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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46090F100

Shares:25

Value:$341

% of Portfolio:0.0% ($341/$159.3M)

Prologis, Inc.

PLD|74340W103

Shares:3

Value:$336

% of Portfolio:0.0% ($336/$159.3M)

69374H766

Shares:9

Value:$333

% of Portfolio:0.0% ($333/$159.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2

Value:$332

% of Portfolio:0.0% ($332/$159.3M)

46434G764

EMXC|46434G764

Shares:6

Value:$331

% of Portfolio:0.0% ($331/$159.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1

Value:$306

% of Portfolio:0.0% ($306/$159.3M)

Mondelez International, Inc.

MDLZ|609207105

Shares:4

Value:$272

% of Portfolio:0.0% ($272/$159.3M)

577125834

Shares:10

Value:$244

% of Portfolio:0.0% ($244/$159.3M)

37954Y855

Shares:6

Value:$233

% of Portfolio:0.0% ($233/$159.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:1

Value:$155

% of Portfolio:0.0% ($155/$159.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:2

Value:$142

% of Portfolio:0.0% ($142/$159.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46090F100)✕	25	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$341	0.0% ($341/$159.3M)	QoQ +4.92% (+$16) YoY-
Prologis, Inc.(PLDcusip74340W103)	3	QoQ NEW(+3) YoY-	All Managers (Combined)	$336	0.0% ($336/$159.3M)	QoQ NEW(+$336) YoY-
(cusip69374H766)✕	9	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$333	0.0% ($333/$159.3M)	QoQ +4.71% (+$15) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	2	QoQ NEW(+2) YoY-	All Managers (Combined)	$332	0.0% ($332/$159.3M)	QoQ NEW(+$332) YoY-
(EMXCcusip46434G764)	6	QoQ NEW(+6) YoY-	All Managers (Combined)	$331	0.0% ($331/$159.3M)	QoQ NEW(+$331) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1	QoQ NEW(+1) YoY-	All Managers (Combined)	$306	0.0% ($306/$159.3M)	QoQ NEW(+$306) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	4	QoQ NEW(+4) YoY-	All Managers (Combined)	$272	0.0% ($272/$159.3M)	QoQ NEW(+$272) YoY-
(cusip577125834)✕	10	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$244	0.0% ($244/$159.3M)	QoQ +10.40% (+$23) YoY-
(cusip37954Y855)✕	6	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$233	0.0% ($233/$159.3M)	QoQ -4.89% (-$12) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$155	0.0% ($155/$159.3M)	QoQ -18.42% (-$35) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	2	QoQ NEW(+2) YoY-	All Managers (Combined)	$142	0.0% ($142/$159.3M)	QoQ NEW(+$142) YoY-