Bridgewealth Advisory Group, LLC New Holdings in Q3 2024

Bridgewealth Advisory Group, LLC

  • $275 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
9.26K
New
$66.91 - $81.4 $619K - $753K
9.26K $747M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
42.1K
New
$12.58 - $14.06 $530K - $592K
42.1K $573M
PEP
Pepsico Inc

Consumer Defensive
3.16K
New
$161.9 - $179.3 $511K - $566K
3.16K $536M
CAT
Caterpillar Inc

Industrials
976
New
$316.8 - $391.12 $309K - $382K
976 $382M
T
At&T Inc.

Communication Services
13.1K
New
$18.21 - $22.28 $239K - $292K
13.1K $288M
VNLA
Janus Henderson Short Duration

ETFs
5.61K
New
$48.34 - $49.08 $271K - $275K
5.61K $275M
JNJ
Johnson & Johnson

Healthcare
1.59K
New
$145.48 - $167.38 $232K - $266K
1.59K $258M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.76K
New
$125.95 - $142.04 $222K - $251K
1.76K $251M
GOOGL
Alphabet Inc.

Communication Services
1.5K
New
$148.65 - $191.18 $223K - $287K
1.5K $249M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.8K
New
$44.07 - $50.57 $212K - $243K
4.8K $243M
IBM
International Business Machines Corp

Technology
1.03K
New
$175.1 - $223.38 $181K - $231K
1.03K $228M
INTC
Intel Corp

Technology
9.73K
New
$18.9 - $34.87 $184K - $339K
9.73K $228M
SRE
Sempra Energy

Utilities
2.72K
New
$74.97 - $84.04 $204K - $229K
2.72K $228M
EFV
Msci Eafe Value ETF

ETFs
3.68K
New
$51.72 - $57.96 $190K - $213K
3.68K $212M
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
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
F
Ford Motor CO

Consumer Cyclical
15.8K
New
$9.71 - $14.55 $153K - $230K
15.8K $167M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
13K
New
$10.38 - $11.96 $135K - $156K
13K $156M
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
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email