Bridgewealth Advisory Group, LLC New Holdings in Q4 2024

Bridgewealth Advisory Group, LLC

  • $354 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
1.2K
New
$516.5 - $619.58 $621K - $745K
1.2K $639M
HD
Home Depot, Inc.

Consumer Cyclical
1.32K
New
$385.02 - $431.37 $509K - $570K
1.32K $545M
AMGN
Amgen Inc

Healthcare
1.6K
New
$258.78 - $328.31 $414K - $525K
1.6K $475M
CSCO
Cisco Systems, Inc.

Technology
6.6K
New
$52.45 - $60.02 $346K - $396K
6.6K $421M
KMI
Kinder Morgan, Inc.

Energy
14.2K
New
$22.59 - $28.54 $320K - $405K
14.2K $377M
CSX
Csx Corp

Industrials
11.2K
New
$31.58 - $36.88 $354K - $414K
11.2K $371M
MO
Altria Group, Inc.

Consumer Defensive
6.54K
New
$49.06 - $57.74 $321K - $377K
6.54K $350M
TRV
Travelers Companies, Inc.

Financial Services
1.44K
New
$225.97 - $266.66 $325K - $384K
1.44K $350M
SPY
Spdr S&P 500 ETF Trust

ETFs
569
New
$567.81 - $607.81 $323K - $346K
569 $347M
NFLX
Netflix Inc

Communication Services
321
New
$687.65 - $936.56 $221K - $301K
321 $335M
AVGO
Broadcom Inc.

Technology
1.33K
New
$159.67 - $250.0 $212K - $332K
1.33K $313M
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
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
UMBF
Umb Financial Corp

Financial Services
1.94K
New
$101.15 - $127.6 $196K - $247K
1.94K $218M
ABBV
Abb Vie Inc.

Healthcare
1.12K
New
$164.99 - $203.87 $185K - $229K
1.12K $217M
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
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
12.9K
New
$9.14 - $9.66 $118K - $125K
12.9K $121M
FT
Franklin Universal Trust

Financial Services
14.9K
New
$7.22 - $7.79 $108K - $116K
14.9K $113M
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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