Beacon Bridge Wealth Partners, LLC Incresed Positions in Q4 2024

Beacon Bridge Wealth Partners, LLC

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.15K
+ 7.31%
$378.79 - $428.11 $813K - $919K
31.5K $12.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.5K
+ 14.29%
$49.03 - $53.35 $1.05M - $1.15M
172K $8.81B
XLF
Financial Sector Spdr

ETFs
28K
+ 543.55%
$44.89 - $51.34 $1.26M - $1.44M
33.1K $1.6B
Blackrock ETF Trust Ii
27.9K
+ 27.46%
N/A
130K $6.74B
MUB
Ishares National Muni Bond ETF

ETFs
13.1K
+ 17.72%
$105.78 - $108.7 $1.39M - $1.43M
87.2K $9.29B
SPYG
Spdr Portfolio

ETFs
5.9K
+ 7.71%
$81.74 - $91.38 $482K - $539K
82.4K $7.25B
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 7.94%
$570.51 - $610.59 $657K - $703K
15.6K $9.21B
Nuveen Churchill Direct Lend
43.4K
+ 100.01%
N/A
86.7K $1.46B
SCHG
Schwab Strategic Tr Us Large C

ETFs
173K
+ 317.09%
$25.93 - $105.3 $4.49M - $18.2M
228K $6.34B
EFG
Msci Eafe Growth ETF

ETFs
8.17K
+ 25.04%
$96.83 - $106.88 $791K - $873K
40.8K $3.95B
RPG
Invesco Exchange Traded Fd Tr

ETFs
3.5K
+ 6.02%
$38.88 - $44.07 $136K - $154K
61.6K $2.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
227
+ 7.77%
$481.22 - $538.17 $109K - $122K
3.15K $1.61B
FDN
First Tr Fd Dow Jones

ETFs
349
+ 23.77%
$210.5 - $257.24 $73.5K - $89.8K
1.82K $442M
EEMV
Ishares Msci Emerging Markets

ETFs
9.87K
+ 10.36%
$57.85 - $63.11 $571K - $623K
105K $6.1B
VEA
Vanguard Ftse Developed Market

ETFs
4.53K
+ 22.53%
$47.57 - $52.44 $216K - $238K
24.7K $1.18B
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.6K
+ 17.46%
$26.05 - $29.17 $301K - $337K
77.7K $2.04B
SPGI
S&P Global Inc.

Financial Services
251
+ 21.98%
$480.36 - $529.17 $121K - $133K
1.39K $694M
VTV
Vanguard Value ETF

ETFs
2.1K
+ 4.33%
$168.32 - $181.87 $353K - $382K
50.6K $8.57B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
849
+ 6.26%
$55.86 - $60.21 $47.4K - $51.1K
14.4K $826M
VHT
Vanguard Health Care ETF

ETFs
267
+ 35.22%
$250.81 - $283.3 $67K - $75.6K
1.03K $260M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
449
+ 7.79%
$65.67 - $69.79 $29.5K - $31.3K
6.21K $416M
SXC
Sun Coke Energy, Inc.

Basic Materials
100
+ 0.87%
$8.38 - $12.72 $838 - $1.27K
11.5K $123M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.03K
+ 4.85%
$49.87 - $52.46 $101K - $106K
43.8K $2.19B
IXC
Ishares Tr Global Energy ETF

ETFs
425
+ 4.63%
$36.95 - $43.06 $15.7K - $18.3K
9.6K $367M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
73.4K
+ 198.98%
$27.54 - $83.04 $2.02M - $6.09M
110K $3.05B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
356
+ 1.13%
$49.79 - $51.14 $17.7K - $18.2K
31.8K $1.6B
IXUS
Ishares Tr

ETFs
2.66K
+ 9.02%
$65.95 - $72.56 $175K - $193K
32.1K $2.13B
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.12%
$385.02 - $431.37 $770 - $863
1.65K $642M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
86K
+ 107.51%
$18.41 - $40.87 $1.58M - $3.52M
166K $3.07B
SCHQ
Schwab Strategic Tr Long Term

ETFs
11.2K
+ 6.97%
$31.33 - $35.13 $352K - $394K
172K $5.41B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
59.9K
+ 90.15%
$22.02 - $46.16 $1.32M - $2.76M
126K $2.79B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
86K
+ 73.04%
$22.63 - $47.53 $1.95M - $4.09M
204K $4.63B
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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