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
AMAT
Applied Materials Inc

Technology
64
+ 2.8%
$126.95 - $183.52 $8.12K - $11.7K
2.35K $431M
HD
Home Depot, Inc.

Consumer Cyclical
252
+ 12.7%
$335.24 - $380.78 $84.5K - $96K
2.24K $820M
GOOG
Alphabet Inc.

Communication Services
41
+ 1.04%
$146.58 - $180.01 $6.01K - $7.38K
3.97K $704M
GBIL
Goldman Sachs Access Treasury

ETFs
834
+ 4.35%
$99.83 - $100.19 $83.3K - $83.6K
20K $2B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.1K
+ 10.53%
$49.57 - $50.27 $54.3K - $55K
11.5K $578M
EEMV
Ishares Msci Emerging Markets

ETFs
340
+ 4.56%
$54.12 - $62.8 $18.4K - $21.4K
7.8K $490M
MBB
Ishares Tr

ETFs
532
+ 12.84%
$91.41 - $94.22 $48.6K - $50.1K
4.67K $439M
SLV
I Shares Silver Trust

ETFs
869
+ 13.06%
$27.08 - $33.74 $23.5K - $29.3K
7.52K $247M
URTH
Ishares Msci World ETF

ETFs
16
+ 0.75%
$136.3 - $169.38 $2.18K - $2.71K
2.15K $364M
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.46%
$103.16 - $128.52 $1.24K - $1.54K
2.63K $338M
IWN
Ishares Russell2000 Val ETF

ETFs
110
+ 5.07%
$131.84 - $157.76 $14.5K - $17.4K
2.28K $360M
AOM
Ishares Tr Core Moderate Alloc

ETFs
158
+ 1.44%
$41.55 - $46.04 $6.56K - $7.27K
11.2K $514M
BRY
Berry Corp (Bry)

Energy
10.3K
New
$2.17 - $3.3 $22.4K - $34.1K
10.3K $28.6M
PFE
Pfizer Inc

Healthcare
1.68K
+ 13.22%
$21.59 - $24.84 $36.3K - $41.7K
14.4K $349M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
49
+ 1.47%
$53.69 - $67.27 $2.63K - $3.3K
3.39K $228M
GD
General Dynamics Corp

Industrials
31
+ 3.79%
$247.68 - $291.66 $7.68K - $9.04K
850 $248M
Litman Gregory Fds Tr
133
+ 0.44%
N/A
30.3K $299M
SPMD
Spdr Portfolio

ETFs
20
+ 0.38%
$44.89 - $54.38 $898 - $1.09K
5.35K $291M
FVD
First Tr Value Line Divid Inde

ETFs
321
+ 1.16%
$40.62 - $45.12 $13K - $14.5K
28K $1.25B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
36
+ 0.45%
$45.11 - $52.34 $1.62K - $1.88K
8.12K $425M
V
Visa Inc.

Financial Services
6
+ 0.3%
$308.27 - $373.31 $1.85K - $2.24K
1.97K $701M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
156
+ 0.49%
$23.96 - $24.27 $3.74K - $3.79K
32.1K $779M
CVS
Cvs Health Corp

Healthcare
43
+ 1.44%
$60.04 - $70.18 $2.58K - $3.02K
3.04K $209M
DVY
Ishares Tr

ETFs
69
+ 3.01%
$118.37 - $134.86 $8.17K - $9.31K
2.36K $313M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
188
+ 0.72%
$19.49 - $19.66 $3.66K - $3.7K
26.4K $518M
BND
Vanguard Bd Index Fd Inc Total

ETFs
42
+ 0.44%
$72.02 - $73.82 $3.02K - $3.1K
9.53K $701M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
183
+ 0.8%
$19.44 - $19.56 $3.56K - $3.58K
22.9K $447M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
140
+ 0.61%
$25.04 - $25.18 $3.51K - $3.53K
23K $578M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
173
+ 0.64%
$20.66 - $20.74 $3.57K - $3.59K
27.1K $560M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
67
+ 0.24%
N/A
27.5K $667M
FSK
Fs Kkr Capital Corp

Financial Services
256
+ 1.51%
$17.95 - $21.5 $4.6K - $5.5K
17.2K $356M
Gsk PLC
87
+ 1.04%
N/A
8.42K $323M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
50
+ 6.31%
$421.16 - $509.5 $21.1K - $25.5K
843 $375M
WPC
W. P. Carey Inc.

Real Estate
180
+ 0.63%
$56.12 - $64.53 $10.1K - $11.6K
28.7K $1.79B
MRK
Merck & Co., Inc.

Healthcare
696
+ 10.18%
$73.47 - $87.12 $51.1K - $60.6K
7.53K $596M
JNJ
Johnson & Johnson

Healthcare
100
+ 3.51%
$146.36 - $159.82 $14.6K - $16K
2.95K $450M
SBUX
Starbucks Corp

Consumer Cyclical
21
+ 0.29%
$79.69 - $99.41 $1.67K - $2.09K
7.35K $674M
UNH
Unitedhealth Group Inc

Healthcare
133
+ 8.66%
$274.35 - $599.47 $36.5K - $79.7K
1.67K $521M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
881
+ 4.6%
$483.48 - $539.8 $426K - $476K
20K $9.74B
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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