Bridge Advisory, LLC Portfolio Holdings

Bridge Advisory, LLC

  • $209 Million
  • Q3 2024

Bridge Advisory, LLC has filed its 13F form on October 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr J.P. Morgan Em L with a value of $13.4M, Ishares Tr with a value of $13.3M, Sprott Physical Gold Trust with a value of $12.4M, Sprott Physical Silver Trust with a value of $9.44M, and Ishares Trishares 0 3 Mnth Tre with a value of $8.95M.

Examining the 13F form we can see an increase of $8.18M in the current position value, from $201M to 209M.

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

Portfolio value $209 Million
ETFs: $158 Million
Financial Services: $26 Million
Technology: $11.8 Million
Communication Services: $3.14 Million
Energy: $1.97 Million
Consumer Cyclical: $1.75 Million
Consumer Defensive: $1.68 Million
Industrials: $1.67 Million
Other: $1.52 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.3B
$1.09 Million 0.52% of portfolio
2,057
Q3 2024 Reduced 0.68%
$176B
$881,000 0.42% of portfolio
9,166
Q3 2024 Reduced 0.98%
$32.3B
$302,000 0.14% of portfolio
3,479
Q3 2024 Added 0.96%
$172B
$262,000 0.13% of portfolio
816
Q3 2024 Added 0.49%
$92.6B
$253,000 0.12% of portfolio
1,670
Q2 2024 Reduced 5.65%
$158B
$229,000 0.11% of portfolio
1,137
Q3 2024 Added 4.6%
$165B
$200,000 0.1% of portfolio
2,373
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $209 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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