Bridgewater Advisors Inc. Purchases in Q1 2025

Bridgewater Advisors Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
347K
+ 55.28%
$28.88 - $32.4 $10M - $11.2M
974K $30.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
12
New
$663000.0 - $801950.0 $7.96M - $9.62M
12 $9.58M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
147K
New
$49.25 - $50.66 $7.24M - $7.45M
147K $7.29M
NFLX
Netflix Inc

Communication Services
7.4K
New
$828.4 - $1058.6 $6.13M - $7.84M
7.4K $6.9M
AVDE
American Centy ETF Tr Avantis

ETFs
73.7K
+ 21.66%
$60.63 - $68.55 $4.47M - $5.05M
414K $27.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
106K
+ 5.54%
$50.39 - $50.66 $5.36M - $5.39M
2.03M $103M
GS
Goldman Sachs Group Inc

Financial Services
9.73K
New
$524.81 - $672.19 $5.11M - $6.54M
9.73K $5.32M
NOW
Service Now, Inc.

Technology
6.49K
New
$783.83 - $1170.39 $5.09M - $7.6M
6.49K $5.17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
139K
+ 24.08%
$32.57 - $35.82 $4.52M - $4.97M
715K $23.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
40.7K
+ 6.78%
$79.17 - $82.04 $3.23M - $3.34M
642K $52.5M
LLY
Eli Lilly & CO

Healthcare
3.91K
New
$725.72 - $929.72 $2.83M - $3.63M
3.91K $3.23M
TSLA
Tesla, Inc.

Consumer Cyclical
12.3K
New
$222.15 - $428.22 $2.73M - $5.26M
12.3K $3.18M
VTI
Vanguard Total Stock Market Et

ETFs
20.4K
+ 12.58%
$271.18 - $303.12 $5.53M - $6.18M
182K $50.1M
KLAC
Kla Corp

Technology
4.45K
New
$636.62 - $777.63 $2.83M - $3.46M
4.45K $3.02M
AVLV
American Centy ETF Tr Avantis
64.5K
+ 6.53%
$63.51 - $70.42 $4.09M - $4.54M
1.05M $68.6M
UNH
Unitedhealth Group Inc

Healthcare
4.63K
New
$461.52 - $548.18 $2.14M - $2.54M
4.63K $2.42M
HD
Home Depot, Inc.

Consumer Cyclical
6.21K
New
$347.25 - $424.87 $2.16M - $2.64M
6.21K $2.28M
MCD
Mcdonalds Corp

Consumer Cyclical
7.08K
New
$279.74 - $321.29 $1.98M - $2.28M
7.08K $2.21M
AXP
American Express CO

Financial Services
8.18K
New
$255.39 - $325.87 $2.09M - $2.67M
8.18K $2.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
475
New
$4295.4 - $5141.88 $2.04M - $2.44M
475 $2.19M
VO
Vanguard Mid Cap ETF

ETFs
8.15K
New
$251.87 - $277.95 $2.05M - $2.26M
8.15K $2.11M
ABBV
Abb Vie Inc.

Healthcare
10K
New
$169.2 - $216.66 $1.7M - $2.17M
10K $2.1M
CMI
Cummins Inc

Industrials
6.45K
New
$312.92 - $386.07 $2.02M - $2.49M
6.45K $2.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 7.92%
$442.66 - $534.52 $582K - $703K
17.9K $9.55M
VUG
Vanguard Growth ETF

ETFs
5.37K
New
$369.1 - $427.61 $1.98M - $2.3M
5.37K $1.99M
IVV
Ishares Core S&P 500 ETF

ETFs
3.35K
New
$554.06 - $615.85 $1.85M - $2.06M
3.35K $1.88M
COST
Costco Wholesale Corp

Consumer Defensive
1.8K
New
$890.62 - $1076.86 $1.6M - $1.94M
1.8K $1.7M
UNP
Union Pacific Corp

Industrials
6.4K
New
$225.21 - $254.42 $1.44M - $1.63M
6.4K $1.51M
VTV
Vanguard Value ETF

ETFs
8.4K
New
$167.73 - $179.21 $1.41M - $1.51M
8.4K $1.45M
DHR
Danaher Corp

Healthcare
6.38K
New
$201.62 - $250.59 $1.29M - $1.6M
6.38K $1.31M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.2K
New
$208.48 - $244.03 $1.08M - $1.27M
5.2K $1.27M
SAP
Sap Se

Technology
4.67K
New
$241.4 - $293.69 $1.13M - $1.37M
4.67K $1.25M
XOM
Exxon Mobil Corp

Energy
6.01K
+ 12.9%
$105.44 - $118.93 $634K - $715K
52.6K $6.26M
AMAT
Applied Materials Inc

Technology
8.54K
New
$145.06 - $195.51 $1.24M - $1.67M
8.54K $1.24M
XLK
Technology Sector Spdr

ETFs
5.8K
New
$206.38 - $242.18 $1.2M - $1.4M
5.8K $1.2M
VGT
Vanguard Information Technolog

ETFs
2.21K
New
$542.38 - $646.34 $1.2M - $1.43M
2.21K $1.2M
CVX
Chevron Corp

Energy
7.09K
New
$146.71 - $167.97 $1.04M - $1.19M
7.09K $1.19M
BA
Boeing CO

Industrials
6.93K
New
$148.15 - $186.25 $1.03M - $1.29M
6.93K $1.18M
RTX
Raytheon Technologies Corp

Industrials
8.83K
New
$114.1 - $135.66 $1.01M - $1.2M
8.83K $1.17M
MMM
3 M CO

Industrials
7.96K
New
$129.7 - $155.12 $1.03M - $1.24M
7.96K $1.17M
CRM
Salesforce, Inc.

Technology
4.22K
New
$268.36 - $359.95 $1.13M - $1.52M
4.22K $1.13M
PGR
Progressive Corp

Financial Services
3.93K
New
$235.61 - $291.22 $925K - $1.14M
3.93K $1.11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.8K
New
$58.01 - $64.46 $1.03M - $1.15M
17.8K $1.1M
ADBE
Adobe Inc.

Technology
2.88K
New
$377.84 - $464.11 $1.09M - $1.34M
2.88K $1.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.21K
New
$497.6 - $606.74 $1.1M - $1.34M
2.21K $1.1M
RY
Royal Bank Of Canada

Financial Services
9.76K
New
$108.81 - $123.4 $1.06M - $1.2M
9.76K $1.1M
PM
Philip Morris International Inc.

Consumer Defensive
6.72K
New
$117.15 - $158.79 $787K - $1.07M
6.72K $1.07M
PEP
Pepsico Inc

Consumer Defensive
7.07K
New
$142.64 - $156.42 $1.01M - $1.11M
7.07K $1.06M
COIN
Coinbase Global, Inc.

Technology
6.1K
New
$172.23 - $301.3 $1.05M - $1.84M
6.1K $1.05M
Activity Summary
Buys All Purchases 337 New Holdings 272 Increased Positions 65 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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