Bridgewater Advisors Inc. Portfolio Holdings

Bridgewater Advisors Inc.

  • $962 Million
  • Q4 2024

Bridgewater Advisors Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $962 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $96.8M, American Centy ETF Tr Avantis with a value of $65.9M, American Centy ETF Tr Avantis with a value of $49.7M, Vanguard Intermediate Term Cor with a value of $48.2M, and Apple Inc. with a value of $47.3M.

Examining the 13F form we can see an increase of $2.77M in the current position value, from $959M to 962M.

Below you can find more details about Bridgewater Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $962 Million
ETFs: $598 Million
Technology: $117 Million
Financial Services: $59.8 Million
Communication Services: $44.4 Million
Consumer Cyclical: $29.7 Million
Healthcare: $15.1 Million
Consumer Defensive: $14.7 Million
Energy: $8.17 Million
Other: $9.27 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96.8 Million 10.07% of portfolio
1,922,583
Q4 2024 Added 11.2%
$0
$65.9 Million 6.85% of portfolio
987,096
Q4 2024 Added 6.13%
$0
$49.7 Million 5.17% of portfolio
512,944
Q4 2024 Added 62.37%
$0
$48.2 Million 5.01% of portfolio
600,839
Q4 2024 Added 1.85%
$0
$47 Million 4.88% of portfolio
162,029
Q4 2024 Added 17.67%
$0
$40.2 Million 4.18% of portfolio
1,554,943
Q4 2024 Reduced 29.77%
$0
$37.2 Million 3.87% of portfolio
63,531
Q4 2024 Reduced 2.38%
$0
$29.9 Million 3.11% of portfolio
58,494
Q4 2024 Reduced 2.46%
$0
$29.2 Million 3.04% of portfolio
1,157,040
Q4 2024 Reduced 41.24%
$0
$24.9 Million 2.59% of portfolio
490,652
Q4 2024 Reduced 1.97%
$0
$22.6 Million 2.35% of portfolio
53,171
Q4 2024 Reduced 1.48%
$0
$20.9 Million 2.17% of portfolio
340,063
Q4 2024 Added 28.05%
$0
$19.5 Million 2.03% of portfolio
576,469
Q4 2024 Added 26.24%
$0
$18.3 Million 1.9% of portfolio
627,252
Q4 2024 Added 612.97%
$0
$12 Million 1.25% of portfolio
517,358
Q4 2024 Reduced 4.83%
$0
$10.5 Million 1.1% of portfolio
89,798
Q4 2024 Reduced 3.52%
$0
$9.77 Million 1.02% of portfolio
18,129
Q4 2024 Added 4.1%
$0
$9.56 Million 0.99% of portfolio
146,949
Q4 2024 Reduced 1.98%
$0
$8.65 Million 0.9% of portfolio
341,062
Q4 2024 Added 1.7%
$0
$7.15 Million 0.74% of portfolio
206,535
Q4 2024 Reduced 0.81%
$0
$6.59 Million 0.69% of portfolio
36,191
Q4 2024 Added 29.88%
$0
$5.95 Million 0.62% of portfolio
101,231
Q4 2024 Reduced 1.36%
$0
$4.17 Million 0.43% of portfolio
65,384
Q3 2024 Reduced 0.46%
$0
$3.07 Million 0.32% of portfolio
40,635
Q4 2024 Reduced 1.06%
$0
$2.66 Million 0.28% of portfolio
101,417
Q4 2024 Reduced 12.43%
$0
$2.57 Million 0.27% of portfolio
49,799
Q4 2024 New
$92.6B
$2.49 Million 0.26% of portfolio
10,267
Q4 2024 Reduced 14.6%
$8.47B
$2.39 Million 0.25% of portfolio
46,001
Q4 2024 Added 19.32%
$0
$2.11 Million 0.22% of portfolio
37,875
Q3 2024 Reduced 0.75%
$0
$1.25 Million 0.13% of portfolio
11,607
Q3 2024 Reduced 21.23%
$0
$1.19 Million 0.12% of portfolio
24,806
Q4 2024 Added 4.6%
$0
$1.07 Million 0.11% of portfolio
22,254
Q4 2023 Reduced 0.71%
$0
$937,000 0.1% of portfolio
14,776
Q4 2024 Reduced 3.44%
$0
$830,000 0.09% of portfolio
36,585
Q4 2024 Added 0.72%
$0
$853,000 0.09% of portfolio
46,144
Q4 2024 Reduced 1.61%
$0
$832,000 0.09% of portfolio
19,913
Q4 2024 Reduced 2.78%
$0
$907,000 0.09% of portfolio
22,000
Q3 2023 New
$0
$746,000 0.08% of portfolio
32,214
Q4 2024 Added 0.46%
$0
$658,000 0.07% of portfolio
14,330
Q4 2024 Reduced 55.05%
$0
$652,000 0.07% of portfolio
29,055
Q4 2024 Reduced 46.55%
$0
$660,000 0.07% of portfolio
17,685
Q4 2024 Reduced 47.03%
$0
$676,000 0.07% of portfolio
13,000
Q3 2024 New
$0
$586,000 0.06% of portfolio
13,324
Q4 2024 Reduced 5.38%
$0
$583,000 0.06% of portfolio
14,650
Q4 2024 Reduced 3.3%
$0
$477,000 0.05% of portfolio
18,458
Q4 2024 Reduced 4.83%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $962 Million
  • Prior Value $959 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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