Bridge Port Financial Solutions, LLC New Holdings in Q4 2024

Bridge Port Financial Solutions, LLC

  • $221 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12K
New
$77.86 - $79.27 $932K - $949K
12K $943M
MCD
Mcdonalds Corp

Consumer Cyclical
2.99K
New
$288.47 - $316.54 $861K - $945K
2.99K $925M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.22K
New
$201.32 - $217.44 $850K - $918K
4.22K $906M
JPM
Jpmorgan Chase & CO

Financial Services
3.36K
New
$205.18 - $250.29 $690K - $842K
3.36K $871M
LOW
Lowes Companies Inc

Consumer Cyclical
3.53K
New
$244.52 - $284.07 $863K - $1M
3.53K $866M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.5K
New
$44.04 - $49.49 $817K - $918K
18.5K $840M
SBUX
Starbucks Corp

Consumer Cyclical
7.32K
New
$87.44 - $102.5 $640K - $751K
7.32K $838M
IWM
Ishares Russell 2000 ETF

ETFs
3.86K
New
$216.13 - $242.4 $833K - $934K
3.86K $819M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12.8K
New
$58.46 - $65.6 $751K - $842K
12.8K $816M
VO
Vanguard Mid Cap ETF

ETFs
2.98K
New
$261.5 - $284.63 $780K - $849K
2.98K $796M
HD
Home Depot, Inc.

Consumer Cyclical
1.97K
New
$385.02 - $431.37 $757K - $848K
1.97K $767M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.42K
New
$75.1 - $82.99 $707K - $782K
9.42K $767M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $753M
HYD
Vaneck High Yield Muni ETF

ETFs
14.3K
New
$51.09 - $53.06 $730K - $758K
14.3K $749M
UNH
Unitedhealth Group Inc

Healthcare
1.54K
New
$485.52 - $625.25 $746K - $960K
1.54K $720M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.7K
New
$61.68 - $67.87 $724K - $796K
11.7K $718M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.43K
New
$481.22 - $538.17 $689K - $770K
1.43K $716M
V
Visa Inc.

Financial Services
1.99K
New
$273.87 - $320.91 $544K - $637K
1.99K $707M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.62K
New
$71.75 - $75.11 $690K - $722K
9.62K $705M
Fidelity Covington Trust
21.5K
New
N/A
21.5K $703M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27.5K
New
N/A
27.5K $664M
GOOG
Alphabet Inc.

Communication Services
3.9K
New
$163.08 - $198.16 $635K - $772K
3.9K $663M
DIS
Walt Disney CO

Communication Services
5.84K
New
$92.39 - $117.6 $539K - $686K
5.84K $650M
Blackrock Inc
684
New
N/A
684 $647M
CGGO
Capital Group Global Growth Eq

ETFs
21.7K
New
$29.21 - $30.67 $633K - $664K
21.7K $637M
BKNG
Booking Holdings Inc.

Consumer Cyclical
129
New
$4100.99 - $5300.34 $529K - $684K
129 $635M
JBL
Jabil Inc

Technology
4.01K
New
$118.97 - $147.77 $477K - $592K
4.01K $618M
MRK
Merck & Co., Inc.

Healthcare
6.77K
New
$96.31 - $114.76 $652K - $777K
6.77K $613M
MMM
3 M CO

Industrials
4.07K
New
$124.74 - $137.12 $508K - $558K
4.07K $613M
AXP
American Express CO

Financial Services
2.03K
New
$267.35 - $305.57 $543K - $621K
2.03K $597M
KO
Coca Cola CO

Consumer Defensive
8.21K
New
$61.74 - $71.71 $507K - $589K
8.21K $582M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
22.8K
New
$25.0 - $25.11 $570K - $573K
22.8K $573M
MSTR
Microstrategy Inc

Technology
2.33K
New
$162.69 - $473.83 $379K - $1.1M
2.33K $559M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
26.9K
New
$20.6 - $20.71 $553K - $556K
26.9K $556M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.7K
New
$50.73 - $51.08 $544K - $548K
10.7K $548M
NVO
Novo Nordisk A S

Healthcare
6.06K
New
$85.0 - $120.04 $515K - $727K
6.06K $540M
GLD
Spdr Gold Trust

ETFs
2.02K
New
$236.59 - $257.5 $479K - $521K
2.02K $536M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.35K
New
$96.64 - $101.23 $517K - $541K
5.35K $528M
MUB
Ishares National Muni Bond ETF

ETFs
4.82K
New
$105.78 - $108.7 $510K - $524K
4.82K $518M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.4K
New
$48.33 - $49.08 $503K - $510K
10.4K $513M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
26.1K
New
$19.42 - $19.76 $508K - $516K
26.1K $511M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
New
$25.93 - $105.3 $485K - $1.97M
18.7K $502M
AOM
Ishares Tr Core Moderate Alloc

ETFs
10.9K
New
$43.44 - $45.05 $476K - $493K
10.9K $485M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.7K
New
$29.73 - $30.81 $467K - $484K
15.7K $480M
JNJ
Johnson & Johnson

Healthcare
2.85K
New
$143.34 - $165.86 $408K - $473K
2.85K $466M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
22.7K
New
$19.38 - $19.58 $440K - $444K
22.7K $442M
HEFA
Ishares Currency Hedged Msci E

ETFs
11.9K
New
$34.42 - $35.88 $410K - $427K
11.9K $440M
EEMV
Ishares Msci Emerging Markets

ETFs
7.46K
New
$57.85 - $63.11 $431K - $471K
7.46K $433M
GILD
Gilead Sciences, Inc.

Healthcare
3.87K
New
$83.95 - $97.9 $325K - $378K
3.87K $433M
Activity Summary
Buys All Purchases 161 New Holdings 161 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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