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CIK: 0001801982
Total reported value
$529.9M
$529.9M
116 檔
22.6%
At the close of Q4 2024, Bridgewealth Advisory Group, LLC disclosed equity holdings valued at approximately $529.9M, spread across 116 reported holdings.
In Q4 2024, Bridgewealth Advisory Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.78% | -0.04% | +20.30% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.69% | -0.33% | +113.96% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.77% | -0.24% | +21.73% | |
| 4 | CGSD | Cap Group Short Duration | ETF-Other | 5.49% | -0.03% | +21.67% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.16% | -0.08% | +25.69% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.75% | +0.44% | +17.04% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.94% | -0.20% | +12.27% | |
| 8 | UBFO | United Security Bancshare/ca | Stock-Other | 3.47% | -2.62% | EXIT | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.72% | +0.50% | +17.94% | |
| 10 | CGUS | Cap Group Core Equity | ETF-Other | 2.63% | +0.15% | +12.43% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.47% | -0.12% | +20.30% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.47% | +0.55% | +68.52% | |
| 13 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 2.33% | -0.18% | +37.83% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.30% | -0.01% | +130.39% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | +0.49% | +1.41% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.12% | +101.61% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 2.11% | -0.04% | +28.40% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.06% | -0.04% | -10.01% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.05% | +0.14% | +17.92% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-Other | 1.98% | +0.46% | +4.99% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.06% | +25.78% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.62% | -0.04% | +19.02% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.25% | +0.02% | -12.58% | |
| 24 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.21% | -0.05% | +2.78% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | -0.03% | -3.30% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.06% | +60.87% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | +0.04% | +7.53% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.95% | +0.23% | +77.81% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.22% | +233.36% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.75% | +0.07% | +32.04% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.15% | +10.00% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.67% | +0.13% | +107.26% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.01% | -1.34% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.03% | +5.61% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.52% | +0.20% | +6.83% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.52% | -0.12% | +33.85% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.07% | +83.65% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | -23.92% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.03% | +82.16% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +11.38% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.24% | EXIT | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.01% | +111.68% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.04% | +10.67% | |
| 44 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.33% | — | +34.51% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.01% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.03% | +15.38% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.03% | +48.78% | |
| 48 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.27% | -0.02% | +11.59% | |
| 49 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.25% | +0.03% | +223.76% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.24% | -0.06% | +151.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +3.1% | +113.96% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +101.61% | Add |
| 3 | VTV | Vanguard Value ETF | +0.6% | +68.52% | Add |
| 4 | TSLA | Tesla Inc | +0.6% | +233.36% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +60.87% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.3% | +77.81% | Add |
| 7 | AVLV | Avantis US Large Cap Value | +0.3% | +107.26% | Add |
| 8 | WMT | Walmart Inc | +0.2% | +83.65% | Add |
| 9 | WFC | Wells Fargo & Co | +0.2% | +111.68% | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | +82.16% | Add |
| 11 | MLM | Martin Marietta Materials | +0.2% | NEW | New buy |
| 12 | BILZ | Pimco Ultra Shrt Govt Active | +0.2% | +37.83% | Add |
| 13 | VNLA | Janus Henderson Short Durati | +0.2% | +223.76% | Add |
| 14 | HD | Home Depot Inc | +0.2% | NEW | New buy |
| 15 | T | At&t Inc | +0.1% | +151.06% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 18 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | New buy |
| 19 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 20 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 21 | TRV | Travelers Cos Inc/the | +0.1% | NEW | New buy |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 23 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 24 | COST | Costco Wholesale CORP | +0.1% | +48.78% | Add |
| 25 | IAU | Ishares Gold Trust | +0.1% | +33.85% | Add |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +17.94% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +11.38% | Add |
| 28 | AAPL | Apple Inc | 0% | +25.78% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | +32.04% | Add |
| 30 | CGXU | Cap Group Intl Focus | -0.1% | +28.40% | Add |
| 31 | VO | Vanguard Mid-cap ETF | -0.1% | +17.92% | Add |
| 32 | CVX | Chevron CORP | -0.1% | +10.00% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +7.53% | Add |
| 34 | CGGR | Cap Group Growth Equity | -0.2% | +4.99% | Add |
| 35 | JPIE | Jpmorgan Income ETF | -0.2% | +19.02% | Add |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | +17.04% | Add |
| 37 | CGUS | Cap Group Core Equity | -0.2% | +12.43% | Add |
| 38 | GBIL | Goldman Sachs Access Treasur | -0.3% | EXIT | Sold out |
| 39 | CGCP | Cap Group Core Plus Income | -0.3% | +20.30% | Add |
| 40 | UBFO | United Security Bancshare/ca | -0.3% | +2.49% | Add |
| 41 | FBND | Fidelity Total Bond ETF | -0.3% | +25.69% | Add |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -23.92% | Trim |
| 43 | CGSD | Cap Group Short Duration | -0.4% | +21.67% | Add |
| 44 | PYLD | Pimco Multisector Bond Actv | -0.4% | +21.73% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | -0.4% | +1.41% | Add |
| 46 | VB | Vanguard Small-cap ETF | -0.5% | -12.58% | Trim |
| 47 | JSCP | Jpmorgan Short Duration Core | -0.7% | +12.27% | Add |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | +20.30% | Add |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -0.9% | -10.01% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | -1.6% | +130.39% | Add |
According to official SEC Form 13F filings, Bridgewealth Advisory Group, LLC reported a total U.S. public equity portfolio value of $529.9M across 116 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, JAAA, PYLD) accounted for 22.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
MLM
市值: $639.3K
Top Position Liquidated / Trimmed
GBIL
前期市值: $679.5K
During Q4 2024, Bridgewealth Advisory Group, LLC's top holdings by market value included BIL (9.8%)、JAAA (7.7%)、PYLD (5.8%). The largest single position, BIL, represented 9.8% of total portfolio value.
In Q4 2024, Bridgewealth Advisory Group, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 36 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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