StockDriftsStockDriftsTop 50 Bridge Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EMLC | VANECK ETF TRUST | 6.35% | 525.6K | $13.4M | +0.05%(+239) | — | 2024-09-30 | |
| SHV | ISHARES TR | 6.34% | 120.6K | $13.3M | +0.37%(+447) | — | 2024-09-30 | |
| PHYS | SPROTT PHYSICAL GOLD TR | 5.89% | 607.7K | $12.4M | -1.73%(-10.68K) | — | 2024-09-30 | |
| PSLV | SPROTT PHYSICAL SILVER TR | 4.49% | 903.5K | $9.4M | -0.96%(-8.80K) | — | 2024-09-30 | |
| SGOV | ISHARES TR | 4.26% | 88.9K | $9.0M | -16.28%(-17.28K) | — | 2024-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.93% | 208.1K | $8.3M | +2.27%(+4.62K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 3.86% | 34.8K | $8.1M | +1.12%(+384) | — | 2024-09-30 | |
| MINT | PIMCO ETF TR | 3.83% | 80.0K | $8.1M | +1.30%(+1.03K) | — | 2024-09-30 | |
| GDX | VANECK ETF TRUST | 3.1% | 163.4K | $6.5M | -1.94%(-3.23K) | — | 2024-09-30 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 2.65% | 110.8K | $5.6M | +0.32%(+348) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bridge Advisory, Llc reports $210.21M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are EMLC (6.3%), SHV (6.3%) and PHYS (5.9%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bridge Advisory, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847956). View Bridge Advisory, Llc’s 13F filings on SEC