Beacon Bridge Wealth Partners, LLC Portfolio Holdings

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024

Beacon Bridge Wealth Partners, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 95 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 $23.9B, Ishares Msci Usa Quality Facto with a value of $13B, Ishares Tr with a value of $10.8B, Vanguard Index Fds S&P 500 ETF with a value of $10.3B, and Vanguard Growth ETF with a value of $10.1B.

Examining the 13F form we can see an increase of $6.17B in the current position value, from $212B to 218B.

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 $218 Billion
ETFs: $202 Billion
Technology: $3.43 Billion
Consumer Cyclical: $2.22 Billion
Financial Services: $1.48 Billion
Communication Services: $1.42 Billion
Healthcare: $1.04 Billion
Consumer Defensive: $551 Million
Industrials: $382 Million
Other: $321 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$157 Million 0.07% of portfolio
14,534
Q2 2024 Reduced 29.67%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $218 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email