Bridge Generations Wealth Management LLC Purchases in Q1 2025

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
4
New
$255.39 - $325.87 $1.02K - $1.3K
4 $1.08M
XOM
Exxon Mobil Corp

Energy
9
New
$105.44 - $118.93 $949 - $1.07K
9 $1.07M
ABBV
Abb Vie Inc.

Healthcare
5
New
$169.2 - $216.66 $846 - $1.08K
5 $1.05M
ADI
Analog Devices Inc

Technology
5
New
$201.56 - $243.82 $1.01K - $1.22K
5 $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
4
New
$225.19 - $279.95 $901 - $1.12K
4 $982K
COST
Costco Wholesale Corp

Consumer Defensive
1
New
$890.62 - $1076.86 $891 - $1.08K
1 $946K
MCD
Mcdonalds Corp

Consumer Cyclical
3
New
$279.74 - $321.29 $839 - $964
3 $938K
ATO
Atmos Energy Corp

Utilities
6
New
$136.51 - $154.58 $819 - $927
6 $928K
VNQI
Vanguard Global Ex U.S. Real

ETFs
21
+ 80.77%
$38.22 - $41.19 $803 - $865
47 $1.9M
DCI
Donaldson CO Inc

Industrials
10
New
$66.51 - $72.28 $665 - $723
10 $671K
HON
Honeywell International Inc

Industrials
3
New
$202.75 - $226.52 $608 - $680
3 $636K
NVS
Novartis Ag

Healthcare
5
New
$97.14 - $115.57 $486 - $578
5 $558K
MRK
Merck & Co., Inc.

Healthcare
6
New
$83.01 - $101.02 $498 - $606
6 $539K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 300.0%
$158.56 - $176.26 $476 - $529
4 $682K
CVX
Chevron Corp

Energy
3
New
$146.71 - $167.97 $440 - $504
3 $502K
ZTS
Zoetis Inc.

Healthcare
3
New
$156.48 - $175.67 $469 - $527
3 $494K
ROL
Rollins Inc

Consumer Cyclical
9
New
$45.65 - $54.03 $411 - $486
9 $487K
AMT
American Tower Corp

Real Estate
2
New
$173.46 - $217.6 $347 - $435
2 $436K
DLR
Digital Realty Trust, Inc.

Real Estate
3
New
$142.1 - $183.56 $426 - $551
3 $430K
TJX
Tjx Companies Inc

Consumer Cyclical
3
New
$112.81 - $126.16 $338 - $378
3 $366K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
New
$142.8 - $176.36 $286 - $353
2 $345K
PLD
Prologis, Inc.

Real Estate
3
New
$103.59 - $124.04 $311 - $372
3 $336K
JNJ
Johnson & Johnson

Healthcare
2
New
$142.06 - $167.7 $284 - $335
2 $332K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6
New
$54.25 - $57.64 $326 - $346
6 $331K
ADP
Automatic Data Processing Inc

Industrials
1
New
$286.85 - $318.64 $287 - $319
1 $306K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
New
$56.12 - $68.15 $224 - $273
4 $272K
NEE
Nextera Energy Inc

Utilities
2
New
$66.96 - $76.16 $134 - $152
2 $142K
ORCL
Oracle Corp

Technology
11
+ 1.22%
$139.81 - $186.47 $1.54K - $2.05K
911 $127M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.2K
+ 3.75%
$50.44 - $58.1 $714K - $823K
392K $20.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.7K
+ 1.13%
$32.42 - $36.13 $379K - $422K
1.04M $34.4B
Activity Summary
Buys All Purchases 81 New Holdings 54 Increased Positions 27 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bridge Generations Wealth Management LLC Portfolio

Follow Bridge Generations Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridge Generations Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridge Generations Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email