Bridgewealth Advisory Group, LLC Portfolio Holdings

Bridgewealth Advisory Group, LLC

  • $275 Billion
  • Q3 2024

Bridgewealth Advisory Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 92 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 $28.9B, Pimco ETF Tr with a value of $17.1B, Capital Grp Core Plus Income E with a value of $16.1B, Fidelity Merrimack Str Tr Tota with a value of $15B, and Spdr Portfolio S&P 1500 Compos with a value of $13.5B.

Examining the 13F form we can see an increase of $49.3B in the current position value, from $226B to 275B.

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 $275 Billion
ETFs: $181 Billion
Financial Services: $15.9 Billion
Technology: $11.5 Billion
Energy: $3.98 Billion
Communication Services: $1.89 Billion
Consumer Defensive: $1.83 Billion
Consumer Cyclical: $1.51 Billion
Healthcare: $753 Million
Other: $853 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$915M
$167 Million 0.06% of portfolio
10,354
Q3 2024 Added 2.66%
$1.08B
$33.9 Million 0.01% of portfolio
15,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $275 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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