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 $50 Millions to $300 Millions

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

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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