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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 8.78% of portfolio
35,631
Q3 2024 Reduced 18.78%
$0
$15.8 Billion 6.8% of portfolio
88,230
Q3 2024 Added 15.94%
$0
$11.9 Billion 5.13% of portfolio
124,614
Q3 2024 Added 5.99%
$0
$11.3 Billion 4.84% of portfolio
29,366
Q3 2024 Added 8.63%
$0
$10.5 Billion 4.51% of portfolio
19,887
Q3 2024 Reduced 2.99%
$0
$8.47 Billion 3.64% of portfolio
48,495
Q3 2024 Added 0.34%
$0
$8.36 Billion 3.59% of portfolio
14,496
Q3 2024 Added 6.32%
$0
$8.04 Billion 3.46% of portfolio
74,052
Q3 2024 Added 25.91%
$0
$7.44 Billion 3.2% of portfolio
150,385
Q3 2024 Added 1.78%
$0
$6.35 Billion 2.73% of portfolio
76,532
Q3 2024 Added 9.91%
$0
$5.97 Billion 2.57% of portfolio
95,269
Q3 2024 Added 36.96%
$0
$5.85 Billion 2.51% of portfolio
249,356
Q3 2024 Reduced 0.08%
$0
$5.69 Billion 2.44% of portfolio
54,583
Q3 2024 Reduced 13.9%
$0
$5.63 Billion 2.42% of portfolio
161,008
Q3 2024 Reduced 2.57%
$0
$5.6 Billion 2.4% of portfolio
117,782
Q3 2024 Added 3.18%
Blackrock ETF Trust Ii
-
$5.44 Billion 2.34% of portfolio
-
Q3 2024 Added 10.35%
$0
$4.28 Billion 1.84% of portfolio
74,418
Q3 2024 Added 84.02%
$0
$4.25 Billion 1.83% of portfolio
67,842
Q3 2024 Added 15.92%
$0
$3.74 Billion 1.61% of portfolio
14,168
Q3 2024 Reduced 10.21%
$0
$3.51 Billion 1.51% of portfolio
32,633
Q3 2024 Added 70.84%
$0
$3.41 Billion 1.47% of portfolio
43,746
Q3 2024 Reduced 3.13%
$0
$3.35 Billion 1.44% of portfolio
14,103
Q3 2024 Added 1.61%
$0
$3.29 Billion 1.41% of portfolio
80,025
Q3 2024 Added 109.29%
$0
$3.06 Billion 1.32% of portfolio
66,391
Q3 2024 Added 78.7%
$0
$3.06 Billion 1.32% of portfolio
36,871
Q3 2024 Added 3.56%
$0
$3 Billion 1.29% of portfolio
29,656
Q3 2024 Reduced 20.28%
$0
$2.85 Billion 1.23% of portfolio
14,414
Q3 2024 Reduced 6.82%
$0
$2.47 Billion 1.06% of portfolio
84,903
Q3 2024 Reduced 18.94%
$0
$2.28 Billion 0.98% of portfolio
58,090
Q3 2024 Added 2.16%
$0
$2.17 Billion 0.93% of portfolio
41,788
Q3 2024 Added 5.26%
$0
$2.14 Billion 0.92% of portfolio
29,476
Q3 2024 Added 7.33%
$0
$1.92 Billion 0.83% of portfolio
66,186
Q3 2024 Added 28.97%
$0
$1.9 Billion 0.82% of portfolio
21,238
Q3 2024 Reduced 13.49%
$0
$1.87 Billion 0.8% of portfolio
40,199
Q3 2024 New
$0
$1.72 Billion 0.74% of portfolio
9,006
Q3 2024 Reduced 3.82%
$0
$1.61 Billion 0.69% of portfolio
31,468
Q3 2024 Added 18.73%
$0
$1.56 Billion 0.67% of portfolio
37,701
Q3 2024 Added 3.1%
$0
$1.47 Billion 0.63% of portfolio
18,545
Q3 2024 Reduced 16.07%
$0
$1.43 Billion 0.61% of portfolio
2,920
Q3 2024 Reduced 17.05%
$79.5B
$1.39 Billion 0.6% of portfolio
7,752
Q2 2024 Reduced 4.75%
$0
$1.33 Billion 0.57% of portfolio
2,335
Q3 2024 Reduced 35.9%
$0
$1.33 Billion 0.57% of portfolio
13,863
Q3 2024 Reduced 1.51%
$0
$1.2 Billion 0.51% of portfolio
18,509
Q3 2024 Reduced 13.44%
$1.33T
$1.16 Billion 0.5% of portfolio
4,424
Q2 2024 Added 5.66%
$0
$1.06 Billion 0.46% of portfolio
20,122
Q3 2024 Added 20.27%
$0
$907 Million 0.39% of portfolio
16,879
Q3 2024 Reduced 6.95%
$0
$861 Million 0.37% of portfolio
9,812
Q3 2024 Added 16.27%
$89.4B
$856 Million 0.37% of portfolio
4,965
Q3 2024 Added 981.7%
$2.29T
$819 Million 0.35% of portfolio
4,395
Q3 2024 Added 9.46%

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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