Three Bridge Wealth Advisors, LLC Portfolio Holdings
Q3 2025•87 long positions•$387.9M portfolio value
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Holding127 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $57.0M 14.69% | +$1.2M Bought | — 412.2K shares | 403.4K → 412.2K +$1.2M | +2.17% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $27.6M 7.11% | +$1.7M Bought | — 41.3K shares | 38.7K → 41.3K +$1.7M | +6.68% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $27.2M 7.02% | -$1.8M Sold | 0.001% 37.1K shares | 39.6K → 37.1K −$1.8M | -6.31% | $1.84T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $25.1M 6.47% | +$245.6K Bought | — 40.9K shares | 40.5K → 40.9K +$245.6K | +0.99% | — — | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $25.0M 6.45% | -$22.3K Sold | 0.029% 74.2K shares | 74.2K → 74.2K −$22.3K | -0.09% | $86.7B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $20.3M 5.23% | +$2.7M Bought | — 33.8K shares | 29.3K → 33.8K +$2.7M | +15.36% | — — | Q1 2022 Held for 3y 8m | |
Electronic Gaming & Multimedia Technology | $17.5M 4.51% | -$63.9K Sold | 0.018% 126.3K shares | 126.8K → 126.3K −$63.9K | -0.36% | $96.0B Large Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $14.7M 3.78% | +$1.1M Bought | — 41.3K shares | 38.2K → 41.3K +$1.1M | +8.23% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $14.5M 3.73% | +$162.3K Bought | — 198.7K shares | 196.4K → 198.7K +$162.3K | +1.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.4M 3.72% | — | — 104.6K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.6M 3.25% | +$207.6K Bought | — 130.6K shares | 128.4K → 130.6K +$207.6K | +1.67% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $12.1M 3.13% | +$952.5K Bought | — 267.4K shares | 246.5K → 267.4K +$952.5K | +8.51% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $10.6M 2.73% | +$163.1K Bought | — 195.7K shares | 192.7K → 195.7K +$163.1K | +1.56% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $8.5M 2.2% | +$419.4 Bought | — 142.2K shares | 142.2K → 142.2K +$419.4 | +0.0% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $8.1M 2.1% | — | — 17.4K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.4M 1.91% | -$96.1K Sold | — 138.6K shares | 140.4K → 138.6K −$96.1K | -1.28% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.6M 1.7% | +$1.1M Bought | — 146.3K shares | 120.9K → 146.3K +$1.1M | +20.98% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.9M 1.27% | +$1.1M Bought | — 80.6K shares | 62.4K → 80.6K +$1.1M | +29.32% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $4.8M 1.25% | -$2.5M Sold | 0.0% 19.0K shares | 28.9K → 19.0K −$2.5M | -34.17% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.6M 1.2% | — | — 19.2K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $4.2M 1.08% | -$2.8M Sold | 0.0% 22.5K shares | 37.6K → 22.5K −$2.8M | -40.15% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $3.4M 0.882% | -$408.6K Sold | 0.0% 12.2K shares | 13.6K → 12.2K −$408.6K | -10.67% | $801.76B Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $3.3M 0.86% | -$1.4M Sold | 0.0% 13.7K shares | 19.6K → 13.7K −$1.4M | -30.05% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.3M 0.843% | -$234.8K Sold | — 64.1K shares | 68.7K → 64.1K −$234.8K | -6.7% | — — | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $3.2M 0.831% | -$2.8M Sold | 0.0% 6.2K shares | 11.5K → 6.2K −$2.8M | -46.05% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
Insurance - Diversified Financial Services | $2.5M 0.647% | -$549.5K Sold | 0.0% 5.0K shares | 6.1K → 5.0K −$549.5K | -17.96% | $1.08T Mega Cap | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $2.2M 0.565% | -$10.2K Sold | — 37.0K shares | 37.1K → 37.0K −$10.2K | -0.46% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $2.0M 0.522% | — | — 55.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Entertainment Communication Services | $2.0M 0.513% | -$469.9K Sold | 0.001% 17.4K shares | 21.5K → 17.4K −$469.9K | -19.1% | $205.86B Mega Cap | Q1 2022 Held for 3y 8m | |
Medical - Devices Healthcare | $1.9M 0.496% | -$93.9K Sold | 0.002% 20.0K shares | 21.0K → 20.0K −$93.9K | -4.66% | $122.16B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.9M 0.49% | — | — 18.2K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $1.8M 0.469% | +$433.4K Bought | — 32.8K shares | 25.0K → 32.8K +$433.4K | +31.31% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.8M 0.465% | -$241.5K Sold | 0.001% 8.9K shares | 10.0K → 8.9K −$241.5K | -11.81% | $137.82B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $1.5M 0.39% | -$180.6K Sold | 0.0% 8.2K shares | 9.1K → 8.2K −$180.6K | -10.67% | $446.55B Mega Cap | Q1 2022 Held for 3y 8m | |
Medical - Diagnostics & Research Healthcare | $1.4M 0.35% | +$1.4M New | 0.66% 714.8K shares | 0 → 714.8K +$1.4M | New | $205.8M Micro Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $1.3M 0.343% | -$39.2K Sold | 0.001% 3.9K shares | 4.0K → 3.9K −$39.2K | -2.86% | $91.7B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.3M 0.337% | +$12.9K Bought | — 13.0K shares | 12.9K → 13.0K +$12.9K | +0.99% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $1.2M 0.307% | -$26.1K Sold | — 1.2K shares | 1.3K → 1.2K −$26.1K | -2.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.265% | +$2.1K Bought | — 5.8K shares | 5.8K → 5.8K +$2.1K | +0.21% | — — | Q1 2022 Held for 3y 8m | |
Aerospace & Defense Industrials | $965.3K 0.249% | -$278.3K Sold | 0.0% 5.8K shares | 7.4K → 5.8K −$278.3K | -22.38% | $223.98B Mega Cap | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $955.9K 0.246% | -$612.1K Sold | 0.0% 2.8K shares | 4.6K → 2.8K −$612.1K | -39.04% | $662.60B Mega Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $922.5K 0.238% | -$218.2K Sold | 0.0% 1.2K shares | 1.5K → 1.2K −$218.2K | -19.13% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $865.1K 0.223% | +$51.9K Bought | 0.001% 10.2K shares | 9.6K → 10.2K +$51.9K | +6.39% | $96.2B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $828.3K 0.214% | +$21.5K Bought | — 16.7K shares | 16.3K → 16.7K +$21.5K | +2.67% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $826.5K 0.213% | +$24.1K Bought | — 9.8K shares | 9.5K → 9.8K +$24.1K | +3.0% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $776.9K 0.2% | — | — 3.6K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Home Improvement Consumer Cyclical | $744.3K 0.192% | -$304.7K Sold | 0.0% 1.8K shares | 2.6K → 1.8K −$304.7K | -29.05% | $403.32B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $700.0K 0.18% | +$17.1K Bought | — 12.3K shares | 12.0K → 12.3K +$17.1K | +2.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $672.8K 0.173% | +$164.6 Bought | — 4.1K shares | 4.1K → 4.1K +$164.6 | +0.02% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $670.2K 0.173% | — | — 10.3K shares | — | — | — — | Q4 2024 Held for 11 months |
