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| Name: |
Beacon Bridge Wealth Partners LLC |
| City: |
CONSHOHOCKEN |
| State: |
PA |
| Zip: |
19428 |
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data |
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| Holdings
Found :
23 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MET |
MetLife Inc |
105 |
Closed |
$74.22 |
$0 |
0 |
0% |
-230,000 |
-3,475 |
0 |
Life & Health Insurance |
|
|
VCIT |
Vanguard Intermediate-Term |
111 |
Closed |
$79.76 |
$0 |
0 |
0% |
-221,000 |
-2,716 |
0 |
Closed - End Fund - Debt |
|
|
CMS |
CMS Energy Corp |
98 |
Closed |
$63.24 |
$0 |
0 |
0% |
-214,000 |
-3,688 |
0 |
Multi Utilities |
|
|
ILTB |
iShares Core Long Term US |
104 |
Closed |
$49.80 |
$0 |
0 |
0% |
-531,000 |
-10,095 |
0 |
Closed - End Fund - Debt |
|
|
IDV |
iShares Dow Jones EPAC Sele... |
110 |
Closed |
$0.00 |
$0 |
0 |
0% |
-228,000 |
-8,152 |
0 |
Closed - End Fund - E... |
|
|
GLW |
Corning Inc |
97 |
Closed |
$35.35 |
$0 |
0 |
0% |
-215,000 |
-7,056 |
0 |
Communication Equipment |
|
|
COP |
ConocoPhillips |
103 |
Closed |
$121.71 |
$0 |
0 |
0% |
-273,000 |
-2,355 |
0 |
Integrated Oil & Gas |
|
|
IEI |
iShares Barclays 3-7 Year T... |
109 |
Closed |
$114.82 |
$0 |
0 |
0% |
-218,000 |
-1,862 |
0 |
Closed - End Fund - E... |
|
|
SCHP |
Schwab U.S. Tips Etf |
96 |
Closed |
$51.85 |
$0 |
0 |
0% |
-216,000 |
-4,133 |
0 |
N/A |
|
|
IHI |
iShares Dow Jones US Medica... |
115 |
Closed |
$56.69 |
$0 |
0 |
0% |
-202,000 |
-3,737 |
0 |
Closed - End Fund - E... |
|
|
QCOM |
QUALCOMM Inc |
102 |
Closed |
$193.86 |
$0 |
0 |
0% |
-281,000 |
-1,942 |
0 |
Communication Equipment |
|
|
ISTB |
Ishares Core Short Term Us ... |
108 |
Closed |
$47.23 |
$0 |
0 |
0% |
-255,000 |
-5,371 |
0 |
N/A |
|
|
BKLN |
Powershares Senior Loan Por... |
95 |
Closed |
$21.22 |
$0 |
0 |
0% |
-225,000 |
-10,627 |
0 |
N/A |
|
|
O |
Realty Income Corp |
114 |
Closed |
$55.13 |
$0 |
0 |
0% |
-214,000 |
-3,728 |
0 |
REIT - Retail |
|
|
IRM |
Iron Mountain Inc |
101 |
Closed |
$81.79 |
$0 |
0 |
0% |
-206,000 |
-2,948 |
0 |
Business Services |
|
|
VICI |
Vici Properties Inc. |
107 |
Closed |
$30.38 |
$0 |
0 |
0% |
-247,000 |
-7,748 |
0 |
N/A |
|
|
MCD |
McDonalds Corp |
94 |
Closed |
$272.38 |
$0 |
0 |
0% |
-254,000 |
-858 |
0 |
Restaurants |
|
|
BIV |
Vanguard Intermediate-Term ... |
113 |
Closed |
$74.55 |
$0 |
0 |
0% |
-220,000 |
-2,879 |
0 |
Closed - End Fund - Debt |
|
|
WPC |
WP Carey & Co |
100 |
Closed |
$60.11 |
$0 |
0 |
0% |
-216,000 |
-3,332 |
0 |
Property Management |
|
|
DTE |
DTE Energy Co |
106 |
Closed |
$116.60 |
$0 |
0 |
0% |
-223,000 |
-2,023 |
0 |
Electric Utilities |
|
|
SBUX |
Starbucks Corp |
93 |
Closed |
$77.85 |
$0 |
0 |
0% |
-227,000 |
-2,369 |
0 |
Specialty Eateries |
|
|
TLH |
iShares Barclays 10-20 Year... |
112 |
Closed |
$102.16 |
$0 |
0 |
0% |
-217,000 |
-2,003 |
0 |
Closed - End Fund - E... |
|
|
SYY |
SYSCO Corp |
99 |
Closed |
$75.91 |
$0 |
0 |
0% |
-214,000 |
-2,931 |
0 |
Food Wholesale |
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