Bridgewealth Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Fresno, CA
CIK
0001801982
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 92 275,115 BIL, PYLD, CGSD, FBND 13F-HR 11/13/2024 000117266124004645
Q2 2024 72 225,792 BIL, PYLD, CGSD, FBND 13F-HR 8/13/2024 000117266124003325
Q1 2024 80 204,342 BIL, PYLD, SPTM, CGSD 13F-HR 4/18/2024 000117266124001899
Q4 2023 81 130,506 BIL, SPTM, UBFO, PIMCO ETF TR 13F-HR 2/5/2024 000117266124000443
Q3 2023 63 81,411 BIL, SPTM, UBFO, VOO 13F-HR 11/9/2023 000117266123003693
Q2 2023 58 61,541 SPTM, UBFO, VYM, VOO 13F-HR 8/14/2023 000117266123003000
Q1 2023 55 54,263 UBFO, SPTM, VYM, VOO 13F-HR 5/15/2023 000117266123002259
Q4 2022 55 50,990 UBFO, SPTM, VYM, VOO 13F-HR 2/24/2023 000117266123001511