Bridgeworth, LLC

13F Filings History

Latest 13F report
Q4 2023 - Jan 26, 2024
Value $
$1.01B
Signature - Title
Tomonica Stoudemire - Chief Compliance Officer
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Bridgeworth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bridgeworth, LLC reported 177 stock holdings with total value $1.01B as of Q4 2023. Top holdings included DFAC, SPYG, SPLG, SPMD, and DFIC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 177 $1.01B +$45.3M -$27.8M +$17.5M DFAC, SPYG, SPLG, SPMD, DFIC 13F-HR 1/25/2024, 09:07 PM
Q3 2023 167 $905M +$87.4M -$54.5M +$32.9M DFAC, SPYG, SPMD, SPLG, DFIC 13F-HR 10/23/2023, 08:33 PM
Q2 2023 172 $905M +$91.4M -$17.3M +$74.1M DFAC, SPYG, SPMD, VOO, SPLG 13F-HR 7/31/2023, 05:11 PM
Q1 2023 164 $793M +$203M -$58.6M +$145M SPYG, DFAC, SPMD, VOO, SPLG 13F-HR 4/19/2023, 08:11 PM
Q4 2022 157 $628M +$289M -$117M +$172M SPYG, SPMD, VOO, SPSM, SPLG 13F-HR 2/6/2023, 06:29 PM
Q3 2022 140 $432M +$56.2M -$30M +$26.1M VOO, VXF, IVOO, TIP, VIOO 13F-HR 10/28/2022, 06:35 AM
Q2 2022 143 $428M +$72M -$13.7M +$58.3M VOO, VXF, TIP, IVOO, VIOO 13F-HR 8/10/2022, 04:59 PM
Q1 2022 143 $435M +$40.4M -$42.4M -$1.99M VOO, VXF, TIP, IVOO, VIOO 13F-HR 5/6/2022, 07:53 PM
Q4 2021 150 $453M +$75.9M -$5.09M +$70.8M VOO, VXF, IVOO, VIOO, DFAC 13F-HR 2/10/2022, 04:19 PM
Q3 2021 135 $356M +$14.2M -$5.39M +$8.85M VOO, VXF, IVOO, VIOO, DFAC 13F-HR 10/20/2021, 09:43 PM
Q2 2021 131 $351M +$26M -$9.53M +$16.5M VOO, VXF, IVOO, VIOO, DFAC 13F-HR 8/2/2021, 09:10 PM
Q1 2021 128 $317M +$6.66M -$11.4M -$4.73M VOO, VXF, IVOO, VIOO, VTI 13F-HR 5/14/2021, 10:23 AM
Q4 2020 125 $302M +$9.52M -$13.1M -$3.57M VOO, VXF, IVOO, VIOO, GSLC 13F-HR 1/27/2021, 05:32 PM
Q3 2020 122 $267M +$12.3M -$13.5M -$1.2M VOO, VXF, IVOO, VIOO, GSLC 13F-HR 11/13/2020, 01:05 PM
Q2 2020 124 $256M +$13.8M -$15.1M -$1.3M VOO, VXF, IVOO, VIOO, GSLC 13F-HR 8/10/2020, 12:24 PM
Q1 2020 121 $220M +$25.2M -$20.1M +$5.02M VOO, VXF, IVOO, VIOO, GBIL 13F-HR 4/27/2020, 03:32 PM
Q4 2019 134 $268M +$20.4M -$30.6M -$10.2M VOO, VXF, IVOO, VIOO, MINT 13F-HR 1/17/2020, 04:10 PM
Q3 2019 130 $262M +$18.6M -$19.8M -$1.13M VOO, VXF, IVOO, VTI, FANG 13F-HR 10/15/2019, 04:18 PM
Q2 2019 135 $264M +$19.1M -$16.6M +$2.51M VOO, VXF, IVOO, FANG, VTI 13F-HR 7/25/2019, 05:27 PM
Q1 2019 140 $252M +$10.9M -$20.1M -$9.18M VOO, IVOO, VXF, VTI, GBIL 13F-HR 4/24/2019, 03:28 PM
Q4 2018 133 $100M +$17M -$4.75M +$12.2M GBIL, VXF, BND, SO, SPY 13F-HR 2/5/2019, 07:00 AM
Q3 2018 133 $101M +$15.9M -$24.7M -$8.78M GBIL, BND, VXF, SPY, SO 13F-HR 11/9/2018, 05:32 PM
Q2 2018 613 $232M +$34.5M -$27.4M +$7.15M VOO, SPSB, IVOO, BND, VXF 13F-HR 8/14/2018, 07:25 PM
Q1 2018 148 $218M +$134M -$29.9M +$104M VOO, SPSB, VTI, IVOO, BND 13F-HR 5/10/2018, 02:00 PM
Q4 2017 51 $115M +$54.2M -$13.5M +$40.8M VTI, EGN, VOO, VUG, SPSB 13F-HR 2/8/2018, 01:36 PM
Q3 2017 61 $71.1M +$13.1M -$141M -$128M VTI, EGN, IXC, VOO, VUG 13F-HR 11/9/2017, 03:11 PM
Q2 2017 141 $195M +$20.6M -$18.2M +$2.34M VOO, SPSB, VTI, IVOO, SO 13F-HR 8/11/2017, 09:19 AM
Q1 2017 144 $190M +$13.6M -$8.67M +$4.9M VOO, SPSB, VTI, SPY, IVOO 13F-HR 5/10/2017, 04:25 PM
Q4 2016 141 $181M $0 $0 VOO, SPSB, VTI, SPY, IVOO 13F-HR 2/14/2017, 08:41 PM