Bridgewealth Advisory Group, LLC Reduced Holdings in Q3 2025

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-15.6K
- 2.3%
$50.53 - $50.82 $787K - $792K
663K $33.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.44K
- 10.19%
$91.44 - $91.77 $589K - $591K
56.7K $5.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.15K
- 46.49%
$45.6 - $46.92 $326K - $335K
8.23K $384M
Tcw ETF Trust
-3.84K
- 23.76%
N/A
12.3K $491M
Vanguard Instl Index Fd
-1.62K
- 20.21%
N/A
6.38K $483M
MSTR
Microstrategy Inc

Technology
-65
- 6.4%
$300.7 - $455.9 $19.5K - $29.6K
950 $306M
T
At&T Inc.

Communication Services
-1.15K
- 3.49%
$26.94 - $29.62 $31K - $34.1K
31.8K $899M
Vanguard Mun Bd Fds
-805
- 15.8%
N/A
4.29K $323M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.1K
- 10.06%
$26.38 - $27.95 $55.5K - $58.8K
18.8K $514M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.16K
- 7.59%
$52.12 - $55.33 $112K - $119K
26.2K $1.45B
PFE
Pfizer Inc

Healthcare
-1.96K
- 10.94%
$23.29 - $25.88 $45.6K - $50.7K
15.9K $406M
V
Visa Inc.

Financial Services
-38
- 3.52%
$332.09 - $358.86 $12.6K - $13.6K
1.04K $356M
CGMS
Capital Grp Core Plus Income E
-966
- 5.68%
N/A
16K $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-183
- 4.5%
$459.11 - $506.91 $84K - $92.8K
3.88K $1.95B
CSCO
Cisco Systems, Inc.

Technology
-197
- 2.99%
$66.2 - $71.79 $13K - $14.1K
6.39K $437M
AMGN
Amgen Inc

Healthcare
-5
- 0.38%
$271.18 - $309.22 $1.36K - $1.55K
1.31K $371M
F
Ford Motor CO

Consumer Cyclical
-727
- 4.76%
$10.82 - $12.09 $7.87K - $8.79K
14.6K $174M
NEE
Nextera Energy Inc

Utilities
-100
- 3.37%
$69.77 - $77.54 $6.98K - $7.75K
2.87K $217M
VUG
Vanguard Growth ETF

ETFs
-238
- 7.85%
$433.97 - $484.08 $103K - $115K
2.79K $1.34B
HD
Home Depot, Inc.

Consumer Cyclical
-75
- 6.64%
$357.4 - $423.42 $26.8K - $31.8K
1.05K $427M
WMT
Walmart Inc.

Consumer Defensive
-653
- 4.2%
$94.4 - $104.27 $61.6K - $68.1K
14.9K $1.54B
MO
Altria Group, Inc.

Consumer Defensive
-262
- 3.8%
$57.75 - $67.68 $15.1K - $17.7K
6.63K $438M
VIG
Vanguard Dividend Appreciation

ETFs
-237
- 2.6%
N/A
8.88K $1.92B
GOOG
Alphabet Inc.

Communication Services
-75
- 4.05%
$175.16 - $255.24 $13.1K - $19.1K
1.78K $433M
BAC
Bank Of America Corp

Financial Services
-471
- 1.19%
$44.92 - $52.42 $21.2K - $24.7K
39.2K $2.02B
INTC
Intel Corp

Technology
-345
- 2.43%
$19.31 - $35.5 $6.66K - $12.2K
13.8K $464M
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 0.18%
$303.93 - $329.86 $6.38K - $6.93K
11.9K $3.91B
IAU
Ishares Gold Trust

ETFs
-655
- 2.05%
$61.62 - $72.77 $40.4K - $47.7K
31.3K $2.28B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-128
- 0.81%
$567.77 - $614.76 $72.7K - $78.7K
15.7K $9.6B
AAPL
Apple Inc.

Technology
-1.27K
- 5.16%
$202.38 - $256.87 $256K - $325K
23.3K $5.92B
TSLA
Tesla, Inc.

Consumer Cyclical
-68
- 0.47%
$293.94 - $444.72 $20K - $30.2K
14.3K $6.36B
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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