Bridgewealth Advisory Group, LLC Incresed Positions in Q3 2025

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
NRZ
New Residential Investment Corp.

Real Estate
1.5K
+ 15.0%
N/A
11.5K $131M
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
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
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