Bridgewealth Advisory Group, LLC Purchases in Q4 2024

Bridgewealth Advisory Group, LLC

  • $354 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Tcw ETF Trust
7.1K
New
N/A
7.1K $275M
V
Visa Inc.

Financial Services
761
New
$273.87 - $320.91 $208K - $244K
761 $271M
ET
Energy Transfer LP

Energy
12.3K
New
$16.05 - $19.86 $197K - $244K
12.3K $243M
PRU
Prudential Financial Inc

Financial Services
2.07K
New
$114.59 - $129.52 $237K - $268K
2.07K $232M
CEG
Constellation Energy Corp

Utilities
733
New
$224.28 - $285.52 $164K - $209K
733 $228M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.22K
New
$176.42 - $186.91 $215K - $228K
1.22K $227M
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
QCOM
Qualcomm Inc

Technology
1.28K
New
$150.4 - $178.04 $193K - $228K
1.28K $221M
IWF
Ishares Russell 1000 Gr ETF

ETFs
527
New
$370.24 - $418.94 $195K - $221K
527 $219M
ABBV
Abb Vie Inc.

Healthcare
1.12K
New
$164.99 - $203.87 $185K - $229K
1.12K $217M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.02K
+ 6.83%
$53.94 - $58.15 $109K - $118K
31.6K $1.84B
PANW
Palo Alto Networks Inc

Technology
1.04K
New
$181.96 - $405.9 $189K - $421K
1.04K $209M
NEE
Nextera Energy Inc

Utilities
2.97K
New
$69.77 - $85.43 $207K - $254K
2.97K $204M
IVV
Ishares Core S&P 500 ETF

ETFs
328
New
$570.51 - $610.59 $187K - $200K
328 $201M
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
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
12.9K
New
$9.14 - $9.66 $118K - $125K
12.9K $121M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.27%
$554.08 - $632.68 $1.11K - $1.27K
734 $535M
DIS
Walt Disney CO

Communication Services
542
+ 12.93%
$92.39 - $117.6 $50.1K - $63.7K
4.74K $519M
FT
Franklin Universal Trust

Financial Services
14.9K
New
$7.22 - $7.79 $108K - $116K
14.9K $113M
GOOG
Alphabet Inc.

Communication Services
358
+ 20.24%
$163.08 - $198.16 $58.4K - $70.9K
2.13K $400M
Vanguard Wellington Fd
994
+ 11.59%
N/A
9.57K $963M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
10.1K
+ 23.97%
$12.3 - $13.88 $124K - $140K
52.2K $665M
Capital Group Core Balanced
2.12K
+ 15.3%
N/A
16K $520M
XOM
Exxon Mobil Corp

Energy
1.79K
+ 15.24%
$105.51 - $125.37 $189K - $225K
13.6K $1.47B
GOOGL
Alphabet Inc.

Communication Services
246
+ 16.38%
$161.86 - $196.66 $39.8K - $48.4K
1.75K $325M
GLD
Spdr Gold Trust

ETFs
16
+ 0.62%
$236.59 - $257.5 $3.79K - $4.12K
2.58K $697M
IBM
International Business Machines Corp

Technology
90
+ 8.71%
$204.9 - $238.04 $18.4K - $21.4K
1.12K $291M
EPD
Enterprise Products Partners L.P.

Energy
697
+ 7.47%
$28.66 - $34.43 $20K - $24K
10K $333M
PFE
Pfizer Inc

Healthcare
3.15K
+ 31.29%
$24.8 - $30.19 $78.2K - $95.2K
13.2K $339M
SLV
I Shares Silver Trust

ETFs
1.22K
+ 15.25%
$26.33 - $31.74 $32.1K - $38.7K
9.22K $272M
MINO
Pimco ETF Tr Municipal Income

ETFs
2.56K
+ 2.78%
$44.94 - $46.07 $115K - $118K
94.7K $4.28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
315
+ 9.5%
$61.68 - $67.87 $19.4K - $21.4K
3.63K $232M
LLY
Eli Lilly & CO

Healthcare
16
+ 6.96%
$727.2 - $932.06 $11.6K - $14.9K
246 $214M
EFV
Msci Eafe Value ETF

ETFs
189
+ 5.13%
$51.78 - $57.15 $9.79K - $10.8K
3.87K $220M
Wells Fargo CO New
13
+ 7.56%
N/A
185 $225M
SRE
Sempra Energy

Utilities
31
+ 1.14%
$80.81 - $94.77 $2.51K - $2.94K
2.75K $231M
KRP
Kimbell Royalty Partners, LP

Energy
265
+ 2.56%
$15.38 - $16.83 $4.08K - $4.46K
10.6K $164M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
864
+ 2.98%
$4.16 - $4.68 $3.59K - $4.04K
29.8K $133M
F
Ford Motor CO

Consumer Cyclical
1.24K
+ 7.88%
$9.69 - $11.4 $12K - $14.2K
17K $159M
PCG
Pg&E Corp

Utilities
354
+ 3.34%
$19.2 - $21.63 $6.8K - $7.66K
11K $174M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
166K
+ 130.39%
$26.93 - $84.95 $4.46M - $14.1M
293K $8.15B
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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