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BridgePort Financial Solutions, LLC

All holdings · as of Dec 31, 2025

240 positions

CompanyClassValueShares% of portfolio
AUTOMATIC DATA PROCESSING INC$440.9K1,7140.1%
UNITEDHEALTH GROUP INC$446.1K1,3510.1%
Netflix Inc$447.7K4,7750.1%
LOCKHEED MARTIN CORP$451.4K9330.1%
INVESCO EXCH TRD SLF IDX FD$455.9K23,2920.1%
SPDR SERIES TRUST$465.5K8,1950.1%
VERIZON COMMUNICATIONS INC$473.3K11,6200.1%
FIDELITY COVINGTON TRUST$479.9K12,7020.1%
iShares MSCI UAE ETF$480.0K4,3560.1%
VANGUARD BD INDEX FDS$484.6K6,2220.1%
ISHARES TR$489.1K4,5660.1%
WELLS FARGO & COMPANY/MN$492.9K5,2890.1%
QUALCOMM INC/DE$511.5K2,9900.1%
ISHARES SILVER TR$516.6K8,0190.1%
ISHARES TR$521.0K10,9150.1%
The Boeing Company$532.6K2,4530.1%
MPLX LPMPLXMLP$541.9K10,1540.1%
VERTEX PHARMACEUTICALS INC / MA$548.1K1,2090.1%
Western Digital Corp$559.9K3,2500.2%
ADOBE INC.$568.0K1,6230.2%
VANGUARD MALVERN FDS$568.9K11,5020.2%
CISCO SYSTEMS, INC.$570.8K7,4090.2%
INNOVATOR ETFS TRUST$595.9K20,5060.2%
Arista Networks, Inc.ANETCommon Stock$598.8K4,5700.2%
PIMCO ETF TR$600.7K5,9870.2%
Booking Holdings Inc$611.2K1140.2%
STARBUCKS CORP$614.9K7,3020.2%
Walmart Inc.$632.0K5,6730.2%
ARK ETF TR$635.0K8,2550.2%
GENERAL ELECTRIC CO$638.8K2,0740.2%
COCA COLA CO$647.1K9,2560.2%
PROCTER & GAMBLE Co$650.7K4,5400.2%
APPLIED MATERIALS INC /DE$650.7K2,5320.2%
VANGUARD WELLINGTON FD$660.8K4,3840.2%
LAM RESEARCH CORP$662.4K3,8690.2%
ISHARES TR$670.9K5,8890.2%
ALTRIA GROUP, INC.$674.7K11,7020.2%
ISHARES TR$675.3K27,8710.2%
FIRST TR EXCHANGE-TRADED FD$681.3K32,7560.2%
3M CO$700.0K4,3720.2%
ELI LILLY & Co$711.0K6620.2%
AMGEN INC$745.1K2,2760.2%
ISHARES TR$746.2K30,7330.2%
VANGUARD INDEX FDS$753.8K3,6050.2%
BERKSHIRE HATHAWAY INC DEL$754.8K10.2%
AMERICAN EXPRESS CO$756.0K2,0430.2%
FIDELITY COVINGTON TRUST$763.5K20,0030.2%
ISHARES TR$764.0K7,9450.2%
VANGUARD INDEX FDS$765.0K2,2820.2%
Annaly Capital Management Inc$780.3K34,8980.2%
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