$458 Million is the total value of Bridgewater Advisors Inc.'s 113 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNP | Exit | WESTERN ASSET MUN PARTNERS F | $0 | – | -18,051 | -100.0% | -0.05% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -13,767 | -100.0% | -0.06% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -10,552 | -100.0% | -0.06% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -12,238 | -100.0% | -0.09% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -10,899 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 14 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 14 | Q3 2023 | 6.1% |
| MICROSOFT CORP | 14 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO | 14 | Q3 2023 | 3.0% |
| EXXON MOBIL CORP | 14 | Q3 2023 | 4.5% |
| VANGUARD SPECIALIZED PORTFOL | 14 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON | 14 | Q3 2023 | 3.3% |
| SPDR GOLD TRUST | 14 | Q3 2023 | 3.0% |
| COLGATE PALMOLIVE CO | 14 | Q3 2023 | 6.1% |
| PFIZER INC | 14 | Q3 2023 | 3.1% |
View Bridgewater Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-07 |
View Bridgewater Advisors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.