BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

· CIK 0002056071
13F Portfolio $174M AUM 32 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 Added 9 Reduced 97 Exited
Page 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ETN EATON CORP PLC Industrials 5 $2K 0.00% SOLD
42 AXP AMERICAN EXPRESS CO Financial Services 4 $1K 0.00% SOLD
43 KO COCA COLA CO Consumer Defensive 21 $1K 0.00% SOLD
44 XLK SELECT SECTOR SPDR TR 10 $1K 0.00% SOLD
45 ADI ANALOG DEVICES INC Technology 5 $1K 0.00% SOLD
46 ACN ACCENTURE PLC IRELAND Technology 5 $1K 0.00% SOLD
47 UNH UNITEDHEALTH GROUP INC Healthcare 4 $1K 0.00% SOLD
48 IJH ISHARES TR 20 $1K 0.00% SOLD
49 JPM JPMORGAN CHASE & CO. Financial Services 4 $1K 0.00% SOLD
50 LIN LINDE PLC Basic Materials 3 $1K 0.00% SOLD
51 IVE ISHARES TR 6 $1K 0.00% SOLD
52 MGC VANGUARD WORLD FD 5 $1K 0.00% SOLD
53 JEPI J P MORGAN EXCHANGE TRADED F 21 $1K 0.00% SOLD
54 XLY SELECT SECTOR SPDR TR 10 $1K 0.00% SOLD
55 XLC SELECT SECTOR SPDR TR 10 $1K 0.00% SOLD
56 AVUV AMERICAN CENTY ETF TR 11 $1K 0.00% SOLD
57 PAVE GLOBAL X FDS 23 $1K 0.00% SOLD
58 WM WASTE MGMT INC DEL Industrials 5 $1K 0.00% SOLD
59 XOM EXXON MOBIL CORP Energy 9 $1K 0.00% SOLD
60 LLY ELI LILLY & CO Healthcare 1 $1K 0.00% SOLD
Page 3 of 5  ·  97 positions
Sector Allocation
Technology 100.0%