Bridgewealth Advisory Group

Bridgewealth Advisory Group as of March 31, 2025

Portfolio Holdings for Bridgewealth Advisory Group

Bridgewealth Advisory Group holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 13.4 $10M 202k 50.71
Capital Group Core Equity Et Shs Creation Uni (CGUS) 8.1 $6.2M 186k 33.40
Pimco Etf Tr Multisector Bd (PYLD) 7.0 $5.3M 202k 26.35
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.7 $4.4M 127k 34.25
Vanguard Index Fds Value Etf (VTV) 4.6 $3.5M 20k 172.74
Pimco Etf Tr Ultra Short Govt (BILZ) 3.9 $3.0M 29k 101.20
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 3.2 $2.4M 93k 25.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $2.4M 4.6k 513.86
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.1 $2.4M 36k 65.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.0 $2.3M 26k 87.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.8 $2.1M 32k 68.01
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.6 $2.0M 43k 45.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $1.8M 31k 57.14
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $1.7M 6.0k 274.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.1 $1.6M 32k 51.07
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.0 $1.5M 19k 80.37
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $1.4M 7.4k 193.98
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $1.4M 5.5k 258.61
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.7 $1.3M 52k 24.48
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 1.6 $1.3M 56k 22.45
Exxon Mobil Corporation (XOM) 1.6 $1.2M 10k 118.93
Apple (AAPL) 1.5 $1.2M 5.2k 222.11
J P Morgan Exchange Traded F Income Etf (JPIE) 1.4 $1.1M 23k 46.07
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.4 $1.1M 22k 49.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $974k 1.8k 532.58
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.2 $920k 20k 47.21
Pimco Etf Tr Muni Income Opp (MINO) 1.2 $901k 20k 44.73
Ishares Gold Tr Ishares New (IAU) 1.1 $872k 15k 58.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $846k 1.8k 468.92
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.1 $808k 23k 35.64
Vanguard Index Fds Growth Etf (VUG) 1.0 $724k 2.0k 370.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $682k 24k 27.96
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.9 $650k 8.6k 75.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $498k 3.9k 128.95
Microsoft Corporation (MSFT) 0.7 $498k 1.3k 375.50
Vanguard Instl Index Ultra-short Trea (VGUS) 0.6 $492k 6.5k 75.47
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $487k 5.3k 91.73
Capital Group Core Balanced SHS (CGBL) 0.6 $486k 16k 30.98
Tcw Etf Trust Flexible Income (FLXR) 0.6 $428k 11k 39.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $415k 9.2k 45.26
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $383k 7.4k 51.78
Spdr Gold Tr Gold Shs (GLD) 0.4 $330k 1.1k 288.14
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.4 $329k 3.6k 92.34
Vanguard Index Fds Small Cp Etf (VB) 0.4 $329k 1.5k 221.75
Costco Wholesale Corporation (COST) 0.4 $297k 314.00 947.13
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $263k 5.3k 50.02
Community West Bancshares (CWBC) 0.3 $226k 12k 18.48
Ishares Tr Eafe Value Etf (EFV) 0.3 $213k 3.6k 58.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $207k 3.5k 58.35
Kimbell Rty Partners Unit (KRP) 0.2 $153k 11k 14.00