Bridgewealth Advisory Group, LLC Purchases in Q3 2024

Bridgewealth Advisory Group, LLC

  • $275 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
148K
+ 145.57%
$50.52 - $50.95 $7.49M - $7.55M
250K $12.7B
MSFT
Microsoft Corp

Technology
6.6K
+ 225.11%
$395.15 - $467.56 $2.61M - $3.08M
9.53K $4.1B
Pimco ETF Tr
79.2K
+ 14.08%
N/A
641K $17.1B
CGSD
Capital Grp Core Plus Income E
88.3K
+ 16.58%
N/A
621K $16.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
41.9K
+ 14.97%
$44.65 - $47.21 $1.87M - $1.98M
322K $15B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
+ 11.5%
$77.02 - $85.06 $1.01M - $1.12M
127K $10.7B
CGCP
Capital Group Core Plus Income

ETFs
69.2K
+ 26.91%
$22.12 - $23.31 $1.53M - $1.61M
327K $7.55B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
31.6K
+ 13.5%
$46.16 - $47.63 $1.46M - $1.5M
265K $12.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.3K
+ 7.37%
$63.28 - $70.06 $840K - $930K
193K $13.5B
CGUS
Capital Group Core Equity ETF
32.5K
+ 16.69%
$31.19 - $34.33 $1.01M - $1.12M
227K $7.79B
VO
Vanguard Mid Cap ETF

ETFs
1.96K
+ 9.68%
$237.84 - $263.83 $466K - $517K
22.2K $5.86B
VTV
Vanguard Value ETF

ETFs
3.35K
+ 12.98%
$159.75 - $174.57 $536K - $585K
29.2K $5.09B
CGXU
Capital Group Intl Focus Equit

ETFs
26.1K
+ 13.43%
$24.27 - $27.46 $633K - $717K
220K $5.95B
SPYG
Spdr Portfolio

ETFs
7.9K
+ 9.78%
$73.38 - $84.1 $579K - $664K
88.6K $7.35B
JPIE
J P Morgan Exchange Traded Fd
16.1K
+ 18.14%
$45.17 - $46.39 $728K - $748K
105K $4.87B
AAPL
Apple Inc.

Technology
1.67K
+ 8.94%
$207.23 - $234.82 $347K - $393K
20.4K $4.75B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.79K
+ 5.24%
$54.98 - $59.51 $373K - $404K
136K $8.12B
VB
Vanguard Small Cap ETF

ETFs
1.71K
+ 9.11%
$214.77 - $237.72 $367K - $406K
20.4K $4.85B
WMT
Walmart Inc.

Consumer Defensive
9.26K
New
$66.91 - $81.4 $619K - $753K
9.26K $747M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
42.1K
New
$12.58 - $14.06 $530K - $592K
42.1K $573M
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
+ 14.85%
$255.18 - $283.2 $364K - $404K
11K $3.13B
PEP
Pepsico Inc

Consumer Defensive
3.16K
New
$161.9 - $179.3 $511K - $566K
3.16K $536M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.86K
+ 3.61%
$30.71 - $34.79 $180K - $204K
168K $5.85B
NVDA
Nvidia Corp

Technology
4.32K
+ 33.1%
$98.91 - $134.91 $428K - $583K
17.4K $2.11B
VIG
Vanguard Dividend Appreciation

ETFs
1.62K
+ 19.85%
$182.15 - $182.15 $295K - $295K
9.76K $1.93B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.2K
+ 4.0%
$117.9 - $128.2 $141K - $154K
31.1K $3.99B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
558
+ 17.41%
$405.19 - $478.57 $226K - $267K
3.76K $1.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.46K
+ 14.11%
$41.9 - $48.26 $229K - $263K
44.1K $2.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 0.36%
$475.2 - $527.7 $23.8K - $26.4K
14.1K $7.42B
Vanguard Calif Tax Free Fds
3.85K
+ 78.33%
N/A
8.76K $888M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 116.13%
$191.76 - $263.26 $240K - $330K
2.33K $610M
CAT
Caterpillar Inc

Industrials
976
New
$316.8 - $391.12 $309K - $382K
976 $382M
CGDV
Capital Group Divid Value ETF

ETFs
7.83K
+ 103.58%
$32.96 - $36.48 $258K - $286K
15.4K $561M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 34.85%
$194.9 - $224.8 $251K - $290K
4.99K $1.05B
T
At&T Inc.

Communication Services
13.1K
New
$18.21 - $22.28 $239K - $292K
13.1K $288M
VNLA
Janus Henderson Short Duration

ETFs
5.61K
New
$48.34 - $49.08 $271K - $275K
5.61K $275M
BAC
Bank Of America Corp

Financial Services
6.63K
+ 46.97%
$36.65 - $44.13 $243K - $293K
20.8K $824M
JNJ
Johnson & Johnson

Healthcare
1.59K
New
$145.48 - $167.38 $232K - $266K
1.59K $258M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.76K
New
$125.95 - $142.04 $222K - $251K
1.76K $251M
GOOGL
Alphabet Inc.

Communication Services
1.5K
New
$148.65 - $191.18 $223K - $287K
1.5K $249M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.8K
New
$44.07 - $50.57 $212K - $243K
4.8K $243M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20.2K
New
$11.4 - $11.99 $231K - $243K
20.2K $241M
AVUV
American Centy ETF Tr Avantis

ETFs
1.25K
+ 6.85%
$88.24 - $99.7 $110K - $125K
19.5K $1.87B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.45K
+ 17.68%
$49.7 - $56.11 $221K - $250K
29.6K $1.63B
IBM
International Business Machines Corp

Technology
1.03K
New
$175.1 - $223.38 $181K - $231K
1.03K $228M
INTC
Intel Corp

Technology
9.73K
New
$18.9 - $34.87 $184K - $339K
9.73K $228M
SRE
Sempra Energy

Utilities
2.72K
New
$74.97 - $84.04 $204K - $229K
2.72K $228M
XOM
Exxon Mobil Corp

Energy
1.65K
+ 16.31%
$109.72 - $119.0 $181K - $196K
11.8K $1.38B
EFV
Msci Eafe Value ETF

ETFs
3.68K
New
$51.72 - $57.96 $190K - $213K
3.68K $212M
Activity Summary
Buys All Purchases 77 New Holdings 22 Increased Positions 55 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 1 Puts 0
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