Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON BRIDGE WEALTH PARTNERS LLC | 08-02-2024 | 06-30-2024 | 95 | 217,939,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $775,899 | 4,015 | 0.00 | 0.00 | 103 | 2.63 | 06-30-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 52 | $769,215 | 8,439 | 0.00 | 0.00 | 1,271 | 17.73 | 06-30-2024 |
| BROADCOM INC | COM | 53 | $736,938 | 459 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 54 | $731,334 | 5,920 | 0.00 | 0.00 | 5,447 | 1151.59 | 06-30-2024 |
