Number of Shares
719,107
Previous 625,552 14.96%
Holding current value
$54.4 Billion
Previous $47.3 Billion 15.05%
% of portfolio
12.6%
Previous 11.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
N/A
93,555 Added 14.96%
719,107 $54.4 Billion
Q2 2025

Aug 04, 2025

BUY
N/A
616,934 Added 7158.67%
625,552 $47.3 Billion
Q1 2025

May 13, 2025

BUY
N/A
8,618 New
8,618 $650 Million
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.