Bridgewealth Advisory Group, LLC Incresed Positions 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
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
MSFT
Microsoft Corp

Technology
17.8K
+ 1345.51%
$354.56 - $497.45 $6.32M - $8.87M
19.2K $9.53B
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
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
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
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
MINO
Pimco ETF Tr Municipal Income

ETFs
28.4K
+ 140.78%
$43.42 - $45.15 $1.23M - $1.28M
48.5K $2.15B
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
COST
Costco Wholesale Corp

Consumer Defensive
640
+ 203.82%
$908.13 - $1056.85 $581K - $676K
954 $944M
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
699
+ 38.77%
$416.06 - $551.64 $291K - $386K
2.5K $1.38B
VIG
Vanguard Dividend Appreciation

ETFs
1.67K
+ 22.35%
N/A
9.11K $1.87B
GLD
Spdr Gold Trust

ETFs
1.06K
+ 92.75%
$273.71 - $316.29 $291K - $336K
2.21K $673M
Community West Bancshares Ne
13.6K
+ 110.78%
N/A
25.8K $503M
Tcw ETF Trust
5.25K
+ 48.04%
N/A
16.2K $638M
CGDV
Capital Group Divid Value ETF

ETFs
2.81K
+ 12.39%
$31.93 - $39.49 $89.7K - $111K
25.5K $1.01B
XOM
Exxon Mobil Corp

Energy
2.83K
+ 27.44%
$99.93 - $119.04 $283K - $337K
13.1K $1.42B
Vanguard Instl Index Fd
1.47K
+ 22.54%
N/A
8K $604M
Capital Group Core Balanced
935
+ 5.96%
N/A
16.6K $556M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
380
+ 10.73%
$51.16 - $62.02 $19.4K - $23.6K
3.92K $243M
KRP
Kimbell Royalty Partners, LP

Energy
2.39K
+ 21.9%
$11.58 - $14.61 $27.7K - $34.9K
13.3K $186M
EFV
Msci Eafe Value ETF

ETFs
215
+ 5.95%
$52.4 - $64.65 $11.3K - $13.9K
3.83K $243M
RPV
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.59%
$81.66 - $93.76 $1.71K - $1.97K
3.58K $336M
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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