BBW
Beacon Bridge Wealth Partners LLC Portfolio
Invests via Beacon Bridge Wealth Partners LLC | Managed by Steven Krzywicki Jr., Megan Scott, James Schmidt
Invests via Beacon Bridge Wealth Partners LLC
Managed by Steven Krzywicki Jr., Megan Scott, James Schmidt
Automatically Tracked
Company Profile
As a comprehensive wealth management firm, Beacon Bridge Wealth Partners LLC specializes in tailored financial strategies for individuals and families. Focused on delivering customized investment solutions, the firm combines deep industry knowledge with personal insights to meet diverse client needs. Leveraging cutting-edge technology and analytics, it empowers clients to navigate complex financial landscapes effectively. The team's collaborative approach emphasizes building lasting relationships grounded in trust and transparency while enhancing their clients' long-term financial wellness. With a commitment to ongoing education and proactive communication, this organization plays a vital role in empowering investors toward achieving their aspirations.
As a comprehensive wealth management firm, Beacon Bridge Wealth Partners LLC specializes in tailored financial strategies for individuals and families. Focused on delivering customized investment solutions, the firm combines deep industry knowledge with personal insights to meet diverse client needs. Leveraging cutting-edge technology and analytics, it empowers clients to navigate complex financial landscapes effectively. The team's collaborative approach emphasizes building lasting relationships grounded in trust and transparency while enhancing their clients' long-term financial wellness. With a commitment to ongoing education and proactive communication, this organization plays a vital role in empowering investors toward achieving their aspirations.
Investment Philosophy & Strategy
A commitment to individualized strategies defines the operational ethos at Beacon Bridge Wealth Partners LLC. By harnessing extensive industry expertise, the firm prioritizes bespoke financial solutions that align with unique client aspirations. Their investment philosophy emphasizes a deep understanding of market dynamics and individual risk tolerance, ensuring tailored portfolios capable of capitalizing on emerging opportunities. Utilizing advanced analytics and technology not only enhances strategic decision-making but also reinforces ongoing investor education. Client relationships are built on mutual trust and transparency, fostering an environment conducive to achieving long-term financial wellness while adapting dynamically to evolving economic conditions.
A commitment to individualized strategies defines the operational ethos at Beacon Bridge Wealth Partners LLC. By harnessing extensive industry expertise, the firm prioritizes bespoke financial solutions that align with unique client aspirations. Their investment philosophy emphasizes a deep understanding of market dynamics and individual risk tolerance, ensuring tailored portfolios capable of capitalizing on emerging opportunities. Utilizing advanced analytics and technology not only enhances strategic decision-making but also reinforces ongoing investor education. Client relationships are built on mutual trust and transparency, fostering an environment conducive to achieving long-term financial wellness while adapting dynamically to evolving economic conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
68.4%
Gain +0.22%
Monthly
1.2%
Yearly
15.41%
Drawdown
16.56%
$350.65M
Equity
Holdings
$350.65M
Investment
$277.23M
$102.72M
Profit +$469,976.26
Realized
$29.3M
Unrealized
$73.43M
Dividends
$18.33M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$469,976.26
Win %
69%
This Week
Compared To Last Week
Gain
0.61%
Profit
$2.11M
Win %
69%
This Month
Compared to last month
Gain
0.14%
Profit
$487,171.42
Win %
69%
This Year
Compared to last year
Gain
-0.14%
Profit
-$464,088.38
Win %
70%
TSLA Tesla, Inc.
+5.14%
+$35,161.27 
AVGO Broadcom Inc.
+3.67%
+$62,571.32 
COHR Coherent Corp.
+3.46%
+$7,721 
BAI iShares A.I. Innovation and Tech Active ETF
+2.83%
+$189,541.46 
NVDA NVIDIA Corporation
+2.7%
+$45,292.83 
CSL Carlisle Companies Inc.
+2.46%
+$6,168.29 
VRT Vertiv Holdings Co
+2.15%
+$10,035.13 
GOOG Alphabet Inc
+1.98%
+$18,120.56 
CSCO Cisco Systems, Inc.
+1.91%
+$5,204.81 
GOOGL Alphabet Inc
+1.82%
+$23,259.78 
IYW iShares U.S. Technology ETF
+1.79%
+$26,688.15 
EFG iShares MSCI EAFE Growth ETF
+1.77%
+$96,654.88 
QQQ Invesco QQQ Trust, Series 1
+1.64%
+$47,040.03 
XLK State Street Technology Select Sector SPDR ETF
+1.61%
+$24,384.36 
VUG Vanguard Growth ETF
+1.58%
+$272,453.61 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.54%
+$163,512.1 
AMZN Amazon.com Inc
+1.54%
+$10,050.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.51%
+$23,952.24 
GLW Corning Incorporated
+1.51%
+$4,665.76 
IEMG iShares Core MSCI Emerging Markets ETF
+1.5%
+$116,676.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.42%
+$136,054.74 
SCHF Schwab International Equity ETF
+1.39%
+$46,514.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$30,256.72 
VTWO Vanguard Russell 2000 ETF
+1.33%
+$24,760.65 
VOYA Voya Financial Inc.
+1.32%
+$4,053.42 
OEF iShares S&P 100 ETF
+1.31%
+$8,469.51 
RPG Invesco S&P 500 Pure Growth ETF
+1.24%
+$44,358.45 
LLY Eli Lilly and Company
+1.22%
+$4,108.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$15,593.58 
IXUS iShares Core International Stock ETF
+1.17%
+$37,155.62 
MDY SPDR S&P MidCap 400 ETF Trust
+1.13%
+$4,241.28 
VB Vanguard Small-Cap ETF
+1.13%
+$54,889.25 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$37,571.71 
BDYN iShares Dynamic Equity Active ETF
+1.08%
+$76,567.8 
IVV iShares Core S&P 500 ETF
+1.07%
+$135,539.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.07%
+$10,709.28 
SPY SPDR S&P 500 ETF Trust
+1.05%
+$325,986.29 
SCHM Schwab U.S. Mid-Cap ETF
+1.03%
+$46,542.28 
VOO Vanguard S&P 500 ETF
+0.99%
+$128,959.11 
RING iShares MSCI Global Gold Miners ETF
+0.99%
+$4,804.5 
IEUR iShares Core MSCI Europe ETF
+0.98%
+$16,896.58 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.97%
+$170,799.98 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.97%
+$23,744.16 
BLCR iShares Large Cap Core ACT ETF
+0.94%
+$37,211.16 
META Meta Platforms Inc Class A
+0.93%
+$3,218.12 
MTUM iShares MSCI USA Momentum Factor ETF
+0.93%
+$45,491.4 
FNDF Schwab Fundamental International Large Company Index ETF
+0.91%
+$2,033.61 
SPEM SPDR Portfolio Emerging Markets ETF
+0.82%
+$13,144.32 
MSFT Microsoft Corp.
+0.78%
+$6,580.41 
IGRO iShares International Dividend Growth ETF
+0.74%
+$3,017.95 
HD The Home Depot, Inc.
+0.72%
+$2,864.34 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$37,201.36 
FLMI Franklin Dynamic Municipal Bond ETF
+0.71%
+$51,927.48 
SPMO Invesco S&P 500 Momentum ETF
+0.69%
+$2,947.86 
VIG Vanguard Dividend Appreciation ETF
+0.69%
+$20,700.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.69%
+$12,607.98 
MUB iShares National Muni Bond ETF
+0.63%
+$81,294.6 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$1,242.56 
VTEB Vanguard Tax-Exempt Bond ETF
+0.61%
+$1,546.28 
IVE ISHARES S&P 500 VALUE ETF
+0.56%
+$2,216.96 
VO Vanguard Mid-Cap ETF
+0.55%
+$16,682.69 
JQUA JPMorgan U.S. Quality Factor ETF
+0.51%
+$3,491.82 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.5%
+$13,522.32 
VOOV Vanguard S&P 500 Value ETF
+0.49%
+$8,581.68 
DGRO iShares Core Dividend Growth ETF
+0.46%
+$21,279.3 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.46%
+$22,088.69 
XLI Industrial Select Sector SPDR Fund
+0.43%
+$5,303.52 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.4%
+$21,852.39 
TLH iShares 10-20 Year Treasury Bond ETF
+0.39%
+$7,062.48 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.38%
+$9,802.38 
BA Boeing Company
+0.36%
+$1,197.48 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.35%
+$692.16 
PVAL Putnam Focused Large Cap Value ETF
+0.28%
+$5,911.35 
BRK-B Berkshire Hathaway Inc.
+0.27%
+$817.01 
VTV Vanguard Value ETF
+0.26%
+$36,900.08 
PG Procter & Gamble Co
+0.25%
+$1,293.48 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$2,723.2 
XLF Financial Select Sector SPDR Fund
+0.24%
+$3,898.7 
SYSB iShares Systematic Bond ETF
+0.24%
+$6,821.6 
EVTR Eaton Vance Total Return Fund
+0.23%
+$8,133.4 
MBB iShares MBS ETF
+0.19%
+$19,581.11 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$13,077.08 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$11,718.64 
SDY SPDR S&P Dividend ETF
+0.18%
+$1,093.82 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$8,565.62 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.15%
+$1,505.88 
BINC iShares Flexible Income Active ETF
+0.14%
+$8,193.57 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$375.49 
V Visa Inc. Class A
+0.03%
+$137.39 
RVMD Revolution Medicines Inc.
+0.02%
+$38.17 HIMU
HIMU
0%
$0 7840
78409V112
0%
$0 
GE General Electric Company
-0.91%
-$1,907.43 
LMT Lockheed Martin Corporation
-0.68%
-$3,934.08 
GEV GE Vernova Inc.
-0.65%
-$1,366.39 
BMY Bristol-Myers Squibb Company
-0.62%
-$1,987.4 
OTF Blue Owl Technology Finance Corp.
-0.36%
-$1,860.88 
JNJ Johnson & Johnson
-0.28%
-$1,252.8 
COWZ Pacer US Cash Cows 100 ETF
-0.25%
-$610.47 
ITA iShares U.S. Aerospace & Defense ETF
-0.22%
-$8,332.2 
NCDL Nuveen Churchill Direct Lending Corp.
-0.21%
-$794.71 
JPM JPMorgan Chase & Co.
-0.21%
-$1,570.08 
IALT iShares Systematic Alternatives Active ETF
-0.15%
-$7,937.64 
SPHQ Invesco S&P 500 Quality ETF
-0.07%
-$598.38 
IAU iShares Gold Trust
-0.01%
-$483.02 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1290 | Longs Won 920/1290 71% | Profit Factor 11.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $362,798.73 |
| Average Win $122,290.12 | Best Trade (Oct 07) $6.8M | Sharpe Ratio -9.24 |
| Average Loss -$26,446.62 | Worst Trade (Sep 30) -$613,762.78 | Z-Score 2.91 (99.64%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $79,629.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 1,061 | $432,031 | $432,031 | - | - | - | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,840 | $1.16M | $1.12M | - | -$41,194.38 | -3.55% | +0.244% |
| AMZN Amazon.com Inc | 2,631 | $394,403.21 | $663,143.55 | - | $268,740.34 | 68.14% | +1.539% |
| AVGO Broadcom Inc. | 4,962 | $546,782.04 | $1.77M | - | $1.22M | 223.29% | +3.67% |
| BA Boeing Company | 1,723 | $331,035.06 | $332,495.92 | - | $1,460.86 | 0.44% | +0.361% |
| BAI iShares A.I. Innovation and Tech Active ETF | 139,883 | $4.66M | $6.88M | - | $2.22M | 47.64% | +2.835% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 207,920 | $5.19M | $5.46M | - | $272,944.71 | 5.26% | +0.402% |
| BDYN iShares Dynamic Equity Active ETF | 255,226 | $6.47M | $7.17M | - | $699,422.03 | 10.81% | +1.08% |
| BINC iShares Flexible Income Active ETF | 117,051 | $6.13M | $5.93M | - | -$207,360.59 | -3.38% | +0.138% |
| BLCR iShares Large Cap Core ACT ETF | 80,024 | $4.03M | $3.99M | - | -$42,012.72 | -1.04% | +0.942% |
| BMY Bristol-Myers Squibb Company | 5,230 | $374,904.73 | $319,448.4 | - | -$55,456.33 | -14.79% | -0.618% |
| BRK-B Berkshire Hathaway Inc. | 612 | $266,444.25 | $307,123.01 | - | $40,678.76 | 15.27% | +0.267% |
| COHR Coherent Corp. | 700 | $276,129 | $231,154 | - | -$44,975 | -16.29% | +3.456% |
| COWZ Pacer US Cash Cows 100 ETF | 3,591 | $216,281.14 | $242,248.86 | - | $25,967.72 | 12.01% | -0.251% |
| CSCO Cisco Systems, Inc. | 2,504 | $294,120 | $277,539.85 | - | -$16,580.15 | -5.64% | +1.911% |
| CSL Carlisle Companies Inc. | 772 | $280,043 | $257,230.4 | - | -$22,812.6 | -8.15% | +2.457% |
| DGRO iShares Core Dividend Growth ETF | 60,798 | $3.54M | $4.61M | - | $1.07M | 30.11% | +0.464% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 253,037 | $12.78M | $17.75M | - | $4.98M | 38.97% | +0.971% |
| EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF | 32,978 | $2.04M | $2.47M | - | $428,470.81 | 21% | +0.971% |
| EFG iShares MSCI EAFE Growth ETF | 45,808 | $5.7M | $5.56M | - | -$141,089.28 | -2.48% | +1.77% |
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FAQ
Which stocks have generated the highest profits for Beacon Bridge Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $5.63M, SPDR S&P 500 ETF Trust - $5.37M, Vanguard Value ETF - $2.36M, iShares U.S. Technology ETF - $2.24M, and Broadcom Inc - $2.18M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Core 10+ Year USD Bond ETF - $513,002.81, Fiserv, Inc - $330,352.81, Pfizer Inc - $183,463.82, Consumer Discretionary Select Sector SPDR Fund - $155,636.31, and Chevron Corporation - $90,805.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beacon Bridge Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.33M earned over time. The largest contributors to dividend income include iShares MBS ETF - $1.31M, Vanguard Value ETF - $973,848.45, iShares Flexible Income Active ETF - $932,656.29, SPDR S&P 500 ETF Trust - $896,163.86, and iShares National Muni Bond ETF - $851,566.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beacon Bridge Wealth Partners LLC's monthly returns?
Beacon Bridge Wealth Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Beacon Bridge Wealth Partners LLC's strategy be considered aggressive or moderate?
Beacon Bridge Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Beacon Bridge Wealth Partners LLC's strategy?
Beacon Bridge Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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