Bridgewealth Advisory Group, LLC Purchases in Q2 2025

Bridgewealth Advisory Group, LLC

  • $394 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
617K
+ 7158.67%
N/A
626K $47.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
477K
+ 236.66%
$49.79 - $50.75 $23.7M - $24.2M
679K $34.4B
CGSD
Capital Grp Core Plus Income E
695K
+ 745.3%
N/A
788K $20.4B
Pimco ETF Tr
621K
+ 306.72%
N/A
823K $21.8B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
217K
+ 687.57%
$60.34 - $74.89 $13.1M - $16.3M
249K $18.6B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
358K
+ 828.33%
$44.68 - $45.96 $16M - $16.5M
401K $18.4B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
278K
+ 1425.41%
$46.46 - $47.44 $12.9M - $13.2M
297K $14.1B
UBFO
United Security Bancshares

Financial Services
1.22M
New
$7.56 - $9.34 $9.21M - $11.4M
1.22M $10.5B
VTV
Vanguard Value ETF

ETFs
55.4K
+ 271.33%
$153.67 - $176.74 $8.51M - $9.79M
75.8K $13.4B
SPYG
Spdr Portfolio

ETFs
92.9K
+ 494.49%
$71.83 - $95.32 $6.68M - $8.86M
112K $10.7B
CGXU
Capital Group Intl Focus Equit

ETFs
256K
+ 496.99%
$21.44 - $27.35 $5.48M - $6.99M
307K $8.33B
CGCP
Capital Group Core Plus Income

ETFs
303K
+ 542.33%
$21.92 - $22.56 $6.65M - $6.84M
359K $8.08B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.2K
+ 240.37%
$456.74 - $568.03 $5.1M - $6.34M
15.8K $8.98B
VO
Vanguard Mid Cap ETF

ETFs
22.7K
+ 408.54%
$228.54 - $279.83 $5.18M - $6.34M
28.2K $7.9B
Pimco ETF Tr
55.4K
+ 188.66%
N/A
84.7K $8.58B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
57.8K
+ 1089.3%
$91.43 - $91.74 $5.29M - $5.31M
63.2K $5.79B
NVDA
Nvidia Corp

Technology
31K
New
$94.31 - $157.99 $2.92M - $4.9M
31K $4.9B
JPIE
J P Morgan Exchange Traded Fd
100K
+ 427.92%
$45.12 - $46.32 $4.53M - $4.65M
124K $5.73B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
34.5K
+ 891.87%
$114.78 - $133.31 $3.95M - $4.59M
38.3K $5.11B
TSLA
Tesla, Inc.

Consumer Cyclical
14.4K
New
$221.86 - $362.89 $3.19M - $5.22M
14.4K $4.57B
JEPI
J P Morgan Exchange Traded Fd

ETFs
71.5K
+ 228.82%
$51.14 - $57.0 $3.66M - $4.07M
103K $5.84B
AAPL
Apple Inc.

Technology
19.3K
+ 371.1%
$172.42 - $223.89 $3.33M - $4.32M
24.5K $5.03B
CGUS
Capital Group Core Equity ETF
81.6K
+ 44.0%
$29.93 - $36.93 $2.44M - $3.01M
267K $9.87B
AVUV
American Centy ETF Tr Avantis

ETFs
34.8K
+ 132.27%
$75.17 - $91.21 $2.62M - $3.17M
61.1K $5.57B
CGGR
Capital Group Growth ETF Shs C

ETFs
55.1K
+ 43.32%
$30.53 - $40.65 $1.68M - $2.24M
182K $7.41B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
55.4K
+ 603.45%
$39.89 - $49.46 $2.21M - $2.74M
64.6K $3.19B
AVLV
American Centy ETF Tr Avantis
37.5K
+ 103.57%
$56.85 - $68.21 $2.13M - $2.56M
73.8K $5.03B
VB
Vanguard Small Cap ETF

ETFs
9.7K
+ 654.25%
$193.73 - $237.37 $1.88M - $2.3M
11.2K $2.65B
VTI
Vanguard Total Stock Market Et

ETFs
5.89K
+ 97.42%
$243.75 - $303.93 $1.44M - $1.79M
11.9K $3.63B
BAC
Bank Of America Corp

Financial Services
39.7K
New
$34.39 - $47.46 $1.36M - $1.88M
39.7K $1.88B
CVX
Chevron Corp

Energy
12.8K
New
$133.73 - $168.51 $1.72M - $2.16M
12.8K $1.84B
JPM
Jpmorgan Chase & CO

Financial Services
5.88K
New
$210.28 - $289.91 $1.24M - $1.7M
5.88K $1.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.65K
New
$496.48 - $617.85 $1.31M - $1.64M
2.65K $1.64B
WMT
Walmart Inc.

Consumer Defensive
15.6K
New
$81.79 - $99.98 $1.27M - $1.56M
15.6K $1.52B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27.3K
+ 369.51%
$45.88 - $54.4 $1.25M - $1.49M
34.7K $1.89B
WFC
Wells Fargo & Company

Financial Services
16.5K
New
$60.98 - $80.12 $1.01M - $1.33M
16.5K $1.33B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.76K
New
$171.4 - $227.1 $988K - $1.31M
5.76K $1.31B
MINO
Pimco ETF Tr Municipal Income

ETFs
28.4K
+ 140.78%
$43.42 - $45.15 $1.23M - $1.28M
48.5K $2.15B
AMZN
Amazon Com Inc

Consumer Cyclical
5.18K
New
$167.32 - $223.3 $867K - $1.16M
5.18K $1.14B
IAU
Ishares Gold Trust

ETFs
17.1K
+ 115.82%
$56.1 - $64.74 $961K - $1.11M
31.9K $1.99B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.24K
+ 122.32%
$483.48 - $539.8 $1.08M - $1.21M
4.06K $1.97B
Vanguard Wellington Fd
9.68K
New
N/A
9.68K $977M
T
At&T Inc.

Communication Services
33K
New
$26.33 - $28.94 $868K - $954K
33K $954M
SLV
I Shares Silver Trust

ETFs
26.2K
New
$27.08 - $33.74 $710K - $885K
26.2K $860M
Janus Detroit Str Tr
13.5K
New
N/A
13.5K $712M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.4K
New
$45.12 - $46.23 $694K - $711K
15.4K $711M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.47K
New
$216.28 - $284.39 $534K - $702K
2.47K $702M
AVDE
American Centy ETF Tr Avantis

ETFs
9.09K
New
$59.32 - $74.36 $539K - $676K
9.09K $673M
MLM
Martin Marietta Materials Inc

Basic Materials
1.21K
New
$452.51 - $568.19 $545K - $685K
1.21K $662M
Activity Summary
Buys All Purchases 121 New Holdings 74 Increased Positions 47 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 1 Puts 0
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