Portfolio (Quarterly)
Guide ↗
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
· CIK 0002056071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VGSR | MANAGER DIRECTED PORTFOLIOS | — | 1,554 | $16K | 0.01% | SOLD |
| 22 | YUM | YUM BRANDS INC | Consumer Cyclical | 100 | $15K | 0.01% | SOLD |
| 23 | IVV | ISHARES TR | — | 22 | $15K | 0.01% | SOLD |
| 24 | RWX | SPDR INDEX SHS FDS | — | 398 | $11K | 0.01% | SOLD |
| 25 | AVGO | BROADCOM INC | Technology | 19 | $7K | 0.00% | SOLD |
| 26 | AAPL | APPLE INC | Technology | 18 | $5K | 0.00% | SOLD |
| 27 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 100 | $5K | 0.00% | SOLD |
| 28 | DHR | DANAHER CORPORATION | Healthcare | 18 | $4K | 0.00% | SOLD |
| 29 | QQQM | INVESCO EXCH TRADED FD TR II | — | 16 | $4K | 0.00% | SOLD |
| 30 | V | VISA INC | Financial Services | 10 | $4K | 0.00% | SOLD |
| 31 | MSFT | MICROSOFT CORP | Technology | 7 | $3K | 0.00% | SOLD |
| 32 | SCHX | SCHWAB STRATEGIC TR | — | 108 | $3K | 0.00% | SOLD |
| 33 | VIGI | VANGUARD WHITEHALL FDS | — | 31 | $3K | 0.00% | SOLD |
| 34 | DFSD | DIMENSIONAL ETF TRUST | — | 53 | $3K | 0.00% | SOLD |
| 35 | AMZN | AMAZON COM INC | Consumer Cyclical | 10 | $2K | 0.00% | SOLD |
| 36 | SPYM | SPDR SERIES TRUST | — | 28 | $2K | 0.00% | SOLD |
| 37 | HD | HOME DEPOT INC | Consumer Cyclical | 6 | $2K | 0.00% | SOLD |
| 38 | VTEB | VANGUARD MUN BD FDS | — | 41 | $2K | 0.00% | SOLD |
| 39 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 9 | $2K | 0.00% | SOLD |
| 40 | WMT | WALMART INC | Consumer Defensive | 15 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
100.0%