Three Bridge Wealth Advisors, LLC Reduced Holdings in Q2 2024

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-2.7K
- 17.49%
$430.17 - $527.34 $1.16M - $1.42M
12.7K $6.41M
GOOG
Alphabet Inc.

Communication Services
-4.06K
- 77.19%
$151.94 - $186.86 $617K - $759K
1.2K $220K
DIS
Walt Disney CO

Communication Services
-659
- 3.61%
$99.29 - $122.82 $65.4K - $80.9K
17.6K $1.75M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.42K
- 8.67%
$50.57 - $50.75 $476K - $478K
99.1K $5.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.4K
- 9.25%
$40.83 - $44.89 $627K - $689K
151K $6.59M
MSFT
Microsoft Corp

Technology
-1.09K
- 16.86%
$389.33 - $452.85 $425K - $494K
5.38K $2.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-10.3K
- 2.64%
$104.54 - $112.83 $1.07M - $1.16M
379K $42.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.68K
- 11.19%
$100.13 - $100.67 $268K - $270K
21.3K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
-4.6K
- 33.61%
$47.83 - $51.21 $220K - $235K
9.08K $448K
V
Visa Inc.

Financial Services
-576
- 13.65%
$262.47 - $281.5 $151K - $162K
3.64K $956K
DEO
Diageo PLC

Consumer Defensive
-431
- 7.89%
$126.08 - $149.08 $54.3K - $64.3K
5.03K $634K
HD
Home Depot, Inc.

Consumer Cyclical
-96
- 3.19%
$325.1 - $368.03 $31.2K - $35.3K
2.91K $1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-225
- 37.44%
$541.52 - $599.02 $122K - $135K
376 $207K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-173
- 3.49%
$396.73 - $420.24 $68.6K - $72.7K
4.78K $1.94M
RTX
Raytheon Technologies Corp

Industrials
-1.88K
- 8.14%
$97.55 - $108.44 $183K - $203K
21.2K $2.12M
SBUX
Starbucks Corp

Consumer Cyclical
-31
- 0.37%
$72.5 - $91.53 $2.25K - $2.84K
8.31K $646K
PEP
Pepsico Inc

Consumer Defensive
-417
- 9.55%
$163.33 - $183.11 $68.1K - $76.4K
3.95K $651K
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 12.21%
$45.52 - $50.04 $72.9K - $80.2K
11.5K $547K
INTU
Intuit Inc

Technology
-175
- 10.7%
$562.97 - $670.27 $98.5K - $117K
1.46K $960K
JPM
Jpmorgan Chase & CO

Financial Services
-500
- 24.51%
$180.08 - $204.79 $90K - $102K
1.54K $311K
EEM
Ishares Msci Emerging Markets

ETFs
-6.86K
- 4.8%
$39.71 - $43.79 $272K - $300K
136K $5.79M
GOOGL
Alphabet Inc.

Communication Services
-3.61K
- 19.3%
$150.53 - $185.41 $543K - $669K
15.1K $2.75M
PG
Procter & Gamble CO

Consumer Defensive
-501
- 13.93%
$155.33 - $168.56 $77.8K - $84.4K
3.1K $510K
XLK
Technology Sector Spdr

ETFs
-416
- 25.15%
$192.53 - $231.41 $80.1K - $96.3K
1.24K $280K
PDN
Invesco Fd Tr

ETFs
-1.76K
- 16.72%
$31.6 - $33.74 $55.7K - $59.4K
8.78K $283K
BAC
Bank Of America Corp

Financial Services
-1.9K
- 26.03%
$34.68 - $40.02 $65.9K - $76K
5.4K $214K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-509
- 0.87%
$36.45 - $38.58 $18.6K - $19.6K
58.2K $2.21M
MMM
3 M CO

Industrials
-186
- 3.01%
$90.54 - $105.26 $16.8K - $19.6K
5.99K $611K
AAPL
Apple Inc.

Technology
-3.21K
- 19.73%
$165.0 - $216.67 $529K - $695K
13.1K $2.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
-40
- 0.77%
$146.82 - $155.77 $5.87K - $6.23K
5.18K $778K
BDX
Becton Dickinson & CO

Healthcare
-49
- 3.1%
$225.07 - $246.17 $11K - $12.1K
1.53K $357K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-158
- 0.66%
$47.68 - $51.13 $7.53K - $8.08K
23.7K $1.15M
CMF
Ishares California Muni Bond E

ETFs
-238
- 2.04%
$56.38 - $57.26 $13.4K - $13.6K
11.4K $649K
BNDX
Vanguard Total International B

ETFs
-206
- 1.22%
$48.24 - $49.07 $9.94K - $10.1K
16.6K $809K
GD
General Dynamics Corp

Industrials
-163
- 3.76%
$281.11 - $300.23 $45.8K - $48.9K
4.17K $1.21M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-158
- 1.22%
$19.6 - $20.57 $3.1K - $3.25K
12.8K $256K
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.04%
$173.33 - $185.29 $173 - $185
2.34K $426K
Maplebear Inc
-50K
- 47.6%
N/A
55K $0
BIIB
Biogen Inc.

Healthcare
-103
- 4.07%
$190.52 - $236.72 $19.6K - $24.4K
2.43K $562K
ADBE
Adobe Inc.

Technology
-49
- 3.42%
$439.02 - $555.54 $21.5K - $27.2K
1.38K $767K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-301
- 4.52%
$67.89 - $89.5 $20.4K - $26.9K
6.36K $560K
WMT
Walmart Inc.

Consumer Defensive
-276
- 1.91%
$58.85 - $68.9 $16.2K - $19K
14.2K $962K
UL
Unilever PLC

Consumer Defensive
-1.35K
- 3.59%
$46.47 - $56.38 $62.8K - $76.2K
36.3K $2M
NVO
Novo Nordisk A S

Healthcare
-326
- 2.5%
$122.71 - $146.91 $40K - $47.9K
12.7K $1.81M
GLD
Spdr Gold Trust

ETFs
-190
- 0.62%
$207.82 - $224.56 $39.5K - $42.7K
30.2K $6.5M
ORCL
Oracle Corp

Technology
-79
- 0.43%
$113.75 - $144.64 $8.99K - $11.4K
18.4K $2.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-264
- 0.76%
$495.16 - $548.49 $131K - $145K
34.6K $18.8M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email