Bridgewealth Advisory Group, LLC Portfolio Holdings by Sector
Bridgewealth Advisory Group, LLC
- $204 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL SPTM FBND SCHD JSCP VOO JEPI SPYG 35 stocks |
$138 Million
82.6% of portfolio
|
  21  
|
  12  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
UBFO CVCY 2 stocks |
$9.44 Million
5.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.21 Million
1.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.44 Million
1.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.89 Million
1.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$1.59 Million
0.95% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD KMI ENB PBA 4 stocks |
$1.36 Million
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.27 Million
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARCC OXLC PCN IAF 4 stocks |
$1.19 Million
0.72% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.16 Million
0.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1.01 Million
0.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$567,532
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$547,309
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$539,336
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O NNN 2 stocks |
$537,832
0.32% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE LLY 2 stocks |
$480,236
0.29% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$471,250
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$419,849
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN PXD 2 stocks |
$416,824
0.25% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PNW 1 stocks |
$242,873
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$146,789
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$51,600
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BFLY 1 stocks |
$32,413
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|