Bridge-Generations-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABBV",
  null,
  null,
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  null,
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  "SKYW",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "GBCI",
  null,
  "EMXC",
  "ICE",
  "MUB",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "MSFT",
  "MDLZ",
  "NVS",
  "ORCL",
  null,
  null,
  null,
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "GS",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "FNDX",
  null,
  null,
  "SCHX",
  "NOW",
  null,
  "AMT",
  null,
  "SPLG",
  "TJX",
  "VNQ",
  "VOE",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MGC",
  "ATO",
  "WM",
  "FTNT",
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "VEA",
  "VNQI",
  "VXUS",
  null,
  "VGLT",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "V",
  "WMT",
  "WFC",
  null,
  "YUMC",
  "YUM",
  "SOLV",
  null,
  null,
  null,
  "SCHF",
  "SCHA",
  "ROL",
  null,
  null,
  "ZION",
  "PSA",
  "NUE",
  "ADP",
  "BBY",
  "CVX",
  "KO",
  "COST",
  "CRWD",
  "DHR",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DCI",
  "RSP",
  "ADI",
  "NEE",
  "QQQ",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  null,
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 151
Total Value: 159270320
Accession Number: 0002056071-25-000004
Form Type: 13F-HR
CIK: bridge-generations-wealth-management
Manager Name: Bridge-Generations-Wealth-Management

Data Enrichment

62% identified

93 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

151 positions • $159.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ServiceNow, Inc.

NOW|81762P102

Shares:1.8K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$159.3M)

92206C870

VCIT|92206C870

Shares:14.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$159.3M)

921943858

VEA|921943858

Shares:23.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$159.3M)

25434V716

Shares:17.2K

Value:$614.2K

% of Portfolio:0.4% ($614.2K/$159.3M)

25434V401

Shares:8.4K

Value:$505.9K

% of Portfolio:0.3% ($505.9K/$159.3M)

464288273

Shares:6.3K

Value:$397.8K

% of Portfolio:0.2% ($397.8K/$159.3M)

25434V690

Shares:11.0K

Value:$383.0K

% of Portfolio:0.2% ($383.0K/$159.3M)

92189H409

Shares:7.1K

Value:$363.5K

% of Portfolio:0.2% ($363.5K/$159.3M)

25434V682

Shares:10.6K

Value:$357.8K

% of Portfolio:0.2% ($357.8K/$159.3M)

464288877

Shares:5.0K

Value:$292.4K

% of Portfolio:0.2% ($292.4K/$159.3M)

25434V856

Shares:3.6K

Value:$152.0K

% of Portfolio:0.1% ($152.0K/$159.3M)

921909768

VXUS|921909768

Shares:2.4K

Value:$149.5K

% of Portfolio:0.1% ($149.5K/$159.3M)

02072L532

Shares:7.4K

Value:$143.4K

% of Portfolio:0.1% ($143.4K/$159.3M)

25434V575

Shares:2.4K

Value:$127.5K

% of Portfolio:0.1% ($127.5K/$159.3M)

ORACLE CORP

ORCL|68389X105

Shares:911

Value:$127.4K

% of Portfolio:0.1% ($127.4K/$159.3M)

SKYWEST INC

SKYW|830879102

Shares:1.0K

Value:$87.4K

% of Portfolio:0.1% ($87.4K/$159.3M)

NUCOR CORP

NUE|670346105

Shares:712

Value:$85.7K

% of Portfolio:0.1% ($85.7K/$159.3M)

25434V823

Shares:2.9K

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$159.3M)

921937835

BND|921937835

Shares:890

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$159.3M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:1.3K

Value:$65.0K

% of Portfolio:0.0% ($65.0K/$159.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ServiceNow, Inc.(NOWcusip81762P102)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$1.5M	0.9% ($1.5M/$159.3M)	QoQ NEW(+$1.5M) YoY-
(VCITcusip92206C870)	14.9K	QoQ NEW(+14.9K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$159.3M)	QoQ NEW(+$1.2M) YoY-
(VEAcusip921943858)	23.5K	QoQ +1507.51% (+22.1K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$159.3M)	QoQ +1608.65% (+$1.1M) YoY-
(cusip25434V716)✕	17.2K	QoQ -0.08% (-15) YoY-	All Managers (Combined)	$614.2K	0.4% ($614.2K/$159.3M)	QoQ -5.59% (-$36.4K) YoY-
(cusip25434V401)✕	8.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$505.9K	0.3% ($505.9K/$159.3M)	QoQ -5.12% (-$27.4K) YoY-
(cusip464288273)✕	6.3K	QoQ -12.73% (-914) YoY-	All Managers (Combined)	$397.8K	0.2% ($397.8K/$159.3M)	QoQ -8.74% (-$38.1K) YoY-
(cusip25434V690)✕	11.0K	QoQ -1.63% (-182) YoY-	All Managers (Combined)	$383.0K	0.2% ($383.0K/$159.3M)	QoQ +4.47% (-$16.4K) YoY-
(cusip92189H409)✕	7.1K	QoQ -8.46% (-657) YoY-	All Managers (Combined)	$363.5K	0.2% ($363.5K/$159.3M)	QoQ -9.75% (-$39.3K) YoY-
(cusip25434V682)✕	10.6K	QoQ -1.19% (-129) YoY-	All Managers (Combined)	$357.8K	0.2% ($357.8K/$159.3M)	QoQ +0.43% (-$1.6K) YoY-
(cusip464288877)✕	5.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$292.4K	0.2% ($292.4K/$159.3M)	QoQ +12.33% (+$32.1K) YoY-
(cusip25434V856)✕	3.6K	QoQ -1.17% (-43) YoY-	All Managers (Combined)	$152.0K	0.1% ($152.0K/$159.3M)	QoQ +2.77% (-$4.1K) YoY-
(VXUScusip921909768)	2.4K	QoQ +6777.14% (+2.4K) YoY-	All Managers (Combined)	$149.5K	0.1% ($149.5K/$159.3M)	QoQ +7053.25% (+$147.4K) YoY-
(cusip02072L532)✕	7.4K	QoQ -15.45% (-1.3K) YoY-	All Managers (Combined)	$143.4K	0.1% ($143.4K/$159.3M)	QoQ -24.08% (-$45.5K) YoY-
(cusip25434V575)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$127.5K	0.1% ($127.5K/$159.3M)	QoQ NEW(+$127.5K) YoY-
ORACLE CORP(ORCLcusip68389X105)	911	QoQ +1.22% (-11) YoY-	All Managers (Combined)	$127.4K	0.1% ($127.4K/$159.3M)	QoQ -15.07% (-$22.6K) YoY-
SKYWEST INC(SKYWcusip830879102)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$87.4K	0.1% ($87.4K/$159.3M)	QoQ -12.74% (-$12.8K) YoY-
NUCOR CORP(NUEcusip670346105)	712	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$85.7K	0.1% ($85.7K/$159.3M)	QoQ +3.11% (+$2.6K) YoY-
(cusip25434V823)✕	2.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$68.1K	0.0% ($68.1K/$159.3M)	QoQ +2.14% (+$1.4K) YoY-
(BNDcusip921937835)	890	QoQ NEW(+890) YoY-	All Managers (Combined)	$65.4K	0.0% ($65.4K/$159.3M)	QoQ NEW(+$65.4K) YoY-
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$65.0K	0.0% ($65.0K/$159.3M)	QoQ NEW(+$65.0K) YoY-