Bridgewealth Advisory Group, LLC - Q4 2022 holdings

$51 Million is the total value of Bridgewealth Advisory Group, LLC's 55 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2022
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-24
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
UNITED SEC BANCSHARES CALIF4Q3 202316.5%
SPDR SER TR4Q3 202314.7%
VANGUARD WHITEHALL FDS4Q3 20239.9%
VANGUARD INDEX FDS4Q3 20237.1%
APPLE INC4Q3 20236.4%
VANGUARD INDEX FDS4Q3 20235.9%
VANGUARD INDEX FDS4Q3 20233.3%
VANGUARD INDEX FDS4Q3 20232.6%
BERKSHIRE HATHAWAY INC DEL4Q3 20232.5%
VANGUARD SPECIALIZED FUNDS4Q3 20232.3%

View Bridgewealth Advisory Group, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Bridgewealth Advisory Group, LLC Q4 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
UNITED SECURITY BANCSHARESFebruary 16, 2021935,1715.5%

View Bridgewealth Advisory Group, LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-04-18
13F-HR2024-02-05
13F-HR2023-11-09
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-24
SC 13G/A2021-02-16
SC 13G/A2020-02-12
SC 13G2020-02-12

View Bridgewealth Advisory Group, LLC's complete filings history.

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