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BridgePort Financial Solutions

Latest statistics and disclosures from BridgePort Financial Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, PVAL, JCPB, VOO, DYNF, and represent 23.82% of BridgePort Financial Solutions's stock portfolio.
Added to shares of these 10 stocks: SHYG (+$6.3M), OEF, ULST, PFE, GOOG, PVAL, MSFT, GOOGL, FRME, AAPL.
Started 50 new stock positions in AMGN, TLH, FRME, INDB, FBTC, PG, LLY, XLE, PFEB, ULST.
Reduced shares in these 10 stocks: JPEF (-$5.5M), SPGP, IYW, IVV, EFG, QUAL, IUSB, EFV, CRWD, .
Sold out of its positions in MO, LCTU, CRWD, EBTC, TLT, IBDU, IBHH, JPEF, JD, KR. TMUS.
BridgePort Financial Solutions was a net buyer of stock by $52M.
BridgePort Financial Solutions has $372M in assets under management (AUM), dropping by 23.67%.
Central Index Key (CIK): 0002031775

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Portfolio Holdings for BridgePort Financial Solutions

BridgePort Financial Solutions holds 236 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.9	$33M	-2%	50k	669.29	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	4.0	$15M	+22%	346k	42.72	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.9	$15M	+12%	306k	47.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$13M	+2%	22k	612.39	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.5	$13M	+8%	220k	59.20	View chart
Apple (AAPL)	3.0	$11M	+18%	45k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$10M		20k	502.74	View chart
Microsoft Corporation (MSFT)	2.4	$8.7M	+43%	17k	517.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$8.7M		92k	95.14	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.0	$7.4M	+29%	118k	62.91	View chart
Ishares Tr S&p 100 Etf (OEF)	1.8	$6.8M	+228%	20k	332.84	View chart
NVIDIA Corporation (NVDA)	1.8	$6.7M	+22%	36k	186.58	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$6.3M	NEW	145k	43.30	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.4	$5.3M		71k	73.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$5.0M		69k	73.46	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$4.9M	-3%	10k	479.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.8M	+13%	7.3k	666.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$4.6M		18k	254.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$4.6M	+12%	144k	31.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$4.5M	+131%	19k	243.10	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$4.3M	+6%	59k	72.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$4.1M		68k	59.92	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$3.9M	+305%	16k	243.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$3.7M		25k	145.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$3.7M	-7%	30k	120.72	View chart
Amazon (AMZN)	1.0	$3.6M	+35%	16k	219.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$3.5M	-2%	16k	215.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$3.5M	-15%	51k	67.83	View chart
Pfizer (PFE)	0.9	$3.3M	+812%	131k	25.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$3.3M	-17%	17k	194.51	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.8	$3.1M	NEW	76k	40.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$3.0M		35k	84.83	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.9M	+10%	45k	65.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$2.9M		14k	206.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$2.8M	+14%	85k	33.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$2.7M	+8%	23k	118.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.6M	-27%	13k	195.86	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	0.7	$2.5M	+10%	82k	30.60	View chart
Meta Platforms Cl A (META)	0.6	$2.3M	+35%	3.1k	734.27	View chart
First Merchants Corporation (FRME)	0.6	$2.1M	NEW	56k	37.70	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$2.1M	+3%	21k	100.23	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.1M		12k	167.33	View chart
Wp Carey (WPC)	0.5	$1.9M		28k	67.57	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$1.9M		18k	103.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.8M	+26%	21k	84.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$1.7M	-5%	7.8k	222.17	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.5	$1.7M		66k	25.52	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.7M	+28%	15k	112.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.6M	NEW	7.5k	209.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$1.6M	+5%	24k	65.00	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$1.5M	+27%	30k	51.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.5M	+75%	2.6k	600.45	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.4M	-2%	7.8k	182.42	View chart
International Business Machines (IBM)	0.4	$1.4M	+29%	5.0k	282.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.4M	+6%	17k	79.93	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.4	$1.4M		19k	73.79	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.4M	+5%	30k	46.24	View chart
Jabil Circuit (JBL)	0.4	$1.3M	+54%	6.2k	217.15	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$1.3M	-34%	29k	46.71	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.3M	+16%	4.2k	315.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$1.3M		6.3k	209.33	View chart
Visa Com Cl A (V)	0.3	$1.3M	+92%	3.8k	341.37	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.3	$1.3M	-7%	57k	22.49	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.2M	+146%	35k	34.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$1.2M	+18%	32k	37.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M		12k	93.37	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.3	$1.1M	+6%	12k	90.50	View chart
Home Depot (HD)	0.3	$1.1M	+20%	2.7k	405.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.1M	+3%	11k	100.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.1M	-2%	3.0k	355.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.1M	+4%	3.6k	293.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.1M		5.7k	186.50	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.3	$1.0M	+31%	21k	49.84	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$1.0M	-58%	9.1k	113.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.0M	+3%	3.9k	256.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$987k	-3%	4.1k	241.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$979k	+41%	20k	50.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$940k	-48%	8.3k	113.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$920k	-3%	14k	65.26	View chart
Johnson & Johnson (JNJ)	0.2	$911k	+66%	4.9k	185.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$908k	-4%	17k	54.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$897k	-14%	2.7k	328.13	View chart
Lowe's Companies (LOW)	0.2	$888k		3.5k	251.29	View chart
Blackrock (BLK)	0.2	$884k	-2%	758.00	1165.70	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$880k	+2%	26k	34.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$851k	+25%	8.5k	100.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$832k	+57%	3.0k	279.32	View chart
Walt Disney Company (DIS)	0.2	$794k	+10%	6.9k	114.49	View chart
Merck & Co (MRK)	0.2	$792k	+25%	9.4k	83.93	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$785k		32k	24.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$766k	NEW	7.9k	96.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$754k		1.00	754200.00	View chart
Strategy Cl A New (MSTR)	0.2	$751k		2.3k	322.21	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$748k	NEW	20k	37.78	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$746k		20k	37.27	View chart
Tesla Motors (TSLA)	0.2	$725k	+10%	1.6k	444.79	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$699k	NEW	8.1k	86.30	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$699k	+6%	34k	20.75	View chart
Procter & Gamble Company (PG)	0.2	$697k	NEW	4.5k	153.66	View chart
3M Company (MMM)	0.2	$686k	+14%	4.4k	155.19	View chart
American Express Company (AXP)	0.2	$679k		2.0k	332.23	View chart
Arista Networks Com Shs (ANET)	0.2	$677k	+10%	4.6k	145.71	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$672k		28k	24.30	View chart
Ge Aerospace Com New (GE)	0.2	$657k	+55%	2.2k	300.80	View chart
Booking Holdings (BKNG)	0.2	$643k	-7%	119.00	5404.94	View chart
Amgen (AMGN)	0.2	$642k	NEW	2.3k	282.25	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$636k	+5%	4.4k	144.28	View chart
Coca-Cola Company (KO)	0.2	$635k	+17%	9.6k	66.32	View chart
Starbucks Corporation (SBUX)	0.2	$630k		7.4k	84.60	View chart
UnitedHealth (UNH)	0.2	$628k	+8%	1.8k	345.38	View chart
McDonald's Corporation (MCD)	0.2	$623k	-31%	2.0k	303.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$622k	-12%	8.4k	74.37	View chart
Annaly Capital Management In Com New (NLY)	0.2	$616k	NEW	31k	20.21	View chart
Netflix (NFLX)	0.2	$594k	NEW	495.00	1198.92	View chart
salesforce (CRM)	0.2	$593k	NEW	2.5k	236.99	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$592k	NEW	4.0k	148.61	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$582k		12k	50.63	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$582k		23k	25.19	View chart
Expedia Group Com New (EXPE)	0.2	$577k	+9%	2.7k	213.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$564k		27k	20.69	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$562k		11k	51.09	View chart
Wal-Mart Stores (WMT)	0.1	$556k	NEW	5.4k	103.06	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$545k	+2%	12k	47.58	View chart
Boeing Company (BA)	0.1	$541k	+6%	2.5k	215.80	View chart
Colgate-Palmolive Company (CL)	0.1	$536k	NEW	6.7k	79.94	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$534k		11k	50.90	View chart
Eli Lilly & Co. (LLY)	0.1	$526k	NEW	690.00	762.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$524k		27k	19.71	View chart
Applied Materials (AMAT)	0.1	$524k	+8%	2.6k	204.74	View chart
Exelixis (EXEL)	0.1	$517k	NEW	13k	41.30	View chart
Cisco Systems (CSCO)	0.1	$507k	+85%	7.4k	68.42	View chart
Automatic Data Processing (ADP)	0.1	$503k	NEW	1.7k	293.50	View chart
Qualcomm (QCOM)	0.1	$498k		3.0k	166.38	View chart
Verizon Communications (VZ)	0.1	$496k	+32%	11k	43.95	View chart
Lockheed Martin Corporation (LMT)	0.1	$487k		976.00	499.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$486k		4.6k	106.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$486k	NEW	6.2k	78.09	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$485k	-2%	7.6k	63.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$484k	NEW	4.3k	111.47	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$452k		23k	19.56	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$451k		8.2k	55.33	View chart
Stonex Group (SNEX)	0.1	$451k	NEW	4.5k	100.92	View chart
Unilever Spon Adr New (UL)	0.1	$419k	+4%	7.1k	59.28	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$416k	+4%	3.1k	135.64	View chart
At&t (T)	0.1	$415k	+40%	15k	28.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$404k		6.9k	58.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$403k		2.3k	176.80	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.1	$395k	+55%	17k	23.85	View chart
Ishares Msci World Etf (URTH)	0.1	$390k		2.1k	181.59	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$389k	NEW	17k	22.90	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$388k	NEW	3.9k	99.81	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$388k	+17%	991.00	391.64	View chart
Gilead Sciences (GILD)	0.1	$382k	-51%	3.4k	110.99	View chart
Wells Fargo & Company (WFC)	0.1	$378k	NEW	4.5k	83.81	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$372k	+16%	8.8k	42.37	View chart
Novo-nordisk A S Adr (NVO)	0.1	$371k	-42%	6.7k	55.49	View chart
GSK Sponsored Adr (GSK)	0.1	$369k		8.6k	43.16	View chart
Bank of America Corporation (BAC)	0.1	$368k		7.1k	51.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$364k		2.6k	137.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$361k		4.1k	87.31	View chart
Lam Research Corp Com New (LRCX)	0.1	$354k	-3%	2.6k	133.92	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$353k		7.0k	50.44	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$353k		14k	24.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$353k	-34%	5.2k	67.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$352k		1.1k	307.84	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$345k	-22%	3.6k	95.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$344k	-6%	6.8k	50.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$342k		2.4k	142.10	View chart
Abbott Laboratories (ABT)	0.1	$335k	+15%	2.5k	133.96	View chart
Ge Vernova (GEV)	0.1	$334k	NEW	543.00	614.91	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$332k		1.0k	320.14	View chart
Independent Bank (INDB)	0.1	$332k	NEW	4.8k	69.18	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$317k	-7%	6.3k	50.75	View chart
Dover Corporation (DOV)	0.1	$314k		1.9k	166.81	View chart
Norfolk Southern (NSC)	0.1	$313k		1.0k	300.44	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$307k		5.4k	57.19	View chart
CVS Caremark Corporation (CVS)	0.1	$302k	+31%	4.0k	75.39	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$298k	NEW	2.9k	102.99	View chart
Medtronic SHS (MDT)	0.1	$297k	NEW	3.1k	95.25	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$293k	+7%	8.0k	36.56	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$292k	NEW	10k	27.93	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$291k	+26%	3.8k	76.72	View chart
General Dynamics Corporation (GD)	0.1	$290k		850.00	341.17	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.1	$286k	NEW	10k	27.50	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$281k		7.0k	40.16	View chart
Oracle Corporation (ORCL)	0.1	$281k	NEW	998.00	281.20	View chart
Goldman Sachs (GS)	0.1	$280k		352.00	796.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$278k	+19%	5.6k	49.46	View chart
General Mills (GIS)	0.1	$274k	+12%	5.4k	50.42	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$273k	+20%	5.1k	53.24	View chart
Pepsi (PEP)	0.1	$273k	NEW	1.9k	140.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$266k	+12%	2.9k	92.97	View chart
Broadcom (AVGO)	0.1	$266k	+8%	805.00	330.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$261k	+13%	3.3k	78.91	View chart
Intuitive Surgical Com New (ISRG)	0.1	$258k		576.00	447.23	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$257k		2.5k	104.30	View chart
Fs Kkr Capital Corp (FSK)	0.1	$256k		17k	14.93	View chart
Litman Gregory Fds Tr Polen Cap Intl G (PCIG)	0.1	$255k	-10%	27k	9.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$253k	+10%	1.7k	145.60	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$251k		1.5k	162.51	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$249k	NEW	4.2k	60.03	View chart
Caterpillar (CAT)	0.1	$248k	NEW	519.00	477.35	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$247k	+23%	2.2k	110.51	View chart
Sempra Energy (SRE)	0.1	$245k		2.7k	89.99	View chart
Costco Wholesale Corporation (COST)	0.1	$244k		264.00	925.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$244k		2.5k	96.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$241k		514.00	468.85	View chart
Quanta Services (PWR)	0.1	$240k		579.00	414.42	View chart
Emerson Electric (EMR)	0.1	$240k		1.8k	131.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$237k		9.2k	25.71	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$233k	NEW	5.3k	44.10	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$229k		2.3k	101.62	View chart
Cummins (CMI)	0.1	$229k	NEW	543.00	422.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$228k	-4%	401.00	568.32	View chart
TJX Companies (TJX)	0.1	$228k	NEW	1.6k	144.50	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$227k	NEW	235.00	967.48	View chart
Chevron Corporation (CVX)	0.1	$227k	NEW	1.5k	155.32	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$221k	NEW	2.5k	89.34	View chart
Bristol Myers Squibb (BMY)	0.1	$220k	NEW	4.9k	45.10	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.1	$218k	NEW	6.1k	35.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$217k	+7%	1.9k	111.23	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$216k		8.1k	26.84	View chart
Micron Technology (MU)	0.1	$215k	NEW	1.3k	167.32	View chart
Rbc Cad (RY)	0.1	$210k	NEW	1.4k	147.32	View chart
Philip Morris International (PM)	0.1	$210k	NEW	1.3k	162.20	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.1	$209k		8.0k	26.16	View chart
Deere & Company (DE)	0.1	$208k	+4%	454.00	457.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$207k		10k	20.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$207k	NEW	5.2k	39.69	View chart
Wisdomtree Tr European Opportu (OPPE)	0.1	$206k	NEW	4.2k	48.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$205k	NEW	560.00	365.48	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$203k	NEW	3.2k	62.48	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.1	$201k	NEW	6.0k	33.34	View chart
Cion Invt Corp (CION)	0.0	$152k		16k	9.48	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$85k	-15%	12k	6.91	View chart
Berry Pete Corp (BRY)	0.0	$39k		10k	3.78	View chart

Past Filings by BridgePort Financial Solutions

SEC 13F filings are viewable for BridgePort Financial Solutions going back to 2024

BridgePort Financial Solutions 2025 Q3 filed Nov. 6, 2025
BridgePort Financial Solutions 2025 Q2 filed July 22, 2025
BridgePort Financial Solutions 2025 Q1 filed April 23, 2025
BridgePort Financial Solutions 2024 Q4 filed Feb. 28, 2025

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