Three-Bridge-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "ADBE",
  "GOOGL",
  "PXF",
  "ASML",
  "PECO",
  "GD",
  "HD",
  "INTU",
  null,
  "META",
  "MDT",
  "MSFT",
  "ORCL",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "SBUX",
  "TMO",
  "UL",
  "VV",
  "VOE",
  "SCHW",
  "WEAV",
  "VWO",
  null,
  "PRF",
  "VCIT",
  "VIG",
  "IWN",
  null,
  "DEO",
  "IWR",
  "CRVS",
  "IMNM",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  "VEA",
  "VGK",
  "BNDX",
  "BSV",
  "VT",
  "VOO",
  "V",
  "WMT",
  "WDAY",
  "IUSG",
  "CART",
  null,
  "SCHF",
  "RBLX",
  null,
  "BAC",
  "BRK-B",
  "CHRW",
  "COIN",
  "COST",
  "EFA",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 84
Total Value: 287392786
Accession Number: 0001950962-25-000004
Form Type: 13F-HR
CIK: three-bridge-wealth-advisors
Manager Name: Three-Bridge-Wealth-Advisors

Data Enrichment

86% identified

72 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $287.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.8K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$287.4M)

NVIDIA CORP

NVDA|67066G104

Shares:22.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$287.4M)

MICROSOFT CORP

MSFT|594918104

Shares:6.3K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$287.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.9K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$287.4M)

ORACLE CORP

ORCL|68389X105

Shares:15.8K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$287.4M)

Maplebear Inc.

CART|565394103

Shares:55.0K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$287.4M)

Walt Disney Co

DIS|254687106

Shares:22.0K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$287.4M)

UNILEVER PLC

UL|904767704

Shares:35.5K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$287.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:23.5K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$287.4M)

Medtronic plc

MDT|G5960L103

Shares:18.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$287.4M)

NOVO NORDISK A S

NVO|670100205

Shares:23.7K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$287.4M)

INTUIT INC.

INTU|461202103

Shares:2.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$287.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:8.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$287.4M)

RTX Corp

RTX|75513E101

Shares:11.1K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$287.4M)

78464A409

SPYG|78464A409

Shares:18.2K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$287.4M)

72201R833

Shares:13.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$287.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.9K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$287.4M)

VISA INC.

V|92826C839

Shares:3.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$287.4M)

46138E743

PXF|46138E743

Shares:24.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$287.4M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:4.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$287.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.8K	QoQ +0.25% (+12) YoY -3.07% (-152)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$287.4M)	QoQ +17.78% (+$386.0K) YoY +22.75% (-$473.9K)
NVIDIA CORP(NVDAcusip67066G104)	22.4K	QoQ +3.74% (-810) YoY +937.46% (+20.3K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$287.4M)	QoQ -16.26% (-$472.2K) YoY +24.45% (+$477.7K)
MICROSOFT CORP(MSFTcusip594918104)	6.3K	QoQ +1.49% (-93) YoY -2.24% (-145)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$287.4M)	QoQ -9.61% (-$252.4K) YoY -12.77% (-$347.9K)
Alphabet Inc.(GOOGLcusip02079K305)	14.9K	QoQ -1.75% (-266) YoY -20.31% (-3.8K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$287.4M)	QoQ -19.74% (-$566.5K) YoY -18.36% (-$518.0K)
ORACLE CORP(ORCLcusip68389X105)	15.8K	QoQ -5.61% (-940) YoY -14.63% (-2.7K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$287.4M)	QoQ -20.81% (-$580.7K) YoY -4.98% (-$116.0K)
Maplebear Inc.(CARTcusip565394103)	55.0K	QoQ 0.00% (-0) YoY -47.60% (-50.0K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$287.4M)	QoQ -3.69% (-$84.2K) YoY -43.94% (-$1.7M)
Walt Disney Co(DIScusip254687106)	22.0K	QoQ +5.84% (-1.2K) YoY +20.49% (-3.7K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$287.4M)	QoQ -6.59% (-$153.5K) YoY -2.80% (-$62.6K)
UNILEVER PLC(ULcusip904767704)	35.5K	QoQ +2.07% (+722) YoY -5.79% (-2.2K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$287.4M)	QoQ +7.20% (+$142.0K) YoY +11.76% (-$222.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	23.5K	QoQ -29.31% (-9.7K) YoY -45.67% (-19.7K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$287.4M)	QoQ -21.12% (-$530.7K) YoY +99.27% (-$987.3K)
Medtronic plc(MDTcusipG5960L103)	18.5K	QoQ +5.67% (+996) YoY +5.31% (+936)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$287.4M)	QoQ +18.76% (+$265.4K) YoY +8.58% (+$132.7K)
NOVO NORDISK A S(NVOcusip670100205)	23.7K	QoQ +88.44% (+11.1K) YoY +81.75% (-10.6K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$287.4M)	QoQ +54.62% (+$590.1K) YoY -0.80% (-$13.5K)
INTUIT INC.(INTUcusip461202103)	2.6K	QoQ -0.38% (-10) YoY +57.82% (+946)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$287.4M)	QoQ -2.68% (-$43.8K) YoY +49.08% (+$521.9K)
Palo Alto Networks Inc(PANWcusip697435105)	8.9K	QoQ 0.00% (-0) YoY +97.76% (+4.4K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$287.4M)	QoQ -6.22% (-$100.3K) YoY +18.77% (+$238.9K)
RTX Corp(RTXcusip75513E101)	11.1K	QoQ -42.83% (-8.3K) YoY -51.84% (-11.9K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$287.4M)	QoQ -34.56% (-$776.2K) YoY -34.59% (-$777.2K)
(SPYGcusip78464A409)	18.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$287.4M)	QoQ -8.56% (-$137.0K) YoY +9.87% (+$131.4K)
(cusip72201R833)✕	13.5K	QoQ +1.42% (+190) YoY -43.73% (-10.5K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$287.4M)	QoQ +1.30% (+$17.5K) YoY -43.69% (-$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	7.9K	QoQ -1.06% (-85) YoY +42.73% (+2.4K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$287.4M)	QoQ +13.45% (-$155.9K) YoY +49.63% (+$436.0K)
VISA INC.(Vcusip92826C839)	3.7K	QoQ -0.64% (-24) YoY -12.44% (-525)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$287.4M)	QoQ +10.17% (-$119.6K) YoY +9.95% (-$117.2K)
(PXFcusip46138E743)	24.1K	QoQ +0.17% (+42) YoY +1.09% (+262)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$287.4M)	QoQ +8.74% (+$101.0K) YoY +5.86% (+$69.5K)
GENERAL DYNAMICS CORP(GDcusip369550108)	4.0K	QoQ -2.46% (-100) YoY -8.62% (-374)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.4M)	QoQ +0.90% (-$9.7K) YoY -11.83% (-$144.9K)