Bridge Port Financial Solutions, LLC Purchases in Q4 2025

Bridge Port Financial Solutions, LLC

  • $372 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
612
+ 3.3%
$236.57 - $291.31 $145K - $178K
19.2K $6B
PVAL
Putnam ETF Tr Putnam Focused L
10.9K
+ 3.15%
$41.58 - $44.36 $453K - $483K
357K $16.3B
GOOG
Alphabet Inc.

Communication Services
592
+ 3.68%
$237.49 - $291.74 $141K - $173K
16.7K $5.24B
AAPL
Apple Inc.

Technology
1.02K
+ 2.29%
$245.27 - $275.25 $250K - $281K
45.6K $12.4B
IVE
Ishares S&P 500 Value ETF

ETFs
3.82K
+ 26.91%
$202.52 - $212.07 $774K - $811K
18K $3.82B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
17.7K
+ 12.19%
$42.66 - $43.29 $755K - $766K
163K $6.98B
MO
Altria Group, Inc.

Consumer Defensive
11.7K
New
$56.38 - $66.65 $660K - $780K
11.7K $675M
BMY
Bristol Myers Squibb CO

Healthcare
11.1K
+ 228.43%
$42.6 - $49.08 $475K - $547K
16K $864M
Innovator Etfs Trust
20.5K
New
N/A
20.5K $596M
ADBE
Adobe Inc.

Technology
1.62K
New
$325.07 - $359.91 $528K - $584K
1.62K $568M
MPLX
Mplx LP

Energy
10.2K
New
$47.8 - $53.21 $485K - $540K
10.2K $542M
IEMG
Ishares Inc

ETFs
6.11K
+ 13.66%
N/A
50.8K $3.42B
Unilever PLC
6.55K
New
N/A
6.55K $429M
MEDP
Medpace Holdings, Inc.

Healthcare
758
New
$501.22 - $605.2 $380K - $459K
758 $426M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.75K
+ 44.42%
$245.79 - $258.02 $430K - $451K
5.68K $1.42B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
577
+ 0.26%
$57.9 - $61.26 $33.4K - $35.3K
221K $13.4B
AMZN
Amazon Com Inc

Consumer Cyclical
852
+ 5.27%
$213.04 - $254.0 $182K - $216K
17K $3.93B
EXAS
Exact Sciences Corp

Healthcare
3.6K
New
$56.19 - $69.63 $202K - $251K
3.6K $366M
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 57.69%
$293.81 - $310.11 $347K - $367K
3.23K $988M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.61K
+ 43.46%
$37.19 - $37.8 $320K - $325K
28.4K $1.06B
Smartstop Self Storag Reit I
9.99K
New
N/A
9.99K $309M
Lam Research Corp
1.22K
+ 46.22%
N/A
3.87K $662M
Innovator Etfs Trust
10.4K
New
N/A
10.4K $278M
Innovator Etfs Trust
10.3K
New
N/A
10.3K $276M
OEF
Ishares S&P 100 ETF

ETFs
172
+ 0.85%
N/A
20.5K $7.03B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
6.61K
New
N/A
6.61K $258M
TSLA
Tesla, Inc.

Consumer Cyclical
524
+ 32.15%
$401.99 - $468.37 $211K - $245K
2.15K $969M
Aim ETF Products Trust
8.73K
New
N/A
8.73K $240M
GLD
Spdr Gold Trust

ETFs
283
+ 9.52%
$354.79 - $403.15 $100K - $114K
3.26K $1.29B
Aim ETF Products Trust
8.35K
New
N/A
8.35K $229M
QQQ
Invesco Qqq Trust, Series 1

ETFs
295
+ 11.56%
$589.5 - $635.77 $174K - $188K
2.85K $1.75B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.21K
New
$63.98 - $67.45 $205K - $216K
3.21K $215M
AMD
Advanced Micro Devices Inc

Technology
1K
New
$164.01 - $264.33 $165K - $265K
1K $215M
Innovator Etfs Trust
7.72K
New
N/A
7.72K $207M
PSEP
Innovator U.S. Equity Power Bu
4.63K
New
N/A
4.63K $202M
Aim ETF Products Trust
5.99K
New
N/A
5.99K $201M
IXUS
Ishares Tr

ETFs
2.37K
New
$81.21 - $85.27 $192K - $202K
2.37K $200M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.25K
+ 1.72%
$47.34 - $48.01 $248K - $252K
311K $14.7B
Fidelity Covington Trust
4.68K
+ 58.36%
N/A
12.7K $480M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.32K
+ 27.73%
$74.09 - $75.1 $172K - $174K
10.7K $791M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
2.86K
+ 3.48%
$29.94 - $31.81 $85.7K - $91K
85.1K $2.68B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 1.37%
$31.41 - $33.69 $61.8K - $66.3K
146K $4.76B
Annaly Capital Management In
4.43K
+ 14.52%
N/A
34.9K $780M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
218
+ 22.0%
$402.9 - $437.15 $87.8K - $95.3K
1.21K $548M
Msc Income Fund Inc
11.3K
New
N/A
11.3K $149M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.81K
+ 12.87%
$63.25 - $66.24 $115K - $120K
15.9K $1.05B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.8K
+ 9.82%
$46.57 - $47.16 $130K - $132K
31.3K $1.46B
ITOT
Ishares Core S&P Total U.S. St

ETFs
306
+ 1.22%
$142.79 - $150.05 $43.7K - $45.9K
25.5K $3.79B
JNJ
Johnson & Johnson

Healthcare
62
+ 1.26%
$185.98 - $199.58 $11.5K - $12.4K
4.97K $1.03B
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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