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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GLACIER BANCORP, INC.

GBCI|37637Q105

Shares:1.4K

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$159.3M)

25434V500

Shares:1.0K

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$159.3M)

Public Storage

PSA|74460D109

Shares:188

Value:$56.3K

% of Portfolio:0.0% ($56.3K/$159.3M)

3M CO

MMM|88579Y101

Shares:359

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$159.3M)

67092P201

Shares:500

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$159.3M)

PEPSICO INC

PEP|713448108

Shares:250

Value:$37.5K

% of Portfolio:0.0% ($37.5K/$159.3M)

808524201

SCHX|808524201

Shares:1.6K

Value:$35.1K

% of Portfolio:0.0% ($35.1K/$159.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:68

Value:$31.9K

% of Portfolio:0.0% ($31.9K/$159.3M)

25434V815

Shares:1.1K

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$159.3M)

46137V357

RSP|46137V357

Shares:166

Value:$28.8K

% of Portfolio:0.0% ($28.8K/$159.3M)

808524771

FNDX|808524771

Shares:1.2K

Value:$27.6K

% of Portfolio:0.0% ($27.6K/$159.3M)

92206C847

VGLT|92206C847

Shares:387

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$159.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:280

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$159.3M)

78463X863

Shares:790

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$159.3M)

92203J407

BNDX|92203J407

Shares:389

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$159.3M)

78464A201

Shares:212

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$159.3M)

808524755

FNDF|808524755

Shares:463

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$159.3M)

Walt Disney Co

DIS|254687106

Shares:160

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$159.3M)

56170L695

Shares:1.6K

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$159.3M)

YUM BRANDS INC

YUM|988498101

Shares:100

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$159.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GLACIER BANCORP, INC.(GBCIcusip37637Q105)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$62.0K	0.0% ($62.0K/$159.3M)	QoQ -11.94% (-$8.4K) YoY-
(cusip25434V500)✕	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$60.6K	0.0% ($60.6K/$159.3M)	QoQ -8.18% (-$5.4K) YoY-
Public Storage(PSAcusip74460D109)	188	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$56.3K	0.0% ($56.3K/$159.3M)	QoQ -0.04% (-$28) YoY-
3M CO(MMMcusip88579Y101)	359	QoQ NEW(+359) YoY-	All Managers (Combined)	$52.7K	0.0% ($52.7K/$159.3M)	QoQ NEW(+$52.7K) YoY-
(cusip67092P201)✕	500	QoQ NEW(+500) YoY-	All Managers (Combined)	$39.1K	0.0% ($39.1K/$159.3M)	QoQ NEW(+$39.1K) YoY-
PEPSICO INC(PEPcusip713448108)	250	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$37.5K	0.0% ($37.5K/$159.3M)	QoQ -1.39% (-$530) YoY-
(SCHXcusip808524201)	1.6K	QoQ +238.72% (+1.1K) YoY-	All Managers (Combined)	$35.1K	0.0% ($35.1K/$159.3M)	QoQ +222.86% (+$24.3K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	68	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$31.9K	0.0% ($31.9K/$159.3M)	QoQ -8.27% (-$2.9K) YoY-
(cusip25434V815)✕	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$31.2K	0.0% ($31.2K/$159.3M)	QoQ NEW(+$31.2K) YoY-
(RSPcusip46137V357)	166	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.8K	0.0% ($28.8K/$159.3M)	QoQ -1.14% (-$332) YoY-
(FNDXcusip808524771)	1.2K	QoQ +171.22% (+738) YoY-	All Managers (Combined)	$27.6K	0.0% ($27.6K/$159.3M)	QoQ +170.51% (+$17.4K) YoY-
(VGLTcusip92206C847)	387	QoQ -58.16% (-538) YoY-	All Managers (Combined)	$22.3K	0.0% ($22.3K/$159.3M)	QoQ -56.45% (-$28.9K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	280	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$20.1K	0.0% ($20.1K/$159.3M)	QoQ +2.20% (+$435) YoY-
(cusip78463X863)✕	790	QoQ +100.00% (+395) YoY-	All Managers (Combined)	$19.3K	0.0% ($19.3K/$159.3M)	QoQ +112.47% (+$10.2K) YoY-
(BNDXcusip92203J407)	389	QoQ NEW(+389) YoY-	All Managers (Combined)	$19.0K	0.0% ($19.0K/$159.3M)	QoQ NEW(+$19.0K) YoY-
(cusip78464A201)✕	212	QoQ NEW(+212) YoY-	All Managers (Combined)	$17.6K	0.0% ($17.6K/$159.3M)	QoQ NEW(+$17.6K) YoY-
(FNDFcusip808524755)	463	QoQ +115.34% (+248) YoY-	All Managers (Combined)	$16.7K	0.0% ($16.7K/$159.3M)	QoQ +134.53% (+$9.6K) YoY-
Walt Disney Co(DIScusip254687106)	160	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$15.8K	0.0% ($15.8K/$159.3M)	QoQ -11.36% (-$2.0K) YoY-
(cusip56170L695)✕	1.6K	QoQ -7.33% (-123) YoY-	All Managers (Combined)	$15.8K	0.0% ($15.8K/$159.3M)	QoQ -7.15% (-$1.2K) YoY-
YUM BRANDS INC(YUMcusip988498101)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$15.7K	0.0% ($15.7K/$159.3M)	QoQ +17.29% (+$2.3K) YoY-