The Analysis of Beacon Bridge Wealth Partners, LLC's Holdings
Currently, Beacon Bridge Wealth Partners, LLC holds 98 types of securities in its portfolio with a total value $301.0M. In the most recent quarter, they have increased their positions in IEMG (+122.2K shares, valued at $8.2M), BAI (+143.6K shares, valued at $4.8M), FLMI (+153.8K shares, valued at $3.8M); decreased their positions in QUAL (-55.4K shares, valued at $11.0M), EEMV (-82.3K shares, valued at $5.3M), IYW (-22.2K shares, valued at $4.4M); initiated new positions in IEMG (+122.2K shares, valued at $8.2M), BAI (+143.6K shares, valued at $4.8M), FLMI (+153.8K shares, valued at $3.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR31.6K shares10.71%2025-12-312026-01-27
VUG VANGUARD INDEX FDS30.3K shares-1.97%2025-12-312026-01-27 VTV VANGUARD INDEX FDS77.0K shares10.08%2025-12-312026-01-27 DYNF BLACKROCK ETF TRUST236.4K shares23.75%2025-12-312026-01-27 MUB ISHARES TR116.1K shares-1.86%2025-12-312026-01-27 MBB ISHARES TR117.7K shares6.42%2025-12-312026-01-27 IVV ISHARES TR15.9K shares-1.50%2025-12-312026-01-27 SPYG SPDR SERIES TRUST84.8K shares-0.65%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR254.1K shares4.87%2025-12-312026-01-27 IEMG ISHARES INC122.2K sharesnew addition2025-12-312026-01-27 BINC BLACKROCK ETF TRUST II146.1K shares8.95%2025-12-312026-01-27 EFV ISHARES TR98.3K shares4.19%2025-12-312026-01-27 QUAL ISHARES TR34.6K shares-61.57%2025-12-312026-01-27 BDYN BLACKROCK ETF TRUST260.4K shares9.08%2025-12-312026-01-27 MTUM ISHARES TR22.6K shares78.30%2025-12-312026-01-27 SCHQ SCHWAB STRATEGIC TR174.9K shares-14.97%2025-12-312026-01-27 BDVL BLACKROCK ETF TRUST216.7K shares19.23%2025-12-312026-01-27 BAI BLACKROCK ETF TRUST143.6K sharesnew addition2025-12-312026-01-27 IAGG ISHARES TR92.7K shares7.56%2025-12-312026-01-27 SCHZ SCHWAB STRATEGIC TR174.0K shares-18.76%2025-12-312026-01-27 DGRO ISHARES TR58.4K shares-10.10%2025-12-312026-01-27 VB VANGUARD INDEX FDS15.7K shares0.35%2025-12-312026-01-27 FLMI FRANKLIN TEMPLETON ETF TR153.8K sharesnew addition2025-12-312026-01-27 EVTR MORGAN STANLEY ETF TRUST74.1K sharesnew addition2025-12-312026-01-27 SCHM SCHWAB STRATEGIC TR125.6K shares1.57%2025-12-312026-01-27 IEFA ISHARES TR36.9K shares-1.46%2025-12-312026-01-27 SCHI SCHWAB STRATEGIC TR143.8K shares13.53%2025-12-312026-01-27 SPTL SPDR SERIES TRUST119.8K shares10.79%2025-12-312026-01-27 VO VANGUARD INDEX FDS10.6K shares-11.83%2025-12-312026-01-27 GOVT ISHARES TR132.4K shares6.05%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS13.1K shares-1.83%2025-12-312026-01-27 IXUS ISHARES TR31.5K shares-10.41%2025-12-312026-01-27 SYSB ISHARES TR28.8K sharesnew addition2025-12-312026-01-27 ITA ISHARES TR10.3K sharesnew addition2025-12-312026-01-27 SCHF SCHWAB STRATEGIC TR92.1K shares-22.84%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR37.6K shares26.16%2025-12-312026-01-27 EEMV ISHARES INC31.0K shares-72.61%2025-12-312026-01-27 IYW ISHARES TR9.3K shares-70.44%2025-12-312026-01-27 VTWO VANGUARD SCOTTSDALE FDS17.8K shares-8.25%2025-12-312026-01-27 BROADCOM INC BROADCOM INC5.0K shares4.14%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS26.9K shares2.75%2025-12-312026-01-27 VOOV VANGUARD ADMIRAL FDS INC8.2K shares0.00%2025-12-312026-01-27 IEUR ISHARES TR23.3K shares40.16%2025-12-312026-01-27 SPEM SPDR INDEX SHS FDS32.5K shares3.47%2025-12-312026-01-27 TLH ISHARES TR14.9K sharesnew addition2025-12-312026-01-27 IVW ISHARES TR11.3K shares-1.40%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR2.3K shares-1.95%2025-12-312026-01-27 AGG ISHARES TR13.3K shares-19.95%2025-12-312026-01-27 NVDA NVIDIA CORPORATION7.0K shares6.65%2025-12-312026-01-27 SPTI SPDR SERIES TRUST44.3K shares-0.02%2025-12-312026-01-27 ALPHABET INC ALPHABET INC3.6K shares-16.32%2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR7.2K shares37.17%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP2.2K shares-29.70%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR6.9K sharesnew addition2025-12-312026-01-27 VXUS VANGUARD STAR FDS11.2K shares-6.37%2025-12-312026-01-27 ALPHABET INC ALPHABET INC2.6K shares3.55%2025-12-312026-01-27 HIMU BLACKROCK ETF TRUST II16.9K sharesnew addition2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR6.5K sharesnew addition2025-12-312026-01-27 MSFT MICROSOFT CORP1.6K shares10.12%2025-12-312026-01-27 JQUA J P MORGAN EXCHANGE TRADED F12.1K shares-6.86%2025-12-312026-01-27 TSLA TESLA INC1.7K shares3.49%2025-12-312026-01-27 SPHQ INVESCO EXCHANGE TRADED FD T9.5K shares-8.01%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.2.0K shares-8.84%2025-12-312026-01-27 VCSH VANGUARD SCOTTSDALE FDS7.8K shares-3.95%2025-12-312026-01-27 OEF ISHARES TR1.8K shares1.99%2025-12-312026-01-27 SDY SPDR SERIES TRUST4.2K shares-1.22%2025-12-312026-01-27 SPGI S&P GLOBAL INC1.1K shares-17.75%2025-12-312026-01-27 AMZN AMAZON COM INC2.5K shares3.88%2025-12-312026-01-27 RING ISHARES INC7.2K shares-20.77%2025-12-312026-01-27 FI FISERV INC7.8K shares0.57%2025-12-312026-01-27 HD HOME DEPOT INC1.4K shares-19.06%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO3.3K shares2.42%2025-12-312026-01-27 NCDL NUVEEN CHURCHILL DIRECT LEND32.4K shares0.00%2025-12-312026-01-27 IVE ISHARES TR1.9K shares-2.62%2025-12-312026-01-27 V VISA INC1.1K shares-7.82%2025-12-312026-01-27 IGRO ISHARES TR4.6K shares-5.96%2025-12-312026-01-27 BA BOEING CO1.7K shares0.82%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.6K shares8.59%2025-12-312026-01-27 META META PLATFORMS INC457 shares24.52%2025-12-312026-01-27 VRT VERTIV HOLDINGS CO1.8K shares5.87%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO5.2K shares-6.35%2025-12-312026-01-27 VTEB VANGUARD MUN BD FDS5.6K shares-19.16%2025-12-312026-01-27 LLY ELI LILLY & CO245 sharesnew addition2025-12-312026-01-27 OTF BLUE OWL TECHNOLOGY FIN CORP17.5K sharesnew addition2025-12-312026-01-27 EFG ISHARES TR2.2K shares-92.51%2025-12-312026-01-27 VOYA VOYA FINANCIAL INC3.2K shares0.00%2025-12-312026-01-27 HYS PIMCO ETF TR2.3K shares-9.94%2025-12-312026-01-27 CSCO CISCO SYS INC2.8K sharesnew addition2025-12-312026-01-27 EEM ISHARES TR3.9K shares-14.80%2025-12-312026-01-27 COWZ PACER FDS TR3.5K sharesnew addition2025-12-312026-01-27 ORCL ORACLE CORP1.1K shares-30.59%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE671 shares-20.59%2025-12-312026-01-27 NDMO NUVEEN DYNAMIC MUN OPPORTUNI10.3K shares2.40%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available