%
$27.8 - $29.05 $1.55M - $1.62M
29.2K $815M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.31K
- 6.02%
$176.42 - $186.91 $937K - $992K
82.9K $14.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.57K
- 28.9%
$96.64 - $101.23 $828K - $868K
21.1K $2.04B
EFV
Msci Eafe Value ETF

ETFs
-5.58K
- 7.5%
$51.78 - $57.15 $289K - $319K
68.8K $3.61B
IEFA
Ishares Tr

ETFs
-3.52K
- 8.05%
$70.06 - $77.43 $247K - $273K
40.2K $2.83B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.47K
- 24.09%
$77.86 - $79.27 $348K - $354K
14.1K $1.1B
DGRO
Ishares Core Dividend Growth E

ETFs
-4.14K
- 6.1%
$60.73 - $64.94 $251K - $269K
63.7K $3.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.24K
- 3.47%
$567.81 - $607.81 $703K - $752K
34.4K $20.2B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-828
- 16.46%
$131.66 - $144.0 $109K - $119K
4.2K $555M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.33K
- 25.83%
$93.52 - $95.37 $124K - $127K
3.82K $357M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-593
- 1.57%
$38.37 - $42.82 $22.8K - $25.4K
37.1K $1.42B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-89
- 0.48%
$58.88 - $64.8 $5.24K - $5.77K
18.4K $1.09B
VIG
Vanguard Dividend Appreciation

ETFs
-369
- 2.56%
N/A
14K $2.75B
VOOV
Vanguard S&P 500 Value ETF

ETFs
-189
- 2.1%
$184.21 - $199.29 $34.8K - $37.7K
8.82K $1.63B
VO
Vanguard Mid Cap ETF

ETFs
-315
- 2.22%
$261.5 - $284.63 $82.4K - $89.7K
13.9K $3.66B
VTWO
Vanguard Russell 2000 ETF

ETFs
-774
- 3.64%
$87.42 - $98.06 $67.7K - $75.9K
20.5K $1.83B
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-4.22K
- 28.58%
$9.94 - $11.39 $41.9K - $48K
10.5K $106M
JNJ
Johnson & Johnson

Healthcare
-141
- 7.23%
$143.34 - $165.86 $20.2K - $23.4K
1.81K $262M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-33
- 0.2%
$51.33 - $53.74 $1.69K - $1.77K
16.8K $868M
IGRO
Ishares Tr International Divid

ETFs
-76
- 1.72%
$67.76 - $74.48 $5.15K - $5.66K
4.35K $295M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-109
- 1.74%
$43.02 - $47.32 $4.69K - $5.16K
6.16K $267M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 1.46%
$563.99 - $620.12 $19.2K - $21.1K
2.3K $1.31B
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.05%
$189.5 - $206.17 $190 - $206
1.83K $349M
VB
Vanguard Small Cap ETF

ETFs
-122
- 0.87%
$233.76 - $261.58 $28.5K - $31.9K
14K $3.36B
OEF
Ishares S&P 100 ETF

ETFs
-15
- 0.86%
N/A
1.73K $498M
BA
Boeing CO

Industrials
-16
- 0.94%
$138.14 - $180.72 $2.21K - $2.89K
1.69K $298M
NVDA
Nvidia Corp

Technology
-300
- 4.82%
$117.0 - $148.88 $35.1K - $44.7K
5.92K $795M
GOOGL
Alphabet Inc.

Communication Services
-250
- 5.72%
$161.86 - $196.66 $40.5K - $49.2K
4.12K $779M
AMZN
Amazon Com Inc

Consumer Cyclical
-300
- 6.83%
$180.88 - $232.93 $54.3K - $69.9K
4.1K $898M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-135
- 0.68%
$521.84 - $558.82 $70.4K - $75.4K
19.8K $10.6B
AVGO
Broadcom Inc.

Technology
-375
- 7.55%
$159.67 - $250.0 $59.9K - $93.8K
4.59K $1.06B
TSLA
Tesla, Inc.

Consumer Cyclical
-325
- 7.35%
$213.65 - $479.86 $69.4K - $156K
4.1K $1.66B
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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