Bridgewealth Advisory Group, LLC Portfolio Holdings

Bridgewealth Advisory Group, LLC

  • $226 Billion
  • Q2 2024

Bridgewealth Advisory Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $29.5B, Pimco ETF Tr with a value of $14.4B, Capital Grp Core Plus Income E with a value of $13.5B, Fidelity Merrimack Str Tr Tota with a value of $12.6B, and Spdr Portfolio S&P 1500 Compos with a value of $11.9B.

Examining the 13F form we can see an increase of $21.5B in the current position value, from $204B to 226B.

Bridgewealth Advisory Group, LLC is based out at Fresno, CA

Below you can find more details about Bridgewealth Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $154 Billion
Financial Services: $12.1 Billion
Technology: $6.86 Billion
Energy: $2.81 Billion
Communication Services: $1.31 Billion
Consumer Cyclical: $813 Million
Consumer Defensive: $492 Million
Healthcare: $245 Million
Other: $35 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$13.5 Billion 5.99% of portfolio
-
Q2 2024 Added 30.17%
$147M
$8.65 Billion 3.83% of portfolio
1,193,088
Q1 2024 Reduced 0.08%
$3.66T
$3.94 Billion 1.75% of portfolio
18,707
Q2 2024 Reduced 0.02%
$302B
$1.61 Billion 0.71% of portfolio
13,060
Q2 2024 Added 1,067.11%
$3.19T
$1.31 Billion 0.58% of portfolio
2,931
Q2 2024 Added 5.89%
$595B
$1.3 Billion 0.58% of portfolio
3,205
Q2 2024 Added 6.41%
$483B
$1.16 Billion 0.52% of portfolio
10,113
Q2 2024 Added 24.33%
$285B
$930 Million 0.41% of portfolio
5,944
Q2 2024 Reduced 0.25%
$617B
$749 Million 0.33% of portfolio
3,702
Q2 2024 Added 0.3%
$1.92T
$599 Million 0.27% of portfolio
3,100
Q2 2024 Added 3.68%
$316B
$562 Million 0.25% of portfolio
14,125
Q2 2024 Added 0.25%
$392B
$492 Million 0.22% of portfolio
578
Q2 2024 Added 0.87%
$175B
$383 Million 0.17% of portfolio
3,859
Q2 2024 Added 0.21%
$63.5B
$355 Million 0.16% of portfolio
12,243
Q2 2024 Reduced 42.96%
$0
$363 Million 0.16% of portfolio
17,436
Q2 2024 Reduced 41.88%
$1.01T
$327 Million 0.15% of portfolio
1,785
Q2 2024 Added 8.44%
$212B
$320 Million 0.14% of portfolio
5,394
Q2 2024 Added 0.02%
$188B
$287 Million 0.13% of portfolio
6,966
Q2 2024 Reduced 48.5%
$163B
$245 Million 0.11% of portfolio
8,764
Q2 2024 Reduced 1.47%
$823B
$214 Million 0.09% of portfolio
1,079
Q2 2024 New
$25.5B
$200 Million 0.09% of portfolio
4,223
Q2 2024 Added 0.74%
$911M
$165 Million 0.07% of portfolio
10,086
Q2 2024 New
$0
$122 Million 0.05% of portfolio
28,213
Q2 2024 Added 2.79%
$0
$66.6 Million 0.03% of portfolio
12,294
Q2 2024 Reduced 77.07%
$1.32B
$35 Million 0.02% of portfolio
15,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $226 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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