Bridge Generations Wealth Management LLC Portfolio Holdings

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025

Bridge Generations Wealth Management LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $34.4B, Dimensional ETF Tr U S Target with a value of $20.2B, Dimensional ETF Trust with a value of $10.1B, Ishares Barclays 10 20 Yr Trea with a value of $9.58B, and Spdr Ser Tr Spdr Portfolio Int with a value of $9.52B.

Examining the 13F form we can see an increase of $7.86B in the current position value, from $151B to 159B.

Bridge Generations Wealth Management LLC is based out at South Miami, FL

Below you can find more details about Bridge Generations Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $134 Billion
Technology: $1.61 Billion
Financial Services: $155 Million
Industrials: $144 Million
Basic Materials: $85.7 Million
Real Estate: $57.5 Million
Consumer Defensive: $42.2 Million
Consumer Cyclical: $27.5 Million
Other: $29.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$548,000 0.0% of portfolio
10
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $159 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 54 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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