Bridgewealth Advisory Group, LLC Incresed Positions in Q4 2024

Bridgewealth Advisory Group, LLC

  • $354 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
285K
+ 113.96%
$50.62 - $50.97 $14.4M - $14.5M
535K $27.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
63.8K
+ 20.3%
$91.29 - $91.8 $5.83M - $5.86M
378K $34.6B
MSFT
Microsoft Corp

Technology
9.68K
+ 101.61%
$406.35 - $454.46 $3.93M - $4.4M
19.2K $7.89B
VTV
Vanguard Value ETF

ETFs
20K
+ 68.52%
$168.32 - $181.87 $3.37M - $3.64M
49.2K $8.74B
CGSD
Capital Grp Core Plus Income E
134K
+ 21.67%
N/A
755K $19.4B
Pimco ETF Tr
139K
+ 21.73%
N/A
781K $20.4B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
32.9K
+ 17.04%
$69.3 - $74.3 $2.28M - $2.45M
226K $16.8B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
82.7K
+ 25.69%
$44.87 - $46.86 $3.71M - $3.87M
404K $18.3B
SPYG
Spdr Portfolio

ETFs
15.9K
+ 17.94%
$81.74 - $91.38 $1.3M - $1.45M
105K $9.63B
Pimco ETF Tr
22.4K
+ 37.83%
N/A
81.7K $8.25B
UBFO
United Security Bancshares

Financial Services
29.6K
+ 2.49%
$8.14 - $10.31 $241K - $305K
1.22M $12.3B
NVDA
Nvidia Corp

Technology
11.4K
+ 65.5%
$117.0 - $148.88 $1.33M - $1.69M
28.8K $3.89B
CGXU
Capital Group Intl Focus Equit

ETFs
62.6K
+ 28.4%
$24.67 - $26.94 $1.54M - $1.69M
283K $7.46B
CGUS
Capital Group Core Equity ETF
28.3K
+ 12.43%
$33.96 - $36.24 $960K - $1.02M
256K $9.31B
AVUV
American Centy ETF Tr Avantis

ETFs
15.2K
+ 77.81%
$94.37 - $106.41 $1.43M - $1.61M
34.6K $3.37B
AAPL
Apple Inc.

Technology
5.25K
+ 25.78%
$221.69 - $259.02 $1.16M - $1.36M
25.6K $6.19B
VO
Vanguard Mid Cap ETF

ETFs
3.98K
+ 17.92%
$261.5 - $284.63 $1.04M - $1.13M
26.2K $7.25B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
32.6K
+ 12.27%
$46.63 - $47.41 $1.52M - $1.54M
298K $13.9B
AVLV
American Centy ETF Tr Avantis
17.7K
+ 107.26%
$65.51 - $71.22 $1.16M - $1.26M
34.2K $2.38B
CGCP
Capital Group Core Plus Income

ETFs
66.3K
+ 20.3%
$22.13 - $23.17 $1.47M - $1.54M
393K $8.76B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.39K
+ 4.99%
$34.49 - $39.24 $289K - $329K
176K $7.02B
WMT
Walmart Inc.

Consumer Defensive
7.74K
+ 83.65%
$79.1 - $95.7 $612K - $741K
17K $1.79B
BAC
Bank Of America Corp

Financial Services
17.1K
+ 82.16%
$39.22 - $47.77 $669K - $815K
37.8K $1.75B
WFC
Wells Fargo & Company

Financial Services
8.73K
+ 111.68%
$54.98 - $77.35 $480K - $675K
16.5K $1.3B
JPIE
J P Morgan Exchange Traded Fd
20K
+ 19.02%
$45.59 - $46.25 $910K - $923K
125K $5.72B
VNLA
Janus Henderson Short Duration

ETFs
12.6K
+ 223.76%
$48.82 - $49.11 $613K - $616K
18.2K $891M
IAU
Ishares Gold Trust

ETFs
8.37K
+ 33.85%
$48.37 - $52.65 $405K - $440K
33.1K $1.83B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
198
+ 1.41%
$521.84 - $558.82 $103K - $111K
14.3K $7.99B
T
At&T Inc.

Communication Services
19.8K
+ 151.06%
$21.22 - $23.88 $420K - $473K
32.9K $844M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
+ 32.04%
$44.04 - $49.49 $623K - $700K
58.3K $2.66B
JPM
Jpmorgan Chase & CO

Financial Services
568
+ 11.38%
$205.18 - $250.29 $117K - $142K
5.56K $1.54B
VTI
Vanguard Total Stock Market Et

ETFs
832
+ 7.53%
$280.04 - $302.45 $233K - $252K
11.9K $3.58B
COST
Costco Wholesale Corp

Consumer Defensive
300
+ 48.78%
$873.59 - $994.69 $262K - $298K
915 $986M
CVX
Chevron Corp

Energy
1.47K
+ 10.0%
$141.15 - $162.53 $207K - $239K
16.2K $2.52B
AMZN
Amazon Com Inc

Consumer Cyclical
603
+ 15.38%
$180.88 - $232.93 $109K - $140K
4.52K $1.04B
CAT
Caterpillar Inc

Industrials
920
+ 94.26%
$360.37 - $416.88 $332K - $384K
1.9K $671M
Vanguard Calif Tax Free Fds
3.02K
+ 34.51%
N/A
11.8K $1.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
230
+ 10.67%
$481.22 - $538.17 $111K - $124K
2.39K $1.28B
CGDV
Capital Group Divid Value ETF

ETFs
5.64K
+ 36.63%
$35.16 - $37.12 $198K - $209K
21K $786M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.02K
+ 6.83%
$53.94 - $58.15 $109K - $118K
31.6K $1.84B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
18.3K
+ 90.3%
$11.12 - $11.98 $203K - $219K
38.5K $440M
PEP
Pepsico Inc

Consumer Defensive
1.85K
+ 58.61%
$151.29 - $176.1 $280K - $326K
5K $724M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
211
+ 5.61%
$442.29 - $483.08 $93.3K - $102K
3.97K $1.91B
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
14.7K
+ 112.59%
$11.02 - $12.05 $162K - $177K
27.7K $316M
VZ
Verizon Communications Inc

Communication Services
4.15K
+ 81.05%
$39.6 - $45.21 $164K - $188K
9.28K $381M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.04K
+ 58.94%
$49.74 - $50.43 $151K - $153K
8.21K $411M
INTC
Intel Corp

Technology
5.11K
+ 52.54%
$19.07 - $26.23 $97.5K - $134K
14.8K $358M
JNJ
Johnson & Johnson

Healthcare
874
+ 54.9%
$143.34 - $165.86 $125K - $145K
2.47K $388M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.27%
$554.08 - $632.68 $1.11K - $1.27K
734 $535M
Activity Summary
Buys All Purchases 100 New Holdings 27 Increased Positions 73 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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