Bridgewealth Advisory Group, LLC Incresed Positions in Q3 2025

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
93.6K
+ 14.96%
N/A
719K $54.4B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.7K
+ 4.3%
$74.93 - $80.73 $801K - $863K
259K $20.9B
Pimco ETF Tr
73.8K
+ 8.96%
N/A
897K $24.1B
VTV
Vanguard Value ETF

ETFs
7.04K
+ 9.3%
$175.51 - $186.57 $1.24M - $1.31M
82.8K $15.4B
CGUS
Capital Group Core Equity ETF
27.5K
+ 10.29%
$36.89 - $39.72 $1.01M - $1.09M
295K $11.7B
SPYG
Spdr Portfolio

ETFs
7.15K
+ 6.4%
$94.33 - $105.31 $674K - $753K
119K $12.4B
CGXU
Capital Group Intl Focus Equit

ETFs
21.7K
+ 7.08%
$26.49 - $29.62 $576K - $644K
329K $9.74B
Pimco ETF Tr
13.1K
+ 15.48%
N/A
97.9K $9.9B
CGGR
Capital Group Growth ETF Shs C

ETFs
15K
+ 8.23%
$40.2 - $44.58 $603K - $669K
197K $8.67B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.1K
+ 4.25%
$45.26 - $46.63 $772K - $796K
418K $19.3B
AVUV
American Centy ETF Tr Avantis

ETFs
3.95K
+ 6.46%
$90.37 - $102.12 $357K - $403K
65.1K $6.48B
UBFO
United Security Bancshares

Financial Services
20
+ 0.0%
$8.29 - $9.84 $166 - $197
1.22M $11.4B
VO
Vanguard Mid Cap ETF

ETFs
1.3K
+ 4.59%
$279.83 - $293.74 $362K - $380K
29.5K $8.67B
CGSD
Capital Grp Core Plus Income E
26K
+ 3.3%
N/A
814K $21.1B
AVLV
American Centy ETF Tr Avantis
4.56K
+ 6.18%
$68.33 - $72.69 $311K - $331K
78.3K $5.66B
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.67K
+ 8.44%
$55.61 - $57.37 $482K - $498K
111K $6.36B
CGCP
Capital Group Core Plus Income

ETFs
18.6K
+ 5.17%
$22.27 - $22.95 $414K - $426K
378K $8.58B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.21K
+ 4.97%
$49.43 - $54.52 $159K - $175K
67.8K $3.67B
MSFT
Microsoft Corp

Technology
116
+ 0.61%
$491.09 - $535.64 $57K - $62.1K
19.3K $9.98B
Janus Detroit Str Tr
8.73K
+ 64.51%
N/A
22.3K $1.16B
JPIE
J P Morgan Exchange Traded Fd
9.36K
+ 7.56%
$46.01 - $46.55 $430K - $435K
133K $6.18B
UPS
United Parcel Service Inc

Industrials
5.3K
+ 196.3%
$82.58 - $105.54 $438K - $559K
8K $668M
VB
Vanguard Small Cap ETF

ETFs
785
+ 7.02%
$237.58 - $259.17 $187K - $203K
12K $3.04B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
7.17K
+ 2.41%
$47.02 - $47.71 $337K - $342K
304K $14.5B
CGDV
Capital Group Divid Value ETF

ETFs
7.54K
+ 29.62%
$39.59 - $42.21 $299K - $318K
33K $1.39B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
187
+ 0.49%
$132.9 - $142.03 $24.9K - $26.6K
38.5K $5.43B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.37K
+ 9.71%
$53.81 - $57.52 $182K - $194K
38.1K $2.19B
VNLA
Janus Henderson Short Duration

ETFs
5.43K
+ 15.96%
$48.99 - $49.29 $266K - $268K
39.4K $1.94B
SLV
I Shares Silver Trust

ETFs
260
+ 0.99%
$32.73 - $42.5 $8.51K - $11.1K
26.5K $1.12B
AVDE
American Centy ETF Tr Avantis

ETFs
2.44K
+ 26.84%
$73.24 - $79.04 $179K - $193K
11.5K $910M
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 0.7%
$282.78 - $316.06 $11.6K - $13K
5.92K $1.87B
CVX
Chevron Corp

Energy
19
+ 0.15%
$145.57 - $161.83 $2.77K - $3.07K
12.8K $2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 1.52%
$546.99 - $602.2 $20.8K - $22.9K
2.54K $1.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.26%
$617.65 - $666.84 $4.32K - $4.67K
2.66K $1.77B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$174.36 - $254.72 $174 - $255
1.85K $449M
CAT
Caterpillar Inc

Industrials
2
+ 0.16%
$390.92 - $477.15 $782 - $954
1.26K $601M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.26K
+ 2.6%
$43.6 - $45.33 $55.1K - $57.3K
49.8K $2.26B
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.08%
$546.36 - $631.12 $546 - $631
1.21K $760M
XOM
Exxon Mobil Corp

Energy
94
+ 0.72%
$105.83 - $117.22 $9.95K - $11K
13.2K $1.49B
JNJ
Johnson & Johnson

Healthcare
8
+ 0.36%
$155.17 - $185.42 $1.24K - $1.48K
2.21K $410M
AVGO
Broadcom Inc.

Technology
12
+ 1.03%
$264.74 - $369.57 $3.18K - $4.43K
1.18K $388M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$77.05 - $85.16 $77.1 - $85.2
16.5K $1.39B
ORCL
Oracle Corp

Technology
1
+ 0.11%
$218.96 - $328.33 $219 - $328
949 $267M
PEP
Pepsico Inc

Consumer Defensive
100
+ 2.09%
$133.81 - $152.16 $13.4K - $15.2K
4.89K $686M
META
Meta Platforms, Inc.

Communication Services
75
+ 9.36%
$695.21 - $791.73 $52.1K - $59.4K
876 $643M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.09%
$184.85 - $231.54 $185 - $232
1.13K $261M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
201
+ 0.38%
$11.48 - $12.67 $2.31K - $2.55K
52.7K $667M
AMZN
Amazon Com Inc

Consumer Cyclical
222
+ 4.28%
$211.65 - $238.24 $47K - $52.9K
5.4K $1.19B
Capital Group Core Balanced
578
+ 3.48%
N/A
17.2K $598M
Activity Summary
Buys All Purchases 76 New Holdings 4 Increased Positions 72 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 1 Puts 0
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