Bridgewealth Advisory Group, LLC Portfolio Holdings by Sector
Bridgewealth Advisory Group, LLC
- $76.1 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JAAA CGGR VTV VOO AVUV SPTM FBND JEPI 32 stocks |
$47.5 Million
88.84% of portfolio
|
  3  
|
  29  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.66 Million
3.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.23 Million
2.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.16 Million
2.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$973,556
1.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$497,543
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$297,399
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
KRP 1 stocks |
$152,868
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|