Bridge Advisory, LLC Purchases in Q3 2024

Bridge Advisory, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
6.26K
New
$215.56 - $246.98 $1.35M - $1.55M
6.26K $1.52M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
239
+ 0.05%
$23.58 - $25.5 $5.64K - $6.09K
526K $13.4M
AAPL
Apple Inc.

Technology
384
+ 1.12%
$207.23 - $234.82 $79.6K - $90.2K
34.8K $8.1M
DFAU
Dimensional ETF Tr

ETFs
4.62K
+ 2.27%
$35.8 - $39.69 $165K - $183K
208K $8.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.17K
+ 2.46%
$53.41 - $57.9 $116K - $126K
90.3K $5.22M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
17.9K
+ 2.69%
$4.59 - $5.19 $82K - $92.7K
682K $3.44M
AVUV
American Centy ETF Tr Avantis

ETFs
2.45K
+ 13.82%
$88.24 - $99.7 $216K - $244K
20.2K $1.93M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
348
+ 0.32%
$46.07 - $50.3 $16K - $17.5K
111K $5.55M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
69
+ 0.48%
$125.95 - $142.04 $8.69K - $9.8K
14.4K $2.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.06K
New
$61.11 - $67.85 $187K - $208K
3.06K $206K
PG
Procter & Gamble CO

Consumer Defensive
1.16K
New
$160.76 - $177.82 $186K - $206K
1.16K $200K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.11K
+ 7.34%
$42.22 - $48.62 $89K - $102K
30.8K $1.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.77K
+ 19.23%
$81.31 - $83.29 $144K - $148K
11K $915K
FEMB
First Tr ETF Emerging Markets

ETFs
188
+ 0.24%
$26.93 - $29.14 $5.06K - $5.48K
79.3K $2.31M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.11K
+ 1.75%
$29.08 - $31.84 $32.4K - $35.4K
64.6K $2.05M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.61K
+ 2.93%
$47.0 - $47.84 $75.5K - $76.9K
56.5K $2.7M
FIW
First Trust Water ETF

ETFs
17
+ 0.14%
$98.0 - $109.33 $1.67K - $1.86K
12.2K $1.33M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.03K
+ 1.3%
$100.09 - $100.69 $103K - $104K
80K $8.05M
IWN
Ishares Russell2000 Val ETF

ETFs
33
+ 0.51%
$150.05 - $171.34 $4.95K - $5.65K
6.5K $1.08M
DFAE
Dimensional ETF Tr

ETFs
340
+ 0.96%
$24.46 - $27.82 $8.32K - $9.46K
35.8K $993K
SHV
Ishares Tr

ETFs
447
+ 0.37%
$110.05 - $110.63 $49.2K - $49.5K
121K $13.3M
EIX
Edison International

Utilities
33
+ 0.96%
$71.19 - $87.72 $2.35K - $2.89K
3.48K $302K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 2.29%
$488.01 - $604.18 $6.83K - $8.46K
625 $365K
DFAR
Dimensional ETF Tr Dimensional

ETFs
123
+ 0.84%
$21.91 - $26.03 $2.69K - $3.2K
14.8K $377K
CAT
Caterpillar Inc

Industrials
4
+ 0.48%
$316.8 - $391.12 $1.27K - $1.56K
844 $330K
XLY
Select Sector Spdr Consumer Di

ETFs
5
+ 0.23%
$170.05 - $200.86 $850 - $1K
2.17K $436K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13
+ 0.33%
$104.5 - $114.97 $1.36K - $1.49K
3.93K $450K
XOM
Exxon Mobil Corp

Energy
30
+ 0.18%
$109.72 - $119.0 $3.29K - $3.57K
16.8K $1.97M
AVUS
American Centy ETF Tr Avantis

ETFs
22
+ 0.35%
$86.27 - $95.15 $1.9K - $2.09K
6.24K $591K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.31%
$120.56 - $135.44 $844 - $948
2.29K $308K
JNJ
Johnson & Johnson

Healthcare
31
+ 2.11%
$145.48 - $167.38 $4.51K - $5.19K
1.5K $243K
AVSF
American Centy ETF Tr Avantis

ETFs
117
+ 1.1%
$45.96 - $47.18 $5.38K - $5.52K
10.7K $506K
AVLV
American Centy ETF Tr Avantis
19
+ 0.41%
$60.05 - $65.83 $1.14K - $1.25K
4.69K $308K
AVIG
American Centy ETF Tr Avantis

ETFs
69
+ 1.16%
$40.41 - $42.73 $2.79K - $2.95K
6K $255K
CGGR
Capital Group Growth ETF Shs C

ETFs
9
+ 0.13%
$30.71 - $34.79 $276 - $313
6.89K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.23%
$475.2 - $527.7 $475 - $528
427 $224K
AMGN
Amgen Inc

Healthcare
4
+ 0.49%
$309.38 - $337.38 $1.24K - $1.35K
816 $262K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.49%
$182.15 - $182.15 $2K - $2K
2.25K $409K
FTGC
First Trust Global Tactical CO

ETFs
527
+ 0.55%
$22.3 - $24.39 $11.8K - $12.9K
95.5K $2.27M
XLE
Energy Sector Spdr

ETFs
22
+ 0.64%
$84.35 - $93.39 $1.86K - $2.05K
3.49K $303K
AMAT
Applied Materials Inc

Technology
50
+ 4.6%
$174.88 - $254.97 $8.74K - $12.7K
1.14K $229K
GOOG
Alphabet Inc.

Communication Services
33
+ 0.89%
$149.54 - $192.66 $4.93K - $6.36K
3.74K $625K
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 0.32%
$161.02 - $200.0 $4.83K - $6K
9.4K $1.75M
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
115
+ 0.13%
$40.63 - $49.13 $4.67K - $5.65K
88.1K $3.74M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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