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Eli Lilly & Co. shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 246 1074.68
2024-12-31 $215k 246 871.86
2024-09-30 $204k 230 885.94
2024-03-31 $233k 300 777.96

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Series Trust State Street Spd (SPYG)
United Security Bancshares (UBFO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Capital World Investors
Wellington Management Company
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
PRIMECAP Management Company

View all funds holding Eli Lilly & Co.