Bridge Advisory, LLC Sells in Q3 2024

Bridge Advisory, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-17.3K
- 16.28%
$100.3 - $100.74 $1.73M - $1.74M
88.9K $8.95M
ELD
Wisdomtree Emerging Local Debt

ETFs
-28.3K
- 25.01%
$26.06 - $28.14 $736K - $795K
84.7K $2.38M
MEAR
Blackrock Short Maturity Munic

ETFs
-7.97K
- 62.51%
$49.99 - $50.34 $399K - $401K
4.78K $240K
DBE
Invesco Db Energy Fund

ETFs
-2.67K
- 1.95%
$17.78 - $21.31 $47.5K - $56.9K
135K $2.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.52K
- 7.46%
$92.63 - $105.69 $326K - $372K
43.7K $4.53M
MSFT
Microsoft Corp

Technology
-277
- 6.38%
$395.15 - $467.56 $109K - $130K
4.07K $1.75M
GOOGL
Alphabet Inc.

Communication Services
-64
- 1.0%
$148.65 - $191.18 $9.51K - $12.2K
6.34K $1.05M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.29K
- 1.63%
$21.02 - $23.78 $27K - $30.6K
77.4K $1.72M
NVDA
Nvidia Corp

Technology
-520
- 3.5%
$98.91 - $134.91 $51.4K - $70.2K
14.3K $1.74M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-734
- 7.62%
$49.7 - $56.11 $36.5K - $41.2K
8.89K $487K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.64K
- 9.84%
$66.31 - $74.08 $109K - $122K
15.1K $1.11M
FEMS
First Trust Emerging Markets S

ETFs
-1.07K
- 6.03%
$37.85 - $42.19 $40.6K - $45.2K
16.7K $687K
QDPL
Pacer Fds Tr Metaurus Us Large
-2.17K
- 6.8%
$34.97 - $38.41 $75.8K - $83.3K
29.7K $1.14M
V
Visa Inc.

Financial Services
-82
- 9.95%
$253.74 - $291.56 $20.8K - $23.9K
742 $204K
IXN
Ishares Global Information Tec

ETFs
-99
- 0.96%
$73.0 - $87.81 $7.23K - $8.69K
10.2K $837K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-686
- 4.09%
$41.34 - $43.55 $28.4K - $29.9K
16.1K $695K
SGDM
Sprott ETF Tr Gold Miners ETF
-694
- 3.76%
N/A
17.8K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-21
- 0.09%
N/A
22.9K $0
NFLX
Netflix Inc

Communication Services
-7
- 1.9%
$598.55 - $722.26 $4.19K - $5.06K
362 $256K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-80
- 1.28%
$31.05 - $34.29 $2.48K - $2.74K
6.16K $210K
EPI
Wisdomtree Tr India Earnings F

ETFs
-519
- 3.55%
$47.41 - $50.82 $24.6K - $26.4K
14.1K $716K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.96K
- 5.32%
$57.32 - $62.65 $112K - $123K
34.9K $2.17M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-155
- 1.13%
$51.3 - $59.04 $7.95K - $9.15K
13.5K $740K
VBK
Vanguard Small Cap Growth ETF

ETFs
-240
- 4.68%
$240.48 - $267.94 $57.7K - $64.3K
4.88K $1.31M
WMT
Walmart Inc.

Consumer Defensive
-31
- 1.04%
$66.91 - $81.4 $2.07K - $2.52K
2.94K $237K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.17%
$453.41 - $572.44 $453 - $572
575 $329K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-105
- 0.9%
$46.17 - $51.13 $4.85K - $5.37K
11.6K $592K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.28%
$801.83 - $917.05 $3.21K - $3.67K
1.41K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-778
- 4.36%
$77.02 - $85.06 $59.9K - $66.2K
17.1K $1.44M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.09K
- 1.55%
$40.48 - $45.39 $44.3K - $49.7K
69.7K $3.12M
XLV
Select Sector Spdr Fund Health

ETFs
-14
- 0.18%
$143.3 - $157.24 $2.01K - $2.2K
7.61K $1.16M
IVV
Ishares Core S&P 500 ETF

ETFs
-111
- 2.44%
$520.18 - $576.82 $57.7K - $64K
4.45K $2.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-537
- 1.45%
$54.98 - $59.51 $29.5K - $32K
36.4K $2.16M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-93
- 0.6%
$39.15 - $46.02 $3.64K - $4.28K
15.4K $706K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-211
- 2.03%
$102.05 - $114.97 $21.5K - $24.3K
10.2K $1.16M
AVDV
American Centy ETF Tr Avantis

ETFs
-312
- 1.32%
$62.52 - $71.12 $19.5K - $22.2K
23.3K $1.64M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-381
- 1.66%
$54.75 - $61.2 $20.9K - $23.3K
22.5K $1.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.12K
- 3.86%
$36.02 - $41.68 $76.2K - $88.2K
52.7K $2.2M
DFAI
Dimensional ETF Tr

ETFs
-634
- 0.86%
$28.69 - $32.06 $18.2K - $20.3K
72.8K $2.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-82
- 0.54%
$105.53 - $118.34 $8.65K - $9.7K
15.2K $1.77M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-626
- 1.63%
$54.2 - $65.22 $33.9K - $40.8K
37.9K $2.43M
NOC
Northrop Grumman Corp

Industrials
-14
- 0.68%
$423.73 - $533.14 $5.93K - $7.46K
2.06K $1.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.58K
- 3.27%
$33.74 - $37.96 $154K - $174K
135K $5.11M
FVD
First Tr Value Line Divid Inde

ETFs
-180
- 0.37%
$40.45 - $45.49 $7.28K - $8.19K
48.8K $2.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 0.11%
$517.38 - $573.86 $4.66K - $5.16K
8.55K $4.91M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.36K
- 2.76%
$41.22 - $51.19 $56.1K - $69.6K
48K $2.38M
PSLV
Sprott Physical Silver Trust

Financial Services
-8.8K
- 0.96%
$9.17 - $10.84 $80.7K - $95.4K
903K $9.44M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.23K
- 1.94%
$33.89 - $41.64 $110K - $135K
163K $6.6M
PHYS
Sprott Physical Gold Trust

Financial Services
-10.7K
- 1.73%
$18.12 - $20.72 $193K - $221K
608K $12.4M
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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