Bridgewealth Advisory Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $354 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $34.6B, Janus Detroit Str Tr Janus Hen with a value of $27.2B, Pimco ETF Tr with a value of $20.4B, Capital Grp Core Plus Income E with a value of $19.4B, and Fidelity Merrimack Str Tr Tota with a value of $18.3B.

Examining the 13F form we can see an increase of $78.8B in the current position value, from $275B to 354B.

Bridgewealth Advisory Group, LLC is based out at Fresno, CA

Below you can find more details about Bridgewealth Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $354 Billion
ETFs: $222 Billion
Financial Services: $22 Billion
Technology: $19.8 Billion
Energy: $5.1 Billion
Consumer Cyclical: $4.51 Billion
Consumer Defensive: $3.85 Billion
Communication Services: $3.34 Billion
Healthcare: $1.63 Billion
Other: $2.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $354 Billion
  • Prior Value $275 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.