Bridgewealth Advisory 13F annual report (2024) | wallmine

Bridgewealth Advisory 13F annual report Bridgewealth Advisory is an investment fund managing more than $225 billion ran by Kevin Hook. ... As of 6th August 2024, Bridgewealth Advisory’s …

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Bridgewealth Advisory 13F Annual Report (2024) | Wallmine

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Bridgewealth Advisory 13F annual report Bridgewealth Advisory is an investment fund managing more than $225 billion ran by Kevin Hook. ... As of 6th August 2024, Bridgewealth Advisory’s …

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Bridgewealth Advisory 13F Annual Report (2024) | Wallmine

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Bridgewealth Advisory is an investment fund managing more than $130 billion ran by Kevin Hook. There are currently 66 companies in Mr. Hook’s portfolio. The largest investments include …

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Bridgewealth Advisory 13F Annual Report (2024) | Wallmine

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Bridgewealth Advisory 13F annual report Bridgewealth Advisory is an investment fund managing more than $80.7 billion ran by Kevin Hook. There are currently 53 companies in Mr. Hook’s …

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Bridge Advisory 13F Annual Report (2024) | Wallmine CA

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Bridge Advisory 13F annual report Bridge Advisory is an investment fund managing more than $188 billion ran by Warren Yee. There are currently 60 companies in Mr. Yee’s portfolio. The …

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Bridge Advisory 13F Annual Report (2024) | Wallmine

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As of 16th July 2024, Bridge Advisory’s top holding is 202,760 shares of Ishares Tr currently worth over $22.1 billion and making up 11.7% of the portfolio value. In addition, the fund holds …

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Maxwell Wealth Strategies 13F Annual Report (2024) | Wallmine

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$204 billion Assets Under Management (AUM) As of 5th August 2024, Maxwell Wealth Strategies’s top holding is 414,326 shares of Ishares Tr currently worth over $58.2 billion and …

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Bridge Advisory 13F Annual Report (2023) | Wallmine

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Bridge Advisory 13F annual report Bridge Advisory is an investment fund managing more than $245 billion ran by Warren Yee. There are currently 77 companies in Mr. Yee’s portfolio. The …

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Bridgeworth 13F Annual Report (2024) | Wallmine

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Bridgeworth 13F annual report Bridgeworth is an investment fund managing more than $431 million ran by Tomonica Stoudemire. There are currently 88 companies in Stoudemire’s …

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Bridgewater Advisors 13F Annual Report (2024) | Wallmine

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$660 billion Assets Under Management (AUM) As of 29th January 2024, Bridgewater Advisors’s top holding is 1,091,528 shares of West Fraser Timber Co Ltd currently worth over $93.4 …

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Worth Advisory 13F Annual Report (2024) | Wallmine CA

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Worth Advisory 13F annual report Worth Advisory is an investment fund managing more than $125 billion ran by Glen Wright. There are currently 84 companies in Mr. Wright’s portfolio. …

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Bridgewater Associates, L.P. 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Bridgewater Associates, L.P.’s top holding is 6,633,358 shares of Ishares Tr currently worth over $1.46 trillion and making up 7.6% of the portfolio value. In addition, the …

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Watchtower Advisors, L.P. 13F Annual Report - Wallmine

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$155 billion Assets Under Management (AUM) As of 7th August 2024, Watchtower Advisors, L.P.’s top holding is 27,720 shares of Broadcom Inc currently worth over $44.5 billion and …

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Bordeaux Wealth Advisors 13F Annual Report - Wallmine

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$297 billion Assets Under Management (AUM) As of 22nd April 2024, Bordeaux Wealth Advisors’s top holding is 57,801 shares of NVIDIA Corp currently worth over $52.2 billion and …

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Swmg 13F Annual Report (2024) | Wallmine

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Recent trades. In the most recent 13F filing, Swmg revealed that it had opened a new position in Ishares Tr and bought 247,939 shares worth $19.4 billion. The investment fund also …

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Bridgewealth Advisory 13F Annual Report (2024) | Wallmine CA

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Bridgewealth Advisory 13F annual report Bridgewealth Advisory is an investment fund managing more than $225 billion ran by Kevin Hook. There are currently 53 companies in Mr. Hook’s …

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Beacon Bridge Wealth Partners 13F Annual Report (2024) - Wallmine

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As of 26th July 2024, Beacon Bridge Wealth Partners’s top holding is 43,870 shares of Spdr Sp 500 Etf Tr currently worth over $23.9 billion and making up 11.0% of the portfolio value. In …

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Aafmaa Wealth Management & Trust 13F Annual Report (2024)

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Aafmaa Wealth Management & Trust closed its position in Ishares Gold Tr on 19th July 2024. It sold the previously owned 31,025 shares for $1.3 billion. Daniel Mclaughlin also disclosed a …

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FAQs about Bridgewealth Advisory 13F annual report (2024) | wallmine Coupon?

Who is bridgewealth Advisory Group?

Bridgewealth Advisory Group is an independent financial planning firm that is committed to providing insightful planning to help our clients define and achieve their financial goals. We strive to improve client outcomes with a comprehensive advisory process that focuses on the long term. ...

Who owns Bridgewater Associates?

Bridgewater Associates, L.P. is an investment fund managing more than $19.2 trillion ran by Michael Kitson. There are currently 868 companies in Mr. Kitson’s portfolio. The largest investments include Ishares Tr and Ishares Inc, together worth $2.67 trillion. ...

What is Bridgewater Associates LP's top holding?

What sectors does Bridgewater Associates invest in?

Bridgewater Associates, L.P.’s portfolio is diversified across 13 sectors. Currently, their heaviest sector is Technology — making up 19.4% of the total portfolio value. The fund focuses on investments in the United States as 60.9% of the portfolio companies are based in the United States. ...

Where is Bridgewater Associates located?

The Bridgewater Associates, L.P. office and employees reside in Westport, Connecticut. According to the last 13-F report filed with the SEC, Michael Kitson serves as the Chief Compliance Officer and Counsel at Bridgewater Associates, L.P.. ...