Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $233 Billion
  • Q3 2024

Beacon Bridge Wealth Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.4B, Ishares Msci Usa Quality Facto with a value of $15.8B, Ishares Tr with a value of $11.9B, Vanguard Growth ETF with a value of $11.3B, and Vanguard Index Fds S&P 500 ETF with a value of $10.5B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $218B to 233B.

Beacon Bridge Wealth Partners, LLC is based out at Conshohocken, PA

Below you can find more details about Beacon Bridge Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Billion
ETFs: $215 Billion
Technology: $4.05 Billion
Consumer Cyclical: $2.64 Billion
Financial Services: $1.62 Billion
Healthcare: $1.18 Billion
Communication Services: $1.12 Billion
Consumer Defensive: $578 Million
Industrials: $341 Million
Other: $99.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$1.39 Billion 0.6% of portfolio
7,752
Q2 2024 Reduced 4.75%
$89.4B
$856 Million 0.37% of portfolio
4,965
Q3 2024 Added 981.7%
$160B
$590 Million 0.25% of portfolio
1,142
Q3 2024 Reduced 1.04%
$122B
$286 Million 0.12% of portfolio
5,527
Q4 2022 New
$49.5B
$247 Million 0.11% of portfolio
2,952
Q1 2024 New
$106B
$259 Million 0.11% of portfolio
1,701
Q2 2024 Added 1.25%
$77.2B
$264 Million 0.11% of portfolio
1,349
Q3 2024 Reduced 6.38%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $233 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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