Bridgewealth Advisory Group, LLC Purchases in Q3 2025

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.09%
$184.85 - $231.54 $185 - $232
1.13K $261M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
201
+ 0.38%
$11.48 - $12.67 $2.31K - $2.55K
52.7K $667M
AMZN
Amazon Com Inc

Consumer Cyclical
222
+ 4.28%
$211.65 - $238.24 $47K - $52.9K
5.4K $1.19B
Capital Group Core Balanced
578
+ 3.48%
N/A
17.2K $598M
SRE
Sempra Energy

Utilities
17
+ 0.61%
$74.14 - $89.98 $1.26K - $1.53K
2.79K $251M
VZ
Verizon Communications Inc

Communication Services
574
+ 6.68%
$40.84 - $45.06 $23.4K - $25.9K
9.16K $403M
CSX
Csx Corp

Industrials
15
+ 0.18%
$32.05 - $36.52 $481 - $548
8.23K $292M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.04%
$282.75 - $294.19 $283 - $294
2.47K $725M
RPV
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.81%
$90.97 - $99.42 $2.64K - $2.88K
3.61K $359M
Vanguard Wellington Fd
100
+ 1.03%
N/A
9.78K $997M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
214
+ 0.55%
$10.9 - $11.58 $2.33K - $2.48K
39K $449M
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.25%
$250.62 - $279.43 $752 - $838
1.18K $330M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.51%
$62.09 - $66.51 $1.24K - $1.33K
3.94K $257M
PCG
Pg&E Corp

Utilities
7
+ 0.07%
$13.0 - $15.73 $91 - $110
10.1K $153M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
157
+ 1.19%
$8.61 - $9.53 $1.35K - $1.5K
13.3K $126M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
817
+ 2.59%
$4.41 - $4.71 $3.6K - $3.85K
32.3K $148M
KRP
Kimbell Royalty Partners, LP

Energy
814
+ 6.12%
$13.08 - $15.06 $10.6K - $12.3K
14.1K $191M
EPD
Enterprise Products Partners L.P.

Energy
9
+ 0.13%
$30.74 - $32.14 $277 - $289
7.05K $220M
ET
Energy Transfer LP

Energy
556
+ 5.23%
$17.11 - $18.16 $9.51K - $10.1K
11.2K $192M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
944
+ 6.72%
$10.17 - $11.97 $9.6K - $11.3K
15K $152M
PRU
Prudential Financial Inc

Financial Services
14
+ 0.67%
$100.68 - $109.89 $1.41K - $1.54K
2.11K $219M
ARCC
Ares Capital Corp

Financial Services
600
+ 4.68%
$20.41 - $23.25 $12.2K - $14K
13.4K $274M
KMI
Kinder Morgan, Inc.

Energy
59
+ 0.44%
$26.23 - $28.5 $1.55K - $1.68K
13.5K $382M
IBM
International Business Machines Corp

Technology
4
+ 0.35%
$234.77 - $292.47 $939 - $1.17K
1.14K $321M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.52%
$915.95 - $994.57 $4.58K - $4.97K
959 $888M
Activity Summary
Buys All Purchases 76 New Holdings 4 Increased Positions 72 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 1 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