Portfolio (Quarterly)
Guide ↗
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
· CIK 0002056071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 26 | $1K | 0.00% | SOLD |
| 62 | ATO | ATMOS ENERGY CORP | Utilities | 6 | $1K | 0.00% | SOLD |
| 63 | JPEF | J P MORGAN EXCHANGE TRADED F | — | 13 | $971.0 | 0.00% | SOLD |
| 64 | VTWG | VANGUARD SCOTTSDALE FDS | — | 4 | $944.0 | 0.00% | SOLD |
| 65 | MCD | MCDONALDS CORP | Consumer Cyclical | 3 | $917.0 | 0.00% | SOLD |
| 66 | DCI | DONALDSON INC | Industrials | 10 | $887.0 | 0.00% | SOLD |
| 67 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1 | $879.0 | 0.00% | SOLD |
| 68 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1 | $863.0 | 0.00% | SOLD |
| 69 | NVS | NOVARTIS AG | Healthcare | 5 | $690.0 | — | SOLD |
| 70 | EJUL | INNOVATOR ETFS TRUST | — | 23 | $682.0 | — | SOLD |
| 71 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 9 | $644.0 | — | SOLD |
| 72 | MRK | MERCK & CO INC | Healthcare | 6 | $632.0 | — | SOLD |
| 73 | BBY | BEST BUY INC | Consumer Cyclical | 9 | $603.0 | — | SOLD |
| 74 | COWZ | PACER FDS TR | — | 10 | $602.0 | — | SOLD |
| 75 | HON | HONEYWELL INTL INC | Industrials | 3 | $586.0 | — | SOLD |
| 76 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 4 | $574.0 | — | SOLD |
| 77 | ROL | ROLLINS INC | Consumer Cyclical | 9 | $541.0 | — | SOLD |
| 78 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1 | $469.0 | — | SOLD |
| 79 | DFCF | DIMENSIONAL ETF TRUST | — | 11 | $469.0 | — | SOLD |
| 80 | DLR | DIGITAL RLTY TR INC | Real Estate | 3 | $465.0 | — | SOLD |
Sector Allocation
Technology
100.0%