Bridgeport Financial Solutions, LLC Top Holdings and 13F Report (2025) About Bridgeport Financial Solutions, LLCInvestment ActivityBridgeport Financial Solutions, LLC has $220.89 million in total holdings as of December 31, 2024.Bridgeport Financial Solutions, LLC owns shares of 161 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $30,525,504Berkshire Hathaway $9,608,125Vanguard S&P 500 ETF $8,642,704iShares MSCI USA Min Vol Factor ETF $7,605,870Putnam Focused Large Cap Value ETF $7,438,980 Sector AllocationMap of 500 Largest Holdings ofBridgeport Financial Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$30,525,50451,93413.8%ETFBRK.BBerkshire Hathaway$9,608,12519,1244.3%FinanceVOOVanguard S&P 500 ETF$8,642,70416,0653.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,605,87081,5123.4%ETFPVALPutnam Focused Large Cap Value ETF$7,438,980193,6733.4%ETFAAPLApple$7,331,29430,8953.3%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$5,113,72787,1462.3%ETFMSFTMicrosoft$4,525,53711,5292.0%Computer and TechnologyVXUSVanguard Total International Stock ETF$4,346,39269,8552.0%ETFVUGVanguard Growth ETF$3,979,1399,9831.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,931,59776,7891.8%ETFVBVanguard Small-Cap ETF$3,912,94016,6351.8%ETFQUALiShares MSCI USA Quality Factor ETF$3,678,47020,5571.7%ETFIVWiShares S&P 500 Growth ETF$3,511,16035,3451.6%ETFSPYSPDR S&P 500 ETF Trust$3,417,1925,8411.5%FinanceVEAVanguard FTSE Developed Markets ETF$3,355,68965,7591.5%ETFVIGVanguard Dividend Appreciation ETF$3,329,36816,6181.5%ETFIYWiShares U.S. Technology ETF$2,992,11019,6621.4%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$2,806,88621,9241.3%ETFEFViShares MSCI EAFE Value ETF$2,771,54548,3101.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,547,08133,7501.2%ETFIVEiShares S&P 500 Value ETF$2,408,93912,3801.1%ETFIAUiShares Gold Trust$2,294,90242,3411.0%FinanceNVDANVIDIA$2,233,38618,5881.0%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$2,089,33220,0380.9%ETFAMZNAmazon.com$2,016,3359,6600.9%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$2,004,49219,5810.9%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,918,44019,1580.9%ETFIJRiShares Core S&P Small-Cap ETF$1,880,37216,9650.9%ETFIUSBiShares Core Total USD Bond Market ETF$1,790,81838,8970.8%ManufacturingWPCW. P. Carey$1,767,19127,5220.8%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,694,45667,2670.8%ETFEFGiShares MSCI EAFE Growth ETF$1,683,92016,4590.8%ETFRTXRTX$1,573,94112,0590.7%AerospaceMETAMeta Platforms$1,512,1032,2970.7%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,473,20327,2060.7%ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$1,410,93362,7360.6%ETFJCPBJPMorgan Core Plus Bond ETF$1,398,29629,7320.6%ETFOEFiShares S&P 100 ETF$1,386,4634,8630.6%ETFCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$1,340,21719,1730.6%ManufacturingGOOGLAlphabet$1,320,5507,8370.6%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$1,207,96126,9270.5%ETFVXFVanguard Extended Market ETF$1,204,1846,4960.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,197,20814,6450.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,094,18619,8690.5%ManufacturingJ P MORGAN EXCHANGE TRADED F$1,062,68315,9850.5%EQUITY FOCUS ETFISHARES BITCOIN TRUST ETF$1,035,49721,8690.5%SHS BEN INTHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,029,56839,5990.5%ETFVTVVanguard Value ETF$1,000,8795,6970.5%ETFCWBSPDR Bloomberg Convertible Securities ETF$964,79512,2610.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$942,84711,9700.4%ETFMCDMcDonald's$925,2252,9850.4%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$905,6654,2230.4%ETFJPMJPMorgan Chase & Co.$871,0783,3630.4%FinanceLOWLowe's Companies$866,2593,5290.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$840,27718,5490.4%ETFSBUXStarbucks$838,3777,3230.4%Retail/WholesaleIWMiShares Russell 2000 ETF$818,7123,8550.4%FinanceJIREJPMorgan International Research Enhanced Equity ETF$816,11012,8400.4%ETFVOVanguard Mid-Cap ETF$796,1382,9840.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$770,22431,9330.3%ETFHDHome Depot$766,8041,9650.3%Retail/WholesaleEFAiShares MSCI EAFE ETF$766,6389,4170.3%FinanceBRK.ABerkshire Hathaway$753,38010.3%FinanceHYDVanEck High Yield Muni ETF$749,37014,2930.3%ETFUNHUnitedHealth Group$719,7591,5360.3%MedicalIJHiShares Core S&P Mid-Cap ETF$718,45311,7300.3%ETFQQQInvesco QQQ$716,0971,4310.3%FinanceVVisa$706,5001,9860.3%Business ServicesBNDVanguard Total Bond Market ETF$705,4249,6170.3%ETFFIDELITY COVINGTON TRUST$702,51321,5030.3%ENHANCED LARGEIBDRiShares iBonds Dec 2026 Term Corporate ETF$663,78927,4520.3%ETFGOOGAlphabet$663,1263,8960.3%Computer and TechnologyDISWalt Disney$649,7275,8370.3%Consumer DiscretionaryBLACKROCK INC$646,6526840.3%COMCGGOCapital Group Global Growth Equity ETF$637,12621,6560.3%ETFBKNGBooking$635,0831290.3%Retail/WholesaleJBLJabil$617,5594,0070.3%Computer and TechnologyMRKMerck & Co., Inc.$613,3416,7710.3%MedicalMMM3M$613,1024,0730.3%Multi-Sector ConglomeratesAXPAmerican Express$597,3732,0310.3%FinanceKOCoca-Cola$582,1088,2140.3%Consumer StaplesIBDQiShares iBonds Dec 2025 Term Corporate ETF$573,44322,8100.3%ETFMSTRMicroStrategy$559,3172,3300.3%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$555,61026,8670.3%ETFFLOTiShares Floating Rate Bond ETF$547,56710,7240.2%ETFNVONovo Nordisk A/S$540,4906,0580.2%MedicalGLDSPDR Gold Shares$536,2182,0240.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$528,1095,3450.2%FinanceMUBiShares National Muni Bond ETF$517,9554,8220.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$512,86710,4010.2%ManufacturingBSCRInvesco BulletShares 2027 Corporate Bond ETF$510,95926,1360.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$501,50818,7060.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$484,58410,9490.2%ETFBUFRFT Vest Laddered Buffer ETF$480,21115,7240.2%ETFJNJJohnson & Johnson$466,3922,8490.2%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$441,78722,6790.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$439,82811,9130.2%ETFGILDGilead Sciences$432,9143,8660.2%MedicalEEMViShares MSCI Emerging Markets Min Vol Factor ETF$432,9147,4560.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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