 |
Size ($ in 1000's)
At 03/31/2024: $204,341
At 12/31/2023: $130,512
Bridgewealth Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bridgewealth Advisory Group LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Bridgewealth Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by Bridgewealth Advisory Group LLC.
In the Bridgewealth Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bridgewealth Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the Bridgewealth Advisory Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (BIL) |
344,761 |
+123,148 |
$31,649 | | BIL | 344,761 | +123,148 | $31,649 | | PIMCO ETF TR (PYLD) |
523,465 |
+231,339 |
$13,484 | | PYLD | 523,465 | +231,339 | $13,484 | | SPDR SER TR (SPTM) |
166,133 |
-9,445 |
$10,657 | | SPTM | 166,133 | -9,445 | $10,657 | | CAPITAL GRP FIXED INCM ETF T (CGSD) |
408,949 |
+275,299 |
$10,385 | | CGSD | 408,949 | +275,299 | $10,385 | | UNITED SEC BANCSHARES CALIF (UBFO) |
1,193,088 |
-951 |
$9,199 | | UBFO | 1,193,088 | -951 | $9,199 | | FIDELITY MERRIMACK STR TR |
198,136 |
+166,291 |
$8,978 | | FBND | 198,136 | +166,291 | $8,978 | | SCHWAB STRATEGIC TR |
101,954 |
+55,186 |
$8,221 | | SCHD | 101,954 | +55,186 | $8,221 | | J P MORGAN EXCHANGE TRADED F (JSCP) |
169,454 |
+83,623 |
$7,885 | | JSCP | 169,454 | +83,623 | $7,885 | | VANGUARD INDEX FDS (VOO) |
14,121 |
+247 |
$6,788 | | VOO | 14,121 | +247 | $6,788 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
115,246 |
+73,031 |
$6,668 | | JEPI | 115,246 | +73,031 | $6,668 | | SPDR SER TR (SPYG) |
72,903 |
+63,071 |
$5,333 | | SPYG | 72,903 | +63,071 | $5,333 | | CAPITAL GROUP CORE EQUITY ET |
156,243 |
+98,769 |
$4,869 | | CGUS | 156,243 | +98,769 | $4,869 | | VANGUARD INDEX FDS (VO) |
18,537 |
+12,067 |
$4,632 | | VO | 18,537 | +12,067 | $4,632 | | CAPITAL GROUP GROWTH ETF (CGGR) |
141,606 |
+46,510 |
$4,530 | | CGGR | 141,606 | +46,510 | $4,530 | | PIMCO ETF TR (MINO) |
97,166 |
-769 |
$4,434 | | MINO | 97,166 | -769 | $4,434 | | CAPITAL GROUP INTL FOCUS EQT |
168,628 |
+135,169 |
$4,347 | | CGXU | 168,628 | +135,169 | $4,347 | | PIMCO ETF TR (BILZ) |
42,202 |
+11,576 |
$4,269 | | BILZ | 42,202 | +11,576 | $4,269 | | VANGUARD INDEX FDS (VB) |
18,414 |
+9,283 |
$4,209 | | VB | 18,414 | +9,283 | $4,209 | | VANGUARD INDEX FDS (VTV) |
24,787 |
+3,400 |
$4,037 | | VTV | 24,787 | +3,400 | $4,037 | | VANGUARD WHITEHALL FDS (VYM) |
30,989 |
-15,387 |
$3,749 | | VYM | 30,989 | -15,387 | $3,749 | | CAPITAL GRP FIXED INCM ETF T (CGCP) |
165,394 |
+144,358 |
$3,715 | | CGCP | 165,394 | +144,358 | $3,715 | | APPLE INC |
18,711 |
-1,913 |
$3,208 | | AAPL | 18,711 | -1,913 | $3,208 | | J P MORGAN EXCHANGE TRADED F (JPIE) |
67,982 |
+56,539 |
$3,097 | | JPIE | 67,982 | +56,539 | $3,097 | | JANUS DETROIT STR TR |
50,105 |
+42,560 |
$2,542 | | JAAA | 50,105 | +42,560 | $2,542 | | VANGUARD INDEX FDS (VTI) |
9,393 |
+104 |
$2,441 | | VTI | 9,393 | +104 | $2,441 | | SPDR SER TR (SPYV) |
40,710 |
+9,526 |
$2,040 | | SPYV | 40,710 | +9,526 | $2,040 | | GOLDMAN SACHS ETF TR (GBIL) |
18,825 |
-6,988 |
$1,899 | | GBIL | 18,825 | -6,988 | $1,899 | | AMERICAN CENTY ETF TR (AVUV) |
19,197 |
+3,378 |
$1,799 | | AVUV | 19,197 | +3,378 | $1,799 | | VANGUARD INTL EQUITY INDEX F (VWO) |
38,360 |
+31,412 |
$1,602 | | VWO | 38,360 | +31,412 | $1,602 | | VANGUARD SPECIALIZED FUNDS (VIG) |
8,581 |
-1,473 |
$1,567 | | VIG | 8,581 | -1,473 | $1,567 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$1,267 | | BRK.B | 3,012 | -1,078 | $1,267 | | MICROSOFT CORP |
2,768 |
-218 |
$1,165 | | MSFT | 2,768 | -218 | $1,165 | | NVIDIA CORPORATION |
1,119 |
-159 |
$1,011 | | NVDA | 1,119 | -159 | $1,011 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
18,174 |
+11,847 |
$986 | | JEPQ | 18,174 | +11,847 | $986 | | ISHARES GOLD TR (IAU) |
22,744 |
-9,985 |
$955 | | IAU | 22,744 | -9,985 | $955 | | EXXON MOBIL CORP |
8,134 |
+70 |
$946 | | XOM | 8,134 | +70 | $946 | | CHEVRON CORP NEW |
5,959 |
UNCH |
$940 | | CVX | 5,959 | UNCH | $940 | | VANGUARD INDEX FDS (VUG) |
2,570 |
-1,184 |
$885 | | VUG | 2,570 | -1,184 | $885 | | INVESCO QQQ TR |
1,816 |
-172 |
$806 | | QQQ | 1,816 | -172 | $806 | | JPMORGAN CHASE & CO |
3,691 |
-406 |
$739 | | JPM | 3,691 | -406 | $739 | | AMERICAN CENTY ETF TR (AVLV) |
11,112 |
+11,112 |
$714 | | AVLV | 11,112 | +11,112 | $714 | | ENTERPRISE PRODS PARTNERS L |
21,464 |
UNCH |
$626 | | EPD | 21,464 | UNCH | $626 | | ARES CAPITAL CORP |
30,001 |
+253 |
$625 | | ARCC | 30,001 | +253 | $625 | | VERIZON COMMUNICATIONS INC |
13,526 |
-718 |
$568 | | VZ | 13,526 | -718 | $568 | | AMAZON COM INC |
2,990 |
-397 |
$539 | | AMZN | 2,990 | -397 | $539 | | BANK AMERICA CORP |
14,090 |
-1,616 |
$534 | | BAC | 14,090 | -1,616 | $534 | | VANGUARD INDEX FDS (VOT) |
2,223 |
-235 |
$524 | | VOT | 2,223 | -235 | $524 | | WELLS FARGO CO NEW |
|
|
$523 | | WFC | 5,393 | +1 | $313 | | WFC.PRL | 172 | UNCH | $210 | | SPDR GOLD TR (GLD) |
2,518 |
+191 |
$518 | | GLD | 2,518 | +191 | $518 | | DISNEY WALT CO |
3,851 |
-525 |
$471 | | DIS | 3,851 | -525 | $471 |
See Full List: All Stocks Held By Bridgewealth Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bridgewealth Advisory Group LLC
|
|
