Bridge Port Financial Solutions, LLC Incresed Positions in Q3 2025

Bridge Port Financial Solutions, LLC

  • $372 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXPE
Expedia Group, Inc.

Consumer Cyclical
240
+ 9.75%
$171.01 - $228.24 $41K - $54.8K
2.7K $577M
CWB
Spdr Bloomberg Convertible Sec

ETFs
783
+ 6.94%
$82.29 - $90.77 $64.4K - $71.1K
12.1K $1.09B
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
5.93K
+ 55.73%
$23.43 - $23.88 $139K - $142K
16.6K $395M
VZ
Verizon Communications Inc

Communication Services
2.75K
+ 32.15%
$40.84 - $45.06 $112K - $124K
11.3K $496M
SLV
I Shares Silver Trust

ETFs
1.26K
+ 16.75%
$32.73 - $42.5 $41.2K - $53.6K
8.78K $372M
FVD
First Tr Value Line Divid Inde

ETFs
1.54K
+ 5.52%
$44.73 - $46.86 $69K - $72.3K
29.5K $1.36B
T
At&T Inc.

Communication Services
4.23K
+ 40.39%
$26.94 - $29.62 $114K - $125K
14.7K $415M
UNH
Unitedhealth Group Inc

Healthcare
148
+ 8.87%
$237.77 - $353.61 $35.2K - $52.3K
1.82K $628M
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.2%
$215.01 - $273.02 $1.51K - $1.91K
3.53K $888M
MMM
3 M CO

Industrials
569
+ 14.78%
$144.41 - $160.2 $82.2K - $91.2K
4.42K $686M
AMAT
Applied Materials Inc

Technology
205
+ 8.71%
$156.25 - $204.95 $32K - $42K
2.56K $524M
CVS
Cvs Health Corp

Healthcare
970
+ 31.96%
$58.75 - $76.5 $57K - $74.2K
4.01K $302M
VO
Vanguard Mid Cap ETF

ETFs
144
+ 4.17%
$279.83 - $293.74 $40.3K - $42.3K
3.6K $1.06B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.01K
+ 6.17%
$78.96 - $80.04 $80.1K - $81.2K
17.4K $1.39B
AZN
Astrazeneca PLC

Healthcare
800
+ 26.76%
$68.72 - $82.11 $55K - $65.7K
3.79K $291M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
248
+ 5.96%
$132.51 - $145.94 $32.9K - $36.2K
4.41K $636M
CGGO
Capital Group Global Growth Eq

ETFs
592
+ 2.35%
$31.71 - $34.17 $18.8K - $20.2K
25.7K $880M
VTV
Vanguard Value ETF

ETFs
73
+ 1.31%
$175.51 - $186.57 $12.8K - $13.6K
5.65K $1.05B
GBIL
Goldman Sachs Access Treasury

ETFs
633
+ 3.16%
$99.82 - $100.23 $63.2K - $63.4K
20.6K $2.07B
EFA
Ishares Tr Msci Eafe ETF

ETFs
152
+ 1.27%
$87.29 - $93.61 $13.3K - $14.2K
12.1K $1.13B
AVGO
Broadcom Inc.

Technology
61
+ 8.2%
$264.74 - $369.57 $16.1K - $22.5K
805 $266M
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 17.15%
$65.67 - $71.67 $92.1K - $100K
9.58K $635M
Fidelity Covington Trust
526
+ 7.02%
N/A
8.02K $293M
BA
Boeing CO

Industrials
159
+ 6.77%
$209.79 - $237.38 $33.4K - $37.7K
2.51K $541M
Blackrock ETF Trust Ii
881
+ 20.74%
N/A
5.13K $273M
SHV
Ishares Tr

ETFs
426
+ 23.5%
$110.06 - $110.49 $46.9K - $47.1K
2.24K $247M
Gsk PLC
138
+ 1.64%
N/A
8.55K $369M
BNDX
Vanguard Total International B

ETFs
933
+ 19.94%
$49.0 - $49.51 $45.7K - $46.2K
5.61K $278M
First Tr Exchange Traded Fd
1.98K
+ 6.26%
N/A
33.7K $699M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
124
+ 4.22%
$126.64 - $135.65 $15.7K - $16.8K
3.07K $416M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
309
+ 3.02%
$97.75 - $100.75 $30.2K - $31.1K
10.5K $1.06B
ABT
Abbott Laboratories

Healthcare
340
+ 15.75%
$120.51 - $136.62 $41K - $46.5K
2.5K $335M
SRE
Sempra Energy

Utilities
21
+ 0.78%
$74.14 - $89.98 $1.56K - $1.89K
2.72K $245M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
164
+ 10.41%
$134.94 - $145.86 $22.1K - $23.9K
1.74K $253M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
315
+ 12.37%
$87.05 - $93.19 $27.4K - $29.4K
2.86K $266M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.31%
$410.74 - $499.21 $1.23K - $1.5K
976 $487M
AXP
American Express CO

Financial Services
19
+ 0.94%
$294.27 - $342.31 $5.59K - $6.5K
2.04K $679M
AOM
Ishares Tr Core Moderate Alloc

ETFs
303
+ 2.72%
$45.4 - $47.61 $13.8K - $14.4K
11.5K $545M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
391
+ 13.43%
$78.11 - $79.07 $30.5K - $30.9K
3.3K $261M
BAC
Bank Of America Corp

Financial Services
6
+ 0.08%
$44.92 - $52.42 $270 - $315
7.13K $368M
QCOM
Qualcomm Inc

Technology
48
+ 1.63%
$145.84 - $173.55 $7K - $8.33K
2.99K $497M
DVY
Ishares Tr

ETFs
45
+ 1.91%
$133.88 - $142.57 $6.02K - $6.42K
2.41K $342M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
35
+ 0.43%
$52.12 - $55.33 $1.82K - $1.94K
8.15K $451M
VT
Vanguard Total World Stk Index

ETFs
9
+ 0.34%
$128.41 - $138.03 $1.16K - $1.24K
2.64K $364M
GIS
General Mills Inc

Consumer Defensive
594
+ 12.27%
$48.44 - $53.83 $28.8K - $32K
5.43K $274M
DIS
Walt Disney CO

Communication Services
684
+ 10.94%
$112.25 - $124.0 $76.8K - $84.8K
6.94K $794M
TIP
Ishares Tr Tips Bd ETF

ETFs
129
+ 7.09%
$109.11 - $111.88 $14.1K - $14.4K
1.95K $217M
SPMD
Spdr Portfolio

ETFs
17
+ 0.32%
$54.43 - $58.29 $925 - $991
5.37K $307M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
148
+ 17.56%
$366.54 - $479.53 $54.2K - $71K
991 $388M
Activity Summary
Buys All Purchases 167 New Holdings 50 Increased Positions 117 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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