Bridgewealth Advisory Group, LLC New Holdings in Q2 2025

Bridgewealth Advisory Group, LLC

  • $394 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UBFO
United Security Bancshares

Financial Services
1.22M
New
$7.56 - $9.34 $9.21M - $11.4M
1.22M $10.5B
NVDA
Nvidia Corp

Technology
31K
New
$94.31 - $157.99 $2.92M - $4.9M
31K $4.9B
TSLA
Tesla, Inc.

Consumer Cyclical
14.4K
New
$221.86 - $362.89 $3.19M - $5.22M
14.4K $4.57B
BAC
Bank Of America Corp

Financial Services
39.7K
New
$34.39 - $47.46 $1.36M - $1.88M
39.7K $1.88B
CVX
Chevron Corp

Energy
12.8K
New
$133.73 - $168.51 $1.72M - $2.16M
12.8K $1.84B
JPM
Jpmorgan Chase & CO

Financial Services
5.88K
New
$210.28 - $289.91 $1.24M - $1.7M
5.88K $1.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.65K
New
$496.48 - $617.85 $1.31M - $1.64M
2.65K $1.64B
WMT
Walmart Inc.

Consumer Defensive
15.6K
New
$81.79 - $99.98 $1.27M - $1.56M
15.6K $1.52B
WFC
Wells Fargo & Company

Financial Services
16.5K
New
$60.98 - $80.12 $1.01M - $1.33M
16.5K $1.33B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.76K
New
$171.4 - $227.1 $988K - $1.31M
5.76K $1.31B
Vanguard Wellington Fd
9.68K
New
N/A
9.68K $977M
T
At&T Inc.

Communication Services
33K
New
$26.33 - $28.94 $868K - $954K
33K $954M
SLV
I Shares Silver Trust

ETFs
26.2K
New
$27.08 - $33.74 $710K - $885K
26.2K $860M
Janus Detroit Str Tr
13.5K
New
N/A
13.5K $712M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.4K
New
$45.12 - $46.23 $694K - $711K
15.4K $711M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.47K
New
$216.28 - $284.39 $534K - $702K
2.47K $702M
AVDE
American Centy ETF Tr Avantis

ETFs
9.09K
New
$59.32 - $74.36 $539K - $676K
9.09K $673M
MLM
Martin Marietta Materials Inc

Basic Materials
1.21K
New
$452.51 - $568.19 $545K - $685K
1.21K $662M
PEP
Pepsico Inc

Consumer Defensive
4.79K
New
$128.02 - $151.37 $613K - $724K
4.79K $632M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
52.5K
New
$11.46 - $12.75 $601K - $669K
52.5K $618M
META
Meta Platforms, Inc.

Communication Services
801
New
$484.66 - $738.09 $388K - $591K
801 $591M
CAT
Caterpillar Inc

Industrials
1.26K
New
$273.94 - $388.21 $344K - $488K
1.26K $488M
CGMS
Capital Grp Core Plus Income E
17K
New
N/A
17K $470M
CSCO
Cisco Systems, Inc.

Technology
6.59K
New
$53.19 - $69.38 $350K - $457K
6.59K $457M
NFLX
Netflix Inc

Communication Services
330
New
$855.86 - $1339.13 $282K - $442K
330 $442M
PFE
Pfizer Inc

Healthcare
17.9K
New
$21.59 - $24.84 $386K - $445K
17.9K $434M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
38.8K
New
$10.51 - $11.34 $408K - $440K
38.8K $434M
HD
Home Depot, Inc.

Consumer Cyclical
1.13K
New
$335.24 - $380.78 $378K - $430K
1.13K $414M
MSTR
Microstrategy Inc

Technology
1.02K
New
$237.95 - $421.61 $242K - $428K
1.02K $410M
MO
Altria Group, Inc.

Consumer Defensive
6.89K
New
$55.56 - $60.91 $383K - $420K
6.89K $404M
KMI
Kinder Morgan, Inc.

Energy
13.4K
New
$25.21 - $29.4 $338K - $394K
13.4K $394M
V
Visa Inc.

Financial Services
1.08K
New
$308.27 - $373.31 $333K - $404K
1.08K $384M
Vanguard Mun Bd Fds
5.1K
New
N/A
5.1K $375M
VZ
Verizon Communications Inc

Communication Services
8.59K
New
$41.67 - $45.62 $358K - $392K
8.59K $372M
AMGN
Amgen Inc

Healthcare
1.32K
New
$262.28 - $309.85 $346K - $409K
1.32K $368M
JNJ
Johnson & Johnson

Healthcare
2.21K
New
$146.36 - $159.82 $323K - $353K
2.21K $337M
IBM
International Business Machines Corp

Technology
1.13K
New
$221.03 - $294.78 $250K - $334K
1.13K $334M
GOOG
Alphabet Inc.

Communication Services
1.85K
New
$146.58 - $180.01 $271K - $333K
1.85K $329M
GOOGL
Alphabet Inc.

Communication Services
1.85K
New
$144.7 - $178.6 $267K - $330K
1.85K $325M
AVGO
Broadcom Inc.

Technology
1.16K
New
$146.29 - $275.65 $170K - $321K
1.16K $321M
INTC
Intel Corp

Technology
14.2K
New
$18.13 - $22.69 $257K - $322K
14.2K $317M
TRV
Travelers Companies, Inc.

Financial Services
1.18K
New
$233.83 - $276.34 $276K - $326K
1.18K $315M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
27.7K
New
$10.35 - $11.31 $287K - $314K
27.7K $314M
ARCC
Ares Capital Corp

Financial Services
12.8K
New
$18.91 - $22.43 $243K - $288K
12.8K $282M
DIS
Walt Disney CO

Communication Services
2.24K
New
$81.72 - $124.01 $183K - $277K
2.24K $277M
UPS
United Parcel Service Inc

Industrials
2.7K
New
$91.92 - $110.2 $248K - $298K
2.7K $273M
CSX
Csx Corp

Industrials
8.21K
New
$26.69 - $32.91 $219K - $270K
8.21K $268M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.91K
New
$48.13 - $49.85 $237K - $245K
4.91K $241M
CEG
Constellation Energy Corp

Utilities
735
New
$170.96 - $322.76 $126K - $237K
735 $237M
Activity Summary
Buys All Purchases 121 New Holdings 74 Increased Positions 47 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 1 Puts 0
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