Bridgewealth Advisory Group, LLC
CIK Number: 0001801982
Main Sectors:
Top Industries:
Filing Date: Aug 4, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3 Mo... | 75.39 | +0.01% | 625.55K | +7.16K% | 47.26M | 75.55 | 11.99% | Share |
| 2 | JAAA | Janus Henderson... | 50.59 | -0.01% | 678.55K | +236.66% | 34.44M | 50.74 | 8.74% | Share |
| 3 | PYLD | PIMCO ETF Trust... | 26.75 | -0.06% | 823.28K | +306.72% | 21.85M | 26.34 | 5.54% | Share |
| 4 | CGSD | Capital Group S... | 26.02 | -0.02% | 787.98K | +745.30% | 20.44M | 25.89 | 5.19% | Share |
| 5 | SPTM | SPDR Portfolio ... | 81.00 | +0.07% | 248.64K | +687.57% | 18.62M | 72.35 | 4.73% | Share |
| 6 | FBND | Fidelity Total ... | 46.40 | +0.12% | 401.31K | +828.33% | 18.36M | 45.68 | 4.66% | Share |
| 7 | JSCP | JPMorgan Short ... | 47.54 | +0.06% | 297.18K | +1.43K% | 14.1M | 47.38 | 3.58% | Share |
| 8 | VTV | Vanguard Value ... | 186.55 | -0.17% | 75.78K | +271.33% | 13.39M | 171.36 | 3.40% | Share |
| 9 | SPYG | SPDR Portfolio ... | 105.11 | +0.16% | 111.75K | +494.49% | 10.65M | 92.07 | 2.70% | Share |
| 10 | UBFO | United Security... | 9.23 | -0.65% | 1.22M | +100.00% | 10.54M | 8.65 | 2.67% | Share |
| 11 | CGUS | Capital Group C... | 39.84 | +0.21% | 267.17K | +44.00% | 9.87M | 33.06 | 2.50% | Share |
| 12 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 19.15K | +1.35K% | 9.53M | 490.99 | 2.42% | Share |
| 13 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 15.81K | +240.37% | 8.98M | 509.66 | 2.28% | Share |
| 14 | BILZ | PIMCO ETF Trust... | 100.83 | +0.02% | 84.74K | +188.66% | 8.58M | 101.04 | 2.18% | Share |
| 15 | CGXU | Capital Group I... | 30.02 | +0.64% | 307.19K | +496.99% | 8.33M | 26.84 | 2.11% | Share |
| 16 | CGCP | Capital Group C... | 22.80 | +0.07% | 359.07K | +542.33% | 8.08M | 22.49 | 2.05% | Share |
| 17 | VO | Vanguard Mid Ca... | 294.52 | +0.36% | 28.21K | +408.54% | 7.9M | 272.53 | 2.00% | Share |
| 18 | CGGR | Capital Group G... | 44.26 | +0.22% | 182.41K | +43.32% | 7.41M | 32.75 | 1.88% | Share |
| 19 | JEPI | JPMorgan Equity... | 56.84 | -0.01% | 102.71K | +228.82% | 5.84M | 56.74 | 1.48% | Share |
| 20 | BIL | SPDR Bloomberg ... | 91.46 | +0.01% | 63.15K | +1.09K% | 5.79M | 91.71 | 1.47% | Share |
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