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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, AAPL, and represent 25.09% of BridgePort Financial Solutions's stock portfolio.
Added to shares of these 10 stocks: IEMG, JCPB, VOO, EFG, PVAL, IDEF, IVV, BLCR, CRM, VEA.
Started 14 new stock positions in EXPE, BLCR, AZN, CRM, BSMQ, SHY, GOVT, EDGF, EEM, BSMS. PJUL, IDEF, BSMR, EXEL.
Reduced shares in these 10 stocks: OEF, DYNF, EMMF, IAU, SHYG, BRK.B, SCIO, IVE, MSFT, .
Sold out of its positions in ADBE, AMD, AstraZeneca, ADP, BINC, AVGO, EXACT Sciences Corporation, SCIO, GIS, PSEP. BSCQ, BSJU, TIP, LQD, IWB, IBHI, MPLX, MEDP, ORCL, SHYD, WDC, EMMF, MDT.
BridgePort Financial Solutions was a net seller of stock by $-11M.
BridgePort Financial Solutions has $353M in assets under management (AUM), dropping by -5.22%.
Central Index Key (CIK): 0002031775

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Portfolio Holdings for BridgePort Financial Solutions

BridgePort Financial Solutions holds 231 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.7	$31M	+2%	47k	653.21	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	5.0	$18M	+5%	378k	46.40	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.6	$16M	+10%	345k	47.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$13M	+14%	21k	597.54	View chart
Apple (AAPL)	3.3	$12M		45k	253.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$10M	-21%	173k	58.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.5	$8.8M	-7%	18k	479.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$8.1M	-4%	87k	92.74	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$6.1M	+72%	87k	69.75	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$6.1M	-11%	144k	42.31	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.7	$5.9M	+10%	78k	75.74	View chart
NVIDIA Corporation (NVDA)	1.7	$5.9M	-6%	34k	174.40	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.5	$5.3M		87k	61.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$5.2M	-5%	18k	287.55	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$4.9M	+10%	11k	436.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$4.8M	+4%	19k	261.91	View chart
Microsoft Corporation (MSFT)	1.4	$4.8M	-11%	13k	370.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$4.8M	+13%	75k	64.08	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$4.5M	-5%	16k	286.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$4.4M	+2%	150k	29.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$4.1M	-3%	6.4k	650.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$4.0M		52k	77.11	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$4.0M	-23%	45k	88.16	View chart
Pfizer (PFE)	1.0	$3.7M		131k	28.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$3.5M		17k	215.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$3.4M	-5%	24k	142.43	View chart
Amazon (AMZN)	1.0	$3.4M	-4%	16k	208.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$3.2M	-4%	28k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$3.1M	-17%	15k	211.15	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.9	$3.1M	-2%	34k	91.37	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.9	$3.1M	-3%	76k	40.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$3.0M	-9%	41k	74.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$2.9M		86k	33.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$2.7M	-4%	22k	124.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$2.5M	-61%	8.0k	318.08	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.5M	-2%	15k	169.67	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.3M		12k	192.91	View chart
First Merchants Corporation (FRME)	0.6	$2.3M		58k	38.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$2.0M		10k	191.81	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$2.0M		20k	100.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.9M	+9%	23k	82.75	View chart
Wp Carey (WPC)	0.5	$1.9M		28k	67.96	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.8M	+175%	16k	111.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.8M	-18%	9.9k	181.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$1.8M	-2%	17k	103.43	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$1.7M	+8%	35k	50.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.7M	+16%	21k	79.27	View chart
Meta Platforms Cl A (META)	0.5	$1.7M	-5%	2.9k	572.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.5M	+7%	3.5k	430.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.5M	+37%	7.6k	196.20	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$1.5M	-4%	58k	25.33	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.5M	-8%	7.0k	208.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.5M	-11%	2.5k	577.29	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.4M	+6%	31k	47.03	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.4M		31k	46.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$1.3M	-2%	5.5k	239.99	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.4	$1.3M		18k	74.15	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.2M	+2%	4.2k	294.19	View chart
International Business Machines (IBM)	0.3	$1.2M		5.0k	242.40	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.3	$1.2M	-3%	55k	22.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.2M	-26%	5.5k	218.75	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M		4.9k	244.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		12k	97.13	View chart
Merck & Co (MRK)	0.3	$1.1M		9.3k	120.30	View chart
Spdr Series Trust State Street Spd (CWB)	0.3	$1.1M		12k	91.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.1M		3.8k	287.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.1M		16k	67.53	View chart
Jabil Circuit (JBL)	0.3	$1.1M		4.0k	265.65	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.1M	-8%	32k	32.95	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.1M	-7%	7.2k	146.28	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$1.1M		29k	36.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$1.0M		27k	38.42	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$1.0M	-8%	28k	36.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.0M	+5%	10k	99.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$973k		2.9k	337.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$968k	+22%	18k	54.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$911k	-6%	3.7k	247.98	View chart
Qualcomm (QCOM)	0.3	$894k	+132%	6.9k	128.79	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$886k		27k	33.37	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$884k	+8%	8.2k	107.61	View chart
Home Depot (HD)	0.2	$869k	-2%	2.6k	328.92	View chart
Lowe's Companies (LOW)	0.2	$848k		3.6k	236.28	View chart
Applied Materials (AMAT)	0.2	$844k	-2%	2.5k	341.81	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.2	$823k	-6%	17k	49.75	View chart
Bristol Myers Squibb (BMY)	0.2	$822k	-15%	14k	60.65	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$810k	NEW	25k	32.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$782k		11k	73.64	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$757k	NEW	18k	41.06	View chart
McDonald's Corporation (MCD)	0.2	$750k	-25%	2.4k	310.80	View chart
Visa Com Cl A (V)	0.2	$739k	+4%	2.4k	302.26	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$738k		3.6k	205.79	View chart
Blackrock (BLK)	0.2	$732k		761.00	961.64	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.2	$731k	+22%	25k	29.07	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$726k		20k	36.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Walt Disney Company (DIS)	0.2	$708k	+6%	7.3k	96.38	View chart
Coca-Cola Company (KO)	0.2	$705k		9.3k	76.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$693k	-17%	14k	49.89	View chart
Altria (MO)	0.2	$685k	-11%	10k	65.99	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$654k	-3%	4.2k	155.08	View chart
Starbucks Corporation (SBUX)	0.2	$653k		7.3k	89.59	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$636k	+13%	9.4k	67.59	View chart
Eli Lilly & Co. (LLY)	0.2	$633k	+4%	689.00	919.17	View chart
3M Company (MMM)	0.2	$627k		4.3k	145.23	View chart
salesforce (CRM)	0.2	$627k	NEW	3.4k	186.66	View chart
Lam Research Corp Com New (LRCX)	0.2	$621k	-24%	2.9k	213.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$615k	+27%	8.0k	77.18	View chart
Annaly Capital Management In Com New (NLY)	0.2	$614k	-16%	29k	21.15	View chart
American Express Company (AXP)	0.2	$608k		2.0k	302.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$605k	-17%	1.9k	320.81	View chart
Procter & Gamble Company (PG)	0.2	$602k	-8%	4.2k	144.45	View chart
Ge Aerospace Com New (GE)	0.2	$586k		2.1k	283.76	View chart
Tesla Motors (TSLA)	0.2	$582k	-27%	1.6k	371.81	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$565k	+9%	12k	47.37	View chart
Verizon Communications (VZ)	0.2	$559k	-4%	11k	50.20	View chart
Lockheed Martin Corporation (LMT)	0.2	$558k		923.00	604.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$557k	-3%	11k	49.95	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$551k		1.2k	446.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$548k	+111%	7.0k	78.41	View chart
Amgen (AMGN)	0.2	$541k	-32%	1.5k	351.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$517k	+138%	11k	48.05	View chart
Arista Networks Com Shs (ANET)	0.1	$515k	-8%	4.2k	122.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$513k	-14%	5.1k	100.57	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$507k	+5%	13k	38.00	View chart
Wal-Mart Stores (WMT)	0.1	$498k	-29%	4.0k	124.27	View chart
Boeing Company (BA)	0.1	$494k		2.5k	199.03	View chart
Expedia Group Com New (EXPE)	0.1	$493k	NEW	2.1k	230.89	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$485k		4.6k	106.16	View chart
Exelixis (EXEL)	0.1	$484k	NEW	11k	42.89	View chart
GSK Sponsored Adr (GSK)	0.1	$478k		8.7k	55.19	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$465k		8.2k	56.58	View chart
Ge Vernova (GEV)	0.1	$456k		522.00	872.92	View chart
Booking Holdings (BKNG)	0.1	$455k	-5%	108.00	4215.19	View chart
Cisco Systems (CSCO)	0.1	$448k	-22%	5.8k	77.60	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$444k	-18%	6.5k	68.13	View chart
Micron Technology (MU)	0.1	$443k	+2%	1.3k	337.85	View chart
Gilead Sciences (GILD)	0.1	$442k	-3%	3.2k	139.37	View chart
Wells Fargo & Company (WFC)	0.1	$428k		5.4k	79.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$424k	-44%	4.4k	95.44	View chart
UnitedHealth (UNH)	0.1	$422k	+15%	1.6k	270.67	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$403k	+16%	4.0k	100.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$401k		6.9k	58.54	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$396k	-9%	6.1k	64.73	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$394k		3.0k	132.09	View chart
Dover Corporation (DOV)	0.1	$394k		1.9k	208.42	View chart
Ishares Msci World Etf (URTH)	0.1	$390k		2.2k	180.01	View chart
Unilever Spon Adr New (UL)	0.1	$385k	+3%	6.8k	56.97	View chart
Netflix (NFLX)	0.1	$385k	-16%	4.0k	96.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$382k		2.0k	189.59	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$375k	-44%	16k	24.24	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$374k	-7%	3.9k	94.95	View chart
Astrazeneca Ord (AZN)	0.1	$373k	NEW	1.9k	197.02	View chart
Caterpillar (CAT)	0.1	$371k		524.00	708.75	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$371k		4.7k	78.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$369k		2.7k	138.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$366k	+7%	1.2k	298.83	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$364k		2.4k	151.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$360k	-11%	18k	19.63	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$351k		7.0k	50.19	View chart
At&t (T)	0.1	$344k		12k	28.99	View chart
Bank of America Corporation (BAC)	0.1	$339k		7.0k	48.75	View chart
Independent Bank (INDB)	0.1	$330k		4.4k	75.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$326k		1.0k	313.91	View chart
General Dynamics Corporation (GD)	0.1	$324k	+4%	943.00	343.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$324k	-3%	245.00	1320.27	View chart
Aim Etf Products Trust Allianzim Buffer (SPBW)	0.1	$322k	+41%	12k	27.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$321k	-2%	3.4k	95.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$320k	NEW	14k	22.91	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$318k		5.4k	59.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$316k		6.2k	50.61	View chart
Innovator Etfs Trust Equity Defined P (AJAN)	0.1	$313k	+8%	11k	27.64	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$311k	-58%	13k	24.24	View chart
Chevron Corporation (CVX)	0.1	$306k		1.5k	206.88	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$304k	+9%	7.6k	39.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$303k		4.9k	61.26	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$301k		10k	28.79	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$298k		9.8k	30.28	View chart
CVS Caremark Corporation (CVS)	0.1	$297k		4.1k	71.83	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$294k	+7%	11k	26.55	View chart
Strategy Cl A New (MSTR)	0.1	$291k		2.3k	124.80	View chart
Cummins (CMI)	0.1	$289k		537.00	538.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$287k	NEW	12k	23.39	View chart
Norfolk Southern (NSC)	0.1	$287k	-4%	998.00	287.03	View chart
Pepsi (PEP)	0.1	$285k	+2%	1.8k	155.25	View chart
Novo-nordisk A S Adr (NVO)	0.1	$281k	+5%	7.6k	36.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$278k	+26%	4.1k	68.48	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.1	$278k	+36%	11k	26.36	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$278k	NEW	3.4k	82.57	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$277k		10k	26.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$273k	-14%	2.8k	97.22	View chart
Costco Wholesale Corporation (COST)	0.1	$272k	+3%	273.00	996.47	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$269k	NEW	11k	23.62	View chart
Sempra Energy (SRE)	0.1	$269k		2.8k	97.18	View chart
Deere & Company (DE)	0.1	$269k	-26%	477.00	563.53	View chart
Abbott Laboratories (ABT)	0.1	$269k		2.6k	102.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$269k	NEW	11k	23.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$267k	+9%	4.5k	59.03	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$266k	-8%	5.2k	50.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$263k	-23%	2.9k	90.53	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$258k	-27%	5.1k	50.95	View chart
TJX Companies (TJX)	0.1	$258k	+2%	1.6k	159.71	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.1	$254k		6.6k	38.47	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$252k		4.2k	59.55	View chart
Aim Etf Products Trust Allianzim 6 Mont (SPBX)	0.1	$251k	+6%	9.3k	26.97	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$245k		1.5k	158.46	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$236k		2.5k	95.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$234k		9.3k	25.10	View chart
Rbc Cad (RY)	0.1	$233k		1.4k	161.78	View chart
Goldman Sachs (GS)	0.1	$231k	-14%	273.00	846.09	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$229k	-2%	5.1k	45.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$228k	NEW	5.0k	45.97	View chart
Intuitive Surgical Com New (ISRG)	0.1	$228k		495.00	460.99	View chart
Wisdomtree Tr European Opportu (OPPE)	0.1	$226k		4.2k	53.70	View chart
Quanta Services (PWR)	0.1	$224k	-29%	407.00	549.02	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$223k		2.3k	98.53	View chart
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)	0.1	$223k	NEW	9.0k	24.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$219k		514.00	426.80	View chart
Emerson Electric (EMR)	0.1	$219k	-6%	1.7k	131.03	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$214k	-12%	1.9k	110.42	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$209k		6.2k	33.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$209k		5.2k	40.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$208k	+4%	417.00	499.24	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$208k		2.4k	86.64	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.1	$208k		6.1k	33.97	View chart
Msc Income Fund (MSIF)	0.1	$207k	+49%	17k	12.18	View chart
Aim Etf Products Trust Allianzim Us Equ (MAYW)	0.1	$203k		6.0k	33.79	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$201k	NEW	3.5k	56.79	View chart
Fs Kkr Capital Corp (FSK)	0.0	$175k		17k	10.18	View chart
Litman Gregory Fds Tr Polen Cap Intl G (PCIG)	0.0	$165k		21k	7.96	View chart
Cion Invt Corp (CION)	0.0	$84k		12k	6.84	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$62k		12k	5.10	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 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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