$54.3 Million is the total value of Bridgewealth Advisory Group, LLC's 55 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $2,705,683 | – | 27,019 | +100.0% | 4.99% | – |
JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $585,009 | – | 10,714 | +100.0% | 1.08% | – |
ARKK | New | ARK ETF TRinnovation etf | $211,785 | – | 5,250 | +100.0% | 0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITED SEC BANCSHARES CALIF | 4 | Q3 2023 | 16.5% |
SPDR SER TR | 4 | Q3 2023 | 14.7% |
VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 9.9% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 7.1% |
APPLE INC | 4 | Q3 2023 | 6.4% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 3.3% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 2.5% |
VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 2.3% |
View Bridgewealth Advisory Group, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
UNITED SECURITY BANCSHARES | February 16, 2021 | 935,171 | 5.5% |
View Bridgewealth Advisory Group, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-24 |
SC 13G/A | 2021-02-16 |
SC 13G/A | 2020-02-12 |
SC 13G | 2020-02-12 |
View Bridgewealth Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.