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  Name: Beacon Bridge Wealth Partners LLC
  City: CONSHOHOCKEN
  State: PA
  Zip: 19428
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,768,000
  Total Value Change : $11,386,000
  Securities Held Change : -14
   
All Securities Held : 92
  New Positions : 9
  Closed Positions : 23
  Increased Positions : 34
  Unchanged Positions : 11
  Decreased Positions : 38

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 14 New $45.79 $4,302,000 96,894 2.03% 4,302,000 96,894 1.077    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 20 New $0.00 $3,480,000 66,342 1.64% 3,480,000 66,342 0.074    N/A
   (TLO)1 Year Chart         TLO Talon Metals Corp 47 New $27.10 $955,000 34,165 0.45% 955,000 34,165 0.006    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 49 New $49.56 $757,000 15,095 0.36% 757,000 15,095 0.001    Closed - End Fund - F...
   (IGRO)1 Year Chart         IGRO Ishares International Divid... 78 New $0.00 $302,000 4,481 0.14% 302,000 4,481 0.05    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 80 New $122.33 $300,000 2,385 0.14% 300,000 2,385 0    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 83 New $101.54 $254,000 2,075 0.12% 254,000 2,075 0    Entertainment - Diver...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 87 New $413.72 $226,000 538 0.11% 226,000 538 0    Property & Casualty I...
   (FIS)1 Year Chart         FIS Fidelity National Information 90 New $77.51 $219,000 2,952 0.1% 219,000 2,952 0    Business Services

      9 Records Found
  1    
Page 1 of 1
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