Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- 最新申報
- 2026/7/27
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/24 申報。只含多頭部位。
- 持股檔數
- 55
- 2022 年第 3 季沒有申報
- 總值
- $5,099 萬
- 2022 年第 3 季沒有申報
Bridgewealth Advisory Group, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UBFOUnited Security Bancshares | COM | 1,151,554 | $841.8 萬 | 16.5% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 120,620 | $570.4 萬 | 11.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 46,587 | $504.1 萬 | 9.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,199 | $358.3 萬 | 7.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,520 | $302.1 萬 | 5.9% | – | – | – |
| AAPLApple Inc. | Stock | 18,828 | $244.6 萬 | 4.8% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,807 | $168.4 萬 | 3.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,219 | $132.5 萬 | 2.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,161 | $128.5 萬 | 2.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,881 | $119.7 萬 | 2.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 30,031 | $103.9 萬 | 2.0% | – | – | 歷史 |
| CVXChevron Corp | Stock | 5,608 | $100.7 萬 | 2.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 9,922 | $77.4 萬 | 1.5% | – | – | – |
| ARCCAres Capital Corp | CEF | 40,007 | $73.9 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,491 | $71.1 萬 | 1.4% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,134 | $64.2 萬 | 1.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,081 | $61.0 萬 | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,424 | $59.3 萬 | 1.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,893 | $54.0 萬 | 1.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 15,862 | $52.5 萬 | 1.0% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,464 | $51.8 萬 | 1.0% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 6,591 | $51.5 萬 | 1.0% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,161 | $50.9 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,038 | $48.9 萬 | 1.0% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,564 | $43.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,373 | $42.7 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 5,699 | $42.5 萬 | 0.8% | – | – | – |
| VZVerizon Communications Inc | Stock | 10,657 | $42.0 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,906 | $35.8 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 9,088 | $35.3 萬 | 0.7% | – | – | – |
| ORealty Income Corp | REIT | 5,278 | $33.5 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,717 | $32.3 萬 | 0.6% | – | – | 歷史 |
| VNOMViper Energy, Inc. | COM UNT RP INT | 9,898 | $31.5 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,740 | $31.4 萬 | 0.6% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 13,138 | $28.9 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 4,503 | $27.3 萬 | 0.5% | – | – | – |
| OXLCOxford Lane Capital Corp. | COM | 53,627 | $27.2 萬 | 0.5% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,000 | $27.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,071 | $26.6 萬 | 0.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,315 | $26.3 萬 | 0.5% | – | – | – |
| PNWPinnacle West Capital Corp | COM | 3,250 | $24.7 萬 | 0.5% | – | – | 歷史 |
| NNNNNN REIT, Inc. | REIT | 5,373 | $24.6 萬 | 0.5% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 6,142 | $24.0 萬 | 0.5% | – | – | 歷史 |
| WASHWashington Trust Bancorp Inc | COM | 4,999 | $23.6 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,704 | $23.5 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,600 | $23.4 萬 | 0.5% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 5,454 | $22.5 萬 | 0.4% | – | – | 歷史 |
| PBAPembina Pipeline Corp | COM | 6,399 | $21.7 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 480 | $20.6 萬 | 0.4% | – | – | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 172 | $20.4 萬 | 0.4% | – | – | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 13,911 | $16.5 萬 | 0.3% | – | – | 歷史 |
| IAFAbrdn Australia Equity Fund, Inc. | COM | 23,184 | $10.2 萬 | 0.2% | – | – | 歷史 |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 16,747 | $9.93 萬 | 0.2% | – | – | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 30,012 | $7.38 萬 | 0.1% | – | – | 歷史 |
| SHIPSeanergy Maritime Holdings Corp. | SHS NEW | 13,500 | $6,689 | <0.1% | – | – | 歷史 |