Tribridge Partners Financial LLC New Holdings in Q2 2025

Tribridge Partners Financial LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
514K
New
$30.53 - $40.65 $15.7M - $20.9M
514K $20.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31.9K
New
$456.74 - $568.03 $14.6M - $18.1M
31.9K $18.1M
Capital Group Conservative E
543K
New
N/A
543K $15.5M
VO
Vanguard Mid Cap ETF

ETFs
43.7K
New
$228.54 - $279.83 $9.98M - $12.2M
43.7K $12.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
149K
New
$72.02 - $73.82 $10.7M - $11M
149K $11M
CGCP
Capital Group Core Plus Income

ETFs
478K
New
$21.92 - $22.56 $10.5M - $10.8M
478K $10.8M
VB
Vanguard Small Cap ETF

ETFs
44.5K
New
$193.73 - $237.37 $8.63M - $10.6M
44.5K $10.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
143K
New
$55.54 - $69.09 $7.97M - $9.91M
143K $9.91M
CGXU
Capital Group Intl Focus Equit

ETFs
320K
New
$21.44 - $27.35 $6.87M - $8.76M
320K $8.69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
102K
New
$77.74 - $78.78 $7.92M - $8.02M
102K $8.02M
BNDX
Vanguard Total International B

ETFs
131K
New
$48.77 - $49.55 $6.41M - $6.51M
131K $6.5M
CGDV
Capital Group Divid Value ETF

ETFs
110K
New
$31.93 - $39.49 $3.52M - $4.35M
110K $4.35M
Capital Grp Fixed Incm ETF T
168K
New
N/A
168K $4.25M
MSFT
Microsoft Corp

Technology
6.9K
New
$354.56 - $497.45 $2.45M - $3.43M
6.9K $3.43M
AAPL
Apple Inc.

Technology
7.53K
New
$172.42 - $223.89 $1.3M - $1.68M
7.53K $1.54M
CGMU
Capital Group Core Plus Income
41.9K
New
N/A
41.9K $1.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.9K
New
$61.79 - $76.67 $858K - $1.06M
13.9K $1.06M
XOM
Exxon Mobil Corp

Energy
8.19K
New
$99.93 - $119.04 $818K - $974K
8.19K $882K
UNP
Union Pacific Corp

Industrials
3.07K
New
$208.27 - $238.46 $640K - $732K
3.07K $707K
Capital Grp Fixed Incm ETF T
26.8K
New
N/A
26.8K $700K
AMZN
Amazon Com Inc

Consumer Cyclical
3.04K
New
$167.32 - $223.3 $509K - $679K
3.04K $667K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.3K
New
$51.16 - $62.02 $529K - $641K
10.3K $641K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5.92K
New
$86.58 - $104.98 $513K - $622K
5.92K $622K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.72K
New
$83.8 - $101.39 $479K - $579K
5.72K $579K
HD
Home Depot, Inc.

Consumer Cyclical
1.55K
New
$335.24 - $380.78 $520K - $591K
1.55K $569K
IBM
International Business Machines Corp

Technology
1.6K
New
$221.03 - $294.78 $354K - $472K
1.6K $472K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.14K
New
$52.84 - $65.52 $377K - $468K
7.14K $468K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.12K
New
$90.56 - $109.49 $373K - $451K
4.12K $450K
CGUS
Capital Group Core Equity ETF
12.1K
New
$29.93 - $36.93 $361K - $446K
12.1K $446K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.06K
New
$48.13 - $49.85 $436K - $452K
9.06K $444K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
9.25K
New
$37.93 - $47.69 $351K - $441K
9.25K $441K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.79K
New
$104.23 - $134.39 $290K - $375K
2.79K $375K
V
Visa Inc.

Financial Services
1.04K
New
$308.27 - $373.31 $320K - $387K
1.04K $368K
TT
Trane Technologies PLC

Industrials
833
New
$315.21 - $437.41 $263K - $364K
833 $364K
VTI
Vanguard Total Stock Market Et

ETFs
1.16K
New
$243.75 - $303.93 $283K - $352K
1.16K $352K
Alps ETF Tr
13.5K
New
N/A
13.5K $348K
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
New
$210.28 - $289.91 $250K - $345K
1.19K $345K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.4K
New
$24.98 - $25.66 $335K - $344K
13.4K $343K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.11K
New
$86.93 - $109.64 $270K - $341K
3.11K $341K
VEA
Vanguard Ftse Developed Market

ETFs
5.74K
New
$45.65 - $57.01 $262K - $327K
5.74K $327K
IWV
Ishares Russell 3000 ETF

ETFs
918
New
$281.67 - $351.0 $259K - $322K
918 $322K
Vanguard Wellington Fd
3.17K
New
N/A
3.17K $320K
IVV
Ishares Core S&P 500 ETF

ETFs
502
New
$498.8 - $620.9 $250K - $312K
502 $312K
Linde PLC
607
New
N/A
607 $285K
GOOGL
Alphabet Inc.

Communication Services
1.51K
New
$144.7 - $178.6 $219K - $270K
1.51K $266K
NVDA
Nvidia Corp

Technology
1.62K
New
$94.31 - $157.99 $153K - $256K
1.62K $256K
WMT
Walmart Inc.

Consumer Defensive
2.6K
New
$81.79 - $99.98 $212K - $259K
2.6K $254K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
New
$17.76 - $22.1 $204K - $253K
11.5K $253K
IWF
Ishares Russell 1000 Gr ETF

ETFs
592
New
$320.42 - $424.58 $190K - $251K
592 $251K
Activity Summary
Buys All Purchases 60 New Holdings 60 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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