The Analysis of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Holdings
Currently, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC holds 134 types of securities in its portfolio with a total value $150.6M. In the most recent quarter, they have increased their positions in SPTI (+164.0K shares, valued at $4.7M), MUB (+15.5K shares, valued at $1.7M), VCIT (+16.1K shares, valued at $1.4M); decreased their positions in DFAC (-206.4K shares, valued at $8.0M), TLH (-56.0K shares, valued at $5.8M), DFAT (-78.2K shares, valued at $4.5M); initiated new positions in NVDA (+400 shares, valued at $74.6K), ABT (+250 shares, valued at $33.5K), NTAP (+200 shares, valued at $23.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST763.7K shares-21.27%2025-09-302025-11-06
DFAT DIMENSIONAL ETF TRUST293.8K shares-21.01%2025-09-302025-11-06 SPTI SPDR SERIES TRUST508.2K shares47.66%2025-09-302025-11-06 DFGR DIMENSIONAL ETF TRUST345.3K shares-7.65%2025-09-302025-11-06 DFGP DIMENSIONAL ETF TRUST161.5K shares1.92%2025-09-302025-11-06 DFEM DIMENSIONAL ETF TRUST259.2K shares-23.04%2025-09-302025-11-06 DFIC DIMENSIONAL ETF TRUST244.4K shares-8.70%2025-09-302025-11-06 MUB ISHARES TR60.9K shares34.19%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST146.2K shares-12.21%2025-09-302025-11-06 DIHP DIMENSIONAL ETF TRUST160.8K shares-25.19%2025-09-302025-11-06 DISV DIMENSIONAL ETF TRUST131.4K shares-3.47%2025-09-302025-11-06 VTI VANGUARD INDEX FDS10.6K shares2.51%2025-09-302025-11-06 TLH ISHARES TR31.9K shares-63.73%2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS37.3K shares75.52%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST90.2K shares-0.59%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST57.1K shares-27.96%2025-09-302025-11-06 DFGX DIMENSIONAL ETF TRUST33.8K shares258.94%2025-09-302025-11-06 SUB ISHARES TR17.0K shares-5.55%2025-09-302025-11-06 MUNI PIMCO ETF TR32.2K shares-31.93%2025-09-302025-11-06 NOW SERVICENOW INC1.8K shares4.20%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST33.2K shares-56.20%2025-09-302025-11-06 JMUB J P MORGAN EXCHANGE TRADED F27.3K shares-55.19%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS21.5K shares-25.40%2025-09-302025-11-06 VBR VANGUARD INDEX FDS5.9K shares-54.76%2025-09-302025-11-06 DFSU DIMENSIONAL ETF TRUST17.2K shares0.00%2025-09-302025-11-06 DFUS DIMENSIONAL ETF TRUST8.4K shares0.00%2025-09-302025-11-06 SCZ ISHARES TR6.3K shares0.00%2025-09-302025-11-06 DFSI DIMENSIONAL ETF TRUST11.0K shares0.00%2025-09-302025-11-06 STIP ISHARES TR3.3K shares21.45%2025-09-302025-11-06 EFV ISHARES TR5.0K shares0.00%2025-09-302025-11-06 HYD VANECK ETF TRUST5.7K shares-19.57%2025-09-302025-11-06 ORCL ORACLE CORP911 shares0.00%2025-09-302025-11-06 DFSE DIMENSIONAL ETF TRUST4.9K shares0.00%2025-09-302025-11-06 VGIT VANGUARD SCOTTSDALE FDS3.1K shares0.00%2025-09-302025-11-06 BSVO EA SERIES TRUST7.4K shares0.00%2025-09-302025-11-06 DFIP DIMENSIONAL ETF TRUST3.4K shares-4.43%2025-09-302025-11-06 SKYW SKYWEST INC1.0K shares0.00%2025-09-302025-11-06 NUE NUCOR CORP712 shares0.00%2025-09-302025-11-06 NVDA NVIDIA CORPORATION400 sharesnew addition2025-09-302025-11-06 ZION ZIONS BANCORPORATION N A1.3K shares0.00%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST1.0K shares0.00%2025-09-302025-11-06 DFAR DIMENSIONAL ETF TRUST2.9K shares0.00%2025-09-302025-11-06 GBCI GLACIER BANCORP INC NEW1.4K shares0.00%2025-09-302025-11-06 ABBV ABBVIE INC255 shares5000.00%2025-09-302025-11-06 PSA PUBLIC STORAGE OPER CO188 shares0.00%2025-09-302025-11-06 AMZN AMAZON COM INC243 shares2330.00%2025-09-302025-11-06 QQQ INVESCO QQQ TR68 shares0.00%2025-09-302025-11-06 DFSV DIMENSIONAL ETF TRUST1.1K shares0.00%2025-09-302025-11-06 PEP PEPSICO INC250 shares0.00%2025-09-302025-11-06 ABT ABBOTT LABS250 sharesnew addition2025-09-302025-11-06 NTAP NETAPP INC200 sharesnew addition2025-09-302025-11-06 WFC WELLS FARGO CO NEW280 shares0.00%2025-09-302025-11-06 VGLT VANGUARD SCOTTSDALE FDS358 shares-7.49%2025-09-302025-11-06 ICUI ICU MED INC164 sharesnew addition2025-09-302025-11-06 DIS DISNEY WALT CO160 shares0.00%2025-09-302025-11-06 VGSR MANAGER DIRECTED PORTFOLIOS1.6K shares0.00%2025-09-302025-11-06 YUM YUM BRANDS INC100 shares0.00%2025-09-302025-11-06 IVV ISHARES TR22 shares0.00%2025-09-302025-11-06 RWX SPDR INDEX SHS FDS398 shares0.00%2025-09-302025-11-06 EGO ELDORADO GOLD CORP NEW300 sharesnew addition2025-09-302025-11-06 AVGO BROADCOM INC19 shares0.00%2025-09-302025-11-06 AAPL APPLE INC18 shares0.00%2025-09-302025-11-06 YUMC YUM CHINA HLDGS INC100 shares0.00%2025-09-302025-11-06 QQQM INVESCO EXCH TRADED FD TR II16 shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP7 shares0.00%2025-09-302025-11-06 DHR DANAHER CORPORATION18 shares0.00%2025-09-302025-11-06 V VISA INC10 shares0.00%2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR108 shares0.00%2025-09-302025-11-06 VIGI VANGUARD WHITEHALL FDS31 shares0.00%2025-09-302025-11-06 DFSD DIMENSIONAL ETF TRUST53 shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC6 shares0.00%2025-09-302025-11-06 ACHR ARCHER AVIATION INC231 sharesnew addition2025-09-302025-11-06 SPYM SPDR SERIES TRUST28 shares0.00%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS41 shares0.00%2025-09-302025-11-06 ETN EATON CORP PLC5 shares0.00%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC9 shares0.00%2025-09-302025-11-06 WMT WALMART INC15 shares0.00%2025-09-302025-11-06 LIN LINDE PLC3 shares0.00%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR5 shares0.00%2025-09-302025-11-06 KO COCA COLA CO21 shares0.00%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC4 shares0.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO4 shares0.00%2025-09-302025-11-06 IJH ISHARES TR20 shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.4 shares0.00%2025-09-302025-11-06 IVE ISHARES TR6 shares0.00%2025-09-302025-11-06 ACN ACCENTURE PLC IRELAND5 shares0.00%2025-09-302025-11-06 ADI ANALOG DEVICES INC5 shares0.00%2025-09-302025-11-06 MGC VANGUARD WORLD FD5 shares0.00%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F21 shares0.00%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR5 shares0.00%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR10 shares0.00%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC26 shares0.00%2025-09-302025-11-06 WM WASTE MGMT INC DEL5 shares0.00%2025-09-302025-11-06 PAVE GLOBAL X FDS23 shares0.00%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR11 shares0.00%2025-09-302025-11-06 ATO ATMOS ENERGY CORP6 shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP9 shares0.00%2025-09-302025-11-06 JPEF J P MORGAN EXCHANGE TRADED F13 shares0.00%2025-09-302025-11-06 VTWG VANGUARD SCOTTSDALE FDS4 shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW1 shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP3 shares0.00%2025-09-302025-11-06 DCI DONALDSON INC10 shares0.00%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC1 shares0.00%2025-09-302025-11-06 LLY ELI LILLY & CO1 shares0.00%2025-09-302025-11-06 CIBR FIRST TR EXCHANGE TRADED FD9 shares0.00%2025-09-302025-11-06 BBY BEST BUY INC9 shares0.00%2025-09-302025-11-06 EJUL INNOVATOR ETFS TRUST23 shares0.00%2025-09-302025-11-06 NVS NOVARTIS AG5 shares0.00%2025-09-302025-11-06 HON HONEYWELL INTL INC3 shares0.00%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO4 shares0.00%2025-09-302025-11-06 COWZ PACER FDS TR10 shares0.00%2025-09-302025-11-06 ROL ROLLINS INC9 shares0.00%2025-09-302025-11-06 DLR DIGITAL RLTY TR INC3 shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC6 shares0.00%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC1 shares0.00%2025-09-302025-11-06 DFCF DIMENSIONAL ETF TRUST11 shares0.00%2025-09-302025-11-06 CVX CHEVRON CORP NEW3 shares0.00%2025-09-302025-11-06 ZTS ZOETIS INC3 shares0.00%2025-09-302025-11-06 TJX TJX COS INC NEW3 shares0.00%2025-09-302025-11-06 EMXC ISHARES INC6 shares0.00%2025-09-302025-11-06 WTPI WISDOMTREE TR12 shares0.00%2025-09-302025-11-06 AMT AMERICAN TOWER CORP NEW2 shares0.00%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2 shares0.00%2025-09-302025-11-06 PLD PROLOGIS INC.3 shares0.00%2025-09-302025-11-06 LIT GLOBAL X FDS6 shares0.00%2025-09-302025-11-06 FTNT FORTINET INC4 shares0.00%2025-09-302025-11-06 ICE INTERCONTINENTAL EXCHANGE IN2 shares0.00%2025-09-302025-11-06 PDBC INVESCO ACTVELY MNGD ETC FD25 shares0.00%2025-09-302025-11-06 MCH MATTHEWS ASIA FDS10 shares0.00%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN1 shares0.00%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC4 shares0.00%2025-09-302025-11-06 GOOGL ALPHABET INC1 shares0.00%2025-09-302025-11-06 NEE NEXTERA ENERGY INC2 shares0.00%2025-09-302025-11-06 AAL AMERICAN AIRLS GROUP INC10 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available