Bridge Advisory, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 1, 2024
Value $
$210M
Signature - Title
Warren Yee - CCO
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Bridge Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bridge Advisory, LLC reported 99 stock holdings with total value $210M as of Q3 2024. Top holdings included EMLC, SHV, PHYS, PSLV, and SGOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 99 $210M +$3.5M -$6.45M -$2.94M EMLC, SHV, PHYS, PSLV, SGOV 13F-HR 10/1/2024, 04:17 PM
Q2 2024 97 $203M +$26.1M -$26.8M -$756K SHV, EMLC, PHYS, SGOV, PSLV 13F-HR 7/23/2024, 02:29 PM
Q1 2024 101 $202M +$37.1M -$40.2M -$3.12M SHV, EMLC, PHYS, PSLV, DFAU 13F-HR 4/16/2024, 11:49 AM
Q4 2023 107 $199M +$36.4M -$140M -$104M EMLC, PHYS, PSLV, TIP, SHV 13F-HR 1/17/2024, 12:41 PM
Q3 2023 145 $285M +$41M -$11.9M +$29M EMLC, TIP, USFR, CARY, PHYS 13F-HR 10/19/2023, 05:53 PM
Q2 2023 131 $273M +$15.1M -$2.5M +$12.6M TIP, EMLC, PHYS, USFR, CARY 13F-HR 7/17/2023, 02:02 PM
Q1 2023 124 $259M +$51.6M -$43.9M +$7.73M TIP, EMLC, PHYS, CARY, EDV 13F-HR 4/14/2023, 11:29 AM
Q4 2022 126 $240M +$48.5M -$20.7M +$27.7M TIP, PHYS, TLH, CARY, SPIP 13F-HR 1/17/2023, 02:58 PM
Q3 2022 117 $205M +$24.7M -$12.5M +$12.3M TIP, TLH, PHYS, SPIP, EDV 13F-HR 10/17/2022, 05:11 PM
Q2 2022 117 $208M +$36.5M -$28.5M +$7.9M TIP, TLH, SPIP, PHYS, EDV 13F-HR 7/13/2022, 01:08 PM
Q1 2022 95 $229M +$55.8M -$39.9M +$15.9M TIP, TLH, PHYS, GDX, SPIP 13F-HR 4/18/2022, 03:08 PM
Q4 2021 97 $221M +$26.9M -$14.9M +$12M TIP, IEI, SHY, SPIP, EDV 13F-HR 1/19/2022, 04:23 PM
Q3 2021 84 $203M +$13M -$4.03M +$8.97M TIP, IEI, SHY, SPIP, EDV 13F-HR 10/29/2021, 05:28 PM
Q2 2021 87 $196M +$44.4M -$9.98M +$34.4M TIP, IEI, SHY, SPIP, EDV Restatement 8/30/2021, 02:29 PM
Q1 2021 74 $161M +$15.7M -$66.8M -$51.2M IEI, TIP, SHY, SPIP, PHYS 13F-HR 5/5/2021, 06:31 PM
Q4 2020 79 $212M $0 $0 IEI, SHY, TIP, IWD, SPIP 13F-HR 2/25/2021, 06:05 PM