TB
| |
Three Bridge Wealth Advisors, LLC13F | |
| Three Bridge Wealth Advisors, LLC | |
| Last update 2025-05-07 | 84 Stocks (0 new) |
| Value $287.00 Mil | Turnover 6 % |
Three Bridge Wealth Advisors, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 391,881 | 45,611.0 | +1.07% | 15.870 | +0.17% | 0.230 | +17.38% | +11.29% | 22,448.5 | ||
META | Meta Platforms Inc | 37,821 | 21,798.6 | +197.45% | 7.580 | +5.03% | 0.000 | +39.64% | +19.71% | 1,759,350.5 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 40,946 | 21,042.3 | +0.10% | 7.320 | +0.01% | 0.000 | +19.45% | +7.65% | 660,038.6 | ||
SPY | SPDR S&P 500 ETF Trust | 35,878 | 20,131.4 | +0.16% | 7.000 | +0.01% | 0.000 | +19.48% | +7.64% | 642,787.4 | ||
COIN | Coinbase Global Inc | 74,170 | 12,774.3 | -0.31% | 4.440 | -0.02% | 0.030 | +137.98% | +67.75% | 106,093.5 | Capital Markets | |
VT | Vanguard Total World Stock ETF | 104,539 | 12,121.3 | 0% | 4.220 | 0% | 0.030 | +17.34% | +11.41% | 45,966.5 | ||
IAU | iShares Gold Trust | 197,714 | 11,657.2 | +0.10% | 4.060 | 0% | 0.030 | +0.92% | +27.66% | 47,751.4 | ||
IWR | iShares Russell Mid-Cap ETF | 128,561 | 10,936.7 | +2.58% | 3.810 | +0.10% | 0.030 | +16.93% | +6.70% | 42,989.1 | ||
QQQ | INVESCO QQQ Trust | 21,609 | 10,148.3 | +1.13% | 3.530 | +0.04% | 0.000 | +26.39% | +9.96% | 357,405.5 | ||
GLD | SPDR Gold Shares ETF | 31,607 | 9,107.2 | +2.01% | 3.170 | +0.06% | 0.010 | +0.92% | +27.60% | 102,170.6 |
Three Bridge Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Three Bridge Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-03-31 | Add Add | +5.03% | 576.36 ($645.17) 736.67 | $699.47 | 8.42% | Add 197.45% | 37,821 | 25,106 | |
GTLB | GitLab Inc | 2025-03-31 | Sold Out Sold Out | -0.72% | 47 ($61.16) 73.14 | $44.76 | -26.81% | Sold Out | 0 | -36,572 | |
RTX | RTX Corp | 2025-03-31 | Reduce Reduce | -0.34% | 114.1 ($126.79) 135.66 | $151.65 | 19.60% | Reduce -42.84% | 11,091 | -8,312 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +0.27% | 69.3 ($82.59) 90.95 | $64.29 | -22.16% | Add 88.45% | 23,665 | 11,107 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.26% | 64.98 ($87.82) 124.62 | $152.86 | 74.06% | Reduce -29.32% | 23,481 | -9,740 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.20% | 42.5 ($45.01) 46.71 | $50.53 | 12.28% | Add 7.3% | 187,363 | 12,739 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Add Add | +0.17% | 115.16 ($119.81) 124.13 | $129.76 | 8.30% | Add 1.07% | 391,881 | 4,159 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | Sold Out Sold Out | -0.17% | 55.41 ($58.41) 60.74 | $60.10 | 2.90% | Sold Out | 0 | -8,291 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Sold Out Sold Out | -0.12% | 222.79 ($232.01) 249.08 | $179.35 | -22.70% | Sold Out | 0 | -1,453 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Add Add | +0.10% | 82.81 ($89.19) 92.93 | $93.76 | 5.12% | Add 2.58% | 128,561 | 3,232 |
Three Bridge Wealth Advisors, LLC Total Holding History ($B)
Three Bridge Wealth Advisors, LLC's Asset Allocation
Three Bridge Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Three Bridge Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Three Bridge Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Three Bridge Wealth Advisors, LLC's Holdings Heat Map
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Three Bridge Wealth Advisors, LLC's Holdings Bubble Chart
Three Bridge Wealth Advisors, LLC News
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