Bridgewealth Advisory Group, LLC Incresed Positions in Q2 2024

Bridgewealth Advisory Group, LLC

  • $226 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
81.7K
+ 41.23%
$44.06 - $45.49 $3.6M - $3.72M
280K $12.6B
CGSD
Capital Grp Core Plus Income E
123K
+ 30.17%
N/A
532K $13.5B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
64.4K
+ 38.03%
$45.82 - $46.47 $2.95M - $2.99M
234K $10.9B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
51.7K
+ 103.23%
$50.49 - $50.93 $2.61M - $2.63M
102K $5.18B
CGCP
Capital Group Core Plus Income

ETFs
91.9K
+ 55.56%
$21.83 - $22.48 $2.01M - $2.07M
257K $5.72B
Pimco ETF Tr
16.5K
+ 38.98%
N/A
58.7K $5.93B
CGUS
Capital Group Core Equity ETF
38.6K
+ 24.69%
$29.72 - $32.45 $1.15M - $1.25M
195K $6.28B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14K
+ 8.4%
$60.69 - $66.83 $847K - $932K
180K $11.9B
SPYG
Spdr Portfolio

ETFs
7.83K
+ 10.74%
$68.71 - $80.95 $538K - $634K
80.7K $6.47B
JPIE
J P Morgan Exchange Traded Fd
20.8K
+ 30.67%
$44.81 - $45.47 $934K - $948K
88.8K $4.04B
CGGR
Capital Group Growth ETF Shs C

ETFs
20.6K
+ 14.56%
$30.03 - $33.13 $619K - $683K
162K $5.34B
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.4K
+ 12.48%
$55.45 - $57.39 $798K - $825K
130K $7.35B
CGXU
Capital Group Intl Focus Equit

ETFs
25.7K
+ 15.27%
$24.83 - $26.72 $639K - $688K
194K $5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12K
+ 11.77%
$75.81 - $80.15 $910K - $962K
114K $8.86B
NVDA
Nvidia Corp

Technology
11.9K
+ 1067.11%
$118.11 - $1224.4 $1.41M - $14.6M
13.1K $1.61B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.99K
+ 38.46%
$50.84 - $55.56 $355K - $388K
25.2K $1.4B
VO
Vanguard Mid Cap ETF

ETFs
1.73K
+ 9.33%
$234.99 - $248.98 $406K - $430K
20.3K $4.91B
AVLV
American Centy ETF Tr Avantis
4.28K
+ 38.54%
$60.74 - $64.14 $260K - $275K
15.4K $967M
XOM
Exxon Mobil Corp

Energy
1.98K
+ 24.33%
$108.36 - $122.2 $214K - $242K
10.1K $1.16B
MSFT
Microsoft Corp

Technology
163
+ 5.89%
$389.33 - $452.85 $63.5K - $73.8K
2.93K $1.31B
VTI
Vanguard Total Stock Market Et

ETFs
222
+ 2.36%
$245.23 - $269.4 $54.4K - $59.8K
9.62K $2.57B
Capital Group Core Balanced
3.9K
+ 49.74%
N/A
11.7K $349M
IAU
Ishares Gold Trust

ETFs
1.63K
+ 7.17%
$42.46 - $45.89 $69.2K - $74.8K
24.4K $1.07B
VTV
Vanguard Value ETF

ETFs
1.05K
+ 4.22%
$154.57 - $163.65 $162K - $171K
25.8K $4.14B
VUG
Vanguard Growth ETF

ETFs
56
+ 2.18%
$322.46 - $377.11 $18.1K - $21.1K
2.63K $982M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
307
+ 0.8%
$40.83 - $44.89 $12.5K - $13.8K
38.7K $1.69B
GOOG
Alphabet Inc.

Communication Services
139
+ 8.44%
$151.94 - $186.86 $21.1K - $26K
1.79K $327M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.87%
$704.88 - $870.75 $3.52K - $4.35K
578 $492M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.56K
+ 6.29%
$47.37 - $50.09 $121K - $128K
43.3K $2.11B
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 3.68%
$173.67 - $197.85 $19.1K - $21.8K
3.1K $599M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
193
+ 6.41%
$396.73 - $420.24 $76.6K - $81.1K
3.21K $1.3B
CGDV
Capital Group Divid Value ETF

ETFs
745
+ 10.93%
$31.1 - $33.37 $23.2K - $24.9K
7.56K $250M
BAC
Bank Of America Corp

Financial Services
35
+ 0.25%
$34.68 - $40.02 $1.21K - $1.4K
14.1K $562M
GLD
Spdr Gold Trust

ETFs
10
+ 0.4%
$207.82 - $224.56 $2.08K - $2.25K
2.53K $544M
META
Meta Platforms, Inc.

Communication Services
15
+ 2.45%
$430.17 - $527.34 $6.45K - $7.91K
626 $316M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.3%
$180.08 - $204.79 $1.98K - $2.25K
3.7K $749M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$56.41 - $62.34 $56.4 - $62.3
5.39K $320M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
766
+ 2.79%
$4.08 - $4.49 $3.13K - $3.44K
28.2K $122M
VHT
Vanguard Health Care ETF

ETFs
25
+ 3.17%
$252.83 - $269.37 $6.32K - $6.73K
814 $216M
DVN
Devon Energy Corp

Energy
31
+ 0.74%
$45.56 - $54.51 $1.41K - $1.69K
4.22K $200M
RPV
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.51%
$82.18 - $87.85 $1.48K - $1.58K
3.55K $296M
DIS
Walt Disney CO

Communication Services
8
+ 0.21%
$99.29 - $122.82 $794 - $983
3.86K $383M
VB
Vanguard Small Cap ETF

ETFs
319
+ 1.73%
$210.76 - $226.94 $67.2K - $72.4K
18.7K $4.08B
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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