Bridgewealth Advisory Group, LLC Reduced Holdings in Q1 2025

Bridgewealth Advisory Group, LLC

  • $76.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-373K
- 98.6%
$91.45 - $91.75 $34.1M - $34.2M
5.31K $487M
CGSD
Capital Grp Core Plus Income E
-662K
- 87.65%
N/A
93.2K $2.41B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-333K
- 62.33%
$50.48 - $51.04 $16.8M - $17M
202K $10.2B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-361K
- 89.31%
$44.41 - $45.98 $16M - $16.6M
43.2K $1.97B
Pimco ETF Tr
-578K
- 74.08%
N/A
202K $5.33B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-195K
- 86.05%
$67.03 - $74.61 $13.1M - $14.5M
31.6K $2.15B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-279K
- 93.46%
$46.45 - $47.26 $12.9M - $13.2M
19.5K $920M
SPYG
Spdr Portfolio

ETFs
-85.7K
- 82.02%
$80.05 - $92.39 $6.86M - $7.92M
18.8K $1.51B
CGCP
Capital Group Core Plus Income

ETFs
-337K
- 85.77%
$21.94 - $22.64 $7.39M - $7.63M
55.9K $1.25B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-268K
- 91.67%
$27.01 - $28.54 $7.25M - $7.66M
24.4K $682M
CGXU
Capital Group Intl Focus Equit

ETFs
-232K
- 81.82%
$24.48 - $26.59 $5.67M - $6.16M
51.5K $1.26B
VO
Vanguard Mid Cap ETF

ETFs
-20.7K
- 78.83%
$251.87 - $277.95 $5.2M - $5.74M
5.55K $1.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9.61K
- 67.43%
$507.05 - $563.67 $4.87M - $5.42M
4.64K $2.39B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-91.5K
- 74.56%
$56.17 - $59.71 $5.14M - $5.46M
31.2K $1.78B
Pimco ETF Tr
-52.4K
- 64.08%
N/A
29.4K $2.97B
VTV
Vanguard Value ETF

ETFs
-28.8K
- 58.51%
$167.73 - $179.21 $4.83M - $5.16M
20.4K $3.53B
AAPL
Apple Inc.

Technology
-20.4K
- 79.69%
$209.68 - $247.1 $4.28M - $5.05M
5.21K $1.16B
JPIE
J P Morgan Exchange Traded Fd
-101K
- 81.23%
$45.46 - $46.18 $4.61M - $4.69M
23.4K $1.08B
VB
Vanguard Small Cap ETF

ETFs
-16.4K
- 91.71%
$217.89 - $252.64 $3.57M - $4.14M
1.48K $329M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-26.2K
- 87.17%
$126.11 - $135.06 $3.31M - $3.54M
3.86K $498M
MINO
Pimco ETF Tr Municipal Income

ETFs
-74.6K
- 78.72%
$44.44 - $45.83 $3.31M - $3.42M
20.2K $901M
CGUS
Capital Group Core Equity ETF
-70.1K
- 27.41%
$33.08 - $36.62 $2.32M - $2.57M
186K $6.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
-49.2K
- 27.88%
$33.98 - $39.84 $1.67M - $1.96M
127K $4.36B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-49.1K
- 84.24%
$42.5 - $46.71 $2.09M - $2.29M
9.18K $415M
VTI
Vanguard Total Stock Market Et

ETFs
-5.83K
- 49.09%
$271.18 - $303.12 $1.58M - $1.77M
6.05K $1.66B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-24.2K
- 76.62%
$51.45 - $58.51 $1.25M - $1.42M
7.4K $383M
AVUV
American Centy ETF Tr Avantis

ETFs
-8.33K
- 24.05%
$84.95 - $100.62 $708K - $838K
26.3K $2.29B
IAU
Ishares Gold Trust

ETFs
-18.3K
- 55.27%
$49.74 - $58.96 $909K - $1.08M
14.8K $872M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.15K
- 54.0%
$442.66 - $534.52 $950K - $1.15M
1.83K $974M
COST
Costco Wholesale Corp

Consumer Defensive
-601
- 65.68%
$890.62 - $1076.86 $535K - $647K
314 $297M
VIG
Vanguard Dividend Appreciation

ETFs
-2.18K
- 22.66%
N/A
7.45K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-583
- 24.43%
$468.34 - $539.52 $273K - $315K
1.8K $845M
GLD
Spdr Gold Trust

ETFs
-1.43K
- 55.57%
$243.19 - $288.14 $348K - $413K
1.15K $330M
VUG
Vanguard Growth ETF

ETFs
-546
- 21.87%
$369.1 - $427.61 $202K - $233K
1.95K $723M
XOM
Exxon Mobil Corp

Energy
-3.25K
- 23.98%
$105.44 - $118.93 $343K - $387K
10.3K $1.23B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.95K
- 35.9%
$49.75 - $50.27 $147K - $148K
5.26K $263M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.71K
- 5.15%
$49.78 - $53.19 $85.3K - $91.2K
31.5K $1.61B
Capital Group Core Balanced
-310
- 1.94%
N/A
15.7K $486M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-90
- 2.48%
$57.21 - $65.8 $5.15K - $5.92K
3.54K $207M
EFV
Msci Eafe Value ETF

ETFs
-259
- 6.69%
$51.88 - $60.73 $13.4K - $15.7K
3.61K $213M
Activity Summary
Buys All Purchases 8 New Holdings 2 Increased Positions 6 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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