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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, VOO, AAPL, JCPB, and represent 23.04% of BridgePort Financial Solutions's stock portfolio.
Added to shares of these 10 stocks: AVUV (+$8.3M), RSP (+$6.5M), FBND (+$6.4M), VUG, EFG, GGOV, VO, CORO, IVV, IUSB.
Started 28 new stock positions in AMD, MDT, ADP, AVUV, IALT, ORCL, INTC, PSEP, IWP, IJT.
Reduced shares in these 10 stocks: JIRE (-$5.9M), JCPB, IEMG, PVAL, OEF, DYNF, IAGG, QUAL, VOO, IVE.
Sold out of its positions in EDGF, QQQE, EXEL, FSCO, AAPR, AJAN, ZNOV, ISRG, BSCR, URTH. IAGG, JIRE, LRCX, SPYV, SPMD, SCHB, VFMF, VT, VTEB.
BridgePort Financial Solutions was a net buyer of stock by $11M.
BridgePort Financial Solutions has $393M in assets under management (AUM), dropping by 11.36%.
Central Index Key (CIK): 0002031775

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Portfolio Holdings for BridgePort Financial Solutions

BridgePort Financial Solutions holds 240 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.1	$36M	+2%	48k	748.89	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	4.4	$17M	-10%	338k	50.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$13M	-9%	19k	686.81	View chart
Apple (AAPL)	3.3	$13M	-2%	44k	289.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.9	$11M	-29%	243k	46.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.5	$9.8M	-16%	145k	68.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$8.3M	-9%	17k	500.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$8.3M	NEW	67k	124.76	View chart
Ishares Tr Msci Usa Min Etf (USMV)	2.0	$7.9M	-5%	82k	96.46	View chart
NVIDIA Corporation (NVDA)	1.8	$7.2M	+6%	36k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$6.5M		18k	357.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$6.5M	NEW	30k	212.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.6	$6.4M	NEW	141k	45.49	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.6	$6.4M		88k	72.28	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.6	$6.2M	+2%	147k	42.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$6.1M	+9%	20k	303.12	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$5.9M	+5%	17k	353.34	View chart
Microsoft Corporation (MSFT)	1.4	$5.5M	+13%	15k	373.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$5.4M		76k	71.25	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$5.3M	+454%	62k	86.14	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$5.1M	-29%	62k	82.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$5.1M	+152%	41k	124.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$5.1M		150k	33.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$4.4M		51k	85.49	View chart
Amazon (AMZN)	1.1	$4.3M	+10%	18k	238.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$4.1M	-13%	5.5k	746.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$4.0M	+3%	17k	236.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$3.5M	-10%	22k	164.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$3.5M	+2%	46k	75.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$3.3M	+5%	43k	76.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$3.2M		22k	148.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.2M	-17%	23k	137.53	View chart
Pfizer (PFE)	0.8	$3.1M		129k	24.08	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.8	$3.0M	-4%	82k	36.53	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$3.0M		34k	87.71	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.7	$2.8M	-9%	69k	40.43	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.7	$2.6M	+31%	9.3k	285.58	View chart
First Merchants Corporation (FRME)	0.6	$2.5M		58k	43.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.4M	-27%	11k	227.06	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.3M		12k	189.74	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$2.2M	+53%	47k	46.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$2.0M	+5%	24k	82.65	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$2.0M		20k	100.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.0M	+61%	26k	77.11	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.9M	-2%	14k	136.72	View chart
Wp Carey (WPC)	0.5	$1.9M	-4%	27k	71.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.8M	-27%	7.3k	252.22	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$1.8M	+34%	7.4k	242.42	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	+4%	3.1k	563.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.7M		22k	79.03	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.7M	-3%	17k	102.16	View chart
Applied Materials (AMAT)	0.4	$1.7M	-6%	2.3k	723.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.6M		7.5k	217.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.6M	-12%	2.2k	736.30	View chart
Micron Technology (MU)	0.4	$1.6M	+4%	1.4k	1154.31	View chart
Jabil Circuit (JBL)	0.4	$1.5M		4.0k	385.51	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.4	$1.5M	NEW	30k	50.29	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.5M		31k	48.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.4M	+5%	3.0k	477.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.4M	+11%	3.9k	368.38	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$1.4M	-3%	56k	25.25	View chart
International Business Machines (IBM)	0.4	$1.4M		5.1k	281.22	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.4	$1.4M		18k	80.08	View chart
Johnson & Johnson (JNJ)	0.4	$1.4M	+11%	5.5k	253.95	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	-2%	4.1k	327.36	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.3	$1.3M		12k	107.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.3M	-31%	3.8k	342.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.3M	+26%	13k	98.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M	-2%	12k	103.88	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.3	$1.2M		55k	22.08	View chart
Merck & Co (MRK)	0.3	$1.2M		9.3k	128.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.2M	+292%	15k	80.57	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$1.2M	-30%	23k	52.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.2M	+5%	3.9k	300.42	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$1.1M		26k	42.33	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$1.1M	+45%	14k	80.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$1.1M	+23%	4.4k	246.20	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.1M	+25%	9.1k	116.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0M	+231%	21k	50.57	View chart
Ge Aerospace Com New (GE)	0.3	$1.0M	+33%	2.8k	373.70	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$1.0M	+2%	8.4k	122.29	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$1.0M	-3%	28k	37.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M	-5%	17k	59.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$928k	-68%	2.5k	365.91	View chart
Eli Lilly & Co. (LLY)	0.2	$918k	+11%	766.00	1198.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$906k		27k	33.29	View chart
Cisco Systems (CSCO)	0.2	$901k	+32%	7.7k	117.46	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$897k	-3%	18k	50.37	View chart
Home Depot (HD)	0.2	$892k	-4%	2.5k	352.63	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$864k	NEW	24k	36.60	View chart
Bristol Myers Squibb (BMY)	0.2	$861k	+10%	15k	57.62	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$838k		20k	41.91	View chart
Ge Vernova (GEV)	0.2	$822k	+34%	700.00	1174.88	View chart
Visa Com Cl A (V)	0.2	$822k	-2%	2.4k	343.12	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$819k	+4%	26k	31.78	View chart
Lowe's Companies (LOW)	0.2	$802k		3.6k	220.50	View chart
Amgen (AMGN)	0.2	$802k	+43%	2.2k	362.18	View chart
Annaly Capital Management In Com New (NLY)	0.2	$784k	+20%	35k	22.36	View chart
Altria (MO)	0.2	$759k		11k	71.95	View chart
Coca-Cola Company (KO)	0.2	$756k		9.3k	81.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Blackrock (BLK)	0.2	$740k		770.00	961.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$736k	-5%	10k	73.41	View chart
Starbucks Corporation (SBUX)	0.2	$734k		7.2k	102.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$724k	-67%	3.3k	219.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$705k		1.9k	370.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$692k	+13%	9.0k	76.70	View chart
3M Company (MMM)	0.2	$678k	-3%	4.2k	161.92	View chart
Walt Disney Company (DIS)	0.2	$675k	-4%	7.0k	96.25	View chart
Procter & Gamble Company (PG)	0.2	$665k	+8%	4.5k	146.65	View chart
American Express Company (AXP)	0.2	$665k	-2%	2.0k	338.17	View chart
Tesla Motors (TSLA)	0.2	$663k		1.6k	420.67	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$657k	-46%	15k	43.11	View chart
McDonald's Corporation (MCD)	0.2	$652k		2.4k	270.32	View chart
Arista Networks Com Shs (ANET)	0.2	$645k	-9%	3.8k	169.88	View chart
Expedia Group Com New (EXPE)	0.2	$627k	+14%	2.5k	255.88	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.2	$626k	-2%	13k	48.29	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$624k		1.3k	496.73	View chart
Lamar Advertising Cl A (LAMR)	0.2	$609k	NEW	3.9k	155.98	View chart
Wal-Mart Stores (WMT)	0.1	$586k	+29%	5.2k	113.27	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.1	$575k	-30%	12k	49.77	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$563k	NEW	4.9k	114.18	View chart
Caterpillar (CAT)	0.1	$561k		527.00	1065.34	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$558k	+8%	5.5k	100.81	View chart
Advanced Micro Devices (AMD)	0.1	$556k	NEW	958.00	580.77	View chart
Technipfmc (FTI)	0.1	$546k	NEW	8.2k	66.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$545k		7.0k	77.91	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$543k	+46%	5.7k	94.52	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$542k	-8%	11k	49.89	View chart
Verizon Communications (VZ)	0.1	$540k	+14%	13k	42.34	View chart
UnitedHealth (UNH)	0.1	$538k	-16%	1.3k	415.70	View chart
Qualcomm (QCOM)	0.1	$531k	-58%	2.9k	184.78	View chart
Booking Holdings (BKNG)	0.1	$523k	+2614%	2.9k	178.25	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$518k	+67%	6.8k	76.11	View chart
Boeing Company (BA)	0.1	$517k	-3%	2.4k	216.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$507k	-2%	11k	48.43	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$491k		4.6k	107.63	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$476k	-15%	9.5k	50.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$474k	+49%	21k	22.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$474k	-2%	238.00	1992.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$473k		928.00	509.28	View chart
Wells Fargo & Company (WFC)	0.1	$468k	+5%	5.7k	82.64	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$467k	NEW	35k	13.23	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$462k	-38%	16k	29.91	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$460k		6.1k	75.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$446k		2.0k	221.20	View chart
Unilever Spon Adr New (UL)	0.1	$427k	+5%	7.1k	60.12	View chart
Aim Etf Products Trust All B20 All Etf (SPBW)	0.1	$426k	+25%	15k	28.70	View chart
GSK Sponsored Adr (GSK)	0.1	$424k	-6%	8.1k	52.42	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$423k	-8%	2.7k	154.29	View chart
CVS Caremark Corporation (CVS)	0.1	$422k		4.1k	103.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$422k		1.2k	343.88	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$420k		4.4k	94.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$399k		6.9k	58.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$392k	-18%	3.8k	102.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$391k	-4%	993.00	394.09	View chart
Gilead Sciences (GILD)	0.1	$389k	-2%	3.1k	126.33	View chart
Dover Corporation (DOV)	0.1	$388k	-8%	1.7k	224.24	View chart
Automatic Data Processing (ADP)	0.1	$388k	NEW	1.7k	223.95	View chart
Bank of America Corporation (BAC)	0.1	$371k	-6%	6.5k	56.98	View chart
Independent Bank (INDB)	0.1	$368k		4.4k	83.72	View chart
Netflix (NFLX)	0.1	$367k	+28%	5.1k	71.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$367k		7.7k	47.94	View chart
Aim Etf Products Trust Alli 6 Bu10 Etf (SPBX)	0.1	$358k	+31%	12k	29.17	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$352k		7.0k	50.31	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$348k		3.4k	102.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$348k	-13%	3.5k	100.35	View chart
Astrazeneca Ord (AZN)	0.1	$347k	-3%	1.8k	189.62	View chart
Cummins (CMI)	0.1	$345k	-9%	484.00	713.33	View chart
Goldman Sachs (GS)	0.1	$330k	+19%	326.00	1011.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$322k	NEW	10k	31.71	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$316k		7.6k	41.48	View chart
Nutrien (NTR)	0.1	$312k	NEW	5.0k	62.95	View chart
Costco Wholesale Corporation (COST)	0.1	$311k	+21%	332.00	935.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$310k		2.8k	110.30	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$307k	NEW	11k	28.05	View chart
TJX Companies (TJX)	0.1	$305k	+24%	2.0k	151.49	View chart
General Dynamics Corporation (GD)	0.1	$303k	-9%	855.00	354.04	View chart
Rbc Cad (RY)	0.1	$301k		1.5k	206.97	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$297k	-7%	9.1k	32.50	View chart
Quanta Services (PWR)	0.1	$294k		408.00	720.04	View chart
Norfolk Southern (NSC)	0.1	$290k	-7%	921.00	314.63	View chart
Deere & Company (DE)	0.1	$289k	-4%	456.00	634.61	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$289k		2.5k	117.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$288k		12k	23.44	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$286k	+9%	5.4k	53.11	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$285k		10k	27.61	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$282k		1.5k	182.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$281k		2.9k	96.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$276k		3.4k	82.11	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	0.1	$270k		6.6k	40.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$269k		11k	23.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$268k		11k	23.64	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$266k	-14%	11k	24.22	View chart
At&t (T)	0.1	$263k	+7%	13k	20.70	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$262k	-24%	4.9k	53.46	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$260k	-30%	11k	24.23	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$258k		5.1k	51.05	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$258k	-2%	4.9k	52.12	View chart
Abbvie (ABBV)	0.1	$257k	NEW	1.0k	251.66	View chart
Sempra Energy (SRE)	0.1	$257k		2.8k	92.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$256k	+300%	2.1k	124.17	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$253k	+9%	5.0k	51.05	View chart
Medtronic SHS (MDT)	0.1	$251k	NEW	3.2k	78.22	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$250k		4.2k	58.98	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$249k	-6%	4.9k	50.58	View chart
Pepsi (PEP)	0.1	$246k		1.8k	135.37	View chart
Dell Technologies CL C (DELL)	0.1	$242k	NEW	562.00	431.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$242k		5.0k	48.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$242k		3.5k	68.41	View chart
Emerson Electric (EMR)	0.1	$240k		1.7k	143.16	View chart
Abbott Laboratories (ABT)	0.1	$236k		2.6k	90.74	View chart
Wisdomtree Tr Europ Oppor Fd (OPPE)	0.1	$236k		4.2k	55.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$234k	-37%	1.5k	156.30	View chart
Intel Corporation (INTC)	0.1	$231k	NEW	1.7k	139.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$229k	NEW	560.00	409.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$229k		2.4k	95.44	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.1	$228k		6.1k	37.30	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$227k		6.2k	36.48	View chart
Mastercard Incorporated Cl A (MA)	0.1	$227k	+5%	442.00	513.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$225k		5.2k	43.06	View chart
Oracle Corporation (ORCL)	0.1	$220k	NEW	1.5k	146.56	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$219k	NEW	1.2k	178.65	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$214k		1.9k	110.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$214k	NEW	5.4k	39.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$213k	NEW	4.6k	46.05	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$211k	NEW	5.2k	40.13	View chart
salesforce (CRM)	0.1	$211k	-59%	1.3k	156.64	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.1	$208k		6.0k	34.77	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$208k	NEW	1.7k	121.74	View chart
Stryker Corporation (SYK)	0.1	$207k	NEW	657.00	315.04	View chart
Hewlett Packard Enterprise (HPE)	0.1	$203k	NEW	4.5k	45.11	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.1	$203k	-28%	7.5k	27.03	View chart
Strategy Cl A New (MSTR)	0.1	$203k		2.3k	86.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$202k	NEW	1.4k	146.41	View chart
Chevron Corporation (CVX)	0.1	$201k	-18%	1.2k	165.82	View chart
Fs Kkr Capital Corp (FSK)	0.0	$174k	-3%	17k	10.50	View chart
Litman Gregory Fds Tr Polen Cap Intl G (PCIG)	0.0	$170k	-6%	19k	8.81	View chart
Msc Income Fund (MSIF)	0.0	$166k	-15%	14k	11.57	View chart
Cion Invt Corp (CION)	0.0	$76k		12k	6.23	View chart

Past Filings by BridgePort Financial Solutions

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

BridgePort Financial Solutions 2026 Q2 filed July 24, 2026
BridgePort Financial Solutions 2026 Q1 filed April 16, 2026
BridgePort Financial Solutions 2025 Q4 filed Jan. 16, 2026
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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