• 13F History

BridgePort Financial Solutions, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 28, 2025
Value $
$221M
Signature - Title
Andrew Bowers - Assistant Vice President, Compliance
Location
Fairfield, IA
Summary
This page shows a list of all the recent 13F filings made by BridgePort Financial Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BridgePort Financial Solutions, LLC reported 161 stock holdings with total value $221M as of Q4 2024. Top holdings included IVV, BRKB, VOO, USMV, and PVAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 161 $221M $0 $0 IVV, BRKB, VOO, USMV, PVAL 13F-HR 2/28/2025, 04:06 PM