Bridgewealth Advisory Group

Latest statistics and disclosures from Bridgewealth Advisory Group's latest quarterly 13F-HR filing:

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Positions held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bridgewealth Advisory Group

Bridgewealth Advisory Group holds 55 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Security Bancshares (UBFO) 16.5 $8.4M 1.2M 7.31
Spdr Ser Tr Portfoli S&p1500 (SPTM) 11.2 $5.7M 121k 47.29
Vanguard Whitehall Fds High Div Yld (VYM) 9.9 $5.0M 47k 108.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $3.6M 10k 351.35
Vanguard Index Fds Value Etf (VTV) 5.9 $3.0M 22k 140.37
Apple (AAPL) 4.8 $2.4M 19k 129.93
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $1.7M 8.8k 191.18
Vanguard Index Fds Small Cp Etf (VB) 2.6 $1.3M 7.2k 183.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $1.3M 4.2k 308.90
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $1.2M 7.9k 151.85
Ishares Gold Tr Ishares New (IAU) 2.0 $1.0M 30k 34.59
Chevron Corporation (CVX) 2.0 $1.0M 5.6k 179.49
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 1.5 $774k 9.9k 77.98
Ares Capital Corporation (ARCC) 1.4 $739k 40k 18.47

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Vanguard Index Fds Mid Cap Etf (VO) 1.4 $712k 3.5k 203.81
Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $642k 5.1k 125.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $610k 8.1k 75.54
JPMorgan Chase & Co. (JPM) 1.2 $593k 4.4k 134.09
Exxon Mobil Corporation (XOM) 1.1 $540k 4.9k 110.31
Bank of America Corporation (BAC) 1.0 $525k 16k 33.12
Enterprise Products Partners (EPD) 1.0 $518k 22k 24.12
Wp Carey (WPC) 1.0 $515k 6.6k 78.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $509k 5.2k 98.65
Microsoft Corporation (MSFT) 1.0 $489k 2.0k 239.82
Spdr Gold Tr Gold Shs (GLD) 0.9 $435k 2.6k 169.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $427k 2.4k 179.76
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $425k 5.7k 74.51
Verizon Communications (VZ) 0.8 $420k 11k 39.40
Tesla Motors (TSLA) 0.7 $358k 2.9k 123.18
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $353k 9.1k 38.89
Realty Income (O) 0.7 $335k 5.3k 63.44
Walt Disney Company (DIS) 0.6 $323k 3.7k 86.87
Viper Energy Partners Com Unt Rp Int (VNOM) 0.6 $315k 9.9k 31.79
Amazon (AMZN) 0.6 $314k 3.7k 84.00
Ishares Silver Tr Ishares (SLV) 0.6 $289k 13k 22.02
Wisdomtree Tr Us Total Dividnd (DTD) 0.5 $273k 4.5k 60.64
Oxford Lane Cap Corp (OXLC) 0.5 $272k 54k 5.07
Kinder Morgan (KMI) 0.5 $271k 15k 18.08
Vanguard World Fds Health Car Etf (VHT) 0.5 $266k 1.1k 248.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $263k 5.3k 49.49
Pinnacle West Capital Corporation (PNW) 0.5 $247k 3.3k 76.04
National Retail Properties (NNN) 0.5 $246k 5.4k 45.76
Enbridge (ENB) 0.5 $240k 6.1k 39.06
Washington Trust Ban (WASH) 0.5 $236k 5.0k 47.18
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $235k 7.7k 30.53
NVIDIA Corporation (NVDA) 0.5 $234k 1.6k 146.14
Wells Fargo & Company (WFC) 0.4 $225k 5.5k 41.29
Pembina Pipeline Corp (PBA) 0.4 $217k 6.4k 33.95
Deere & Company (DE) 0.4 $206k 480.00 428.76
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.4 $204k 172.00 1185.00
PIMCO Corporate Income Fund (PCN) 0.3 $165k 14k 11.85
Aberdeen Australia Equity Fund (IAF) 0.2 $102k 23k 4.39
The Necessity Retail Reit In Com Class A (RTL) 0.2 $99k 17k 5.93
Butterfly Network Com Cl A (BFLY) 0.1 $74k 30k 2.46
Seanergy Maritime Hldgs Corp Shs New (SHIP) 0.0 $6.7k 14k 0.50

Past Filings by Bridgewealth Advisory Group

SEC 13F filings are viewable for Bridgewealth Advisory Group going back to 2022