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Bridgewealth Advisory Group, LLC13F | |
| Bridgewealth Advisory Group, LLC | |
| Last update 2025-05-13 | 50 Stocks (2 new) |
| Value $76.00 Mil | Turnover 2 % |
Bridgewealth Advisory Group, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 201,552 | 10,220.7 | -62.33% | 13.430 | -4.79% | 0.050 | +2.08% | +2.58% | 22,301.2 | ||
CGUS | Capital Group Core Equity ETF | 185,531 | 6,196.7 | -27.41% | 8.150 | -0.72% | 0.120 | +20.60% | +8.43% | 5,994.0 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 202,419 | 5,333.8 | -74.08% | 7.010 | -4.27% | 0.110 | +3.42% | +4.52% | 5,794.8 | ||
CGGR | Capital Group Growth ETF | 127,274 | 4,359.1 | -27.88% | 5.730 | -0.55% | 0.040 | +27.19% | +11.11% | 13,544.8 | ||
VTV | Vanguard Value ETF | 20,408 | 3,525.3 | -58.51% | 4.630 | -1.45% | 0.000 | +10.43% | +6.13% | 132,881.1 | ||
BILZ |
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
| 29,355 | 2,970.7 | -64.08% | 3.900 | -1.49% | 0.350 | +1.05% | +2.30% | 826.8 | ||
CGSD |
Capital Group Short Duration Income ETF
Capital Group Short Duration Income ETF
| 93,219 | 2,406.0 | -87.65% | 3.160 | -4.81% | 0.270 | +1.63% | +3.39% | 1,320.4 | ||
VOO | Vanguard S&P 500 ETF | 4,644 | 2,386.3 | -67.43% | 3.140 | -1.52% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 36,243 | 2,363.4 | +5.83% | 3.110 | +0.17% | 0.040 | +14.51% | +4.21% | 7,701.5 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 26,315 | 2,293.9 | -24.05% | 3.020 | -0.23% | 0.020 | +17.12% | -2.02% | 16,539.2 |
Bridgewealth Advisory Group, LLC's Historical Top Holdings Breakdowns
Bridgewealth Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -9.64% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Reduce -98.6% | 5,310 | -372,907 | |
CGSD |
Capital Group Short Duration Income ETF
Capital Group Short Duration Income ETF
| 2025-03-31 | Reduce Reduce | -4.81% | 25.59 ($25.76) 25.88 | $25.95 | 0.74% | Reduce -87.65% | 93,219 | -661,864 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Reduce Reduce | -4.79% | 50.48 ($50.78) 51.04 | $50.65 | -0.26% | Reduce -62.33% | 201,552 | -333,488 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Reduce Reduce | -4.61% | 44.41 ($45.29) 45.98 | $45.44 | 0.33% | Reduce -89.31% | 43,229 | -361,159 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -4.27% | 25.77 ($26.17) 26.48 | $26.34 | 0.65% | Reduce -74.08% | 202,419 | -578,452 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | Reduce Reduce | -4.09% | 67.03 ($71.58) 74.61 | $76.08 | 6.29% | Reduce -86.05% | 31,571 | -194,726 | |
JSCP |
JPMorgan Short Duration Core Plus ETF
JPMorgan Short Duration Core Plus ETF
| 2025-03-31 | Reduce Reduce | -3.68% | 46.45 ($46.9) 47.26 | $47.18 | 0.60% | Reduce -93.46% | 19,482 | -278,565 | |
UBFO | United Security Bancshares | 2025-03-31 | Sold Out Sold Out | -3.47% | 8.8 ($9.57) 10.13 | $8.60 | -10.14% | Sold Out | 0 | -1,217,932 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -2.23% | 80.05 ($87.3) 92.39 | $97.27 | 11.42% | Reduce -82.02% | 18,797 | -85,726 | |
CGCP | Capital Group Core Plus Income ETF | 2025-03-31 | Reduce Reduce | -2.12% | 21.94 ($22.37) 22.64 | $22.38 | 0.04% | Reduce -85.77% | 55,901 | -336,886 |
Bridgewealth Advisory Group, LLC Total Holding History ($B)
Bridgewealth Advisory Group, LLC's Asset Allocation
Bridgewealth Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bridgewealth Advisory Group, LLC's Hypothetical Growth since 2025-03-31
Bridgewealth Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Bridgewealth Advisory Group, LLC's Holdings Heat Map
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Bridgewealth Advisory Group, LLC's Holdings Bubble Chart
Bridgewealth Advisory Group, LLC News
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