Bridge Port Financial Solutions, LLC Purchases in Q4 2024

Bridge Port Financial Solutions, LLC

  • $221 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
51.9K
New
$570.51 - $610.59 $29.6M - $31.7M
51.9K $30.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19.1K
New
$442.29 - $483.08 $8.46M - $9.24M
19.1K $9.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.1K
New
$521.84 - $558.82 $8.38M - $8.98M
16.1K $8.64B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
81.5K
New
$88.59 - $94.57 $7.22M - $7.71M
81.5K $7.61B
PVAL
Putnam ETF Tr Putnam Focused L
194K
New
$36.85 - $39.99 $7.14M - $7.74M
194K $7.44B
AAPL
Apple Inc.

Technology
30.9K
New
$221.69 - $259.02 $6.85M - $8M
30.9K $7.33B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
87.1K
New
$55.86 - $60.21 $4.87M - $5.25M
87.1K $5.11B
MSFT
Microsoft Corp

Technology
11.5K
New
$406.35 - $454.46 $4.68M - $5.24M
11.5K $4.53B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
69.9K
New
$58.88 - $64.8 $4.11M - $4.53M
69.9K $4.35B
VUG
Vanguard Growth ETF

ETFs
9.98K
New
$378.79 - $428.11 $3.78M - $4.27M
9.98K $3.98B
VB
Vanguard Small Cap ETF

ETFs
16.6K
New
$233.76 - $261.58 $3.89M - $4.35M
16.6K $3.91B
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.6K
New
$176.42 - $186.91 $3.63M - $3.84M
20.6K $3.68B
IVW
Ishares S&P 500 Growth ETF

ETFs
35.3K
New
$94.43 - $105.47 $3.34M - $3.73M
35.3K $3.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.84K
New
$567.81 - $607.81 $3.32M - $3.55M
5.84K $3.42B
VEA
Vanguard Ftse Developed Market

ETFs
65.8K
New
$47.57 - $52.44 $3.13M - $3.45M
65.8K $3.36B
VIG
Vanguard Dividend Appreciation

ETFs
16.6K
New
N/A
16.6K $3.33B
IYW
Ishares Dj Us Tech ETF

ETFs
19.7K
New
$148.14 - $166.23 $2.91M - $3.27M
19.7K $2.99B
ITOT
Ishares Core S&P Total U.S. St

ETFs
21.9K
New
$124.26 - $134.12 $2.72M - $2.94M
21.9K $2.81B
EFV
Msci Eafe Value ETF

ETFs
48.3K
New
$51.78 - $57.15 $2.5M - $2.76M
48.3K $2.77B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
33.8K
New
$70.1 - $76.53 $2.37M - $2.58M
33.8K $2.55B
IVE
Ishares S&P 500 Value ETF

ETFs
12.4K
New
$189.5 - $206.17 $2.35M - $2.55M
12.4K $2.41B
IAU
Ishares Gold Trust

ETFs
42.3K
New
$48.37 - $52.65 $2.05M - $2.23M
42.3K $2.29B
NVDA
Nvidia Corp

Technology
18.6K
New
$117.0 - $148.88 $2.17M - $2.77M
18.6K $2.23B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
20K
New
$103.6 - $112.52 $2.08M - $2.25M
20K $2.09B
AMZN
Amazon Com Inc

Consumer Cyclical
9.66K
New
$180.88 - $232.93 $1.75M - $2.25M
9.66K $2.02B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19.6K
New
$100.24 - $101.35 $1.96M - $1.98M
19.6K $2B
GBIL
Goldman Sachs Access Treasury

ETFs
19.2K
New
$99.85 - $100.22 $1.91M - $1.92M
19.2K $1.92B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
New
$113.92 - $127.38 $1.93M - $2.16M
17K $1.88B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
38.9K
New
$45.07 - $47.1 $1.75M - $1.83M
38.9K $1.79B
WPC
W. P. Carey Inc.

Real Estate
27.5K
New
$53.44 - $61.33 $1.47M - $1.69M
27.5K $1.77B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
67.3K
New
$24.82 - $25.48 $1.67M - $1.71M
67.3K $1.69B
EFG
Msci Eafe Growth ETF

ETFs
16.5K
New
$96.83 - $106.88 $1.59M - $1.76M
16.5K $1.68B
RTX
Raytheon Technologies Corp

Industrials
12.1K
New
$114.45 - $127.21 $1.38M - $1.53M
12.1K $1.57B
META
Meta Platforms, Inc.

Communication Services
2.3K
New
$554.08 - $632.68 $1.27M - $1.45M
2.3K $1.51B
IEMG
Ishares Inc

ETFs
27.2K
New
N/A
27.2K $1.47B
IBHG
Ishares Tr Ibonds 2027 Term Hi
62.7K
New
$22.11 - $22.54 $1.39M - $1.41M
62.7K $1.41B
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.7K
New
$46.07 - $48.17 $1.37M - $1.43M
29.7K $1.4B
OEF
Ishares S&P 100 ETF

ETFs
4.86K
New
N/A
4.86K $1.39B
CFO
Victory Portfolios Ii Shs Us 5

ETFs
19.2K
New
$68.71 - $73.91 $1.32M - $1.42M
19.2K $1.34B
GOOGL
Alphabet Inc.

Communication Services
7.84K
New
$161.86 - $196.66 $1.27M - $1.54M
7.84K $1.32B
FVD
First Tr Value Line Divid Inde

ETFs
26.9K
New
$43.4 - $46.7 $1.17M - $1.26M
26.9K $1.21B
VXF
Vanguard Extended Market ETF

ETFs
6.5K
New
$179.17 - $207.15 $1.16M - $1.35M
6.5K $1.2B
VCIT
Vanguard Intermediate Term Cor

ETFs
14.6K
New
$80.13 - $83.77 $1.17M - $1.23M
14.6K $1.2B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.9K
New
$55.45 - $61.08 $1.1M - $1.21M
19.9K $1.09B
J P Morgan Exchange Traded F
16K
New
N/A
16K $1.06B
Ishares Bitcoin Trust ETF
21.9K
New
N/A
21.9K $1.04B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
39.6K
New
$25.3 - $26.31 $1M - $1.04M
39.6K $1.03B
VTV
Vanguard Value ETF

ETFs
5.7K
New
$168.32 - $181.87 $959K - $1.04M
5.7K $1B
CWB
Spdr Bloomberg Convertible Sec

ETFs
12.3K
New
$76.21 - $82.24 $934K - $1.01M
12.3K $965M
Activity Summary
Buys All Purchases 161 New Holdings 161 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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