Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $235 Billion
  • Q4 2024

Beacon Bridge Wealth Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.2B, Ishares Msci Usa Quality Facto with a value of $14.8B, Vanguard Growth ETF with a value of $12.9B, Vanguard Index Fds S&P 500 ETF with a value of $10.6B, and Ishares Tr with a value of $9.76B.

Examining the 13F form we can see an increase of $2.72B in the current position value, from $233B to 235B.

Beacon Bridge Wealth Partners, LLC is based out at Conshohocken, PA

Below you can find more details about Beacon Bridge Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Billion
ETFs: $213 Billion
Technology: $4.47 Billion
Consumer Cyclical: $3.2 Billion
Financial Services: $1.83 Billion
Communication Services: $1.45 Billion
Industrials: $1.26 Billion
Healthcare: $1.08 Billion
Consumer Defensive: $841 Million
Other: $123 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.2 Billion 8.56% of portfolio
34,393
Q4 2024 Reduced 3.47%
$0
$14.8 Billion 6.27% of portfolio
82,920
Q4 2024 Reduced 6.02%
$0
$12.9 Billion 5.49% of portfolio
31,512
Q4 2024 Added 7.31%
$0
$10.6 Billion 4.52% of portfolio
19,752
Q4 2024 Reduced 0.68%
$0
$9.76 Billion 4.15% of portfolio
106,485
Q4 2024 Reduced 14.55%
$0
$9.29 Billion 3.94% of portfolio
87,176
Q4 2024 Added 17.72%
$0
$9.21 Billion 3.91% of portfolio
15,647
Q4 2024 Added 7.94%
$0
$8.81 Billion 3.74% of portfolio
171,872
Q4 2024 Added 14.29%
$0
$8.57 Billion 3.64% of portfolio
50,595
Q4 2024 Added 4.33%
$0
$7.25 Billion 3.08% of portfolio
82,434
Q4 2024 Added 7.71%
$0
$6.34 Billion 2.69% of portfolio
227,658
Q4 2024 Added 317.09%
$0
$6.1 Billion 2.59% of portfolio
105,136
Q4 2024 Added 10.36%
$0
$5.41 Billion 2.3% of portfolio
172,236
Q4 2024 Added 6.97%
$0
$4.63 Billion 1.96% of portfolio
203,807
Q4 2024 Added 73.04%
$0
$4.57 Billion 1.94% of portfolio
28,626
Q4 2024 Added 0.99%
$0
$3.95 Billion 1.68% of portfolio
40,803
Q4 2024 Added 25.04%
$0
$3.66 Billion 1.55% of portfolio
13,853
Q4 2024 Reduced 2.22%
$0
$3.61 Billion 1.53% of portfolio
68,838
Q4 2024 Reduced 7.5%
$0
$3.36 Billion 1.43% of portfolio
13,981
Q4 2024 Reduced 0.87%
$0
$3.05 Billion 1.3% of portfolio
110,237
Q4 2024 Added 198.98%
$0
$3.07 Billion 1.3% of portfolio
166,056
Q4 2024 Added 107.51%
$0
$2.97 Billion 1.26% of portfolio
129,320
Q4 2024 Reduced 48.14%
$0
$2.83 Billion 1.2% of portfolio
40,224
Q4 2024 Reduced 8.05%
$0
$2.79 Billion 1.18% of portfolio
126,242
Q4 2024 Added 90.15%
$0
$2.75 Billion 1.17% of portfolio
14,045
Q4 2024 Reduced 2.56%
$0
$2.54 Billion 1.08% of portfolio
61,588
Q4 2024 Added 6.02%
$0
$2.41 Billion 1.02% of portfolio
11,662
Q4 2024 New
$45.5B
$2.29 Billion 0.97% of portfolio
46,347
Q4 2024 New
$0
$2.19 Billion 0.93% of portfolio
43,816
Q4 2024 Added 4.85%
$0
$2.13 Billion 0.9% of portfolio
32,135
Q4 2024 Added 9.02%
$0
$2.04 Billion 0.87% of portfolio
21,086
Q4 2024 Reduced 28.9%
$0
$2.04 Billion 0.86% of portfolio
77,739
Q4 2024 Added 17.46%
$0
$1.83 Billion 0.78% of portfolio
20,464
Q4 2024 Reduced 3.64%
$0
$1.63 Billion 0.69% of portfolio
8,817
Q4 2024 Reduced 2.1%
$0
$1.6 Billion 0.68% of portfolio
31,824
Q4 2024 Added 1.13%
$0
$1.6 Billion 0.68% of portfolio
33,130
Q4 2024 Added 543.55%
$0
$1.61 Billion 0.68% of portfolio
3,147
Q4 2024 Added 7.77%
$0
$1.42 Billion 0.6% of portfolio
37,108
Q4 2024 Reduced 1.57%
$0
$1.31 Billion 0.56% of portfolio
2,301
Q4 2024 Reduced 1.46%
$0
$1.18 Billion 0.5% of portfolio
24,656
Q4 2024 Added 22.53%
$0
$1.15 Billion 0.49% of portfolio
11,317
Q4 2024 Reduced 18.37%
$0
$1.1 Billion 0.47% of portfolio
14,078
Q4 2024 Reduced 24.09%
$0
$1.09 Billion 0.46% of portfolio
18,420
Q4 2024 Reduced 0.48%
$0
$868 Million 0.37% of portfolio
16,846
Q4 2024 Reduced 0.2%
$0
$859 Million 0.36% of portfolio
3,828
Q4 2024 New
$0
$826 Million 0.35% of portfolio
14,419
Q4 2024 Added 6.26%
$0
$815 Million 0.35% of portfolio
29,222
Q4 2024 Reduced 65.58%
$0
$555 Million 0.24% of portfolio
4,202
Q4 2024 Reduced 16.46%
$0
$498 Million 0.21% of portfolio
1,725
Q4 2024 Reduced 0.86%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $235 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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