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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 :
11 |
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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 |
|
FISV |
Fiserv Inc |
39 |
- |
$150.34 |
$1,301,000 |
8,139 |
0.61% |
220,000 |
0 |
0.001 |
Business Software & S... |
|
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GOOGL |
Alphabet Inc |
54 |
- |
$174.99 |
$657,000 |
4,351 |
0.31% |
49,000 |
0 |
0 |
Search Engines & Info... |
|
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AVGO |
Broadcom Limited |
56 |
- |
$1,407.84 |
$608,000 |
459 |
0.29% |
96,000 |
0 |
0 |
Semiconductor- Broad... |
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PG |
Procter & Gamble Co |
58 |
- |
$165.33 |
$542,000 |
3,339 |
0.26% |
53,000 |
0 |
0 |
Cleaning Products |
|
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SPGI |
S&P Global Inc |
64 |
- |
$438.24 |
$483,000 |
1,134 |
0.23% |
-16,000 |
0 |
0 |
Publishing |
|
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JNJ |
Johnson & Johnson |
69 |
- |
$146.97 |
$375,000 |
2,369 |
0.18% |
4,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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V |
Visa Inc |
75 |
- |
$274.49 |
$330,000 |
1,183 |
0.16% |
22,000 |
0 |
0 |
Business Services |
|
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BMY |
Bristol-Myers Squibb Co |
79 |
- |
$41.24 |
$300,000 |
5,527 |
0.14% |
16,000 |
0 |
0 |
Drug Manufacturers - ... |
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ZTS |
Zoetis Inc. |
84 |
- |
$170.07 |
$244,000 |
1,441 |
0.12% |
-40,000 |
0 |
0 |
Drugs - Generic |
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EFA |
iShares TR MSCI EAFE Indx FD |
86 |
- |
$81.05 |
$231,000 |
2,890 |
0.11% |
13,000 |
0 |
0 |
Closed - End Fund - E... |
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
85 |
- |
$46.96 |
$231,000 |
4,864 |
0.11% |
-1,000 |
0 |
0.005 |
Closed - End Fund - E... |
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