The Analysis of Tribridge Partners Financial LLC's Holdings

Currently, Tribridge Partners Financial LLC holds 71 types of securities in its portfolio with a total value $217.7M. In the most recent quarter, they have increased their positions in CGCV (+150.7K shares, valued at $4.6M), CGGR (+82.8K shares, valued at $3.7M), VOO (+5.5K shares, valued at $3.4M); decreased their positions in UNP (-2.2K shares, valued at $506.6K), CGDV (-11.8K shares, valued at $500.6K), XOM (-2.6K shares, valued at $284.5K); initiated new positions in INTU (+2.7K shares, valued at $1.9M), SBUX (+6.9K shares, valued at $602.0K), JNJ (+1.8K shares, valued at $332.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGGR CAPITAL GROUP GROWTH ETF596.4K shares16.12%2025-09-302025-10-22

VOO VANGUARD INDEX FDS37.4K shares17.16%2025-09-302025-10-22

CGCV CAPITAL GROUP CONSERVATIVE E694.0K shares27.75%2025-09-302025-10-22

VO VANGUARD INDEX FDS54.3K shares24.44%2025-09-302025-10-22

VB VANGUARD INDEX FDS56.1K shares26.06%2025-09-302025-10-22

CGCP CAPITAL GRP FIXED INCM ETF T590.0K shares23.33%2025-09-302025-10-22

BND VANGUARD BD INDEX FDS173.8K shares16.79%2025-09-302025-10-22

VXUS VANGUARD STAR FDS169.1K shares17.86%2025-09-302025-10-22

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT387.9K shares21.11%2025-09-302025-10-22

BSV VANGUARD BD INDEX FDS122.5K shares20.23%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F161.4K shares22.28%2025-09-302025-10-22

BNDX VANGUARD CHARLOTTE FDS169.6K shares29.09%2025-09-302025-10-22

CGUI CAPITAL GRP FIXED INCM ETF T217.4K shares29.21%2025-09-302025-10-22

CGDV CAPITAL GROUP DIVIDEND VALUE98.3K shares-10.73%2025-09-302025-10-22

MSFT MICROSOFT CORP7.2K shares4.20%2025-09-302025-10-22

INTU INTUIT2.7K sharesnew addition2025-09-302025-10-22

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T63.8K shares52.16%2025-09-302025-10-22

AAPL APPLE INC6.6K shares-12.36%2025-09-302025-10-22

CGSM CAPITAL GRP FIXED INCM ETF T45.6K shares69.95%2025-09-302025-10-22

IDEV ISHARES TR13.9K shares0.00%2025-09-302025-10-22

AMZN AMAZON COM INC3.7K shares21.05%2025-09-302025-10-22

VTES VANGUARD WELLINGTON FD7.8K shares147.24%2025-09-302025-10-22

IJH ISHARES TR11.4K shares10.06%2025-09-302025-10-22

XOM EXXON MOBIL CORP5.6K shares-31.22%2025-09-302025-10-22

Sponsored

VTEB VANGUARD MUN BD FDS12.3K shares36.07%2025-09-302025-10-22

SBUX STARBUCKS CORP6.9K sharesnew addition2025-09-302025-10-22

GOOG ALPHABET INC2.1K shares62.17%2025-09-302025-10-22

VSGX VANGUARD WORLD FD7.1K shares0.00%2025-09-302025-10-22

IJR ISHARES TR4.1K shares-1.29%2025-09-302025-10-22

CGUS CAPITAL GROUP CORE EQUITY ET12.1K shares0.00%2025-09-302025-10-22

XVV ISHARES TR9.3K shares0.00%2025-09-302025-10-22

IVOO VANGUARD ADMIRAL FDS INC4.2K shares-29.49%2025-09-302025-10-22

Sponsored

VIOO VANGUARD ADMIRAL FDS INC4.1K shares-28.59%2025-09-302025-10-22

V VISA INC1.3K shares26.42%2025-09-302025-10-22

VSS VANGUARD INTL EQUITY INDEX F2.8K shares0.00%2025-09-302025-10-22

VTI VANGUARD INDEX FDS1.2K shares0.26%2025-09-302025-10-22

GOOGL ALPHABET INC1.5K shares0.00%2025-09-302025-10-22

ESGV VANGUARD WORLD FD3.1K shares0.00%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS5.9K shares1.98%2025-09-302025-10-22

Sponsored

SMTH ALPS ETF TR13.5K shares0.00%2025-09-302025-10-22

TT TRANE TECHNOLOGIES PLC833 shares0.00%2025-09-302025-10-22

IWV ISHARES TR918 shares0.00%2025-09-302025-10-22

SPAB SPDR SERIES TRUST13.4K shares0.00%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON1.8K sharesnew addition2025-09-302025-10-22

ISRG INTUITIVE SURGICAL INC746 shares94.27%2025-09-302025-10-22

IVV ISHARES TR480 shares-4.38%2025-09-302025-10-22

MA MASTERCARD INCORPORATED558 sharesnew addition2025-09-302025-10-22

Sponsored

NVDA NVIDIA CORPORATION1.6K shares0.00%2025-09-302025-10-22

FAST FASTENAL CO6.1K sharesnew addition2025-09-302025-10-22

VTEI VANGUARD MUN BD FDS2.9K sharesnew addition2025-09-302025-10-22

LIN LINDE PLC606 shares-0.16%2025-09-302025-10-22

ABBV ABBVIE INC1.2K shares0.00%2025-09-302025-10-22

SCHF SCHWAB STRATEGIC TR11.5K shares0.00%2025-09-302025-10-22

WMT WALMART INC2.6K shares0.00%2025-09-302025-10-22

EFA ISHARES TR2.8K shares0.00%2025-09-302025-10-22

Sponsored

SPYV SPDR SERIES TRUST4.4K sharesnew addition2025-09-302025-10-22

RTX RTX CORPORATION1.5K shares0.00%2025-09-302025-10-22

VUG VANGUARD INDEX FDS498 shares0.00%2025-09-302025-10-22

CGIC CAPITAL GROUP INTERNATIONAL7.7K shares0.00%2025-09-302025-10-22

MNBD ALPS ETF TR8.8K shares9.84%2025-09-302025-10-22

CSCO CISCO SYS INC3.3K sharesnew addition2025-09-302025-10-22

QQQ INVESCO QQQ TR374 sharesnew addition2025-09-302025-10-22

TIP ISHARES TR2.0K shares-1.83%2025-09-302025-10-22

Sponsored

SPGI S&P GLOBAL INC463 sharesnew addition2025-09-302025-10-22

SCHC SCHWAB STRATEGIC TR4.8K shares0.00%2025-09-302025-10-22

UNP UNION PAC CORP911 shares-70.34%2025-09-302025-10-22

WCN WASTE CONNECTIONS INC1.2K sharesnew addition2025-09-302025-10-22

SNPS SYNOPSYS INC441 sharesnew addition2025-09-302025-10-22

REGN REGENERON PHARMACEUTICALS343 sharesnew addition2025-09-302025-10-22

VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available