Bridgewealth Advisory Group, LLC Top Holdings and 13F Report (2025) About Bridgewealth Advisory Group, LLCInvestment ActivityBridgewealth Advisory Group, LLC has $76.08 million in total holdings as of March 31, 2025.Bridgewealth Advisory Group, LLC owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.19% of the portfolio was purchased this quarter.About 355.63% of the portfolio was sold this quarter.This quarter, Bridgewealth Advisory Group, LLC has purchased 116 new stocks and bought additional shares in 6 stocks.Bridgewealth Advisory Group, LLC sold shares of 41 stocks and completely divested from 68 stocks this quarter.Largest Holdings Janus Henderson AAA CLO ETF $10,220,727Capital Group Core Equity ETF $6,196,720PIMCO Multi Sector Bond Active ETF $5,333,750Capital Group Growth ETF $4,359,124Vanguard Value ETF $3,525,265 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $650,142 Holding922040852 - VANGUARD INSTL INDEX FD $492,442 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 8,618 shares (about $650.14K)VANGUARD INSTL INDEX FD 6,525 shares (about $492.44K)Janus Henderson Short Duration Income ETF 3,591 shares (about $176.50K)TCW ETF TRUST 3,830 shares (about $150.02K)Avantis U.S. Large Cap Value ETF 1,995 shares (about $130.09K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 372,907 shares (about $34.21M)Capital Group Short Duration Income ETF 661,864 shares (about $17.08M)Janus Henderson AAA CLO ETF 333,488 shares (about $16.91M)Fidelity Total Bond ETF 361,159 shares (about $16.49M)PIMCO Multi Sector Bond Active ETF 578,452 shares (about $15.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridgewealth Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAAAJanus Henderson AAA CLO ETF$10,220,727$16,911,218 ▼-62.3%201,55213.4%ETFCGUSCapital Group Core Equity ETF$6,196,720$2,340,232 ▼-27.4%185,5318.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,333,750$15,242,237 ▼-74.1%202,4197.0%ETFCGGRCapital Group Growth ETF$4,359,124$1,685,233 ▼-27.9%127,2745.7%ETFVTVVanguard Value ETF$3,525,265$4,970,748 ▼-58.5%20,4084.6%ETFBILZPIMCO Ultra Short Government Active ETF$2,970,726$5,298,933 ▼-64.1%29,3553.9%ETFCGSDCapital Group Short Duration Income ETF$2,405,977$17,082,672 ▼-87.7%93,2193.2%ETFVOOVanguard S&P 500 ETF$2,386,345$4,939,693 ▼-67.4%4,6443.1%ETFAVLVAvantis U.S. Large Cap Value ETF$2,363,406$130,094 ▲5.8%36,2433.1%ETFAVUVAvantis U.S. Small Cap Value ETF$2,293,890$726,217 ▼-24.0%26,3153.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,147,144$13,243,317 ▼-86.0%31,5712.8%ETFFBNDFidelity Total Bond ETF$1,973,404$16,486,910 ▼-89.3%43,2292.6%ETFJEPIJPMorgan Equity Premium Income ETF$1,784,773$5,229,525 ▼-74.6%31,2352.3%ETFVTIVanguard Total Stock Market ETF$1,661,689$1,602,048 ▼-49.1%6,0462.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,610,680$87,533 ▼-5.2%31,5392.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,510,715$6,889,799 ▼-82.0%18,7972.0%ETFVIGVanguard Dividend Appreciation ETF$1,444,990$423,468 ▼-22.7%7,4491.9%ETFVOVanguard Mid-Cap ETF$1,434,759$5,343,624 ▼-78.8%5,5481.9%ETFCGXUCapital Group International Focus Equity ETF$1,259,667$5,670,031 ▼-81.8%51,4571.7%ETFCGCPCapital Group Core Plus Income ETF$1,254,977$7,563,088 ▼-85.8%55,9011.6%ETFXOMExxon Mobil$1,225,527$386,508 ▼-24.0%10,3051.6%EnergyAAPLApple$1,156,078$4,537,245 ▼-79.7%5,2051.5%Computer and TechnologyJPIEJPMorgan Income ETF$1,079,973$4,674,401 ▼-81.2%23,4421.4%ETFVNLAJanus Henderson Short Duration Income ETF$1,069,209$176,498 ▲19.8%21,7541.4%ETFBRK.BBerkshire Hathaway$973,556$1,142,916 ▼-54.0%1,8281.3%FinanceJSCPJPMorgan Short Duration Core Plus ETF$919,745$13,151,051 ▼-93.5%19,4821.2%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$901,354$3,334,978 ▼-78.7%20,1511.2%ETFIAUiShares Gold Trust$872,313$1,078,024 ▼-55.3%14,7951.1%FinanceQQQInvesco QQQ$845,463$273,380 ▼-24.4%1,8031.1%FinanceCGDVCapital Group Dividend Value ETF$807,460$57,915 ▲7.7%22,6561.1%ETFVUGVanguard Growth ETF$723,484$202,472 ▼-21.9%1,9511.0%ETFSCHDSchwab US Dividend Equity ETF$681,636$7,503,560 ▼-91.7%24,3790.9%ETFVANGUARD INSTL INDEX FD$650,142$650,142 ▲New Holding8,6180.9%0-3 MO TREAS BILVYMVanguard High Dividend Yield ETF$498,136$3,384,436 ▼-87.2%3,8630.7%ETFMSFTMicrosoft$497,543$6,716,267 ▼-93.1%1,3250.7%Computer and TechnologyVANGUARD INSTL INDEX FD$492,442$492,442 ▲New Holding6,5250.6%ULTRA-SHORT TREABILSPDR Bloomberg 1-3 Month T-Bill ETF$487,086$34,206,738 ▼-98.6%5,3100.6%ETFCAPITAL GROUP CORE BALANCED$486,262$9,604 ▼-1.9%15,6960.6%SHSTCW ETF TRUST$427,932$150,021 ▲54.0%10,9250.6%FLEXIBLE INCOMEVWOVanguard FTSE Emerging Markets ETF$415,442$2,221,318 ▼-84.2%9,1790.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$383,017$1,255,045 ▼-76.6%7,3970.5%ETFGLDSPDR Gold Shares$329,920$412,616 ▼-55.6%1,1450.4%FinanceRPVInvesco S&P 500 Pure Value ETF$328,829$2,401 ▲0.7%3,5610.4%ETFVBVanguard Small-Cap ETF$328,633$3,633,590 ▼-91.7%1,4820.4%ETFCOSTCostco Wholesale$297,399$569,225 ▼-65.7%3140.4%Retail/WholesaleSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$263,105$147,359 ▼-35.9%5,2600.3%ETFCOMMUNITY WEST BANCSHARES NE$226,1950.0%12,2400.3%COMEFViShares MSCI EAFE Value ETF$212,805$15,263 ▼-6.7%3,6110.3%ETFIJHiShares Core S&P Mid-Cap ETF$206,559$5,252 ▼-2.5%3,5400.3%ETFKRPKimbell Royalty Partners$152,868$4,200 ▲2.8%10,9190.2%EnergyUBFOUnited Security Bancshares$0$12,264,578 ▼-100.0%00.0%FinanceNVDANVIDIA$0$3,891,986 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$2,767,078 ▼-100.0%00.0%Auto/Tires/TrucksCVXChevron$0$2,520,877 ▼-100.0%00.0%EnergyWMTWalmart$0$1,785,788 ▼-100.0%00.0%Retail/WholesaleBACBank of America$0$1,751,923 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$1,536,387 ▼-100.0%00.0%FinanceWFCWells Fargo & Company$0$1,304,567 ▼-100.0%00.0%FinanceVANGUARD CALIF TAX FREE FDS$0$1,172,453 ▼-100.0%00.0%TAX EXEMPT BD FDAMZNAmazon.com$0$1,042,194 ▼-100.0%00.0%Retail/WholesaleVTESVanguard Short-Term Tax-Exempt Bond ETF$0$962,541 ▼-100.0%00.0%ETFTAT&T$0$843,763 ▼-100.0%00.0%Computer and TechnologyPEPPepsiCo$0$723,526 ▼-100.0%00.0%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$0$675,405 ▼-100.0%00.0%ETFCATCaterpillar$0$670,601 ▼-100.0%00.0%IndustrialsNUVEEN CALIFORNIA AMT QLT MU$0$665,423 ▼-100.0%00.0%COMMLMMartin Marietta Materials$0$639,286 ▼-100.0%00.0%ConstructionHDHome Depot$0$544,681 ▼-100.0%00.0%Retail/WholesaleMETAMeta Platforms$0$534,763 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$518,940 ▼-100.0%00.0%Consumer DiscretionaryAMGNAmgen$0$474,671 ▼-100.0%00.0%MedicalNACNuveen California Quality Municipal Income Fund$0$439,934 ▼-100.0%00.0%Financial ServicesCSCOCisco Systems$0$421,269 ▼-100.0%00.0%Computer and TechnologyARCCAres Capital$0$414,401 ▼-100.0%00.0%FinanceGOOGAlphabet$0$399,621 ▼-100.0%00.0%Computer and TechnologyJNJJohnson & Johnson$0$387,727 ▼-100.0%00.0%MedicalVZVerizon Communications$0$380,737 ▼-100.0%00.0%Computer and TechnologyKMIKinder Morgan$0$376,684 ▼-100.0%00.0%EnergyCSXCSX$0$371,151 ▼-100.0%00.0%TransportationINTCIntel$0$358,144 ▼-100.0%00.0%Computer and TechnologyMOAltria Group$0$350,486 ▼-100.0%00.0%Consumer StaplesTRVTravelers Companies$0$349,727 ▼-100.0%00.0%FinanceSPYSPDR S&P 500 ETF Trust$0$347,038 ▼-100.0%00.0%FinancePFEPfizer$0$339,085 ▼-100.0%00.0%MedicalNFLXNetflix$0$335,024 ▼-100.0%00.0%Consumer DiscretionaryEPDEnterprise Products Partners$0$332,930 ▼-100.0%00.0%EnergyGOOGLAlphabet$0$325,333 ▼-100.0%00.0%Computer and TechnologyUPSUnited Parcel Service$0$323,792 ▼-100.0%00.0%TransportationPFDFlaherty & Crumrine Preferred Income Fund$0$315,740 ▼-100.0%00.0%Financial ServicesAVGOBroadcom$0$313,142 ▼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$291,099 ▼-100.0%00.0%Computer and TechnologySLViShares Silver Trust$0$271,680 ▼-100.0%00.0%ETFVVisa$0$270,517 ▼-100.0%00.0%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$0$246,388 ▼-100.0%00.0%ETFETEnergy Transfer$0$243,336 ▼-100.0%00.0%EnergySDYSPDR S&P Dividend ETF$0$237,928 ▼-100.0%00.0%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$0$236,688 ▼-100.0%00.0%ETFPRUPrudential Financial$0$231,632 ▼-100.0%00.0%FinanceSRESempra$0$230,743 ▼-100.0%00.0%UtilitiesCEGConstellation Energy$0$228,457 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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