Three Bridge Wealth Advisors, LLC Reduced Holdings in Q3 2024

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-30.1K
- 30.37%
$50.61 - $50.96 $1.52M - $1.53M
69K $3.52M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.47K
- 30.39%
$100.09 - $100.69 $647K - $651K
14.8K $1.49M
NVO
Novo Nordisk A S

Healthcare
-286
- 2.25%
$119.07 - $145.42 $34.1K - $41.6K
12.4K $1.48M
GOOGL
Alphabet Inc.

Communication Services
-28
- 0.19%
$148.65 - $191.18 $4.16K - $5.35K
15.1K $2.5M
WMT
Walmart Inc.

Consumer Defensive
-4.37K
- 30.74%
$66.91 - $81.4 $292K - $356K
9.84K $794K
PG
Procter & Gamble CO

Consumer Defensive
-884
- 28.56%
$160.76 - $177.82 $142K - $157K
2.21K $382K
PEP
Pepsico Inc

Consumer Defensive
-784
- 19.85%
$161.9 - $179.3 $127K - $141K
3.17K $538K
HD
Home Depot, Inc.

Consumer Cyclical
-436
- 14.98%
$333.64 - $405.2 $145K - $177K
2.47K $1M
KO
Coca Cola CO

Consumer Defensive
-227
- 5.89%
$62.69 - $73.01 $14.2K - $16.6K
3.63K $260K
V
Visa Inc.

Financial Services
-84
- 2.31%
$253.74 - $291.56 $21.3K - $24.5K
3.56K $978K
CSCO
Cisco Systems, Inc.

Technology
-201
- 1.74%
$44.74 - $53.22 $8.99K - $10.7K
11.3K $602K
AAPL
Apple Inc.

Technology
-351
- 2.69%
$207.23 - $234.82 $72.7K - $82.4K
12.7K $2.96M
UL
Unilever PLC

Consumer Defensive
-1.75K
- 4.83%
$54.7 - $65.59 $95.8K - $115K
34.5K $2.24M
RTX
Raytheon Technologies Corp

Industrials
-909
- 4.3%
$99.55 - $123.34 $90.5K - $112K
20.2K $2.45M
ORCL
Oracle Corp

Technology
-245
- 1.33%
$125.9 - $170.35 $30.8K - $41.7K
18.2K $3.1M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.64K
- 1.34%
$37.68 - $42.0 $99.6K - $111K
194K $8.08M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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