Three Bridge Wealth Advisors, LLC Reduced Holdings in Q3 2025

Three Bridge Wealth Advisors, LLC

  • $384 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5.31K
- 46.05%
$491.09 - $535.64 $2.61M - $2.84M
6.22K $3.22M
META
Meta Platforms, Inc.

Communication Services
-2.5K
- 6.31%
$695.21 - $791.73 $1.74M - $1.98M
37.1K $27.2M
NVDA
Nvidia Corp

Technology
-15.1K
- 40.15%
$153.3 - $186.58 $2.31M - $2.82M
22.5K $4.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.69K
- 83.58%
$211.65 - $238.24 $1.42M - $1.59M
1.31K $288K
AAPL
Apple Inc.

Technology
-9.88K
- 34.17%
$202.38 - $256.87 $2M - $2.54M
19K $4.84M
COIN
Coinbase Global, Inc.

Technology
-66
- 0.09%
$297.99 - $419.78 $19.7K - $27.7K
74.2K $25M
V
Visa Inc.

Financial Services
-1.79K
- 39.04%
$332.09 - $358.86 $595K - $643K
2.8K $955K
DIS
Walt Disney CO

Communication Services
-4.1K
- 19.1%
$112.25 - $124.0 $461K - $509K
17.4K $1.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.09K
- 17.96%
$459.11 - $506.91 $502K - $554K
4.99K $2.51M
COST
Costco Wholesale Corp

Consumer Defensive
-395
- 42.11%
$915.95 - $994.57 $362K - $393K
543 $502K
WMT
Walmart Inc.

Consumer Defensive
-2.72K
- 57.09%
$94.4 - $104.27 $257K - $283K
2.04K $210K
PANW
Palo Alto Networks Inc

Technology
-1.19K
- 11.81%
$167.06 - $208.19 $198K - $247K
8.86K $1.8M
LLY
Eli Lilly & CO

Healthcare
-286
- 19.13%
$625.65 - $812.69 $179K - $232K
1.21K $922K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.6K
- 6.7%
$50.81 - $51.07 $234K - $235K
64.1K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
-944
- 31.64%
$282.78 - $316.06 $267K - $298K
2.04K $643K
HD
Home Depot, Inc.

Consumer Cyclical
-752
- 29.05%
$357.4 - $423.42 $269K - $318K
1.84K $744K
GOOG
Alphabet Inc.

Communication Services
-1.82K
- 48.44%
$175.16 - $255.24 $319K - $464K
1.94K $471K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.06K
- 43.09%
$293.94 - $444.72 $311K - $470K
1.4K $620K
INTU
Intuit Inc

Technology
-83
- 11.01%
$646.03 - $807.39 $53.6K - $67K
671 $458K
PG
Procter & Gamble CO

Consumer Defensive
-652
- 15.62%
$150.47 - $161.22 $98.1K - $105K
3.52K $541K
GOOGL
Alphabet Inc.

Communication Services
-5.89K
- 30.05%
$174.36 - $254.72 $1.03M - $1.5M
13.7K $3.33M
RTX
Raytheon Technologies Corp

Industrials
-1.66K
- 22.38%
$144.19 - $167.33 $240K - $278K
5.77K $965K
SCHW
Schwab Charles Corp

Financial Services
-1.25K
- 31.54%
$91.03 - $98.69 $114K - $124K
2.72K $259K
UL
Unilever PLC

Consumer Defensive
-172
- 0.46%
$58.43 - $65.01 $10K - $11.2K
37K $2.19M
DASH
Door Dash, Inc.

Communication Services
-382
- 28.42%
$234.5 - $272.5 $89.6K - $104K
962 $261K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-703
- 20.01%
$87.29 - $93.61 $61.4K - $65.8K
2.81K $262K
WDAY
Workday, Inc.

Technology
-165
- 8.18%
$213.69 - $247.69 $35.3K - $40.9K
1.85K $445K
GS
Goldman Sachs Group Inc

Financial Services
-83
- 21.17%
$696.56 - $806.32 $57.8K - $66.9K
309 $246K
XLC
Select Sector Spdr Tr Communic

ETFs
-8
- 0.34%
$105.99 - $119.41 $848 - $955
2.34K $276K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 4.72%
$404.94 - $499.99 $10.5K - $13K
525 $254K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.35K
- 21.22%
$96.73 - $137.09 $131K - $185K
5.02K $664K
MDT
Medtronic PLC

Healthcare
-979
- 4.66%
$87.67 - $95.74 $85.8K - $93.7K
20K $1.91M
JNJ
Johnson & Johnson

Healthcare
-974
- 10.67%
$155.17 - $185.42 $151K - $181K
8.16K $1.51M
GD
General Dynamics Corp

Industrials
-115
- 2.86%
$293.92 - $341.0 $33.8K - $39.2K
3.9K $1.33M
ASML
Asml Holding Nv

Technology
-27
- 2.15%
$689.63 - $968.09 $18.6K - $26.1K
1.23K $1.19M
ORCL
Oracle Corp

Technology
-1.45K
- 10.67%
$218.96 - $328.33 $318K - $477K
12.2K $3.42M
EEM
Ishares Msci Emerging Markets

ETFs
-1.8K
- 1.28%
$48.07 - $53.4 $86.5K - $96.1K
139K $7.4M
RBLX
Roblox Corp

Communication Services
-461
- 0.36%
$100.65 - $141.56 $46.4K - $65.3K
126K $17.5M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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