BA

Bridgewater Advisors Inc.

13F
Bridgewater Advisors Inc.
Last update 2024-08-02 132 Stocks (41 new)
Value $808.00 Mil Turnover 24 %
Countries:
Top Holdings: JPST(10.39%)AVLV(7.20%)DFIC(7.11%)DIHP(6.26%)A(5.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bridgewater Advisors Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST 		JPMorgan Ultra-Short Income ETF
1,662,041
83949.680
+6.42%
10.390
+0.63%
-
-0.04%
+0.68%
26809.686
 
AVLV 		Avantis U.S. Large Cap Value ETF
922,082
58155.690
+2.44%
7.200
+0.17%
-
+3.70%
+14.99%
4468.738
 
DFIC 		Dimensional International Core Equity 2 ETF
2,166,351
57429.970
+7.44%
7.110
+0.49%
-
+0.28%
+5.31%
6941.718
 
DIHP 		Dimensional International High Profitability ETF
1,937,438
50576.810
+2.66%
6.260
+0.16%
-
+0.04%
+2.73%
2780.977
 
A 		Agilent Technologies Inc
336,709
45448.950
+180.27%
5.620
+3.61%
0.120
-5.59%
-4.94%
37780.715
Medical Diagnostics & Research
AAPL 		Apple Inc
195,905
42599.460
+39.63%
5.270
+1.50%
0.000
+5.29%
+19.97%
3498471.924
Hardware
VTI 		Vanguard Total Stock Market ETF
142,069
37861.500
+9.19%
4.680
+0.39%
-
+6.62%
+20.72%
420391.842
 
MSFT 		Microsoft Corp
67,036
28053.760
+154.17%
3.470
+2.10%
0.000
+2.46%
+15.65%
3215616.773
Software
AVUS 		Avantis U.S. Equity ETF
277,560
25155.270
+11.83%
3.110
+0.33%
-
+4.97%
+17.85%
7314.932
 
JMST 		JPMorgan Ultra-Short Municipal Income ETF
446,916
22721.190
-27.09%
2.810
-1.26%
-
-0.08%
+0.14%
2863.144
 

Bridgewater Advisors Inc.'s Historical Top Holdings Breakdowns

Bridgewater Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
A 		Agilent Technologies Inc2024-06-30Add
+3.61%
●
129.63 ($139.84) 154.64
$131.49
-5.97%
Add 180.27%
336,709
216,570
HPQ 		HP Inc2024-06-30Sold Out
-3.03%
●
27.62 ($31.73) 38.36
$36.54
15.16%
Sold Out
0
-669,750
MSFT 		Microsoft Corp2024-06-30Add
+2.10%
●
389.33 ($422.32) 452.85
$432.53
2.42%
Add 154.17%
67,036
40,662
SPY 		S&P 500 ETF TRUST ETF2024-06-30New Buy
+1.76%
●
495.16 ($523.39) 548.49
$580.01
10.82%
New holding
26,376
26,376
HPE 		Hewlett Packard Enterprise Co2024-06-30Sold Out
-1.67%
●
16.44 ($18.43) 21.84
$20.34
10.36%
Sold Out
0
-629,683
NVDA 		NVIDIA Corp2024-06-30New Buy
+1.64%
●
76.2 ($101.1) 135.58
$139.18
37.67%
New holding
117,983
117,983
AAPL 		Apple Inc2024-06-30Add
+1.50%
●
165 ($186.49) 216.67
$230.10
23.38%
Add 39.63%
195,905
55,601
KEYS 		Keysight Technologies Inc2024-06-30Sold Out
-1.41%
●
135.22 ($146.14) 160.14
$151.98
4.00%
Sold Out
0
-60,028
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-06-30Reduce
-1.26%
●
50.57 ($50.66) 50.75
$50.81
0.30%
Reduce -27.09%
446,916
-166,095
VOO 		Vanguard S&P 500 ETF2024-06-30New Buy
+1.06%
●
455.1 ($481.2) 504.28
$533.16
10.80%
New holding
17,392
17,392

Bridgewater Advisors Inc. Total Holding History ($B)

To

Bridgewater Advisors Inc.'s Asset Allocation

To

Bridgewater Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bridgewater Advisors Inc.'s Hypothetical Growth since 2024-06-30

Bridgewater Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bridgewater Advisors Inc.'s Holdings Heat Map

Size field:

Bridgewater Advisors Inc.'s Holdings Bubble Chart

Bridgewater Advisors Inc. News

  • 1

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