Bridgewealth Advisory Group, LLC Purchases in Q4 2024

Bridgewealth Advisory Group, LLC

  • $354 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
285K
+ 113.96%
$50.62 - $50.97 $14.4M - $14.5M
535K $27.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
63.8K
+ 20.3%
$91.29 - $91.8 $5.83M - $5.86M
378K $34.6B
MSFT
Microsoft Corp

Technology
9.68K
+ 101.61%
$406.35 - $454.46 $3.93M - $4.4M
19.2K $7.89B
VTV
Vanguard Value ETF

ETFs
20K
+ 68.52%
$168.32 - $181.87 $3.37M - $3.64M
49.2K $8.74B
CGSD
Capital Grp Core Plus Income E
134K
+ 21.67%
N/A
755K $19.4B
Pimco ETF Tr
139K
+ 21.73%
N/A
781K $20.4B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
32.9K
+ 17.04%
$69.3 - $74.3 $2.28M - $2.45M
226K $16.8B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
82.7K
+ 25.69%
$44.87 - $46.86 $3.71M - $3.87M
404K $18.3B
SPYG
Spdr Portfolio

ETFs
15.9K
+ 17.94%
$81.74 - $91.38 $1.3M - $1.45M
105K $9.63B
Pimco ETF Tr
22.4K
+ 37.83%
N/A
81.7K $8.25B
UBFO
United Security Bancshares

Financial Services
29.6K
+ 2.49%
$8.14 - $10.31 $241K - $305K
1.22M $12.3B
NVDA
Nvidia Corp

Technology
11.4K
+ 65.5%
$117.0 - $148.88 $1.33M - $1.69M
28.8K $3.89B
CGXU
Capital Group Intl Focus Equit

ETFs
62.6K
+ 28.4%
$24.67 - $26.94 $1.54M - $1.69M
283K $7.46B
CGUS
Capital Group Core Equity ETF
28.3K
+ 12.43%
$33.96 - $36.24 $960K - $1.02M
256K $9.31B
AVUV
American Centy ETF Tr Avantis

ETFs
15.2K
+ 77.81%
$94.37 - $106.41 $1.43M - $1.61M
34.6K $3.37B
AAPL
Apple Inc.

Technology
5.25K
+ 25.78%
$221.69 - $259.02 $1.16M - $1.36M
25.6K $6.19B
VO
Vanguard Mid Cap ETF

ETFs
3.98K
+ 17.92%
$261.5 - $284.63 $1.04M - $1.13M
26.2K $7.25B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
32.6K
+ 12.27%
$46.63 - $47.41 $1.52M - $1.54M
298K $13.9B
AVLV
American Centy ETF Tr Avantis
17.7K
+ 107.26%
$65.51 - $71.22 $1.16M - $1.26M
34.2K $2.38B
CGCP
Capital Group Core Plus Income

ETFs
66.3K
+ 20.3%
$22.13 - $23.17 $1.47M - $1.54M
393K $8.76B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.39K
+ 4.99%
$34.49 - $39.24 $289K - $329K
176K $7.02B
WMT
Walmart Inc.

Consumer Defensive
7.74K
+ 83.65%
$79.1 - $95.7 $612K - $741K
17K $1.79B
BAC
Bank Of America Corp

Financial Services
17.1K
+ 82.16%
$39.22 - $47.77 $669K - $815K
37.8K $1.75B
WFC
Wells Fargo & Company

Financial Services
8.73K
+ 111.68%
$54.98 - $77.35 $480K - $675K
16.5K $1.3B
JPIE
J P Morgan Exchange Traded Fd
20K
+ 19.02%
$45.59 - $46.25 $910K - $923K
125K $5.72B
MLM
Martin Marietta Materials Inc

Basic Materials
1.2K
New
$516.5 - $619.58 $621K - $745K
1.2K $639M
VNLA
Janus Henderson Short Duration

ETFs
12.6K
+ 223.76%
$48.82 - $49.11 $613K - $616K
18.2K $891M
IAU
Ishares Gold Trust

ETFs
8.37K
+ 33.85%
$48.37 - $52.65 $405K - $440K
33.1K $1.83B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
198
+ 1.41%
$521.84 - $558.82 $103K - $111K
14.3K $7.99B
T
At&T Inc.

Communication Services
19.8K
+ 151.06%
$21.22 - $23.88 $420K - $473K
32.9K $844M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
+ 32.04%
$44.04 - $49.49 $623K - $700K
58.3K $2.66B
HD
Home Depot, Inc.

Consumer Cyclical
1.32K
New
$385.02 - $431.37 $509K - $570K
1.32K $545M
JPM
Jpmorgan Chase & CO

Financial Services
568
+ 11.38%
$205.18 - $250.29 $117K - $142K
5.56K $1.54B
AMGN
Amgen Inc

Healthcare
1.6K
New
$258.78 - $328.31 $414K - $525K
1.6K $475M
VTI
Vanguard Total Stock Market Et

ETFs
832
+ 7.53%
$280.04 - $302.45 $233K - $252K
11.9K $3.58B
COST
Costco Wholesale Corp

Consumer Defensive
300
+ 48.78%
$873.59 - $994.69 $262K - $298K
915 $986M
CSCO
Cisco Systems, Inc.

Technology
6.6K
New
$52.45 - $60.02 $346K - $396K
6.6K $421M
KMI
Kinder Morgan, Inc.

Energy
14.2K
New
$22.59 - $28.54 $320K - $405K
14.2K $377M
CSX
Csx Corp

Industrials
11.2K
New
$31.58 - $36.88 $354K - $414K
11.2K $371M
CVX
Chevron Corp

Energy
1.47K
+ 10.0%
$141.15 - $162.53 $207K - $239K
16.2K $2.52B
MO
Altria Group, Inc.

Consumer Defensive
6.54K
New
$49.06 - $57.74 $321K - $377K
6.54K $350M
TRV
Travelers Companies, Inc.

Financial Services
1.44K
New
$225.97 - $266.66 $325K - $384K
1.44K $350M
SPY
Spdr S&P 500 ETF Trust

ETFs
569
New
$567.81 - $607.81 $323K - $346K
569 $347M
NFLX
Netflix Inc

Communication Services
321
New
$687.65 - $936.56 $221K - $301K
321 $335M
UPS
United Parcel Service Inc

Industrials
2.8K
New
$122.65 - $138.35 $343K - $387K
2.8K $324M
AVGO
Broadcom Inc.

Technology
1.33K
New
$159.67 - $250.0 $212K - $332K
1.33K $313M
AMZN
Amazon Com Inc

Consumer Cyclical
603
+ 15.38%
$180.88 - $232.93 $109K - $140K
4.52K $1.04B
CAT
Caterpillar Inc

Industrials
920
+ 94.26%
$360.37 - $416.88 $332K - $384K
1.9K $671M
Vanguard Calif Tax Free Fds
3.02K
+ 34.51%
N/A
11.8K $1.17B
Activity Summary
Buys All Purchases 100 New Holdings 27 Increased Positions 73 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email