Bridge Advisory, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $200 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $17.3M, Vaneck ETF Tr J.P. Morgan Em L with a value of $13.6M, Sprott Physical Gold Trust with a value of $11.2M, Sprott Physical Silver Trust with a value of $7.78M, and Dimensional ETF Tr with a value of $7.41M.

Examining the 13F form we can see an increase of $1.99M in the current position value, from $198M to 200M.

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

Portfolio value $200 Million
ETFs: $156 Million
Financial Services: $22.7 Million
Technology: $9.23 Million
Communication Services: $2.9 Million
Industrials: $2.21 Million
Energy: $1.88 Million
Consumer Cyclical: $1.61 Million
Consumer Defensive: $1.03 Million
Other: $1.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $200 Million
  • Prior Value $198 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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