Bridge Generations Wealth Management LLC Portfolio Holdings

Bridge Generations Wealth Management LLC

  • $151 Billion
  • Q4 2024

Bridge Generations Wealth Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $35.7B, Dimensional ETF Tr U S Target with a value of $21B, Ishares Barclays 10 20 Yr Trea with a value of $20.9B, Dimensional ETF Trust with a value of $10B, and Dimensional ETF Trust with a value of $9.65B.

Examining the 13F form we can see an increase of $151B in the current position value.

Bridge Generations Wealth Management LLC is based out at South Miami, FL

Below you can find more details about Bridge Generations Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $127 Billion
Technology: $152 Million
Industrials: $100 Million
Financial Services: $91 Million
Basic Materials: $83.1 Million
Real Estate: $56.3 Million
Consumer Defensive: $38.2 Million
Consumer Cyclical: $20.4 Million
Other: $18.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.7 Billion 23.55% of portfolio
1,030,895
Q4 2024 New
$0
$21 Billion 13.88% of portfolio
377,625
Q4 2024 New
$0
$20.9 Billion 13.82% of portfolio
210,198
Q4 2024 New
Dimensional ETF Trust
-
$10 Billion 6.62% of portfolio
-
Q4 2024 New
Dimensional ETF Trust
-
$9.65 Billion 6.38% of portfolio
-
Q4 2024 New
$0
$9.41 Billion 6.22% of portfolio
359,380
Q4 2024 New
$0
$7.83 Billion 5.17% of portfolio
302,776
Q4 2024 New
$0
$5.66 Billion 3.74% of portfolio
224,170
Q4 2024 New
$0
$4.76 Billion 3.14% of portfolio
140,855
Q4 2024 New
$0
$4.03 Billion 2.66% of portfolio
98,514
Q4 2024 New
$0
$3.78 Billion 2.5% of portfolio
35,495
Q4 2024 New
$0
$3.59 Billion 2.37% of portfolio
135,001
Q4 2024 New
$0
$2.96 Billion 1.95% of portfolio
119,035
Q4 2024 New
$0
$2.79 Billion 1.84% of portfolio
14,060
Q4 2024 New
$0
$2.74 Billion 1.81% of portfolio
77,187
Q4 2024 New
$0
$1.9 Billion 1.26% of portfolio
18,025
Q4 2024 New
$0
$533 Million 0.35% of portfolio
8,364
Q4 2024 New
$0
$436 Million 0.29% of portfolio
7,176
Q4 2024 New
$0
$403 Million 0.27% of portfolio
7,760
Q4 2024 New
-
$356 Million 0.24% of portfolio
-
Q4 2024 New
-
$367 Million 0.24% of portfolio
-
Q4 2024 New
$0
$316 Million 0.21% of portfolio
1,090
Q4 2024 New
$0
$260 Million 0.17% of portfolio
4,961
Q4 2024 New
Ea Series Trust
-
$189 Million 0.12% of portfolio
-
Q4 2024 New
$469B
$150 Million 0.1% of portfolio
900
Q4 2024 New
$0
$148 Million 0.1% of portfolio
3,652
Q4 2024 New
$5.5B
$100 Million 0.07% of portfolio
1,000
Q4 2024 New
$34.8B
$83.1 Million 0.05% of portfolio
712
Q4 2024 New
$0
$70 Million 0.05% of portfolio
1,463
Q4 2024 New
$5.59B
$70.4 Million 0.05% of portfolio
1,402
Q4 2024 New
$0
$66.7 Million 0.04% of portfolio
2,867
Q4 2024 New
$52.9B
$56.3 Million 0.04% of portfolio
188
Q4 2024 New
$0
$66 Million 0.04% of portfolio
1,015
Q4 2024 New
$0
$51.2 Million 0.03% of portfolio
925
Q4 2024 New
$199B
$38 Million 0.03% of portfolio
250
Q4 2024 New
$0
$29.1 Million 0.02% of portfolio
166
Q4 2024 New
$0
$34.8 Million 0.02% of portfolio
68
Q4 2024 New
$0
$10.2 Million 0.01% of portfolio
431
Q4 2024 New
$0
$14.2 Million 0.01% of portfolio
88
Q4 2024 New
$0
$9.1 Million 0.01% of portfolio
395
Q4 2024 New
$0
$13 Million 0.01% of portfolio
22
Q4 2024 New
$0
$11.5 Million 0.01% of portfolio
129
Q4 2024 New
$200B
$17.8 Million 0.01% of portfolio
160
Q4 2024 New
$42.3B
$13.4 Million 0.01% of portfolio
100
Q4 2024 New
$299B
$19.7 Million 0.01% of portfolio
280
Q4 2024 New
Manager Directed Portfolios
-
$17 Million 0.01% of portfolio
-
Q4 2024 New
$0
$13.7 Million 0.01% of portfolio
283
Q4 2024 New
$0
$10.9 Million 0.01% of portfolio
470
Q4 2024 New
$0
$1.87 Million 0.0% of portfolio
89
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $151 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 97 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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