News + Filings Holdings
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Bridgewealth Advisory Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR SERIES TRUST
| THRK | Common | 165,979 | 43,355 | 9,035,899,000 | 2,851,971,000 | 14.68 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 20,290 | 26 | 3,935,751,000 | 594,244,000 | 6.40 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 18,416 | 7,702 | 1,019,002,000 | 433,993,000 | 1.66 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 10,392 | 192 | 4,232,644,000 | 396,555,000 | 6.88 | |
Hist
| 06/30/2023 |
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Wisdom Tree Trust
| DTD | Common | 10,328 | 4,623 | 641,319,000 | 295,662,000 | 1.04 | |
Hist
| 06/30/2023 |
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Goldman Sachs ETF Trust
| GBIL | Common | 29,949 | 2,930 | 2,996,996,000 | 291,313,000 | 4.87 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 8,532 | 306 | 1,879,604,000 | 200,764,000 | 3.05 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,172 | 111 | 1,422,652,000 | 168,737,000 | 2.31 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 47,062 | 1,099 | 4,991,917,000 | 142,827,000 | 8.11 | |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 8,272 | 1,877 | 600,785,000 | 132,958,000 | 0.98 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 7,684 | 249 | 1,248,264,000 | 103,210,000 | 2.03 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 7,305 | 85 | 1,452,998,000 | 84,374,000 | 2.36 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYV | S&P 500 VALUE | 7,891 | 901 | 340,915,000 | 56,274,000 | 0.55 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 3,485 | 70 | 767,402,000 | 47,080,000 | 1.25 | |
Hist
| 06/30/2023 |
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ARES CAPITAL CORP
| ARCC | Common | 42,944 | 1,153 | 806,932,000 | 43,195,000 | 1.31 | 0.01 |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 5,856 | 1 | 249,961,000 | 31,093,000 | 0.41 | 0.00 |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 8,403 | 331 | 901,274,000 | 16,113,000 | 1.46 | 0.00 |
Hist
| 06/30/2023 |
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ABRDN AUSTRALIA EQUITY FUND, INC.
| IAF | Common | 25,248 | 717 | 108,820,000 | 1,127,000 | 0.18 | |
Hist
| 06/30/2023 |
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ISHARES GOLD TRUST
| IAU | Common | 33,352 | 891 | 1,213,679,000 | 611,000 | 1.97 | 0.00 |
Hist
| 06/30/2023 |
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REALTY INCOME CORP
| O | COM | 5,529 | 213 | 330,631,000 | -5,985,000 | 0.54 | 0.00 |
Hist
| 06/30/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 11,106 | 299 | 413,065,000 | -7,215,000 | 0.67 | 0.00 |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 5,703 | 95 | 897,523,000 | -17,508,000 | 1.46 | 0.00 |
Hist
| 06/30/2023 |
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