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 81 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 15.5 $20M +103% 222k 91.39
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.9 $10M -2% 176k 58.45
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United Security Bancshares (UBFO) 7.7 $10M 1.2M 8.41
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Pimco Etf Tr Multisector Bd (PYLD) 5.7 $7.5M +839% 292k 25.66
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $6.1M +4% 14k 436.81
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Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $5.2M -2% 46k 111.63
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Pimco Etf Tr Muni Income Opp (MINO) 3.4 $4.4M NEW 98k 45.42
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 3.1 $4.0M NEW 86k 46.55
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Apple (AAPL) 3.0 $4.0M 21k 192.53
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $3.6M +155% 47k 76.13
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Capital Grp Fixed Incm Etf T Short Duration (CGSD) 2.6 $3.4M NEW 134k 25.45
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Vanguard Index Fds Value Etf (VTV) 2.4 $3.2M +12% 21k 149.50
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Pimco Etf Tr Ultra Short Govt (BILZ) 2.4 $3.1M +21% 31k 100.64
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Capital Group Growth Etf Shs Creation Uni (CGGR) 2.1 $2.7M +77% 95k 28.23
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 2.0 $2.6M -7% 26k 99.74
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.8 $2.3M +73% 42k 54.98
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Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.2M 9.3k 237.23
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Vanguard Index Fds Small Cp Etf (VB) 1.5 $1.9M +17% 9.1k 213.34
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Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.7M 10k 170.39
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.2 $1.6M +380% 58k 28.30
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Vanguard Index Fds Mid Cap Etf (VO) 1.2 $1.5M +43% 6.5k 232.65
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $1.5M NEW 32k 46.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.5M -5% 4.1k 356.66
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $1.5M +21% 31k 46.63
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $1.4M +63% 16k 89.80
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Ishares Gold Tr Ishares New (IAU) 1.0 $1.3M 33k 39.03
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Vanguard Index Fds Growth Etf (VUG) 0.9 $1.2M +26% 3.8k 310.88
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Microsoft Corporation (MSFT) 0.9 $1.1M +38% 3.0k 375.98
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Chevron Corporation (CVX) 0.7 $889k +2% 6.0k 149.15
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $814k -4% 2.0k 409.52
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Exxon Mobil Corporation (XOM) 0.6 $806k 8.1k 99.98
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.6 $799k NEW 34k 23.87
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JPMorgan Chase & Co. (JPM) 0.5 $697k -3% 4.1k 170.09
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $640k NEW 9.8k 65.06
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NVIDIA Corporation (NVDA) 0.5 $633k 1.3k 495.22
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Ares Capital Corporation (ARCC) 0.5 $596k -24% 30k 20.03
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Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.4 $587k -15% 7.1k 82.08
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Enterprise Products Partners (EPD) 0.4 $566k 22k 26.35
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $540k 2.5k 219.57
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Verizon Communications (VZ) 0.4 $537k +25% 14k 37.70
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Bank of America Corporation (BAC) 0.4 $529k -4% 16k 33.67
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $522k NEW 11k 45.61
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Amazon (AMZN) 0.4 $515k +13% 3.4k 151.94
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $477k NEW 21k 22.70
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Spdr Gold Tr Gold Shs (GLD) 0.3 $445k -12% 2.3k 191.17
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Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $420k -31% 3.4k 124.97
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Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $402k -35% 6.1k 65.38
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Walt Disney Company (DIS) 0.3 $395k +12% 4.4k 90.29
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $380k NEW 7.5k 50.30
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Costco Wholesale Corporation (COST) 0.3 $370k +23% 561.00 660.24
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Realty Income (O) 0.3 $363k +4% 6.3k 57.42
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $316k NEW 6.3k 49.93
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $288k +20% 11k 25.73
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $286k NEW 6.9k 41.10
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Viper Energy Cl A (VNOM) 0.2 $274k NEW 8.7k 31.38
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Central Valley Community Ban (CVCY) 0.2 $274k 12k 22.35
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $271k 5.3k 51.05
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Wells Fargo & Company (WFC) 0.2 $265k -6% 5.4k 49.22
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Oxford Lane Cap Corp (OXLC) 0.2 $265k 54k 4.94
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Kinder Morgan (KMI) 0.2 $265k -5% 15k 17.64
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Ark Etf Tr Innovation Etf (ARKK) 0.2 $261k -5% 5.0k 52.37
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $261k -5% 940.00 277.15
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Ishares Silver Tr Ishares (SLV) 0.2 $258k 12k 21.78
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Tesla Motors (TSLA) 0.2 $251k -30% 1.0k 248.48
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Enbridge (ENB) 0.2 $244k 6.7k 36.18
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.2 $240k -15% 3.3k 73.08
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Pinnacle West Capital Corporation (PNW) 0.2 $234k 3.3k 71.84
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National Retail Properties (NNN) 0.2 $232k NEW 5.4k 43.10
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Palo Alto Networks (PANW) 0.2 $230k NEW 780.00 294.88
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Pembina Pipeline Corp (PBA) 0.2 $220k NEW 6.4k 34.42
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Meta Platforms Cl A (META) 0.2 $216k NEW 611.00 353.96
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Vanguard World Fds Health Car Etf (VHT) 0.2 $215k -9% 857.00 250.80
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Wp Carey (WPC) 0.2 $212k NEW 3.3k 64.81
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $207k NEW 2.3k 88.34
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $206k NEW 172.00 1195.62
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $200k NEW 1.4k 145.05
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PIMCO Corporate Income Fund (PCN) 0.1 $160k 13k 12.41
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Ford Motor Company (F) 0.1 $137k NEW 11k 12.19
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Aberdeen Australia Equity Fund (IAF) 0.1 $113k 26k 4.33
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Plug Power Com New (PLUG) 0.1 $68k NEW 15k 4.50
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Butterfly Network Com Cl A (BFLY) 0.0 $32k 30k 1.08
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Past Filings by Bridgewealth Advisory Group

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