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CIK: 0001600319
Total reported value
$1.8B
$1.8B
129 檔
16.8%
In Q4 2024, Bridgewater Advisors Inc.'s U.S. equity holdings reached a combined market value of $1.8B, distributed across 129 disclosed stock positions.
During Q4 2024, Bridgewater Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.12% | -0.12% | +11.20% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.99% | -0.11% | +6.13% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.20% | +0.05% | +62.37% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.97% | -0.23% | +1.85% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.88% | +0.02% | +17.67% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.27% | -3.40% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.16% | -0.37% | -29.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.86% | -0.57% | -2.38% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.08% | -0.43% | -2.46% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 3.04% | -0.11% | -41.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | +0.32% | +0.74% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.60% | -0.02% | -1.97% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.36% | -0.18% | -1.48% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 2.16% | +0.03% | +28.05% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.03% | -1.06% | +26.24% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.90% | -0.06% | +612.97% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | -0.26% | +0.15% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.07% | -7.73% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.01% | -0.54% | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.44% | -0.18% | -1.01% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | — | -1.29% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.23% | — | -4.83% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.12% | -0.02% | +0.15% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.17% | -1.48% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.09% | -0.13% | -3.52% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.75% | +4.10% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.00% | +0.03% | -1.98% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.89% | -0.52% | +1.70% | |
| 29 | AON | Aon plc | Stock-Financials | 0.82% | +0.03% | +0.06% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.01% | -2.40% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | -0.05% | -0.98% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.75% | -0.03% | -0.81% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.02% | +29.88% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | +0.03% | +0.01% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.01% | -3.46% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.61% | +1.39% | -1.36% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.01% | +1.49% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | -0.02% | +2.49% | |
| 39 | MLI | Mueller Industries Inc | Stock-Industrials | 0.44% | -0.19% | -6.26% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.43% | -0.02% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | -0.02% | +0.46% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.20% | +1.26% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.02% | -28.74% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | — | -3.01% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | -1.06% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | +0.05% | +2.59% | |
| 47 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.31% | — | -0.00% | |
| 48 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.31% | -0.08% | -3.49% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.29% | — | -0.11% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.27% | -0.09% | -12.43% |
According to official SEC Form 13F filings, Bridgewater Advisors Inc. reported a total U.S. public equity portfolio value of $1.8B across 129 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JPST, AVLV, AVUS) accounted for 16.8% of total reported equity market value during Q4 2024.
During Q4 2024, Bridgewater Advisors Inc.'s top holdings by market value included JPST (10.1%)、AVLV (7.0%)、AVUS (5.2%). The largest single position, JPST, represented 10.1% of total portfolio value.
In Q4 2024, Bridgewater Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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