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Bridge Advisory

Latest statistics and disclosures from Bridge Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are SHV, EMLC, PHYS, PSLV, DFAU, and represent 28.44% of Bridge Advisory's stock portfolio.
Added to shares of these 10 stocks: SHV (+$9.1M), MINT, IUSV, FEMB, XME, IJH, COWZ, SPDW, SCHG, XLV.
Started 10 new stock positions in META, PPA, JEPQ, AMAT, V, XLV, HON, FEMB, EPI, AMD.
Reduced shares in these 10 stocks: TIP, , ELD, , PHYS, EDV, GDX, EMLC, PSLV, REMX.
Sold out of its positions in ADBE, PDT, RFV, TLT, QQQX, PCN, ZROZ, NOBL, SPYV, SCHW. XLRE, REMX, EDV, VMBS, ERH, USFR.
Bridge Advisory was a net seller of stock by $-3.1M.
Bridge Advisory has $202M in assets under management (AUM), dropping by 1.06%.
Central Index Key (CIK): 0001847956

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Portfolio Holdings for Bridge Advisory

Bridge Advisory holds 101 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Short Treas Bd (SHV)	8.6	$17M	+109%	157k	110.54	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	6.8	$14M	-11%	556k	24.51	View chart
Sprott Physical Gold Tr Unit (PHYS)	5.5	$11M	-18%	645k	17.30	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	3.9	$7.8M	-16%	939k	8.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.7	$7.4M		203k	36.54	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.9	$5.9M	-23%	186k	31.62	View chart
Apple (AAPL)	2.9	$5.8M	-5%	34k	171.48	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.6	$5.2M	+2088%	52k	100.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.6	$5.2M	+83%	57k	90.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$5.1M	+55%	88k	58.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.4	$4.8M	+52%	134k	35.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$4.6M		8.8k	523.06	View chart
Proshares Tr K1 Fre Crd Oil (OILK)	2.1	$4.3M	-17%	89k	47.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$4.2M	+48%	45k	92.72	View chart
Ishares Tr Tips Bd Etf (TIP)	1.8	$3.6M	-58%	33k	107.41	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.7	$3.4M	-44%	123k	27.38	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.6	$3.3M	-12%	78k	41.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$3.2M	-17%	6.1k	525.71	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	1.5	$3.1M	-21%	148k	20.72	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	1.5	$3.0M	+31%	635k	4.75	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.4	$2.9M	+10%	58k	49.16	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.2	$2.5M	+401%	41k	60.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$2.5M	+282%	41k	60.74	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	1.1	$2.3M	NEW	80k	28.17	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.1	$2.3M		95k	23.72	View chart
First Tr Value Line Divid In SHS (FVD)	1.1	$2.2M	-12%	53k	42.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$2.2M	-4%	73k	30.22	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.1	$2.1M	-25%	55k	38.74	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.0	$2.1M	-18%	66k	31.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$2.0M	-6%	35k	57.86	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	1.0	$2.0M	-20%	85k	22.97	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.0	$1.9M	+100%	37k	52.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.9M	-8%	17k	110.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$1.9M	+62%	52k	36.19	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.9	$1.9M		14k	131.24	View chart
Exxon Mobil Corporation (XOM)	0.9	$1.9M		16k	116.24	View chart
Microsoft Corporation (MSFT)	0.9	$1.8M	-2%	4.3k	420.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$1.7M	+62%	6.5k	260.71	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$1.7M	-18%	25k	65.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$1.7M	-12%	35k	47.04	View chart
Amazon (AMZN)	0.8	$1.6M		8.9k	180.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$1.4M	+54%	18k	80.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.7	$1.3M	+10%	24k	55.53	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.6	$1.2M	-5%	12k	102.10	View chart
NVIDIA Corporation (NVDA)	0.6	$1.2M	-17%	1.3k	903.71	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$1.2M	-7%	28k	41.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.2M	+53%	17k	68.80	View chart
Walt Disney Company (DIS)	0.6	$1.1M	+2%	9.4k	122.36	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.6	$1.1M	+49%	32k	35.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.1M		6.7k	158.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.0M	NEW	7.0k	147.72	View chart
Costco Wholesale Corporation (COST)	0.5	$1.0M		1.4k	732.44	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.5	$990k	+52%	20k	50.12	View chart
Northrop Grumman Corporation (NOC)	0.5	$989k		2.1k	478.71	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.5	$984k	NEW	9.7k	101.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$921k	-15%	6.1k	150.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.5	$921k	-24%	25k	36.33	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.5	$917k	-30%	24k	38.71	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.5	$917k	-25%	36k	25.62	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.4	$884k	-26%	16k	56.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$860k		35k	24.72	View chart
Ishares Tr Global Tech Etf (IXN)	0.4	$842k	-11%	11k	74.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$831k	-4%	10k	81.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.4	$822k	-29%	19k	42.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$658k	-5%	7.4k	89.50	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$626k	-33%	13k	48.77	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$606k	NEW	14k	43.56	View chart
Honeywell International (HON)	0.3	$568k	NEW	2.8k	205.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$567k		3.7k	152.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$525k		1.2k	420.52	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.2	$468k		19k	25.34	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$436k		11k	41.25	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.2	$427k	-65%	7.7k	55.56	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$423k	-14%	4.0k	105.28	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$411k		8.9k	46.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$408k		2.2k	182.64	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$398k		2.2k	183.85	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$376k		17k	22.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$351k	-24%	3.7k	93.72	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$347k	-17%	5.4k	64.26	View chart
Boeing Company (BA)	0.2	$342k		1.8k	192.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$338k		760.00	444.07	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$331k	-9%	3.5k	94.42	View chart
UnitedHealth (UNH)	0.2	$307k	+13%	621.00	495.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$307k	NEW	5.7k	54.24	View chart
Caterpillar (CAT)	0.2	$303k		827.00	366.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$293k	-6%	4.0k	72.63	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$287k		2.3k	125.98	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$277k	-74%	14k	20.54	View chart
Meta Platforms Cl A (META)	0.1	$268k	NEW	552.00	485.81	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$257k	-32%	6.2k	41.25	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$247k	-13%	7.7k	31.99	View chart
Johnson & Johnson (JNJ)	0.1	$244k		1.5k	158.16	View chart
Edison International (EIX)	0.1	$241k		3.4k	70.72	View chart
Amgen (AMGN)	0.1	$229k	-15%	805.00	284.38	View chart
Visa Com Cl A (V)	0.1	$228k	NEW	818.00	279.08	View chart
Cemex Sab De Cv Spon Adr New (CX)	0.1	$225k		25k	9.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$225k	-26%	2.0k	115.31	View chart
Advanced Micro Devices (AMD)	0.1	$224k	NEW	1.2k	180.49	View chart
Applied Materials (AMAT)	0.1	$221k	NEW	1.1k	206.17	View chart
Iveda Solutions Com New (IVDA)	0.0	$11k	-50%	13k	0.90	View chart

Past Filings by Bridge Advisory

SEC 13F filings are viewable for Bridge Advisory going back to 2020

Bridge Advisory 2024 Q1 filed April 16, 2024
Bridge Advisory 2023 Q4 filed Jan. 17, 2024
Bridge Advisory 2023 Q3 filed Oct. 20, 2023
Bridge Advisory 2023 Q2 filed July 17, 2023
Bridge Advisory 2023 Q1 filed April 14, 2023
Bridge Advisory 2022 Q4 filed Jan. 17, 2023
Bridge Advisory 2022 Q3 filed Oct. 17, 2022
Bridge Advisory 2022 Q2 filed July 13, 2022
Bridge Advisory 2022 Q1 filed April 18, 2022
Bridge Advisory 2021 Q4 filed Jan. 19, 2022
Bridge Advisory 2021 Q3 filed Oct. 29, 2021
Bridge Advisory 2021 Q2 restated filed Aug. 30, 2021
Bridge Advisory 2021 Q2 filed Aug. 2, 2021
Bridge Advisory 2021 Q1 filed May 6, 2021
Bridge Advisory 2020 Q4 filed Feb. 26, 2021

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