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BRIDGEPORT FINANCIAL SOLUTIONS, LLC
BRIDGEPORT FINANCIAL SOLUTIONS, LLC
Latest filing: 2026-06-30
BRIDGEPORT FINANCIAL SOLUTIONS, LLC runs BRIDGEPORT FINANCIAL SOLUTIONS, LLC and currently holds 240 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $392.86M. Their top holdings are IVV, PVAL, VOO, AAPL, JCPB. The top five represent 23.0% of reported portfolio weight. BRIDGEPORT FINANCIAL SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BRIDGEPORT FINANCIAL SOLUTIONS, LLC initiated 5 new positions. They added to 51 existing positions. They trimmed 41 positions. Their current best-performing preview position is MU with returns of +241.66%.
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240 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 9.12% | $593.36 | $769.30 | +29.65% | Added +2.24% |
 PVAL PUTNAM ETF TRUST | 4.39% | $39.52 | $54.25 | +37.27% | Trimmed -10.48% |
 VOO VANGUARD INDEX FDS | 3.36% | $553.54 | $703.77 | +27.14% | Trimmed -9.27% |
 AAPL APPLE INC | 3.26% | $245.03 | $309.35 | +26.25% | Trimmed -2.32% |
 JCPB J P MORGAN EXCHANGE TRADED F | 2.90% | $47.03 | $46.16 | -1.86% | Trimmed -29.52% |
 DYNF BLACKROCK ETF TRUST | 2.51% | $53.43 | $69.07 | +29.27% | Trimmed -16.24% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.12% | $455.32 | $495.77 | +8.88% | Trimmed -9.56% |
 AVUV AMERICAN CENTY ETF TR | 2.12% | $124.76 | $126.43 | +1.34% | New Buy |
 USMV ISHARES TR | 2.02% | $89.41 | $101.24 | +13.23% | Trimmed -5.39% |
 NVDA NVIDIA CORPORATION | 1.82% | $153.65 | $214.76 | +39.77% | Added +6.46% |
Showing 1-10 of 240