Bridgewealth Advisory Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BA Bridgewealth Advisory Group, LLC | Institutional Filer | ▲ 6.46% | $482.1M | 135 |
Current Portfolio Holdings
Showing all 135 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | — | 793K | $60.0M | 12.45% |
| 2 | PYLD | PIMCO ETF TR | — | 1.2M | $30.2M | 6.26% |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF T | — | 1.0M | $26.7M | 5.53% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | — | 580K | $26.5M | 5.49% |
| 5 | JAAA | JANUS DETROIT STR TR | — | 459K | $23.1M | 4.80% |
| 6 | SPTM | SPDR SERIES TRUST | — | 288K | $22.8M | 4.73% |
| 7 | VTV | VANGUARD INDEX FDS | — | 116K | $22.7M | 4.72% |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | — | 372K | $17.6M | 3.65% |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 356K | $13.7M | 2.84% |
| 10 | SPYG | SPDR SERIES TRUST | — | 136K | $13.3M | 2.75% |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 569K | $12.7M | 2.64% |
| 12 | UBFO | United Security Bancshares | Financial Services | 1.2M | $12.6M | 2.62% |
| 13 | GSIE | GOLDMAN SACHS ETF TR | — | 264K | $11.4M | 2.36% |
| 14 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 246K | $11.3M | 2.35% |
| 15 | VOO | VANGUARD INDEX FDS | — | 17K | $10.1M | 2.10% |
Showing 1 to 15 of 135 holdings