The Analysis of Tribridge Partners Financial LLC's Holdings
Currently, Tribridge Partners Financial LLC holds 77 types of securities in its portfolio with a total value $238.4M. In the most recent quarter, they have increased their positions in CGCP (+88.6K shares, valued at $2.0M), CGCV (+64.0K shares, valued at $2.0M), BND (+22.3K shares, valued at $1.7M); decreased their positions in CGDV (-7.4K shares, valued at $323.7K), VUG (-47 shares, valued at $22.9K), IVOO (-180 shares, valued at $20.1K); initiated new positions in VCEB (+5.2K shares, valued at $329.5K), SUSC (+13.4K shares, valued at $312.3K), LDUR (+3.0K shares, valued at $290.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGGR CAPITAL GROUP GROWTH ETF632.5K shares6.05%2025-12-312026-01-26
CGCV CAPITAL GROUP CONSERVATIVE E758.0K shares9.22%2025-12-312026-01-26 VO VANGUARD INDEX FDS58.1K shares6.84%2025-12-312026-01-26 VB VANGUARD INDEX FDS60.2K shares7.24%2025-12-312026-01-26 CGCP CAPITAL GRP FIXED INCM ETF T678.6K shares15.01%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS196.1K shares12.83%2025-12-312026-01-26 VXUS VANGUARD STAR FDS181.0K shares7.03%2025-12-312026-01-26 CGXU CAPITAL GROUP INTL FOCUS EQT424.6K shares9.48%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS137.8K shares12.51%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS196.3K shares15.75%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F168.1K shares4.14%2025-12-312026-01-26 CGUI CAPITAL GRP FIXED INCM ETF T258.9K shares19.10%2025-12-312026-01-26 CGDV CAPITAL GROUP DIVIDEND VALUE90.9K shares-7.55%2025-12-312026-01-26 MSFT MICROSOFT CORP7.2K shares0.01%2025-12-312026-01-26 CGMU CAPITAL GRP FIXED INCM ETF T79.2K shares24.18%2025-12-312026-01-26 CGSM CAPITAL GRP FIXED INCM ETF T73.0K shares60.03%2025-12-312026-01-26 INTU INTUIT2.7K shares0.00%2025-12-312026-01-26 AAPL APPLE INC6.6K shares0.00%2025-12-312026-01-26 IDEV ISHARES TR13.9K shares0.00%2025-12-312026-01-26 VTES VANGUARD WELLINGTON FD10.2K shares29.55%2025-12-312026-01-26 AMZN AMAZON COM INC3.7K shares0.00%2025-12-312026-01-26 IJH ISHARES TR12.0K shares5.36%2025-12-312026-01-26 XOM EXXON MOBIL CORP5.6K shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC2.1K shares0.00%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS12.7K shares3.29%2025-12-312026-01-26 VTEI VANGUARD MUN BD FDS6.3K shares120.96%2025-12-312026-01-26 SBUX STARBUCKS CORP6.9K shares0.00%2025-12-312026-01-26 VSGX VANGUARD WORLD FD7.8K shares9.26%2025-12-312026-01-26 XVV ISHARES TR9.6K shares4.15%2025-12-312026-01-26 IJR ISHARES TR4.2K shares2.44%2025-12-312026-01-26 CGUS CAPITAL GROUP CORE EQUITY ET12.2K shares0.97%2025-12-312026-01-26 SPYV SPDR SERIES TRUST8.5K shares93.92%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-01-26 V VISA INC1.3K shares0.00%2025-12-312026-01-26 IVOO VANGUARD ADMIRAL FDS INC4.0K shares-4.31%2025-12-312026-01-26 VIOO VANGUARD ADMIRAL FDS INC3.9K shares-3.99%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC746 shares0.00%2025-12-312026-01-26 ESGV VANGUARD WORLD FD3.4K shares10.88%2025-12-312026-01-26 VTI VANGUARD INDEX FDS1.2K shares6.28%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F2.8K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS5.9K shares0.00%2025-12-312026-01-26 IWV ISHARES TR918 shares0.00%2025-12-312026-01-26 SMTH ALPS ETF TR13.5K shares0.00%2025-12-312026-01-26 SPAB SPDR SERIES TRUST13.4K shares0.00%2025-12-312026-01-26 VCEB VANGUARD WORLD FD5.2K sharesnew addition2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC833 shares0.00%2025-12-312026-01-26 IVV ISHARES TR466 shares-2.92%2025-12-312026-01-26 MA MASTERCARD INCORPORATED558 shares0.00%2025-12-312026-01-26 SUSC ISHARES TR13.4K sharesnew addition2025-12-312026-01-26 NVDA NVIDIA CORPORATION1.6K shares0.00%2025-12-312026-01-26 LDUR PIMCO ETF TR3.0K sharesnew addition2025-12-312026-01-26 WMT WALMART INC2.6K shares0.00%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR11.6K shares1.05%2025-12-312026-01-26 SUSB ISHARES TR11.0K sharesnew addition2025-12-312026-01-26 ABBV ABBVIE INC1.2K shares0.00%2025-12-312026-01-26 EFA ISHARES TR2.8K shares0.00%2025-12-312026-01-26 RTX RTX CORPORATION1.5K shares0.00%2025-12-312026-01-26 REGN REGENERON PHARMACEUTICALS343 shares0.00%2025-12-312026-01-26 LINDE PLC LINDE PLC606 shares0.00%2025-12-312026-01-26 CSCO CISCO SYS INC3.3K shares0.00%2025-12-312026-01-26 CGIC CAPITAL GROUP INTERNATIONAL7.7K shares0.00%2025-12-312026-01-26 FAST FASTENAL CO6.1K shares0.00%2025-12-312026-01-26 SPGI S&P GLOBAL INC463 shares0.00%2025-12-312026-01-26 CGMS CAPITAL GRP FIXED INCM ETF T8.5K sharesnew addition2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS4.7K sharesnew addition2025-12-312026-01-26 XJH ISHARES TR5.1K sharesnew addition2025-12-312026-01-26 MNBD ALPS ETF TR8.8K shares0.00%2025-12-312026-01-26 TIP ISHARES TR2.0K shares0.00%2025-12-312026-01-26 VUG VANGUARD INDEX FDS451 shares-9.44%2025-12-312026-01-26 SCHC SCHWAB STRATEGIC TR4.8K shares0.00%2025-12-312026-01-26 WCN WASTE CONNECTIONS INC1.2K shares0.00%2025-12-312026-01-26 UNP UNION PAC CORP911 shares0.00%2025-12-312026-01-26 VTV VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available