Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Three Bridge Wealth Advisors, LLCInvestment ActivityThree Bridge Wealth Advisors, LLC has $271.08 million in total holdings as of September 30, 2024.Three Bridge Wealth Advisors, LLC owns shares of 87 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.90% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Three Bridge Wealth Advisors, LLC has purchased 91 new stocks and bought additional shares in 42 stocks.Three Bridge Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $45,649,739Coinbase Global $22,163,992SPDR S&P 500 ETF Trust $20,183,067Vanguard S&P 500 ETF $17,887,546Vanguard Total World Stock ETF $12,172,173 Largest New Holdings this Quarter Vanguard FTSE Europe ETF $272,100 HoldingConsumer Discretionary Select Sector SPDR Fund $205,780 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 7,741 shares (about $4.10M)iShares Russell Mid-Cap ETF 18,377 shares (about $1.62M)Invesco QQQ 3,147 shares (about $1.54M)iShares Russell 2000 ETF 5,325 shares (about $1.18M)iShares MSCI EAFE ETF 11,275 shares (about $942.93K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 30,099 shares (about $1.53M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 6,467 shares (about $651.15K)Walmart 4,368 shares (about $352.72K)Home Depot 436 shares (about $176.67K)Procter & Gamble 884 shares (about $153.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Bridge Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$45,649,739$342,392 ▲0.8%381,84616.8%ManufacturingCOINCoinbase Global$22,163,9920.0%124,3988.2%Business ServicesSPYSPDR S&P 500 ETF Trust$20,183,067$289,481 ▲1.5%35,0707.4%FinanceVOOVanguard S&P 500 ETF$17,887,546$4,097,399 ▲29.7%33,7946.6%ETFVTVanguard Total World Stock ETF$12,172,173$438,102 ▲3.7%101,6894.5%ETFIAUiShares Gold Trust$9,777,183$116,795 ▲1.2%196,7243.6%FinanceIWRiShares Russell Mid-Cap ETF$9,617,199$1,619,745 ▲20.3%109,1133.5%ETFQQQInvesco QQQ$9,001,058$1,538,053 ▲20.6%18,4173.3%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$8,079,059$109,817 ▼-1.3%194,4423.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$7,708,978$498,263 ▲6.9%161,1072.8%ETFGLDSPDR Gold Shares$7,497,186$150,697 ▲2.1%30,8452.8%FinanceMETAMeta Platforms$7,278,5750.0%12,7152.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,427,6320.0%17,1232.4%ETFEEMiShares MSCI Emerging Markets ETF$6,263,919$26,140 ▲0.4%136,5882.3%FinanceRBLXRoblox$5,589,5950.0%126,2902.1%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$3,670,939$942,928 ▲34.6%43,8951.4%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$3,515,755$1,533,234 ▼-30.4%69,0181.3%ETFIWMiShares Russell 2000 ETF$3,194,511$1,176,239 ▲58.3%14,4621.2%FinanceORCLOracle$3,099,746$41,748 ▼-1.3%18,1911.1%Computer and TechnologyAAPLApple$2,958,846$81,782 ▼-2.7%12,6991.1%Computer and TechnologyNVDANVIDIA$2,625,7490.0%21,6201.0%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$2,589,664$226,430 ▲9.6%63,7381.0%ETFGOOGLAlphabet$2,496,872$4,644 ▼-0.2%15,0550.9%Computer and TechnologyMSFTMicrosoft$2,485,843$171,259 ▲7.4%5,7770.9%Computer and TechnologyRTXRTX$2,453,248$110,134 ▼-4.3%20,2480.9%AerospaceULUnilever$2,243,848$113,810 ▼-4.8%34,5420.8%Consumer StaplesMAPLEBEAR INC$2,242,3700.0%55,0410.8%COMBRK.BBerkshire Hathaway$2,217,533$18,410 ▲0.8%4,8180.8%FinanceDISWalt Disney$2,123,699$429,588 ▲25.4%22,0780.8%Consumer DiscretionaryGTLBGitLab$1,884,9210.0%36,5720.7%Computer and TechnologyMDTMedtronic$1,641,518$113,214 ▲7.4%18,0950.6%MedicalPLTRPalantir Technologies$1,607,8210.0%43,2210.6%Business ServicesPANWPalo Alto Networks$1,530,9220.0%4,4790.6%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,509,5080.0%18,2000.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,491,705$651,155 ▼-30.4%14,8150.6%ETFNVONovo Nordisk A/S$1,477,421$34,054 ▼-2.3%12,4080.5%MedicalJNJJohnson & Johnson$1,240,083$52,345 ▲4.4%7,6520.5%MedicalPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,238,312$1,720 ▲0.1%23,7540.5%ETFGDGeneral Dynamics$1,234,185$26,594 ▼-2.1%4,0840.5%AerospaceNKENIKE$1,012,116$35,237 ▲3.6%11,4030.4%Consumer DiscretionaryHDHome Depot$1,002,465$176,667 ▼-15.0%2,4740.4%Retail/WholesaleVVisa$978,547$23,096 ▼-2.3%3,5590.4%Business ServicesVOEVanguard Mid-Cap Value ETF$960,643$92,560 ▲10.7%5,7290.4%ETFINTUIntuit$907,2810.0%1,4610.3%Computer and TechnologyACNAccenture$878,044$2,828 ▲0.3%2,4840.3%Computer and TechnologyBNDXVanguard Total International Bond ETF$865,721$29,313 ▲3.5%17,2180.3%ETFSBUXStarbucks$842,996$33,049 ▲4.1%8,6470.3%Retail/WholesaleCMFiShares California Muni Bond ETF$798,431$134,525 ▲20.3%13,7400.3%ETFWMTWalmart$794,822$352,716 ▼-30.7%9,8430.3%Retail/WholesaleDEODiageo$768,389$50,246 ▲7.0%5,3830.3%Consumer StaplesADBEAdobe$718,161$2,589 ▲0.4%1,3870.3%Computer and TechnologyCHRWC.H. Robinson Worldwide$709,781$3,774 ▲0.5%6,3950.3%TransportationCSCOCisco Systems$602,388$10,697 ▼-1.7%11,3190.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$538,596$264 ▲0.0%4,0830.2%ManufacturingPEPPepsiCo$538,378$133,319 ▼-19.8%3,1660.2%Consumer StaplesCOSTCostco Wholesale$508,8620.0%5740.2%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$508,558$9,548 ▲1.9%6,0720.2%ETFVEAVanguard FTSE Developed Markets ETF$480,157$687 ▲0.1%9,0920.2%ETFVVVanguard Large-Cap ETF$479,3210.0%1,8150.2%ETFBIIBBiogen$473,745$3,489 ▲0.7%2,4440.2%MedicalVIGVanguard Dividend Appreciation ETF$467,602$2,387 ▲0.5%2,3510.2%ETFSCHFSchwab International Equity ETF$462,738$164 ▲0.0%11,2530.2%ETFWDAYWorkday$452,6470.0%1,8520.2%Computer and TechnologyWEAVWeave Communications$401,5620.0%31,3720.1%Computer and TechnologyPGProcter & Gamble$382,945$153,109 ▼-28.6%2,2110.1%Consumer StaplesBDXBecton, Dickinson and Company$369,1240.0%1,5310.1%MedicalJPMJPMorgan Chase & Co.$324,7240.0%1,5400.1%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$323,319$83,754 ▲35.0%3,4550.1%ETFGSThe Goldman Sachs Group$318,8510.0%6440.1%FinanceIWNiShares Russell 2000 Value ETF$303,5820.0%1,8200.1%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$302,990$26,982 ▲9.8%14,0930.1%ETFXLKTechnology Select Sector SPDR Fund$279,4910.0%1,2380.1%ETFVGKVanguard FTSE Europe ETF$272,100$272,100 ▲New Holding3,8270.1%ETFGOVTiShares U.S. Treasury Bond ETF$269,534$13,484 ▲5.3%11,4940.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$267,416$8,439 ▲3.3%4,6580.1%ETFKOCoca-Cola$262,578$16,429 ▼-5.9%3,6280.1%Consumer StaplesCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$261,251$19,355 ▲8.0%10,0830.1%ManufacturingSCHBSchwab US Broad Market ETF$254,791$599 ▲0.2%3,8300.1%ETFPECOPhillips Edison & Company, Inc.$235,6100.0%6,2310.1%FinanceBSVVanguard Short-Term Bond ETF$222,611$1,889 ▲0.9%2,8290.1%ETFNVDLGraniteShares 2x Long NVDA Daily ETF$217,7470.0%3,7420.1%ETFBACBank of America$214,2720.0%5,4000.1%FinanceXLCCommunication Services Select Sector SPDR Fund$213,706$2,079 ▲1.0%2,3640.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$205,780$205,780 ▲New Holding1,0270.1%FinanceGOOGAlphabet$200,6280.0%1,2000.1%Computer and TechnologyMTTRMatterport$139,3650.0%30,9700.1%Business ServicesTLRYTilray$17,6000.0%10,0000.0%Consumer StaplesMMM3M$0$611,914 ▼-100.0%00.0%Multi-Sector ConglomeratesPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$0$283,672 ▼-100.0%00.0%ETFCRMSalesforce$0$271,498 ▼-100.0%00.0%Computer and TechnologyVOVanguard Mid-Cap ETF$0$270,977 ▼-100.0%00.0%ETFSCHWCharles Schwab$0$215,064 ▼-100.0%00.0%FinanceTMOThermo Fisher Scientific$0$208,075 ▼-100.0%00.0%MedicalShowing 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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