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| Name: |
Three Bridge Wealth Advisors LLC |
| City: |
PORTOLA VALLEY |
| State: |
CA |
| Zip: |
94028 |
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data |
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| Holdings
Found :
21 |
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Menu
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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 |
|
GTLB |
Gitlab Inc. |
6 |
- |
$52.94 |
$8,092,000 |
128,532 |
2.8% |
2,280,000 |
0 |
0.141 |
N/A |
|
|
DNA |
Ginkgo Bioworks Holdings, Inc |
30 |
- |
$0.89 |
$1,409,000 |
833,802 |
0.49% |
-100,000 |
0 |
0.063 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
34 |
- |
$73.15 |
$1,184,000 |
18,200 |
0.41% |
105,000 |
0 |
0.001 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
40 |
- |
$904.12 |
$1,071,000 |
2,162 |
0.37% |
131,000 |
0 |
0 |
Semiconductor - Speci... |
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INTU |
Intuit Inc |
41 |
- |
$632.43 |
$1,023,000 |
1,636 |
0.35% |
187,000 |
0 |
0.001 |
Application Software |
|
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PLTR |
Palantir Technologies Inc |
47 |
- |
$21.56 |
$742,000 |
43,221 |
0.26% |
50,000 |
0 |
0.003 |
N/A |
|
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GOOG |
Alphabet Inc |
48 |
- |
$171.16 |
$741,000 |
5,260 |
0.26% |
47,000 |
0 |
0 |
Search Engines & Info... |
|
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WDAY |
Workday, Inc. |
61 |
- |
$249.63 |
$511,000 |
1,852 |
0.18% |
113,000 |
0 |
0.001 |
Application Software |
|
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VIG |
Vanguard Dividend Appreciat... |
66 |
- |
$179.14 |
$399,000 |
2,340 |
0.14% |
34,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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VV |
Vanguard Large Cap VIPERS |
67 |
- |
$237.29 |
$396,000 |
1,815 |
0.14% |
41,000 |
0 |
0.001 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
68 |
- |
$763.41 |
$387,000 |
574 |
0.13% |
63,000 |
0 |
0 |
Discount, Variety Stores |
|
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WEAV |
Weave Communications, Inc. |
69 |
- |
$0.00 |
$360,000 |
31,372 |
0.12% |
104,000 |
0 |
0.049 |
N/A |
|
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JPM |
JP Morgan Chase & Co |
71 |
- |
$195.65 |
$347,000 |
2,040 |
0.12% |
51,000 |
0 |
0 |
Domestic Money Center... |
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TMO |
Thermo Fisher Scientific |
74 |
- |
$573.64 |
$319,000 |
601 |
0.11% |
15,000 |
0 |
0 |
Medical Laboratories ... |
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CRM |
Salesforce.com Inc |
76 |
- |
$278.97 |
$278,000 |
1,056 |
0.1% |
64,000 |
0 |
0.002 |
Internet Software & S... |
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IWN |
iShares Russell 2000 Value |
77 |
- |
$155.37 |
$278,000 |
1,790 |
0.1% |
34,000 |
0 |
0 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
79 |
- |
$243.59 |
$259,000 |
1,115 |
0.09% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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VGT |
Vanguard I T VIPERS |
81 |
- |
$515.42 |
$248,000 |
513 |
0.09% |
35,000 |
0 |
0 |
Closed - End Fund - E... |
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GS |
Goldman Sachs Group Inc |
82 |
- |
$446.95 |
$248,000 |
644 |
0.09% |
40,000 |
0 |
0 |
Investment Brokerage ... |
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PHEC |
Phillips Edison & Company, Inc |
86 |
- |
$36.00 |
$228,000 |
6,231 |
0.08% |
18,000 |
0 |
0.007 |
N/A |
|
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TLRY |
Tilray Inc |
92 |
- |
$1.95 |
$23,000 |
10,000 |
0.01% |
-1,000 |
0 |
0.009 |
N/A |
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