Three Bridge Wealth Advisors, LLC Incresed Positions in Q4 2024

Three Bridge Wealth Advisors, LLC

  • $283 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
129K
+ 1420.23%
$47.57 - $52.44 $6.14M - $6.77M
138K $6.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.11K
+ 21.04%
$521.84 - $558.82 $3.71M - $3.97M
40.9K $22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.95K
+ 16.02%
$481.22 - $538.17 $1.42M - $1.59M
21.4K $10.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
16.2K
+ 14.86%
$87.25 - $95.52 $1.41M - $1.55M
125K $11.1M
IWM
Ishares Russell 2000 ETF

ETFs
4.75K
+ 32.84%
$216.13 - $242.4 $1.03M - $1.15M
19.2K $4.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
752
+ 2.14%
$567.81 - $607.81 $427K - $457K
35.8K $21M
INTU
Intuit Inc

Technology
1.13K
+ 77.41%
$602.01 - $706.25 $681K - $799K
2.59K $1.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
570
+ 3.33%
$370.24 - $418.94 $211K - $239K
17.7K $7.11M
AAPL
Apple Inc.

Technology
689
+ 5.43%
$221.69 - $259.02 $153K - $178K
13.4K $3.35M
GOOGL
Alphabet Inc.

Communication Services
104
+ 0.69%
$161.86 - $196.66 $16.8K - $20.5K
15.2K $2.87M
GOOG
Alphabet Inc.

Communication Services
800
+ 66.67%
$163.08 - $198.16 $130K - $159K
2K $380K
JPM
Jpmorgan Chase & CO

Financial Services
500
+ 32.47%
$205.18 - $250.29 $103K - $125K
2.04K $489K
MSFT
Microsoft Corp

Technology
455
+ 7.88%
$406.35 - $454.46 $185K - $207K
6.23K $2.63M
VT
Vanguard Total World Stk Index

ETFs
2.85K
+ 2.8%
$117.09 - $123.07 $334K - $351K
105K $12.3M
BAC
Bank Of America Corp

Financial Services
1.9K
+ 35.19%
$39.22 - $47.77 $74.5K - $90.8K
7.3K $320K
PANW
Palo Alto Networks Inc

Technology
4.38K
+ 97.77%
$181.96 - $405.9 $797K - $1.78M
8.86K $1.61M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 2.98%
$40.15 - $42.9 $76.4K - $81.6K
65.6K $2.65M
PG
Procter & Gamble CO

Consumer Defensive
413
+ 18.68%
$161.05 - $179.7 $66.5K - $74.2K
2.62K $439K
CMF
Ishares California Muni Bond E

ETFs
898
+ 6.54%
$56.66 - $58.1 $50.9K - $52.2K
14.6K $838K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.05%
$129.96 - $144.97 $260 - $290
4.09K $569K
IEMG
Ishares Inc

ETFs
489
+ 10.5%
N/A
5.15K $276K
EMB
Ishares Tr

ETFs
240
+ 6.95%
$88.94 - $93.46 $21.3K - $22.4K
3.7K $329K
GLD
Spdr Gold Trust

ETFs
140
+ 0.45%
$236.59 - $257.5 $33.1K - $36.1K
31K $7.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.55K
+ 197.08%
$22.01 - $66.82 $166K - $504K
11.4K $258K
IAU
Ishares Gold Trust

ETFs
800
+ 0.41%
$48.37 - $52.65 $38.7K - $42.1K
198K $9.78M
VOE
Vanguard Mid Cap Value Index F

ETFs
218
+ 3.81%
$160.89 - $176.18 $35.1K - $38.4K
5.95K $962K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
34
+ 1.2%
$77.02 - $78.58 $2.62K - $2.67K
2.86K $221K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
157
+ 1.37%
$22.39 - $23.45 $3.52K - $3.68K
11.7K $267K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
937
+ 6.65%
$19.82 - $21.55 $18.6K - $20.2K
15K $297K
PEP
Pepsico Inc

Consumer Defensive
324
+ 10.23%
$151.29 - $176.1 $49K - $57.1K
3.49K $530K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
75
+ 0.11%
$50.67 - $50.9 $3.8K - $3.82K
69.1K $3.5M
BNDX
Vanguard Total International B

ETFs
174
+ 1.01%
$48.91 - $50.61 $8.51K - $8.81K
17.4K $853K
VCIT
Vanguard Intermediate Term Cor

ETFs
59
+ 0.97%
$80.13 - $83.77 $4.73K - $4.94K
6.13K $492K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.5K
+ 8.39%
$44.04 - $49.49 $595K - $669K
175K $7.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.3K
+ 100.19%
$18.41 - $40.87 $208K - $461K
22.5K $416K
JNJ
Johnson & Johnson

Healthcare
359
+ 4.69%
$143.34 - $165.86 $51.5K - $59.5K
8.01K $1.16M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
345
+ 1.45%
$47.66 - $51.84 $16.4K - $17.9K
24.1K $1.15M
ACWI
Ishares Msci Acwi ETF

ETFs
5.88K
+ 1.54%
$117.05 - $123.03 $688K - $723K
388K $45.6M
ADBE
Adobe Inc.

Technology
9
+ 0.65%
$437.39 - $552.96 $3.94K - $4.98K
1.4K $620K
EEM
Ishares Msci Emerging Markets

ETFs
8.07K
+ 5.91%
$41.82 - $47.36 $338K - $382K
145K $6.05M
UL
Unilever PLC

Consumer Defensive
198
+ 0.57%
$56.7 - $64.64 $11.2K - $12.8K
34.7K $1.97M
NVO
Novo Nordisk A S

Healthcare
150
+ 1.21%
$85.0 - $120.04 $12.8K - $18K
12.6K $1.08M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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