HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SHV) |
156,651 | +81,895 | $17,316 |
| SHV | 156,651 | +81,895 | $17,316 |
| VANECK ETF TRUST (EMLC) |
556,288 | -74,254 | $13,635 |
| EMLC | 556,288 | -74,254 | $13,635 |
| SPROTT PHYSICAL GOLD TR |
645,284 | -148,895 | $11,163 |
| PHYS | 645,284 | -148,895 | $11,163 |
| SPROTT PHYSICAL SILVER TR |
938,711 | -181,413 | $7,782 |
| PSLV | 938,711 | -181,413 | $7,782 |
| DIMENSIONAL ETF TRUST (DFAU) |
202,741 | +1,055 | $7,408 |
| DFAU | 202,741 | +1,055 | $7,408 |
| VANECK ETF TRUST (GDX) |
185,594 | -58,225 | $5,868 |
| GDX | 185,594 | -58,225 | $5,868 |
| APPLE INC |
33,562 | -1,802 | $5,755 |
| AAPL | 33,562 | -1,802 | $5,755 |
| PIMCO ETF TR (MINT) |
52,046 | +49,668 | $5,233 |
| MINT | 52,046 | +49,668 | $5,233 |
| ISHARES TR (IUSV) |
57,266 | +26,060 | $5,179 |
| IUSV | 57,266 | +26,060 | $5,179 |
| PACER FDS TR |
87,703 | +31,134 | $5,096 |
| COWZ | 87,703 | +31,134 | $5,096 |
| SPDR INDEX SHS FDS (SPDW) |
133,748 | +46,089 | $4,794 |
| SPDW | 133,748 | +46,089 | $4,794 |
| SPDR S&P 500 ETF TR (SPY) |
8,789 | +115 | $4,597 |
| SPY | 8,789 | +115 | $4,597 |
| PROSHARES TR (OILK) |
89,260 | -19,577 | $4,261 |
| OILK | 89,260 | -19,577 | $4,261 |
| SCHWAB STRATEGIC TR |
45,260 | +14,778 | $4,196 |
| SCHG | 45,260 | +14,778 | $4,196 |
| ISHARES TR (TIP) |
33,342 | -46,070 | $3,581 |
| TIP | 33,342 | -46,070 | $3,581 |
| WISDOMTREE TR |
122,862 | -99,478 | $3,364 |
| ELD | 122,862 | -99,478 | $3,364 |
| WISDOMTREE TR |
77,824 | -11,514 | $3,256 |
| DEM | 77,824 | -11,514 | $3,256 |
| ISHARES TR (IVV) |
6,067 | -1,263 | $3,189 |
| IVV | 6,067 | -1,263 | $3,189 |
| INVESCO DB MULTI SECTOR COMM |
148,320 | -39,739 | $3,073 |
| DBE | 148,320 | -39,739 | $3,073 |
| MORGAN STANLEY EMERGING MKTS |
635,124 | +153,121 | $3,017 |
| EDD | 635,124 | +153,121 | $3,017 |
| PACER FDS TR |
58,355 | +5,527 | $2,869 |
| CALF | 58,355 | +5,527 | $2,869 |
| SPDR SER TR (XME) |
41,033 | +32,843 | $2,473 |
| XME | 41,033 | +32,843 | $2,473 |
| ISHARES TR (IJH) |
40,624 | +30,008 | $2,467 |
| IJH | 40,624 | +30,008 | $2,467 |
| FIRST TR EXCH TRADED FD III (FEMB) |
80,397 | +80,397 | $2,265 |
| FEMB | 80,397 | +80,397 | $2,265 |
| FIRST TR EXCHANGE TRAD FD VI (FTGC) |
95,275 | -803 | $2,260 |
| FTGC | 95,275 | -803 | $2,260 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
53,119 | -7,651 | $2,243 |
| FVD | 53,119 | -7,651 | $2,243 |
| DIMENSIONAL ETF TRUST (DFAI) |
73,052 | -3,482 | $2,208 |
| DFAI | 73,052 | -3,482 | $2,208 |
| VANECK ETF TRUST (GDXJ) |
54,712 | -18,897 | $2,120 |
| GDXJ | 54,712 | -18,897 | $2,120 |
| PACER FDS TR |
65,467 | -14,400 | $2,092 |
| ICOW | 65,467 | -14,400 | $2,092 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
34,613 | -2,484 | $2,003 |
| JEPI | 34,613 | -2,484 | $2,003 |
| INVESCO DB COMMDY INDX TRCK |
85,181 | -22,533 | $1,957 |
| DBC | 85,181 | -22,533 | $1,957 |
| SCHWAB STRATEGIC TR |
37,253 | +18,642 | $1,943 |
| SCHP | 37,253 | +18,642 | $1,943 |
| ISHARES TR (IJR) |
17,339 | -1,704 | $1,916 |
| IJR | 17,339 | -1,704 | $1,916 |
| SPDR INDEX SHS FDS (SPEM) |
51,990 | +19,935 | $1,882 |
| SPEM | 51,990 | +19,935 | $1,882 |
| SPDR SER TR (SDY) |
14,311 | +78 | $1,878 |
| SDY | 14,311 | +78 | $1,878 |
| EXXON MOBIL CORP |
16,151 | +58 | $1,877 |
| XOM | 16,151 | +58 | $1,877 |
| MICROSOFT CORP |
4,333 | -125 | $1,823 |
| MSFT | 4,333 | -125 | $1,823 |
| VANGUARD INDEX FDS (VBK) |
6,515 | +2,518 | $1,699 |
| VBK | 6,515 | +2,518 | $1,699 |
| AMERICAN CENTY ETF TR (AVDV) |
25,224 | -5,819 | $1,661 |
| AVDV | 25,224 | -5,819 | $1,661 |
| DIMENSIONAL ETF TRUST (DFSD) |
35,097 | -5,226 | $1,651 |
| DFSD | 35,097 | -5,226 | $1,651 |
| AMAZON COM INC |
8,927 | UNCH | $1,610 |
| AMZN | 8,927 | UNCH | $1,610 |
| SCHWAB STRATEGIC TR |
17,877 | +6,309 | $1,441 |
| SCHD | 17,877 | +6,309 | $1,441 |
| INVESCO EXCH TRADED FD TR II (CGW) |
24,185 | +2,385 | $1,343 |
| CGW | 24,185 | +2,385 | $1,343 |
| FIRST TR EXCHANGE TRADED FD (FIW) |
12,131 | -712 | $1,239 |
| FIW | 12,131 | -712 | $1,239 |
| NVIDIA CORPORATION |
1,335 | -285 | $1,206 |
| NVDA | 1,335 | -285 | $1,206 |
| DIMENSIONAL ETF TRUST (DFCF) |
27,964 | -2,323 | $1,173 |
| DFCF | 27,964 | -2,323 | $1,173 |
| VANGUARD WHITEHALL FDS (VYMI) |
16,831 | +5,901 | $1,158 |
| VYMI | 16,831 | +5,901 | $1,158 |
| DISNEY WALT CO |
9,361 | +246 | $1,145 |
| DIS | 9,361 | +246 | $1,145 |
| PACER FDS TR |
31,802 | +10,496 | $1,138 |
| QDPL | 31,802 | +10,496 | $1,138 |
| ISHARES TR (IWN) |
6,731 | +24 | $1,069 |
| IWN | 6,731 | +24 | $1,069 |
See Full List: All Stocks Held By Bridge Advisory LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bridge Advisory LLC
|
Size ($ in 1000's)
At 03/31/2024: $201,516 At 12/31/2023: $199,405 Bridge Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bridge Advisory LLC 13F filings. Link to 13F filings: SEC filings |
