Bridge Port Financial Solutions, LLC Incresed Positions in Q4 2025

Bridge Port Financial Solutions, LLC

  • $372 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
612
+ 3.3%
$236.57 - $291.31 $145K - $178K
19.2K $6B
PVAL
Putnam ETF Tr Putnam Focused L
10.9K
+ 3.15%
$41.58 - $44.36 $453K - $483K
357K $16.3B
GOOG
Alphabet Inc.

Communication Services
592
+ 3.68%
$237.49 - $291.74 $141K - $173K
16.7K $5.24B
AAPL
Apple Inc.

Technology
1.02K
+ 2.29%
$245.27 - $275.25 $250K - $281K
45.6K $12.4B
IVE
Ishares S&P 500 Value ETF

ETFs
3.82K
+ 26.91%
$202.52 - $212.07 $774K - $811K
18K $3.82B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
17.7K
+ 12.19%
$42.66 - $43.29 $755K - $766K
163K $6.98B
BMY
Bristol Myers Squibb CO

Healthcare
11.1K
+ 228.43%
$42.6 - $49.08 $475K - $547K
16K $864M
IEMG
Ishares Inc

ETFs
6.11K
+ 13.66%
N/A
50.8K $3.42B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.75K
+ 44.42%
$245.79 - $258.02 $430K - $451K
5.68K $1.42B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
577
+ 0.26%
$57.9 - $61.26 $33.4K - $35.3K
221K $13.4B
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 57.69%
$293.81 - $310.11 $347K - $367K
3.23K $988M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.61K
+ 43.46%
$37.19 - $37.8 $320K - $325K
28.4K $1.06B
Lam Research Corp
1.22K
+ 46.22%
N/A
3.87K $662M
OEF
Ishares S&P 100 ETF

ETFs
172
+ 0.85%
N/A
20.5K $7.03B
TSLA
Tesla, Inc.

Consumer Cyclical
524
+ 32.15%
$401.99 - $468.37 $211K - $245K
2.15K $969M
GLD
Spdr Gold Trust

ETFs
283
+ 9.52%
$354.79 - $403.15 $100K - $114K
3.26K $1.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
295
+ 11.56%
$589.5 - $635.77 $174K - $188K
2.85K $1.75B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.25K
+ 1.72%
$47.34 - $48.01 $248K - $252K
311K $14.7B
Fidelity Covington Trust
4.68K
+ 58.36%
N/A
12.7K $480M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.32K
+ 27.73%
$74.09 - $75.1 $172K - $174K
10.7K $791M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
2.86K
+ 3.48%
$29.94 - $31.81 $85.7K - $91K
85.1K $2.68B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 1.37%
$31.41 - $33.69 $61.8K - $66.3K
146K $4.76B
Annaly Capital Management In
4.43K
+ 14.52%
N/A
34.9K $780M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
218
+ 22.0%
$402.9 - $437.15 $87.8K - $95.3K
1.21K $548M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.81K
+ 12.87%
$63.25 - $66.24 $115K - $120K
15.9K $1.05B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.8K
+ 9.82%
$46.57 - $47.16 $130K - $132K
31.3K $1.46B
ITOT
Ishares Core S&P Total U.S. St

ETFs
306
+ 1.22%
$142.79 - $150.05 $43.7K - $45.9K
25.5K $3.79B
JNJ
Johnson & Johnson

Healthcare
62
+ 1.26%
$185.98 - $199.58 $11.5K - $12.4K
4.97K $1.03B
AVGO
Broadcom Inc.

Technology
302
+ 37.52%
$324.63 - $385.98 $98K - $117K
1.11K $383M
WFC
Wells Fargo & Company

Financial Services
780
+ 17.3%
$77.62 - $87.3 $60.5K - $68.1K
5.29K $493M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
2.82K
+ 3.71%
$40.53 - $40.72 $114K - $115K
78.8K $3.19B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
749
+ 0.88%
$33.05 - $33.87 $24.8K - $25.4K
85.7K $2.94B
DE
Deere & CO

Industrials
195
+ 42.95%
$439.11 - $480.78 $85.6K - $93.8K
649 $302M
VIG
Vanguard Dividend Appreciation

ETFs
120
+ 0.74%
N/A
16.4K $3.61B
WMT
Walmart Inc.

Consumer Defensive
275
+ 5.09%
$101.18 - $109.03 $27.8K - $30K
5.67K $632M
Blackrock ETF Trust Ii
1.48K
+ 28.86%
N/A
6.61K $349M
IBM
International Business Machines Corp

Technology
13
+ 0.26%
$275.97 - $314.98 $3.59K - $4.09K
5K $1.48B
FRME
First Merchants Corp

Financial Services
2.28K
+ 4.09%
$35.32 - $38.49 $80.6K - $87.8K
58.1K $2.18B
IWR
Ishares Russell Mid Cap ETF

ETFs
741
+ 29.31%
$94.02 - $97.61 $69.7K - $72.3K
3.27K $315M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.01K
+ 6.64%
$51.27 - $51.8 $103K - $104K
32.2K $1.61B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
593
+ 20.73%
$91.84 - $96.06 $54.5K - $57K
3.45K $328M
MBB
Ishares Tr

ETFs
648
+ 17.87%
$94.9 - $96.23 $61.5K - $62.4K
4.28K $407M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
782
+ 4.48%
$79.55 - $80.13 $62.2K - $62.7K
18.2K $1.45B
Gsk PLC
107
+ 1.25%
N/A
8.66K $425M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
536
+ 18.51%
$102.37 - $105.36 $54.9K - $56.5K
3.43K $349M
ASML
Asml Holding Nv

Technology
20
+ 8.51%
$936.19 - $1075.45 $18.7K - $21.5K
255 $273M
CGGO
Capital Group Global Growth Eq

ETFs
544
+ 2.11%
$33.63 - $35.51 $18.3K - $19.3K
26.3K $911M
CVS
Cvs Health Corp

Healthcare
146
+ 3.65%
$76.69 - $83.04 $11.2K - $12.1K
4.15K $329M
VO
Vanguard Mid Cap ETF

ETFs
133
+ 3.7%
$286.27 - $296.23 $38.1K - $39.4K
3.73K $1.08B
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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