Three Bridge Wealth Advisors, LLC Purchases in Q1 2025

Three Bridge Wealth Advisors, LLC

  • $285 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
25.1K
+ 197.45%
$576.36 - $736.67 $14.5M - $18.5M
37.8K $21.8M
IAU
Ishares Gold Trust

ETFs
190
+ 0.1%
$49.74 - $58.96 $9.45K - $11.2K
198K $11.7M
GLD
Spdr Gold Trust

ETFs
622
+ 2.01%
$243.19 - $288.14 $151K - $179K
31.6K $9.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 7.3%
$42.5 - $46.71 $541K - $595K
187K $8.48M
NVO
Novo Nordisk A S

Healthcare
11.1K
+ 88.45%
$69.3 - $90.95 $770K - $1.01M
23.7K $1.64M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.01%
$47.4 - $52.99 $569 - $636
138K $7.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.25%
$442.66 - $534.52 $5.31K - $6.41K
4.8K $2.56M
EEM
Ishares Msci Emerging Markets

ETFs
1.07K
+ 0.74%
$40.81 - $45.34 $43.5K - $48.3K
146K $6.37M
MDT
Medtronic PLC

Healthcare
996
+ 5.68%
$79.84 - $94.5 $79.5K - $94.1K
18.5K $1.67M
UL
Unilever PLC

Consumer Defensive
722
+ 2.08%
$54.72 - $60.29 $39.5K - $43.5K
35.5K $2.11M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.09K
+ 28.4%
$63.07 - $73.5 $68.6K - $79.9K
4.91K $345K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
42
+ 0.17%
$47.39 - $54.26 $1.99K - $2.28K
24.1K $1.26M
ASML
Asml Holding Nv

Technology
194
+ 19.34%
$662.63 - $776.99 $129K - $151K
1.2K $793K
SBUX
Starbucks Corp

Consumer Cyclical
206
+ 2.45%
$91.75 - $115.81 $18.9K - $23.9K
8.63K $846K
ACWI
Ishares Msci Acwi ETF

ETFs
4.16K
+ 1.07%
$115.16 - $124.13 $479K - $516K
392K $45.6M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.5%
$725.72 - $929.72 $2.18K - $2.79K
606 $500K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
190
+ 1.43%
$100.32 - $100.76 $19.1K - $19.1K
13.5K $1.36M
PG
Procter & Gamble CO

Consumer Defensive
81
+ 3.09%
$158.56 - $176.26 $12.8K - $14.3K
2.71K $460K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
347
+ 2.31%
$19.7 - $20.61 $6.84K - $7.15K
15.4K $310K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
68
+ 0.1%
$50.72 - $50.92 $3.45K - $3.46K
69.2K $3.52M
VCIT
Vanguard Intermediate Term Cor

ETFs
9
+ 0.15%
$79.17 - $82.04 $713 - $738
6.14K $502K
PRF
Invesco Exchange Traded Fd Tr

ETFs
51
+ 0.08%
$39.4 - $42.61 $2.01K - $2.17K
65.7K $2.65M
PEP
Pepsico Inc

Consumer Defensive
87
+ 2.49%
$142.64 - $156.42 $12.4K - $13.6K
3.58K $536K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.59%
$76.94 - $78.28 $1.31K - $1.33K
2.88K $225K
Ishares Bitcoin Trust ETF
4.68K
+ 108.09%
N/A
9K $0
BNDX
Vanguard Total International B

ETFs
74
+ 0.43%
$48.33 - $49.5 $3.58K - $3.66K
17.5K $852K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
24
+ 0.38%
$96.18 - $109.82 $2.31K - $2.64K
6.3K $645K
VOE
Vanguard Mid Cap Value Index F

ETFs
14
+ 0.24%
$156.61 - $168.02 $2.19K - $2.35K
5.96K $956K
CMF
Ishares California Muni Bond E

ETFs
2
+ 0.01%
$55.93 - $57.47 $112 - $115
14.6K $823K
IMNM
Immunome Inc.

Healthcare
10K
+ 36.21%
$6.73 - $11.83 $67.3K - $118K
37.6K $253K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.02%
$126.86 - $146.45 $127 - $146
4.09K $519K
NKE
Nike, Inc.

Consumer Cyclical
1.17K
+ 10.83%
$63.29 - $81.72 $74K - $95.6K
12K $760K
DEO
Diageo PLC

Consumer Defensive
547
+ 10.43%
$104.79 - $126.12 $57.3K - $69K
5.79K $607K
ADBE
Adobe Inc.

Technology
7
+ 0.5%
$377.84 - $464.11 $2.64K - $3.25K
1.4K $538K
ACN
Accenture PLC

Technology
19
+ 0.77%
$300.91 - $398.25 $5.72K - $7.57K
2.5K $780K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.23K
+ 2.58%
$82.81 - $92.93 $268K - $300K
129K $10.9M
DIS
Walt Disney CO

Communication Services
1.22K
+ 5.85%
$96.87 - $114.0 $118K - $139K
22K $2.17M
MSFT
Microsoft Corp

Technology
93
+ 1.49%
$375.39 - $447.2 $34.9K - $41.6K
6.33K $2.37M
NVDA
Nvidia Corp

Technology
810
+ 3.75%
$106.98 - $149.43 $86.7K - $121K
22.4K $2.43M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.09K
+ 0.57%
$37.35 - $43.35 $40.8K - $47.4K
192K $7.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.02%
$360.07 - $417.26 $1.08K - $1.25K
17.7K $6.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
241
+ 1.13%
$468.34 - $539.52 $113K - $130K
21.6K $10.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 0.16%
$551.42 - $612.93 $30.9K - $34.3K
35.9K $20.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 0.1%
$507.05 - $563.67 $20.8K - $23.1K
40.9K $21M
Activity Summary
Buys All Purchases 45 New Holdings 0 Increased Positions 45 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email