CIK 2031775
BridgePort Financial Solutions, LLC
Institutional 13F holdings & portfolio
Holdings
240
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 201–240 of 240
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ILCG | ISHARES TR | 2K | $100K–$500K | SH |
| IYY | ISHARES TR | 2K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 17K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| SHV | ISHARES TR | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 579 | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 5K | $100K–$500K | SH |
| IWF | ISHARES TR | 514 | $100K–$500K | SH |
| RY | ROYAL BK CDA | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| SPBX | AIM ETF PRODUCTS TRUST | 9K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| QQQE | DIREXION SHS ETF TR | 2K | $100K–$500K | SH |
| SPBW | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 264 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 398 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| BKCG | BNY MELLON ETF TRUST II | 6K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 5K | $100K–$500K | SH |
| OPPE | WISDOMTREE TR | 4K | $100K–$500K | SH |
| ACWX | ISHARES TR | 3K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| SIXJ | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| BSJU | INVESCO EXCH TRD SLF IDX FD | 8K | $100K–$500K | SH |
| IWB | ISHARES TR | 560 | $100K–$500K | SH |
| BFRZ | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| MAYW | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| IXUS | ISHARES TR | 2K | $100K–$500K | SH |
| PCIG | LITMAN GREGORY FDS TR | 21K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 11K | $100K–$500K | SH |
| CION | CION INVT CORP | 12K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 12K | $50K–$100K | SH |