Bridge Port Financial Solutions, LLC Portfolio Holdings

Bridge Port Financial Solutions, LLC has filed its 13F form on February 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.5B, Berkshire Hathaway Inc Class B with a value of $9.61B, Vanguard Index Fds S&P 500 ETF with a value of $8.64B, Ishares Msci Usa Min Vol Facto with a value of $7.61B, and Putnam ETF Tr Putnam Focused L with a value of $7.44B.

Examining the 13F form we can see an increase of $221B in the current position value.

Bridge Port Financial Solutions, LLC is based out at Fairfield, IA

Below you can find more details about Bridge Port Financial Solutions, LLC portfolio as well as his latest detailed transactions.