Bridgewealth Advisory Group, LLC Incresed Positions 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
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
+ 14.85%
$255.18 - $283.2 $364K - $404K
11K $3.13B
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
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
BAC
Bank Of America Corp

Financial Services
6.63K
+ 46.97%
$36.65 - $44.13 $243K - $293K
20.8K $824M
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
XOM
Exxon Mobil Corp

Energy
1.65K
+ 16.31%
$109.72 - $119.0 $181K - $196K
11.8K $1.38B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
441
+ 1.02%
$48.51 - $52.86 $21.4K - $23.3K
43.7K $2.31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
364
+ 20.31%
$434.77 - $502.96 $158K - $183K
2.16K $1.05B
IAU
Ishares Gold Trust

ETFs
339
+ 1.39%
$44.06 - $50.5 $14.9K - $17.1K
24.7K $1.23B
AMZN
Amazon Com Inc

Consumer Cyclical
821
+ 26.48%
$161.02 - $200.0 $132K - $164K
3.92K $731M
WFC
Wells Fargo & Company

Financial Services
2.42K
+ 44.9%
$51.58 - $60.97 $125K - $148K
7.82K $442M
AVLV
American Centy ETF Tr Avantis
1.13K
+ 7.33%
$60.05 - $65.83 $67.8K - $74.3K
16.5K $1.09B
META
Meta Platforms, Inc.

Communication Services
106
+ 16.93%
$453.41 - $572.44 $48.1K - $60.7K
732 $419M
VOT
Vanguard Mid Cap Growth Index

ETFs
244
+ 10.98%
$218.05 - $243.47 $53.2K - $59.4K
2.47K $601M
Capital Group Core Balanced
2.14K
+ 18.25%
N/A
13.9K $431M
GLD
Spdr Gold Trust

ETFs
33
+ 1.31%
$215.56 - $246.98 $7.11K - $8.15K
2.56K $622M
Pimco ETF Tr
637
+ 1.09%
N/A
59.3K $6B
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 6.4%
$801.83 - $917.05 $29.7K - $33.9K
615 $545M
PFE
Pfizer Inc

Healthcare
1.31K
+ 14.94%
$27.7 - $31.39 $36.3K - $41.1K
10.1K $292M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
691
+ 15.45%
$49.69 - $50.5 $34.3K - $34.9K
5.16K $261M
RPV
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.56%
$82.04 - $89.49 $1.64K - $1.79K
3.57K $317M
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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