Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bridge Advisory, LLC 13F Holdings -- Portfolio & Top Positions (2024-09-30)

Bridge Advisory, LLC (CIK 1847956) reported $210.2M across 99 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: EMLC ($13.4M, 6.35%), SHV ($13.3M, 6.34%), PHYS ($12.4M, 5.89%), PSLV ($9.4M, 4.49%), SGOV ($9.0M, 4.26%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EMLCVANECK ETF TRUST$13.4M6.35%525,637Added
2SHVISHARES TR$13.3M6.34%120,559Added
3PHYSSPROTT PHYSICAL GOLD TR$12.4M5.89%607,670Trimmed
4PSLVSPROTT PHYSICAL SILVER TR$9.4M4.49%903,459Trimmed
5SGOVISHARES TR$9.0M4.26%88,865Trimmed
6DFAUDIMENSIONAL ETF TRUST$8.3M3.93%208,062Added
7AAPLAPPLE INC$8.1M3.86%34,797Added
8MINTPIMCO ETF TR$8.1M3.83%79,950Added
9GDXVANECK ETF TRUST$6.5M3.10%163,421Trimmed
10IUSINVESCO EXCH TRD SLF IDX FD$5.6M2.65%110,771Added
11COWZPACER FDS TR$5.2M2.49%90,349Added
12SPDWSPDR INDEX SHS FDS$5.1M2.42%135,367Trimmed
13SPYSPDR S&P 500 ETF TR$4.9M2.33%8,553Trimmed
14SCHGSCHWAB STRATEGIC TR$4.5M2.16%43,670Trimmed
15OILKPROSHARES TR$3.7M1.78%88,105Added
16EDDMORGAN STANLEY EMERGING MKTS$3.4M1.64%682,472Added
17DEMWISDOMTREE TR$3.1M1.46%69,652Trimmed
18DFSDDIMENSIONAL ETF TRUST$2.7M1.28%56,470Added
19IVVISHARES TR$2.6M1.22%4,446Trimmed
20DBEINVESCO DB MULTI-SECTOR COMM$2.5M1.19%134,645Trimmed
21XMESPDR SER TR$2.4M1.15%37,883Trimmed
22ELDWISDOMTREE TR$2.4M1.13%84,723Trimmed
23GDXJVANECK ETF TRUST$2.3M1.11%47,957Trimmed
24DFAIDIMENSIONAL ETF TRUST$2.3M1.10%72,768Trimmed
25FEMBFIRST TR EXCH TRADED FD III$2.3M1.09%79,341Added

Source: SEC Form 13F filings · as of 2024-09-30