Beacon Bridge Wealth Partners, LLC Reduced Holdings in Q2 2025

Beacon Bridge Wealth Partners, LLC

  • $252 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-25K
- 78.41%
$48.13 - $49.85 $1.2M - $1.24M
6.87K $337M
Blackrock ETF Trust Ii
-20.7K
- 13.38%
N/A
134K $7.07B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-12.3K
- 73.28%
$51.1 - $53.29 $631K - $658K
4.5K $240M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-27.9K
- 19.01%
$22.54 - $23.17 $629K - $646K
119K $2.73B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.21K
- 24.02%
$96.84 - $99.46 $505K - $518K
16.5K $1.63B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.11K
- 38.69%
$77.94 - $79.5 $398K - $406K
8.09K $643M
FISV
Fiserv Inc

Technology
-10
- 0.13%
N/A
7.75K $1.34B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.06K
- 48.77%
$167.32 - $223.3 $344K - $460K
2.16K $474M
MBB
Ishares Tr

ETFs
-2.31K
- 2.13%
$91.41 - $94.22 $211K - $217K
106K $9.96B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-7.31K
- 14.22%
$28.21 - $28.85 $206K - $211K
44.1K $1.27B
XLF
Financial Sector Spdr

ETFs
-3.63K
- 10.8%
$43.92 - $52.37 $159K - $190K
30K $1.57B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.02K
- 28.86%
$89.58 - $95.01 $91K - $96.5K
2.51K $238M
JNJ
Johnson & Johnson

Healthcare
-401
- 22.3%
$146.36 - $159.82 $58.7K - $64.1K
1.4K $213M
PG
Procter & Gamble CO

Consumer Defensive
-199
- 5.91%
$157.66 - $172.39 $31.4K - $34.3K
3.17K $505M
IXC
Ishares Tr Global Energy ETF

ETFs
-63
- 1.0%
$34.69 - $42.32 $2.19K - $2.67K
6.22K $244M
ZTS
Zoetis Inc.

Healthcare
-3
- 0.22%
$144.41 - $170.3 $433 - $511
1.35K $211M
TSLA
Tesla, Inc.

Consumer Cyclical
-396
- 20.17%
$221.86 - $362.89 $87.9K - $144K
1.57K $498M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-89
- 1.01%
$162.65 - $188.71 $14.5K - $16.8K
8.73K $1.65B
DGRO
Ishares Core Dividend Growth E

ETFs
-1.74K
- 2.72%
$55.22 - $63.94 $95.9K - $111K
62.2K $3.97B
VIG
Vanguard Dividend Appreciation

ETFs
-540
- 3.87%
N/A
13.4K $2.74B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52K
- 4.63%
$34.72 - $42.74 $52.8K - $65K
31.3K $1.34B
GOOG
Alphabet Inc.

Communication Services
-8
- 0.33%
$146.58 - $180.01 $1.17K - $1.44K
2.42K $430M
JPM
Jpmorgan Chase & CO

Financial Services
-113
- 5.06%
$210.28 - $289.91 $23.8K - $32.8K
2.12K $614M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-169
- 1.38%
$55.54 - $69.09 $9.39K - $11.7K
12.1K $836M
VTWO
Vanguard Russell 2000 ETF

ETFs
-677
- 3.33%
$70.56 - $87.22 $47.8K - $59K
19.6K $1.71B
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.15%
$144.7 - $178.6 $868 - $1.07K
4.1K $723M
IEFA
Ishares Tr

ETFs
-2.48K
- 6.2%
$67.83 - $84.09 $168K - $209K
37.6K $3.14B
IAU
Ishares Gold Trust

ETFs
-560
- 1.31%
$56.1 - $64.74 $31.4K - $36.3K
42.3K $2.63B
MSFT
Microsoft Corp

Technology
-97
- 7.21%
$354.56 - $497.45 $34.4K - $48.3K
1.25K $621M
ORCL
Oracle Corp

Technology
-8
- 0.53%
$122.82 - $218.63 $983 - $1.75K
1.5K $328M
VO
Vanguard Mid Cap ETF

ETFs
-584
- 4.38%
$228.54 - $279.83 $133K - $163K
12.8K $3.57B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10K
- 6.04%
$17.76 - $22.1 $178K - $222K
156K $3.45B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-694
- 5.34%
$180.84 - $240.32 $126K - $167K
12.3K $2.96B
AVGO
Broadcom Inc.

Technology
-3
- 0.06%
$146.29 - $275.65 $439 - $827
4.65K $1.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.89K
- 6.31%
$496.48 - $617.85 $936K - $1.17M
28K $17.3B
VUG
Vanguard Growth ETF

ETFs
-3.51K
- 10.37%
$329.49 - $438.4 $1.16M - $1.54M
30.3K $13.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.46K
- 1.51%
$22.27 - $29.21 $77.1K - $101K
226K $6.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-310
- 1.57%
$456.74 - $568.03 $142K - $176K
19.4K $11B
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.14%
$498.8 - $620.9 $11.5K - $14.3K
16.1K $9.97B
IYW
Ishares Dj Us Tech ETF

ETFs
-77
- 0.25%
$122.57 - $173.27 $9.44K - $13.3K
31.3K $5.42B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 41 Reductions 41 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