Bridge Generations Wealth Management LLC Portfolio Holdings by Sector
Bridge Generations Wealth Management LLC
- $165 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFAT DFEM SPTI TLH DFIC DIHP DUHP 56 stocks |
$136 Million
96.04% of portfolio
|
9
|
11
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.15 Million
2.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$1.74 Million
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT CRWD FTNT 4 stocks |
$203,587
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ZION GBCI PNC 3 stocks |
$129,790
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
SKYW 1 stocks |
$102,970
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$92,233
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$55,479
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$34,496
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$23,617
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM YUMC MCD 3 stocks |
$20,166
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$19,852
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO ADI 2 stocks |
$6,429
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$4,827
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,694
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$3,556
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY NVS MRK JNJ 5 stocks |
$3,096
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN DCI 2 stocks |
$2,479
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2,457
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,200
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,194
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$1,495
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,401
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,248
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,145
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,126
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT 2 stocks |
$966
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$925
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$708
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$699
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$638
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$605
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$508
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$468
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$371
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$367
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$309
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$270
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$177
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$139
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|