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Bridgewater Advisors

Latest statistics and disclosures from Bridgewater Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPST, AVLV, DFIC, DIHP, VCIT, and represent 32.43% of Bridgewater Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$48M), QQQ (+$30M), DIA (+$23M), SPY (+$23M), MAR (+$7.9M), AVUS, JPST, JMST, FVCB, DELL.
Started 11 new stock positions in SCHA, VCIT, FVCB, DELL, DIA, SONY, DTM, QQQ, WOLF, IEV. VGK.
Reduced shares in these 10 stocks: , MCHP, DINO, VTI, COOP, VXUS, META, Southwestern Energy Company, GOOG, PDP.
Sold out of its positions in FAX, A, CVE, DINO, MCHP, Southwestern Energy Company, VXUS.
Bridgewater Advisors was a net buyer of stock by $107M.
Bridgewater Advisors has $954M in assets under management (AUM), dropping by 18.05%.
Central Index Key (CIK): 0001600319

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Portfolio Holdings for Bridgewater Advisors

Bridgewater Advisors holds 136 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.2	$88M	+4%	1.7M	50.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.5	$62M		930k	66.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.3	$60M	+2%	2.2M	26.96	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.5	$52M		2.0M	26.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.1	$48M	NEW	590k	81.70	View chart
Apple (AAPL)	4.8	$46M		196k	233.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$40M	-3%	138k	287.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$38M	+146%	65k	581.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$30M	+13%	316k	96.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$30M	NEW	60k	500.16	View chart
Microsoft Corporation (MSFT)	3.0	$29M		67k	431.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.7	$25M	+11%	501k	50.83	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	2.4	$23M	NEW	54k	422.50	View chart
NVIDIA Corporation (NVDA)	1.8	$17M	+3%	123k	141.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.8	$17M		266k	64.43	View chart
Meta Platforms Cl A (META)	1.8	$17M	-3%	28k	593.28	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.6	$16M	+8%	457k	34.22	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.4	$14M	+9%	544k	25.09	View chart
Marriott Intl Cl A (MAR)	1.4	$13M	+145%	51k	263.89	View chart
Amazon (AMZN)	1.3	$13M	+3%	66k	190.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$12M		73k	169.68	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.2	$11M	+3%	93k	119.25	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$11M		257k	41.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$9.7M		150k	64.97	View chart
JPMorgan Chase & Co. (JPM)	1.0	$9.6M		43k	222.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$9.3M		17k	534.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$9.0M		335k	26.77	View chart
Aon Shs Cl A (AON)	0.8	$8.0M		22k	370.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$7.7M		17k	454.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$7.2M	+3%	208k	34.65	View chart
Mastercard Incorporated Cl A (MA)	0.7	$6.9M		14k	506.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$6.6M	-5%	39k	171.14	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$6.5M		103k	63.30	View chart
Visa Com Cl A (V)	0.6	$5.6M		20k	281.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$5.5M		28k	197.35	View chart
Exxon Mobil Corporation (XOM)	0.6	$5.4M		46k	117.28	View chart
Colgate-Palmolive Company (CL)	0.6	$5.3M		56k	94.72	View chart
Johnson & Johnson (JNJ)	0.5	$5.0M	+33%	31k	160.09	View chart
Mueller Industries (MLI)	0.5	$4.7M		56k	83.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$4.1M		65k	63.07	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$3.6M		18k	196.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.3M		41k	80.23	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$3.2M	+6%	116k	27.40	View chart
Procter & Gamble Company (PG)	0.3	$3.1M	+4%	19k	167.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.1M		12k	256.09	View chart
Union Pacific Corporation (UNP)	0.3	$3.0M		13k	231.99	View chart
Walt Disney Company (DIS)	0.3	$2.9M		30k	96.13	View chart
Mr Cooper Group (COOP)	0.3	$2.8M	-24%	31k	91.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.7M		16k	169.81	View chart
Cardinal Health (CAH)	0.3	$2.7M		25k	110.06	View chart
Broadcom (AVGO)	0.3	$2.7M	+6%	15k	179.24	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.7M	+6%	88k	30.53	View chart
Cisco Systems (CSCO)	0.3	$2.7M		48k	55.68	View chart
Qualcomm (QCOM)	0.3	$2.6M		15k	176.00	View chart
CBOE Holdings (CBOE)	0.3	$2.5M		12k	212.20	View chart
Metropcs Communications (TMUS)	0.3	$2.5M		11k	226.05	View chart
Dxc Technology (DXC)	0.3	$2.4M		117k	20.92	View chart
Merck & Co (MRK)	0.3	$2.4M		23k	103.73	View chart
First Virginia Community Bank (FVCB)	0.2	$2.2M	NEW	168k	13.37	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$2.2M		194k	11.50	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.1M		39k	54.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$2.1M		38k	55.40	View chart
Ufp Industries (UFPI)	0.2	$2.0M		17k	123.04	View chart
Pfizer (PFE)	0.2	$2.0M		69k	28.46	View chart
American Intl Group Com New (AIG)	0.2	$1.9M		25k	76.66	View chart
Dell Technologies CL C (DELL)	0.2	$1.9M	NEW	15k	121.63	View chart
Essential Utils (WTRG)	0.2	$1.8M		47k	38.50	View chart
Bank of America Corporation (BAC)	0.2	$1.8M	+5%	43k	42.53	View chart
Ishares Tr Msci Denmark Etf (EDEN)	0.2	$1.7M		15k	119.86	View chart
Graphic Packaging Holding Company (GPK)	0.2	$1.7M		61k	28.66	View chart
SYNNEX Corporation (SNX)	0.2	$1.6M		14k	122.09	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M		20k	81.70	View chart
Dt Midstream Common Stock (DTM)	0.2	$1.6M	NEW	18k	89.30	View chart
Ishares Msci Switzerland (EWL)	0.2	$1.6M		32k	50.31	View chart
Performance Food (PFGC)	0.2	$1.5M		19k	81.76	View chart
Aspen Aerogels (ASPN)	0.1	$1.4M	+37%	77k	18.23	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	+3%	12k	113.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.4M		13k	111.98	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$1.4M		33k	40.91	View chart
Ishares Tr Msci Norway Etf (ENOR)	0.1	$1.3M		54k	24.20	View chart
Interpublic Group of Companies (IPG)	0.1	$1.3M		42k	30.03	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.3M	+2%	11k	110.53	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.2M		10k	121.62	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.1	$1.2M	-21%	12k	106.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M		24k	50.71	View chart
CSX Corporation (CSX)	0.1	$1.1M		33k	33.25	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$1.1M		22k	47.78	View chart
Nextera Energy (NEE)	0.1	$1.1M		13k	79.56	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.0M	NEW	15k	68.18	View chart
Unilever Spon Adr New (UL)	0.1	$1.0M		17k	62.29	View chart
Coca-Cola Company (KO)	0.1	$1.0M	+9%	16k	65.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$928k	+97%	47k	19.78	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$925k		21k	45.18	View chart
Dex (DXCM)	0.1	$909k	-4%	13k	72.24	View chart
Us Bancorp Del Com New (USB)	0.1	$902k	+2%	19k	48.22	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$895k		22k	40.66	View chart
Nike CL B (NKE)	0.1	$868k	-3%	11k	78.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$840k		51k	16.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$816k	+202%	36k	22.47	View chart
Icici Bank Adr (IBN)	0.1	$809k		26k	31.25	View chart
At&t (T)	0.1	$787k	+3%	36k	22.18	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$777k		10k	75.22	View chart
Comcast Corp Cl A (CMCSA)	0.1	$746k		18k	42.07	View chart
ConAgra Foods (CAG)	0.1	$742k		25k	29.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$737k	+163%	32k	22.97	View chart
Ishares Tr Europe Etf (IEV)	0.1	$727k	NEW	13k	55.92	View chart
Infosys Sponsored Adr (INFY)	0.1	$678k	+12%	31k	21.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$662k	-6%	14k	47.01	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$637k		15k	42.06	View chart
Wipro Spon Adr 1 Sh (WIT)	0.1	$614k	-4%	91k	6.74	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$560k		10k	55.48	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.1	$552k		75k	7.41	View chart
Relx Sponsored Adr (RELX)	0.1	$538k		11k	47.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$502k	NEW	19k	25.88	View chart
Verizon Communications (VZ)	0.1	$495k		12k	41.33	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$472k		76k	6.20	View chart
Ubs Group SHS (UBS)	0.0	$468k		14k	32.82	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$465k	NEW	26k	17.85	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$442k		41k	10.74	View chart
Woori Finl Group Sponsored Ads (WF)	0.0	$424k	+2%	12k	35.08	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$405k	-12%	68k	5.98	View chart
Kinder Morgan (KMI)	0.0	$386k	+13%	16k	24.63	View chart
Toast Cl A (TOST)	0.0	$382k		13k	30.04	View chart
Wolfspeed (WOLF)	0.0	$371k	NEW	24k	15.45	View chart
Intel Corporation (INTC)	0.0	$352k	-9%	15k	22.90	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$352k		28k	12.50	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$344k	-2%	33k	10.50	View chart
Mamamancini's Holdings (MAMA)	0.0	$340k		43k	7.89	View chart
Gold Fields Sponsored Adr (GFI)	0.0	$326k	-2%	19k	17.14	View chart
Barclays Adr (BCS)	0.0	$313k		25k	12.55	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$304k		24k	12.72	View chart
Halliburton Company (HAL)	0.0	$288k		11k	27.52	View chart
Unity Software (U)	0.0	$270k	+2%	13k	20.73	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$230k	-5%	23k	10.17	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$228k	-5%	10k	22.63	View chart
Ready Cap Corp Com reit (RC)	0.0	$222k		32k	6.92	View chart

Past Filings by Bridgewater Advisors

SEC 13F filings are viewable for Bridgewater Advisors going back to 2013

Bridgewater Advisors 2024 Q3 filed Oct. 31, 2024
Bridgewater Advisors 2024 Q2 filed Aug. 2, 2024
Bridgewater Advisors 2024 Q1 filed April 30, 2024
Bridgewater Advisors 2023 Q4 filed Feb. 5, 2024
Bridgewater Advisors 2023 Q3 filed Oct. 24, 2023
Bridgewater Advisors 2023 Q2 filed July 24, 2023
Bridgewater Advisors 2023 Q1 filed April 13, 2023
Bridgewater Advisors 2022 Q4 filed Jan. 27, 2023
Bridgewater Advisors 2022 Q3 filed Oct. 28, 2022
Bridgewater Advisors 2022 Q2 filed Aug. 5, 2022
Bridgewater Advisors 2022 Q1 filed May 5, 2022
Bridgewater Advisors 2021 Q4 filed Feb. 7, 2022
Bridgewater Advisors 2021 Q3 filed Nov. 2, 2021
Bridgewater Advisors 2021 Q2 filed Aug. 6, 2021
Bridgewater Advisors 2021 Q1 filed May 20, 2021
Bridgewater Advisors 2014 Q2 filed Aug. 14, 2014

View all past filings

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