The Analysis of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Holdings
Currently, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC holds 129 types of securities in its portfolio with a total value $161.5M. In the most recent quarter, they have increased their positions in MUB (+34.3K shares, valued at $3.7M), SPTI (+90.4K shares, valued at $2.6M), DFGX (+26.5K shares, valued at $1.4M); decreased their positions in TLH (-14.0K shares, valued at $1.4M), DFEM (-10.6K shares, valued at $351.4K), VBR (-974 shares, valued at $206.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST758.6K shares-0.67%2025-12-312026-02-10
DFAT DIMENSIONAL ETF TRUST301.3K shares2.55%2025-12-312026-02-10 SPTI SPDR SERIES TRUST598.6K shares17.78%2025-12-312026-02-10 MUB ISHARES TR95.2K shares56.43%2025-12-312026-02-10 DFGR DIMENSIONAL ETF TRUST347.8K shares0.73%2025-12-312026-02-10 DFGP DIMENSIONAL ETF TRUST159.5K shares-1.22%2025-12-312026-02-10 DFIC DIMENSIONAL ETF TRUST246.0K shares0.64%2025-12-312026-02-10 DFEM DIMENSIONAL ETF TRUST248.6K shares-4.10%2025-12-312026-02-10 DUHP DIMENSIONAL ETF TRUST152.5K shares4.30%2025-12-312026-02-10 DIHP DIMENSIONAL ETF TRUST156.0K shares-2.98%2025-12-312026-02-10 DISV DIMENSIONAL ETF TRUST127.2K shares-3.23%2025-12-312026-02-10 VCIT VANGUARD SCOTTSDALE FDS51.2K shares36.98%2025-12-312026-02-10 VTI VANGUARD INDEX FDS12.1K shares13.86%2025-12-312026-02-10 DFGX DIMENSIONAL ETF TRUST60.3K shares78.46%2025-12-312026-02-10 DFAX DIMENSIONAL ETF TRUST89.9K shares-0.32%2025-12-312026-02-10 DFUV DIMENSIONAL ETF TRUST56.7K shares-0.71%2025-12-312026-02-10 MUNI PIMCO ETF TR35.4K shares9.77%2025-12-312026-02-10 SUB ISHARES TR17.0K shares0.00%2025-12-312026-02-10 TLH ISHARES TR17.9K shares-44.00%2025-12-312026-02-10 JMUB J P MORGAN EXCHANGE TRADED F35.2K shares29.12%2025-12-312026-02-10 DFIV DIMENSIONAL ETF TRUST33.2K shares0.00%2025-12-312026-02-10 STIP ISHARES TR14.9K shares345.93%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED FDS23.6K shares9.70%2025-12-312026-02-10 NOW SERVICENOW INC7.7K shares337.78%2025-12-312026-02-10 VBR VANGUARD INDEX FDS4.9K shares-16.51%2025-12-312026-02-10 DFSU DIMENSIONAL ETF TRUST17.2K shares0.00%2025-12-312026-02-10 DFUS DIMENSIONAL ETF TRUST8.4K shares0.00%2025-12-312026-02-10 SCZ ISHARES TR6.3K shares0.00%2025-12-312026-02-10 DFSI DIMENSIONAL ETF TRUST8.8K shares-20.24%2025-12-312026-02-10 EFV ISHARES TR5.0K shares0.00%2025-12-312026-02-10 HYD VANECK ETF TRUST5.7K shares0.00%2025-12-312026-02-10 DFSE DIMENSIONAL ETF TRUST4.9K shares0.00%2025-12-312026-02-10 VGIT VANGUARD SCOTTSDALE FDS3.1K shares0.00%2025-12-312026-02-10 ORCL ORACLE CORP911 shares0.00%2025-12-312026-02-10 BSVO EA SERIES TRUST7.4K shares0.00%2025-12-312026-02-10 DFIP DIMENSIONAL ETF TRUST3.4K shares0.00%2025-12-312026-02-10 NUE NUCOR CORP712 shares0.00%2025-12-312026-02-10 SKYW SKYWEST INC1.0K shares0.00%2025-12-312026-02-10 WFC WELLS FARGO CO NEW962 shares243.57%2025-12-312026-02-10 DFAS DIMENSIONAL ETF TRUST1.0K shares0.00%2025-12-312026-02-10 DFAR DIMENSIONAL ETF TRUST2.9K shares0.00%2025-12-312026-02-10 GBCI GLACIER BANCORP INC NEW1.4K shares0.00%2025-12-312026-02-10 ABBV ABBVIE INC255 shares0.00%2025-12-312026-02-10 PSA PUBLIC STORAGE OPER CO188 shares0.00%2025-12-312026-02-10 DFSV DIMENSIONAL ETF TRUST1.1K shares0.00%2025-12-312026-02-10 PEP PEPSICO INC250 shares0.00%2025-12-312026-02-10 ABT ABBOTT LABS250 shares0.00%2025-12-312026-02-10 ICUI ICU MED INC164 shares0.00%2025-12-312026-02-10 ZION ZIONS BANCORPORATION N A398 shares-69.48%2025-12-312026-02-10 VGLT VANGUARD SCOTTSDALE FDS358 shares0.00%2025-12-312026-02-10 DIS DISNEY WALT CO160 shares0.00%2025-12-312026-02-10 VGSR MANAGER DIRECTED PORTFOLIOS1.6K shares0.00%2025-12-312026-02-10 YUM YUM BRANDS INC100 shares0.00%2025-12-312026-02-10 IVV ISHARES TR22 shares0.00%2025-12-312026-02-10 RWX SPDR INDEX SHS FDS398 shares0.00%2025-12-312026-02-10 AAPL APPLE INC18 shares0.00%2025-12-312026-02-10 YUMC YUM CHINA HLDGS INC100 shares0.00%2025-12-312026-02-10 DHR DANAHER CORPORATION18 shares0.00%2025-12-312026-02-10 QQQM INVESCO EXCH TRADED FD TR II16 shares0.00%2025-12-312026-02-10 V VISA INC10 shares0.00%2025-12-312026-02-10 MSFT MICROSOFT CORP7 shares0.00%2025-12-312026-02-10 SCHX SCHWAB STRATEGIC TR108 shares0.00%2025-12-312026-02-10 VIGI VANGUARD WHITEHALL FDS31 shares0.00%2025-12-312026-02-10 DFSD DIMENSIONAL ETF TRUST53 shares0.00%2025-12-312026-02-10 AMZN AMAZON COM INC10 shares-95.88%2025-12-312026-02-10 SPYM SPDR SERIES TRUST28 shares0.00%2025-12-312026-02-10 HD HOME DEPOT INC6 shares0.00%2025-12-312026-02-10 VTEB VANGUARD MUN BD FDS41 shares0.00%2025-12-312026-02-10 PNC PNC FINL SVCS GROUP INC9 shares0.00%2025-12-312026-02-10 WMT WALMART INC15 shares0.00%2025-12-312026-02-10 AXP AMERICAN EXPRESS CO4 shares0.00%2025-12-312026-02-10 KO COCA COLA CO21 shares0.00%2025-12-312026-02-10 XLK SELECT SECTOR SPDR TR10 shares100.00%2025-12-312026-02-10 ADI ANALOG DEVICES INC5 shares0.00%2025-12-312026-02-10 UNH UNITEDHEALTH GROUP INC4 shares0.00%2025-12-312026-02-10 IJH ISHARES TR20 shares0.00%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.4 shares0.00%2025-12-312026-02-10 LINDE PLC LINDE PLC3 shares0.00%2025-12-312026-02-10 IVE ISHARES TR6 shares0.00%2025-12-312026-02-10 MGC VANGUARD WORLD FD5 shares0.00%2025-12-312026-02-10 JEPI J P MORGAN EXCHANGE TRADED F21 shares0.00%2025-12-312026-02-10 XLY SELECT SECTOR SPDR TR10 shares100.00%2025-12-312026-02-10 XLC SELECT SECTOR SPDR TR10 shares0.00%2025-12-312026-02-10 AVUV AMERICAN CENTY ETF TR11 shares0.00%2025-12-312026-02-10 PAVE GLOBAL X FDS23 shares0.00%2025-12-312026-02-10 WM WASTE MGMT INC DEL5 shares0.00%2025-12-312026-02-10 XOM EXXON MOBIL CORP9 shares0.00%2025-12-312026-02-10 LLY ELI LILLY & CO1 shares0.00%2025-12-312026-02-10 VZ VERIZON COMMUNICATIONS INC26 shares0.00%2025-12-312026-02-10 ATO ATMOS ENERGY CORP6 shares0.00%2025-12-312026-02-10 JPEF J P MORGAN EXCHANGE TRADED F13 shares0.00%2025-12-312026-02-10 VTWG VANGUARD SCOTTSDALE FDS4 shares0.00%2025-12-312026-02-10 MCD MCDONALDS CORP3 shares0.00%2025-12-312026-02-10 DCI DONALDSON INC10 shares0.00%2025-12-312026-02-10 GS GOLDMAN SACHS GROUP INC1 shares0.00%2025-12-312026-02-10 COST COSTCO WHSL CORP NEW1 shares0.00%2025-12-312026-02-10 NVS NOVARTIS AG5 shares0.00%2025-12-312026-02-10 EJUL INNOVATOR ETFS TRUST23 shares0.00%2025-12-312026-02-10 CIBR FIRST TR EXCHANGE TRADED FD9 shares0.00%2025-12-312026-02-10 BBY BEST BUY INC9 shares0.00%2025-12-312026-02-10 COWZ PACER FDS TR10 shares0.00%2025-12-312026-02-10 HON HONEYWELL INTL INC3 shares0.00%2025-12-312026-02-10 PG PROCTER AND GAMBLE CO4 shares0.00%2025-12-312026-02-10 ROL ROLLINS INC9 shares0.00%2025-12-312026-02-10 CRWD CROWDSTRIKE HLDGS INC1 shares0.00%2025-12-312026-02-10 DFCF DIMENSIONAL ETF TRUST11 shares0.00%2025-12-312026-02-10 DLR DIGITAL RLTY TR INC3 shares0.00%2025-12-312026-02-10 TJX TJX COS INC NEW3 shares0.00%2025-12-312026-02-10 CVX CHEVRON CORP NEW3 shares0.00%2025-12-312026-02-10 EMXC ISHARES INC6 shares0.00%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON2 shares0.00%2025-12-312026-02-10 WTPI WISDOMTREE TR12 shares0.00%2025-12-312026-02-10 LIT GLOBAL X FDS6 shares0.00%2025-12-312026-02-10 PLD PROLOGIS INC.3 shares0.00%2025-12-312026-02-10 ZTS ZOETIS INC3 shares0.00%2025-12-312026-02-10 AMT AMERICAN TOWER CORP NEW2 shares0.00%2025-12-312026-02-10 PDBC INVESCO ACTVELY MNGD ETC FD25 shares0.00%2025-12-312026-02-10 ICE INTERCONTINENTAL EXCHANGE IN2 shares0.00%2025-12-312026-02-10 FTNT FORTINET INC4 shares0.00%2025-12-312026-02-10 MCH MATTHEWS ASIA FDS10 shares0.00%2025-12-312026-02-10 ADP AUTOMATIC DATA PROCESSING IN1 shares0.00%2025-12-312026-02-10 MDLZ MONDELEZ INTL INC4 shares0.00%2025-12-312026-02-10 NEE NEXTERA ENERGY INC2 shares0.00%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available