Bridgewealth Advisory Group, LLC Purchases in Q3 2024

Bridgewealth Advisory Group, LLC

  • $275 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PCG
Pg&E Corp

Utilities
10.6K
New
$17.08 - $20.6 $181K - $219K
10.6K $210M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.32K
New
$57.32 - $62.65 $190K - $208K
3.32K $207M
LLY
Eli Lilly & CO

Healthcare
230
New
$772.14 - $960.02 $178K - $221K
230 $204M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
441
+ 1.02%
$48.51 - $52.86 $21.4K - $23.3K
43.7K $2.31B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1K
New
$178.94 - $207.0 $179K - $207K
1K $201M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4.02K
New
$44.56 - $50.18 $179K - $201K
4.02K $201M
QQQ
Invesco Qqq Trust, Series 1

ETFs
364
+ 20.31%
$434.77 - $502.96 $158K - $183K
2.16K $1.05B
F
Ford Motor CO

Consumer Cyclical
15.8K
New
$9.71 - $14.55 $153K - $230K
15.8K $167M
IAU
Ishares Gold Trust

ETFs
339
+ 1.39%
$44.06 - $50.5 $14.9K - $17.1K
24.7K $1.23B
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
13K
New
$10.38 - $11.96 $135K - $156K
13K $156M
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
DIS
Walt Disney CO

Communication Services
334
+ 8.66%
$85.6 - $98.61 $28.6K - $32.9K
4.19K $403M
ARCC
Ares Capital Corp

Financial Services
827
+ 4.74%
$19.8 - $21.28 $16.4K - $17.6K
18.3K $382M
Vanguard Wellington Fd
51
+ 0.6%
N/A
8.57K $870M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
738
+ 2.62%
$4.1 - $4.71 $3.03K - $3.48K
29K $136M
KRP
Kimbell Royalty Partners, LP

Energy
268
+ 2.66%
$15.11 - $17.05 $4.05K - $4.57K
10.4K $167M
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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