Bridge Port Financial Solutions, LLC Purchases in Q2 2025

Bridge Port Financial Solutions, LLC

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
223K
+ 461.19%
$45.9 - $47.2 $10.2M - $10.5M
271K $12.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
114K
+ 127.79%
$43.53 - $54.46 $4.94M - $6.18M
202K $11B
J P Morgan Exchange Traded F
53.5K
+ 212.23%
N/A
78.8K $5.53B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
53K
+ 308.91%
$56.88 - $70.77 $3.01M - $3.75M
70.1K $4.96B
PVAL
Putnam ETF Tr Putnam Focused L
84.4K
+ 42.51%
$33.6 - $40.23 $2.83M - $3.39M
283K $11.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.91K
+ 30.56%
$456.74 - $568.03 $2.24M - $2.79M
21K $11.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
97.3K
+ 319.77%
$22.27 - $29.21 $2.17M - $2.84M
128K $3.73B
NVDA
Nvidia Corp

Technology
10.7K
+ 57.01%
$94.31 - $157.99 $1.01M - $1.69M
29.5K $4.67B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
52.8K
+ 243.84%
$27.3 - $31.8 $1.44M - $1.68M
74.5K $2.37B
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
58K
+ 348.75%
$24.1 - $28.87 $1.4M - $1.67M
74.6K $2.15B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.56K
+ 381.4%
$139.8 - $197.22 $917K - $1.29M
8.28K $1.63B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
23.8K
New
$50.09 - $51.09 $1.19M - $1.22M
23.8K $1.22B
EFV
Msci Eafe Value ETF

ETFs
12.3K
+ 25.52%
$52.4 - $64.65 $647K - $798K
60.7K $3.85B
Blackrock ETF Trust
26.8K
New
N/A
26.8K $953M
IEMG
Ishares Inc

ETFs
12.7K
+ 45.39%
N/A
40.6K $2.44B
PLTR
Palantir Technologies Inc.

Technology
5.51K
+ 221.7%
$74.01 - $144.25 $408K - $794K
7.99K $1.09B
IAU
Ishares Gold Trust

ETFs
11.2K
+ 25.15%
$56.1 - $64.74 $629K - $725K
55.8K $3.48B
XOM
Exxon Mobil Corp

Energy
7.92K
+ 216.86%
$99.93 - $119.04 $792K - $943K
11.6K $1.25B
VUG
Vanguard Growth ETF

ETFs
240
+ 2.34%
$329.49 - $438.4 $79.1K - $105K
10.5K $4.6B
TBUX
T Rowe Price Exchange Traded F

ETFs
15.9K
New
$49.52 - $49.9 $786K - $792K
15.9K $790M
AAPL
Apple Inc.

Technology
6.4K
+ 20.54%
$172.42 - $223.89 $1.1M - $1.43M
37.6K $7.71B
AMZN
Amazon Com Inc

Consumer Cyclical
2.13K
+ 21.76%
$167.32 - $223.3 $356K - $475K
11.9K $2.61B
IBM
International Business Machines Corp

Technology
2.11K
+ 122.32%
$221.03 - $294.78 $466K - $622K
3.84K $1.13B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.9K
New
$48.13 - $49.85 $667K - $690K
13.9K $679M
First Tr Exchange Traded Fd
31.7K
New
N/A
31.7K $655M
SPY
Spdr S&P 500 ETF Trust

ETFs
497
+ 8.4%
$496.48 - $617.85 $247K - $307K
6.41K $3.96B
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
+ 120.15%
$243.75 - $303.93 $426K - $531K
3.2K $973M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
4.16K
New
$111.3 - $134.5 $463K - $560K
4.16K $560M
OEF
Ishares S&P 100 ETF

ETFs
1.29K
+ 26.36%
N/A
6.18K $1.88B
VB
Vanguard Small Cap ETF

ETFs
1.23K
+ 7.32%
$193.73 - $237.37 $238K - $292K
18K $4.27B
VEA
Vanguard Ftse Developed Market

ETFs
1.61K
+ 2.45%
$45.65 - $57.01 $73.4K - $91.6K
67.1K $3.83B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.31K
+ 5.54%
$108.12 - $135.04 $142K - $177K
25K $3.38B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.8K
+ 88.21%
$96.84 - $99.46 $465K - $477K
10.2K $1.02B
QCOM
Qualcomm Inc

Technology
2.94K
New
$124.66 - $159.48 $367K - $469K
2.94K $469M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.52K
+ 5.1%
$85.42 - $94.39 $386K - $426K
93.1K $8.74B
CRWD
Crowd Strike Holdings, Inc.

Technology
848
New
$321.63 - $509.31 $273K - $432K
848 $432M
Arista Networks Inc
4.2K
New
N/A
4.2K $429M
MO
Altria Group, Inc.

Consumer Defensive
7.28K
New
$55.56 - $60.91 $404K - $443K
7.28K $427M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.46K
New
$136.63 - $176.62 $336K - $435K
2.46K $415M
KR
Kroger CO

Consumer Defensive
5.78K
New
$64.62 - $74.0 $374K - $428K
5.78K $415M
Blackrock ETF Trust
14.3K
New
N/A
14.3K $412M
TMUS
T Mobile Us, Inc.

Communication Services
1.72K
New
$220.99 - $268.54 $380K - $461K
1.72K $409M
VGSH
Vanguard

ETFs
6.86K
New
$58.32 - $58.95 $400K - $404K
6.86K $403M
IVE
Ishares S&P 500 Value ETF

ETFs
1.72K
+ 13.93%
$168.34 - $195.42 $290K - $337K
14.1K $2.75B
JD
Jd.Com, Inc.

Consumer Cyclical
12.1K
New
$31.44 - $41.32 $382K - $502K
12.1K $396M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
920
+ 1.03%
$50.39 - $60.05 $46.4K - $55.2K
90.6K $5.44B
NVO
Novo Nordisk A S

Healthcare
5.49K
+ 90.04%
$58.08 - $81.05 $319K - $445K
11.6K $799M
Ishares Bitcoin Trust ETF
891
+ 4.06%
N/A
22.8K $1.4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.28K
New
$50.36 - $50.68 $367K - $369K
7.28K $369M
Activity Summary
Buys All Purchases 140 New Holdings 42 Increased Positions 98 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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