Bridgewater Advisors Inc. Portfolio Holdings

Bridgewater Advisors Inc.

  • $959 Million
  • Q3 2024

Bridgewater Advisors Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $959 Million distributed in 136 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 $87.7M, Dimensional ETF Tr Dimensional with a value of $62.3M, American Centy ETF Tr Avantis with a value of $61.2M, Dimensional ETF Tr Dimensional with a value of $54.5M, and Vanguard Intermediate Term Cor with a value of $49.4M.

Examining the 13F form we can see an increase of $130M in the current position value, from $829M to 959M.

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

Portfolio value $959 Million
ETFs: $597 Million
Technology: $113 Million
Financial Services: $58.1 Million
Communication Services: $43.8 Million
Consumer Cyclical: $27.6 Million
Healthcare: $18.3 Million
Consumer Defensive: $15.2 Million
Industrials: $10.6 Million
Other: $13.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.13 Million 0.22% of portfolio
193,633
Q2 2024 Reduced 1.42%
$0
$457,000 0.05% of portfolio
41,186
Q4 2023 New
$0
$495,000 0.05% of portfolio
76,102
Q1 2024 New
$0
$368,000 0.04% of portfolio
28,123
Q2 2024 New
$0
$422,000 0.04% of portfolio
67,770
Q3 2024 Reduced 12.24%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $959 Million
  • Prior Value $829 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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