Bridge Generations Wealth Management LLC New Holdings in Q4 2024

Bridge Generations Wealth Management LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
217
New
$29.26 - $59.11 $6.35K - $12.8K
217 $6.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
274
New
$18.41 - $40.87 $5.04K - $11.2K
274 $5.08M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
100
New
$43.37 - $51.46 $4.34K - $5.15K
100 $4.82M
SCHA
Schwab Strategic Tr Us Small C

ETFs
163
New
$25.33 - $51.16 $4.13K - $8.34K
163 $4.21M
FNDE
Schwab Fundamental Emerging Mk

ETFs
121
New
$28.89 - $33.95 $3.5K - $4.11K
121 $3.51M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16
New
$198.04 - $221.51 $3.17K - $3.54K
16 $3.37M
FNDC
Schwab Fundamental Intl Small

ETFs
94
New
$33.92 - $38.03 $3.19K - $3.57K
94 $3.23M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
64
New
$49.79 - $51.14 $3.19K - $3.27K
64 $3.21M
DFSD
Dimensional ETF Tr Short Durat

ETFs
53
New
$46.75 - $47.8 $2.48K - $2.53K
53 $2.49M
AMZN
Amazon Com Inc

Consumer Cyclical
10
New
$180.88 - $232.93 $1.81K - $2.33K
10 $2.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
79
New
$26.63 - $30.23 $2.1K - $2.39K
79 $2.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
35
New
$58.88 - $64.8 $2.06K - $2.27K
35 $2.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28
New
$66.77 - $71.52 $1.87K - $2K
28 $1.93M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
89
New
$20.55 - $23.26 $1.83K - $2.07K
89 $1.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
New
$61.68 - $67.87 $1.23K - $1.36K
20 $1.25M
XLK
Technology Sector Spdr

ETFs
5
New
$220.26 - $241.44 $1.1K - $1.21K
5 $1.16M
IVE
Ishares S&P 500 Value ETF

ETFs
6
New
$189.5 - $206.17 $1.14K - $1.24K
6 $1.15M
XLY
Select Sector Spdr Consumer Di

ETFs
5
New
$194.8 - $239.43 $974 - $1.2K
5 $1.12M
MGC
Vanguard Mega Cap ETF

ETFs
5
New
$204.21 - $220.18 $1.02K - $1.1K
5 $1.06M
AVUV
American Centy ETF Tr Avantis

ETFs
11
New
$94.37 - $106.41 $1.04K - $1.17K
11 $1.06M
VNQI
Vanguard Global Ex U.S. Real

ETFs
26
New
$39.22 - $47.52 $1.02K - $1.24K
26 $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
10
New
$89.66 - $102.16 $897 - $1.02K
10 $969K
PAVE
Global X Fds Us Infrastructure

ETFs
23
New
$40.41 - $45.95 $929 - $1.06K
23 $930K
J P Morgan Exchange Traded F
13
New
N/A
13 $873K
VTWG
Vanguard Russell 2000 Growth E

ETFs
4
New
$202.91 - $229.76 $812 - $919
4 $841K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
28
New
$28.89 - $31.63 $809 - $886
28 $818K
LLY
Eli Lilly & CO

Healthcare
1
New
$727.2 - $932.06 $727 - $932
1 $772K
AVGO
Broadcom Inc.

Technology
3
New
$159.67 - $250.0 $479 - $750
3 $696K
Matthews Asia Fds
21
New
N/A
21 $609K
GS
Goldman Sachs Group Inc

Financial Services
1
New
$486.1 - $608.57 $486 - $609
1 $573K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9
New
$58.39 - $67.04 $526 - $603
9 $572K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
23
New
$24.59 - $25.81 $566 - $594
23 $568K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10
New
$56.06 - $61.35 $561 - $614
10 $565K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7
New
$79.93 - $88.06 $560 - $616
7 $560K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11
New
$41.17 - $43.34 $453 - $477
11 $454K
MSFT
Microsoft Corp

Technology
1
New
$406.35 - $454.46 $406 - $454
1 $422K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
12
New
$32.85 - $34.26 $394 - $411
12 $396K
FTNT
Fortinet, Inc.

Technology
4
New
$76.49 - $99.21 $306 - $397
4 $378K
CRWD
Crowd Strike Holdings, Inc.

Technology
1
New
$275.15 - $388.2 $275 - $388
1 $343K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
25
New
$12.74 - $14.23 $319 - $356
25 $325K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
9
New
$34.66 - $42.95 $312 - $387
9 $318K
V
Visa Inc.

Financial Services
1
New
$273.87 - $320.91 $274 - $321
1 $317K
LIT
Global X Fds Global X Lithium

ETFs
6
New
$40.78 - $48.97 $245 - $294
6 $245K
MCH
Matthews Asia Fds China Active
10
New
N/A
10 $221K
GOOGL
Alphabet Inc.

Communication Services
1
New
$161.86 - $196.66 $162 - $197
1 $190K
PG
Procter & Gamble CO

Consumer Defensive
1
New
$161.05 - $179.7 $161 - $180
1 $168K
Activity Summary
Buys All Purchases 97 New Holdings 97 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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