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
COST
Costco Wholesale Corp

Consumer Defensive
640
+ 203.82%
$908.13 - $1056.85 $581K - $676K
954 $944M
PEP
Pepsico Inc

Consumer Defensive
4.79K
New
$128.02 - $151.37 $613K - $724K
4.79K $632M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
52.5K
New
$11.46 - $12.75 $601K - $669K
52.5K $618M
VUG
Vanguard Growth ETF

ETFs
1.08K
+ 55.36%
$329.49 - $438.4 $356K - $473K
3.03K $1.33B
VNLA
Janus Henderson Short Duration

ETFs
12.3K
+ 56.36%
$48.74 - $49.2 $598K - $603K
34K $1.67B
META
Meta Platforms, Inc.

Communication Services
801
New
$484.66 - $738.09 $388K - $591K
801 $591M
QQQ
Invesco Qqq Trust, Series 1

ETFs
699
+ 38.77%
$416.06 - $551.64 $291K - $386K
2.5K $1.38B
CAT
Caterpillar Inc

Industrials
1.26K
New
$273.94 - $388.21 $344K - $488K
1.26K $488M
CGMS
Capital Grp Core Plus Income E
17K
New
N/A
17K $470M
CSCO
Cisco Systems, Inc.

Technology
6.59K
New
$53.19 - $69.38 $350K - $457K
6.59K $457M
PFE
Pfizer Inc

Healthcare
17.9K
New
$21.59 - $24.84 $386K - $445K
17.9K $434M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
38.8K
New
$10.51 - $11.34 $408K - $440K
38.8K $434M
VIG
Vanguard Dividend Appreciation

ETFs
1.67K
+ 22.35%
N/A
9.11K $1.87B
HD
Home Depot, Inc.

Consumer Cyclical
1.13K
New
$335.24 - $380.78 $378K - $430K
1.13K $414M
MSTR
Microstrategy Inc

Technology
1.02K
New
$237.95 - $421.61 $242K - $428K
1.02K $410M
MO
Altria Group, Inc.

Consumer Defensive
6.89K
New
$55.56 - $60.91 $383K - $420K
6.89K $404M
KMI
Kinder Morgan, Inc.

Energy
13.4K
New
$25.21 - $29.4 $338K - $394K
13.4K $394M
V
Visa Inc.

Financial Services
1.08K
New
$308.27 - $373.31 $333K - $404K
1.08K $384M
Vanguard Mun Bd Fds
5.1K
New
N/A
5.1K $375M
VZ
Verizon Communications Inc

Communication Services
8.59K
New
$41.67 - $45.62 $358K - $392K
8.59K $372M
AMGN
Amgen Inc

Healthcare
1.32K
New
$262.28 - $309.85 $346K - $409K
1.32K $368M
GLD
Spdr Gold Trust

ETFs
1.06K
+ 92.75%
$273.71 - $316.29 $291K - $336K
2.21K $673M
JNJ
Johnson & Johnson

Healthcare
2.21K
New
$146.36 - $159.82 $323K - $353K
2.21K $337M
IBM
International Business Machines Corp

Technology
1.13K
New
$221.03 - $294.78 $250K - $334K
1.13K $334M
GOOG
Alphabet Inc.

Communication Services
1.85K
New
$146.58 - $180.01 $271K - $333K
1.85K $329M
GOOGL
Alphabet Inc.

Communication Services
1.85K
New
$144.7 - $178.6 $267K - $330K
1.85K $325M
AVGO
Broadcom Inc.

Technology
1.16K
New
$146.29 - $275.65 $170K - $321K
1.16K $321M
INTC
Intel Corp

Technology
14.2K
New
$18.13 - $22.69 $257K - $322K
14.2K $317M
TRV
Travelers Companies, Inc.

Financial Services
1.18K
New
$233.83 - $276.34 $276K - $326K
1.18K $315M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
27.7K
New
$10.35 - $11.31 $287K - $314K
27.7K $314M
ARCC
Ares Capital Corp

Financial Services
12.8K
New
$18.91 - $22.43 $243K - $288K
12.8K $282M
DIS
Walt Disney CO

Communication Services
2.24K
New
$81.72 - $124.01 $183K - $277K
2.24K $277M
Community West Bancshares Ne
13.6K
+ 110.78%
N/A
25.8K $503M
UPS
United Parcel Service Inc

Industrials
2.7K
New
$91.92 - $110.2 $248K - $298K
2.7K $273M
CSX
Csx Corp

Industrials
8.21K
New
$26.69 - $32.91 $219K - $270K
8.21K $268M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.91K
New
$48.13 - $49.85 $237K - $245K
4.91K $241M
CEG
Constellation Energy Corp

Utilities
735
New
$170.96 - $322.76 $126K - $237K
735 $237M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.73K
New
$121.58 - $136.74 $210K - $236K
1.73K $234M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.8K
New
$44.37 - $50.04 $213K - $240K
4.8K $228M
PRU
Prudential Financial Inc

Financial Services
2.1K
New
$95.12 - $112.71 $199K - $236K
2.1K $225M
IWF
Ishares Russell 1000 Gr ETF

ETFs
528
New
$320.42 - $424.58 $169K - $224K
528 $224M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.22K
New
$152.42 - $182.82 $186K - $223K
1.22K $223M
EPD
Enterprise Products Partners L.P.

Energy
7.04K
New
$28.95 - $34.22 $204K - $241K
7.04K $218M
Wells Fargo CO New
185
New
N/A
185 $217M
Tcw ETF Trust
5.25K
+ 48.04%
N/A
16.2K $638M
SRE
Sempra Energy

Utilities
2.77K
New
$63.78 - $78.91 $177K - $219K
2.77K $210M
ABBV
Abb Vie Inc.

Healthcare
1.13K
New
$170.16 - $206.27 $192K - $233K
1.13K $209M
ORCL
Oracle Corp

Technology
948
New
$122.82 - $218.63 $116K - $207K
948 $207M
NEE
Nextera Energy Inc

Utilities
2.97K
New
$64.11 - $75.0 $190K - $223K
2.97K $206M
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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