Three Bridge Wealth Advisors, LLC Sells in Q2 2024

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-2.7K
- 17.49%
$430.17 - $527.34 $1.16M - $1.42M
12.7K $6.41M
GOOG
Alphabet Inc.

Communication Services
-4.06K
- 77.19%
$151.94 - $186.86 $617K - $759K
1.2K $220K
DIS
Walt Disney CO

Communication Services
-659
- 3.61%
$99.29 - $122.82 $65.4K - $80.9K
17.6K $1.75M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.42K
- 8.67%
$50.57 - $50.75 $476K - $478K
99.1K $5.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.4K
- 9.25%
$40.83 - $44.89 $627K - $689K
151K $6.59M
MSFT
Microsoft Corp

Technology
-1.09K
- 16.86%
$389.33 - $452.85 $425K - $494K
5.38K $2.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-10.3K
- 2.64%
$104.54 - $112.83 $1.07M - $1.16M
379K $42.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.68K
- 11.19%
$100.13 - $100.67 $268K - $270K
21.3K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
-4.6K
- 33.61%
$47.83 - $51.21 $220K - $235K
9.08K $448K
V
Visa Inc.

Financial Services
-576
- 13.65%
$262.47 - $281.5 $151K - $162K
3.64K $956K
DEO
Diageo PLC

Consumer Defensive
-431
- 7.89%
$126.08 - $149.08 $54.3K - $64.3K
5.03K $634K
HD
Home Depot, Inc.

Consumer Cyclical
-96
- 3.19%
$325.1 - $368.03 $31.2K - $35.3K
2.91K $1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-225
- 37.44%
$541.52 - $599.02 $122K - $135K
376 $207K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-173
- 3.49%
$396.73 - $420.24 $68.6K - $72.7K
4.78K $1.94M
RTX
Raytheon Technologies Corp

Industrials
-1.88K
- 8.14%
$97.55 - $108.44 $183K - $203K
21.2K $2.12M
SBUX
Starbucks Corp

Consumer Cyclical
-31
- 0.37%
$72.5 - $91.53 $2.25K - $2.84K
8.31K $646K
PEP
Pepsico Inc

Consumer Defensive
-417
- 9.55%
$163.33 - $183.11 $68.1K - $76.4K
3.95K $651K
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 12.21%
$45.52 - $50.04 $72.9K - $80.2K
11.5K $547K
INTU
Intuit Inc

Technology
-175
- 10.7%
$562.97 - $670.27 $98.5K - $117K
1.46K $960K
JPM
Jpmorgan Chase & CO

Financial Services
-500
- 24.51%
$180.08 - $204.79 $90K - $102K
1.54K $311K
EEM
Ishares Msci Emerging Markets

ETFs
-6.86K
- 4.8%
$39.71 - $43.79 $272K - $300K
136K $5.79M
GOOGL
Alphabet Inc.

Communication Services
-3.61K
- 19.3%
$150.53 - $185.41 $543K - $669K
15.1K $2.75M
PG
Procter & Gamble CO

Consumer Defensive
-501
- 13.93%
$155.33 - $168.56 $77.8K - $84.4K
3.1K $510K
XLK
Technology Sector Spdr

ETFs
-416
- 25.15%
$192.53 - $231.41 $80.1K - $96.3K
1.24K $280K
PDN
Invesco Fd Tr

ETFs
-1.76K
- 16.72%
$31.6 - $33.74 $55.7K - $59.4K
8.78K $283K
BAC
Bank Of America Corp

Financial Services
-1.9K
- 26.03%
$34.68 - $40.02 $65.9K - $76K
5.4K $214K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-509
- 0.87%
$36.45 - $38.58 $18.6K - $19.6K
58.2K $2.21M
MMM
3 M CO

Industrials
-186
- 3.01%
$90.54 - $105.26 $16.8K - $19.6K
5.99K $611K
AAPL
Apple Inc.

Technology
-3.21K
- 19.73%
$165.0 - $216.67 $529K - $695K
13.1K $2.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
-40
- 0.77%
$146.82 - $155.77 $5.87K - $6.23K
5.18K $778K
BDX
Becton Dickinson & CO

Healthcare
-49
- 3.1%
$225.07 - $246.17 $11K - $12.1K
1.53K $357K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-158
- 0.66%
$47.68 - $51.13 $7.53K - $8.08K
23.7K $1.15M
CMF
Ishares California Muni Bond E

ETFs
-238
- 2.04%
$56.38 - $57.26 $13.4K - $13.6K
11.4K $649K
BNDX
Vanguard Total International B

ETFs
-206
- 1.22%
$48.24 - $49.07 $9.94K - $10.1K
16.6K $809K
GD
General Dynamics Corp

Industrials
-163
- 3.76%
$281.11 - $300.23 $45.8K - $48.9K
4.17K $1.21M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-158
- 1.22%
$19.6 - $20.57 $3.1K - $3.25K
12.8K $256K
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.04%
$173.33 - $185.29 $173 - $185
2.34K $426K
Maplebear Inc
-50K
- 47.6%
N/A
55K $0
BIIB
Biogen Inc.

Healthcare
-103
- 4.07%
$190.52 - $236.72 $19.6K - $24.4K
2.43K $562K
ADBE
Adobe Inc.

Technology
-49
- 3.42%
$439.02 - $555.54 $21.5K - $27.2K
1.38K $767K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-301
- 4.52%
$67.89 - $89.5 $20.4K - $26.9K
6.36K $560K
WMT
Walmart Inc.

Consumer Defensive
-276
- 1.91%
$58.85 - $68.9 $16.2K - $19K
14.2K $962K
UL
Unilever PLC

Consumer Defensive
-1.35K
- 3.59%
$46.47 - $56.38 $62.8K - $76.2K
36.3K $2M
NVO
Novo Nordisk A S

Healthcare
-326
- 2.5%
$122.71 - $146.91 $40K - $47.9K
12.7K $1.81M
GLD
Spdr Gold Trust

ETFs
-190
- 0.62%
$207.82 - $224.56 $39.5K - $42.7K
30.2K $6.5M
ORCL
Oracle Corp

Technology
-79
- 0.43%
$113.75 - $144.64 $8.99K - $11.4K
18.4K $2.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-264
- 0.76%
$495.16 - $548.49 $131K - $145K
34.6K $18.8M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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