Bridgewater Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Bridgewater Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Bridgewater Advisors

Companies in the Bridgewater Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 10.1 $20M NEW 393k 50.71
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $12M +41% 57k 209.61
Apple (AAPL) 4.7 $9.3M +866% 76k 122.77
JPMorgan Chase & Co. (JPM) 2.5 $5.0M -34% 32k 157.44
Alphabet Cap Stk Cl A (GOOGL) 2.3 $4.6M NEW 2.1k 2200.38
Microsoft Corporation (MSFT) 2.3 $4.6M -65% 19k 238.99
Johnson & Johnson (JNJ) 2.2 $4.3M -20% 26k 168.22
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $4.0M -22% 27k 151.38
Darling International (DAR) 1.9 $3.8M NEW 52k 73.10
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.8 $3.5M NEW 68k 51.02
Target Corporation (TGT) 1.7 $3.4M -35% 17k 202.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.3M +37% 12k 282.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $3.0M NEW 36k 84.68
Alphabet Cap Stk Cl C (GOOG) 1.5 $2.9M NEW 1.3k 2239.11

Setup an alert

Bridgewater Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Pfizer (PFE) 1.3 $2.6M +115% 66k 39.70
Ishares Tr Msci Eafe Etf (EFA) 1.3 $2.6M NEW 33k 77.66
PerkinElmer (PKI) 1.2 $2.4M NEW 18k 137.87
Union Pacific Corporation (UNP) 1.1 $2.3M +394% 10k 222.04
Amazon (AMZN) 1.1 $2.2M NEW 712.00 3151.69
Activision Blizzard (ATVI) 1.1 $2.2M NEW 24k 92.65
Qorvo (QRVO) 1.1 $2.2M NEW 13k 165.38
Ametek (AME) 1.1 $2.2M NEW 17k 130.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.1M +63% 5.2k 405.38
J.B. Hunt Transport Services (JBHT) 1.0 $2.0M NEW 12k 173.18
Synaptics, Incorporated (SYNA) 1.0 $2.0M NEW 17k 117.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $2.0M 20k 98.74
Dollar Tree (DLTR) 1.0 $1.9M -19% 17k 109.82
Exxon Mobil Corporation (XOM) 1.0 $1.9M -26% 31k 60.05
Avantor (AVTR) 0.9 $1.9M NEW 62k 30.09
Facebook Cl A (FB) 0.9 $1.8M NEW 6.1k 302.49
Altice Usa Cl A (ATUS) 0.9 $1.8M NEW 49k 36.72
Texas Instruments Incorporated (TXN) 0.9 $1.7M NEW 9.5k 176.62
Fmc Corp Com New (FMC) 0.8 $1.7M NEW 15k 114.92
Quest Diagnostics Incorporated (DGX) 0.8 $1.6M NEW 12k 136.03
Procter & Gamble Company (PG) 0.8 $1.6M +5% 12k 135.51
Walt Disney Company (DIS) 0.8 $1.6M NEW 8.9k 177.81
Cummins (CMI) 0.8 $1.5M NEW 6.0k 257.70
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.5M -39% 29k 52.08
Meritage Homes Corporation (MTH) 0.8 $1.5M NEW 14k 105.81
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.7 $1.4M NEW 18k 81.48
Bristol Myers Squibb (BMY) 0.7 $1.4M NEW 22k 64.53
3M Company (MMM) 0.7 $1.4M +46% 7.0k 198.86
Cardinal Health (CAH) 0.7 $1.3M NEW 24k 55.81
Cerner Corporation (CERN) 0.7 $1.3M NEW 17k 76.30
Hp (HPQ) 0.6 $1.2M NEW 39k 31.94
Boeing Company (BA) 0.6 $1.2M -8% 5.6k 220.74
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.1M +17% 5.1k 223.23
Flagstar Bancorp Com Par .001 (FBC) 0.6 $1.1M NEW 26k 43.67
Corsair Gaming (CRSR) 0.6 $1.1M NEW 35k 31.39
Danaher Corporation (DHR) 0.6 $1.1M NEW 4.4k 250.17
Ishares Msci Sweden Etf (EWD) 0.5 $1.1M NEW 23k 46.49
Ishares Tr Msci Norway Etf (ENOR) 0.5 $1.1M NEW 38k 28.14
Merck & Co (MRK) 0.5 $1.0M NEW 13k 78.02
Spdr Ser Tr S&p Biotech (XBI) 0.5 $1.0M -27% 8.4k 124.11
Ishares Tr Msci Denmark Etf (EDEN) 0.5 $1.0M NEW 10k 102.32
Ishares Msci Switzerland (EWL) 0.5 $1.0M NEW 22k 46.14
Kayne Anderson MLP Investment (KYN) 0.5 $1.0M +394% 132k 7.69
Home Depot (HD) 0.5 $934k NEW 2.9k 317.15
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.4 $884k +435% 64k 13.83
American Express Company (AXP) 0.4 $879k NEW 5.8k 152.34
UnitedHealth (UNH) 0.4 $870k NEW 2.1k 405.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $860k +26% 17k 51.04
McDonald's Corporation (MCD) 0.4 $851k NEW 3.7k 228.03
Comcast Corp Cl A (CMCSA) 0.4 $809k NEW 14k 56.62
Eaton Vance New York Municipal Bond Fund (ENX) 0.4 $805k NEW 65k 12.47
Us Bancorp Del Com New (USB) 0.4 $773k -6% 13k 59.55
Invesco Van Kampen Trust for IGNYM Fund (VTN) 0.4 $750k NEW 56k 13.30
Nuveen Ny Divid Advntg Mun F (NAN) 0.4 $743k NEW 51k 14.51
Ishares Tr Core S&p500 Etf (IVV) 0.4 $741k NEW 1.8k 407.14
Abbott Laboratories (ABT) 0.4 $738k NEW 6.3k 116.31
Globe Life (GL) 0.4 $717k NEW 7.0k 102.14
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.4 $711k NEW 4.4k 160.35
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $704k NEW 26k 26.63
International Business Machines (IBM) 0.4 $699k -59% 4.9k 141.24
Pepsi (PEP) 0.4 $698k +89% 4.8k 144.27
Mastercard Incorporated Cl A (MA) 0.3 $650k NEW 1.8k 356.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $648k NEW 10k 63.54
Vanguard Index Fds Small Cp Etf (VB) 0.3 $632k +30% 3.0k 211.87
Colgate-Palmolive Company (CL) 0.3 $624k -92% 7.6k 81.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $613k NEW 1.6k 372.87
Dupont De Nemours (DD) 0.3 $604k NEW 7.5k 80.32
Mfs Mun Income Tr Sh Ben Int (MFM) 0.3 $583k NEW 83k 7.05
Adobe Systems Incorporated (ADBE) 0.3 $575k NEW 1.2k 471.70
Thermo Fisher Scientific (TMO) 0.3 $563k NEW 1.2k 454.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $562k NEW 5.8k 96.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $537k NEW 2.5k 211.00
Select Sector Spdr Tr Technology (XLK) 0.3 $532k NEW 4.0k 131.42
Cooper Cos Com New (COO) 0.3 $519k -86% 1.4k 384.44
Broadridge Financial Solutions (BR) 0.3 $517k NEW 3.3k 159.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $508k -58% 6.2k 82.60
Dow (DOW) 0.3 $507k NEW 7.5k 67.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $487k NEW 12k 40.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $476k NEW 6.4k 74.83
Oracle Corporation (ORCL) 0.2 $475k -24% 6.2k 76.81
Netflix (NFLX) 0.2 $460k NEW 949.00 484.72
Sherwin-Williams Company (SHW) 0.2 $458k NEW 1.6k 280.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $443k NEW 8.8k 50.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $442k -38% 12k 38.55
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $435k NEW 3.1k 138.45
Marsh & McLennan Companies (MMC) 0.2 $428k NEW 3.2k 132.80
BlackRock MuniYield New York Insured Fnd (MYN) 0.2 $424k NEW 31k 13.68
Quanta Services (PWR) 0.2 $404k NEW 4.3k 94.72
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $402k NEW 7.6k 53.24
Cisco Systems (CSCO) 0.2 $400k NEW 7.8k 51.58
At&t (T) 0.2 $393k 12k 31.94
Spdr Gold Tr Gold Shs (GLD) 0.2 $391k -90% 2.3k 170.22
CSX Corporation (CSX) 0.2 $389k -43% 3.9k 99.74
Vanguard World Fds Health Car Etf (VHT) 0.2 $383k NEW 1.6k 234.25
Jack Henry & Associates (JKHY) 0.2 $367k NEW 2.4k 154.92
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $362k NEW 5.1k 70.84
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $360k NEW 12k 31.08
Match Group (MTCH) 0.2 $342k NEW 2.4k 141.50
Western Asset Mrtg Defined Oppn Fund (DMO) 0.2 $334k NEW 23k 14.84
Equifax (EFX) 0.2 $327k NEW 1.4k 233.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $325k NEW 3.3k 98.01
Visa Com Cl A (V) 0.2 $325k NEW 1.5k 220.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $323k NEW 1.0k 317.29
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $312k NEW 4.5k 68.63
Bank of America Corporation (BAC) 0.2 $309k NEW 7.5k 41.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $305k NEW 2.0k 156.41
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $304k NEW 7.2k 42.39
Corning Incorporated (GLW) 0.2 $304k NEW 7.1k 42.80
Citigroup Com New (C) 0.2 $300k NEW 4.0k 74.35
Wal-Mart Stores (WMT) 0.2 $296k -20% 2.2k 135.78
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $288k NEW 4.4k 66.13
Raytheon Technologies Corp (RTX) 0.1 $288k NEW 3.5k 82.24
Mfs Invt Grade Mun Tr Sh Ben Int (CXH) 0.1 $288k NEW 29k 9.95
Ies Hldgs (IESC) 0.1 $287k NEW 5.9k 48.41
Starbucks Corporation (SBUX) 0.1 $286k NEW 2.6k 109.87
Cme (CME) 0.1 $274k NEW 1.3k 214.06
Pgim Global Short Duration H (GHY) 0.1 $273k NEW 18k 15.08
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $273k NEW 5.1k 53.27
O'reilly Automotive (ORLY) 0.1 $266k NEW 485.00 548.45
Roku Com Cl A (ROKU) 0.1 $265k NEW 860.00 308.14
Verizon Communications (VZ) 0.1 $265k -33% 4.5k 58.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $262k NEW 1.1k 244.86
Caterpillar (CAT) 0.1 $261k -92% 1.1k 237.27
Stryker Corporation (SYK) 0.1 $258k NEW 1.1k 244.32
Fortune Brands (FBHS) 0.1 $257k NEW 2.5k 103.67
Denny's Corporation (DENN) 0.1 $257k NEW 16k 16.16
Boston Scientific Corporation (BSX) 0.1 $255k NEW 6.2k 41.34
MetLife (MET) 0.1 $254k NEW 4.0k 63.47
Northrop Grumman Corporation (NOC) 0.1 $252k NEW 694.00 363.11
General Electric Company (GE) 0.1 $248k -64% 19k 12.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $247k NEW 2.0k 121.86
Iac Interactive Ord (IAC) 0.1 $246k NEW 1.1k 219.64
Capital One Financial (COF) 0.1 $234k -38% 1.5k 153.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $224k NEW 667.00 335.83
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $221k NEW 3.5k 62.43
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $221k NEW 627.00 352.47
Kimberly-Clark Corporation (KMB) 0.1 $217k -51% 1.6k 132.72
Nextera Energy (NEE) 0.1 $212k NEW 3.0k 71.62
Ishares Tr Rus 1000 Etf (IWB) 0.1 $206k NEW 905.00 227.62
Chevron Corporation (CVX) 0.1 $204k -73% 1.9k 107.54
Neuberger Berman NY Int Mun Common (NBO) 0.1 $166k NEW 13k 12.68
Biosig Technologies Com New (BSGM) 0.0 $53k NEW 17k 3.06

Past Filings by Bridgewater Advisors

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