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
IBM
International Business Machines Corp

Technology
1.7K
New
$204.9 - $238.04 $348K - $405K
1.7K $431M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.06K
New
$51.09 - $55.27 $412K - $445K
8.06K $420M
VTI
Vanguard Total Stock Market Et

ETFs
1.45K
New
$280.04 - $302.45 $407K - $439K
1.45K $419M
Litman Gregory Fds Tr
43.4K
New
N/A
43.4K $418M
XOM
Exxon Mobil Corp

Energy
3.67K
New
$105.51 - $125.37 $387K - $459K
3.67K $404M
MBB
Ishares Tr

ETFs
4.21K
New
$91.26 - $95.82 $384K - $403K
4.21K $394M
GIS
General Mills Inc

Consumer Defensive
6.44K
New
$62.78 - $74.62 $404K - $480K
6.44K $386M
UL
Unilever PLC

Consumer Defensive
6.82K
New
$56.7 - $64.64 $387K - $441K
6.82K $385M
FSK
Fs Kkr Capital Corp

Financial Services
16.9K
New
$19.71 - $22.22 $333K - $376K
16.9K $385M
VZ
Verizon Communications Inc

Communication Services
8.81K
New
$39.6 - $45.21 $349K - $398K
8.81K $381M
BNDX
Vanguard Total International B

ETFs
7.6K
New
$48.91 - $50.61 $372K - $385K
7.6K $375M
DOV
Dover Corp

Industrials
1.88K
New
$184.72 - $206.51 $348K - $389K
1.88K $370M
AMAT
Applied Materials Inc

Technology
2.32K
New
$161.44 - $213.89 $375K - $497K
2.32K $364M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.94K
New
$118.0 - $127.04 $347K - $374K
2.94K $354M
IWN
Ishares Russell2000 Val ETF

ETFs
2.17K
New
$162.69 - $181.35 $353K - $393K
2.17K $347M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.88K
New
$172.07 - $207.36 $323K - $390K
1.88K $340M
URTH
Ishares Msci World ETF

ETFs
2.13K
New
$153.73 - $162.67 $328K - $347K
2.13K $337M
PFE
Pfizer Inc

Healthcare
12.7K
New
$24.8 - $30.19 $314K - $383K
12.7K $331M
ISRG
Intuitive Surgical Inc

Healthcare
586
New
$471.27 - $550.62 $276K - $323K
586 $330M
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.94K
New
$35.94 - $36.85 $321K - $329K
8.94K $327M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
6.45K
New
$49.39 - $52.31 $318K - $337K
6.45K $326M
LMT
Lockheed Martin Corp

Industrials
726
New
$479.66 - $614.62 $348K - $446K
726 $324M
VT
Vanguard Total World Stk Index

ETFs
2.71K
New
$117.09 - $123.07 $317K - $333K
2.71K $324M
EBTC
Enterprise Bancorp Inc

Financial Services
7.53K
New
$30.84 - $43.48 $232K - $327K
7.53K $321M
BAC
Bank Of America Corp

Financial Services
7.23K
New
$39.22 - $47.77 $283K - $345K
7.23K $319M
DVY
Ishares Tr

ETFs
2.29K
New
$129.55 - $143.41 $297K - $329K
2.29K $313M
IEFA
Ishares Tr

ETFs
4.13K
New
$70.06 - $77.43 $290K - $320K
4.13K $312M
Gsk PLC
8.32K
New
N/A
8.32K $310M
VV
Vanguard Large Cap ETF

ETFs
1.14K
New
$260.27 - $280.65 $297K - $321K
1.14K $308M
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
New
$213.65 - $479.86 $226K - $508K
1.06K $299M
ABT
Abbott Laboratories

Healthcare
2.17K
New
$111.93 - $119.39 $243K - $259K
2.17K $295M
SPMD
Spdr Portfolio

ETFs
5.31K
New
$54.13 - $59.56 $288K - $317K
5.31K $286M
GE
General Electric CO

Industrials
1.41K
New
$159.95 - $194.23 $225K - $273K
1.41K $283M
BA
Boeing CO

Industrials
1.56K
New
$138.14 - $180.72 $216K - $283K
1.56K $272M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
10.1K
New
$26.69 - $28.53 $270K - $289K
10.1K $266M
AIQ
Global X Funds Global X Artifi

ETFs
6.76K
New
$36.57 - $40.57 $247K - $274K
6.76K $263M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
10.8K
New
$23.22 - $23.84 $251K - $258K
10.8K $256M
NSC
Norfolk Southern Corp

Industrials
1.04K
New
$230.6 - $277.0 $240K - $289K
1.04K $252M
CSCO
Cisco Systems, Inc.

Technology
3.95K
New
$52.45 - $60.02 $207K - $237K
3.95K $252M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
10.5K
New
$23.18 - $23.74 $243K - $249K
10.5K $248M
SHV
Ishares Tr

ETFs
2.23K
New
$109.92 - $110.57 $246K - $247K
2.23K $247M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.1K
New
$106.33 - $110.69 $223K - $232K
2.1K $230M
AZN
Astrazeneca PLC

Healthcare
2.99K
New
$63.2 - $79.58 $189K - $238K
2.99K $226M
EMR
Emerson Electric CO

Industrials
1.83K
New
$108.13 - $134.33 $198K - $245K
1.83K $219M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.37K
New
$87.1 - $98.49 $207K - $234K
2.37K $216M
AOK
Ishares Tr Core Conservative A

ETFs
5.67K
New
$37.3 - $38.64 $211K - $219K
5.67K $215M
ILCG
Ishares Morningstar Growth ETF
2.47K
New
N/A
2.47K $214M
GS
Goldman Sachs Group Inc

Financial Services
352
New
$486.1 - $608.57 $171K - $214K
352 $214M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.34K
New
$62.07 - $66.61 $207K - $222K
3.34K $213M
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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