Bridgewealth Advisory Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$226M
Signature - Title
Kevin C. Hook - Managing Member
Location
986 West Alluvial Avenue, Suite 101, Fresno, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 72 $226M +$30.1M -$8.56M +$21.5M BIL, PYLD, CGSD, FBND, SPTM 13F-HR 8/13/2024, 04:47 PM
Q1 2024 80 $204M +$77.3M -$8.66M +$68.7M BIL, PYLD, SPTM, CGSD, UBFO 13F-HR 4/18/2024, 03:35 PM
Q4 2023 81 $131M +$45.3M -$2.86M +$42.5M BIL, SPTM, UBFO, PYLD, VOO 13F-HR 2/5/2024, 11:07 AM
Q3 2023 63 $81.4M +$22.6M -$1.85M +$20.7M BIL, SPTM, UBFO, VOO, VYM 13F-HR 11/9/2023, 12:02 PM
Q2 2023 58 $61.5M +$5.36M -$851K +$4.5M SPTM, UBFO, VYM, VOO, AAPL 13F-HR 8/14/2023, 09:16 AM
Q1 2023 55 $54.3M +$4.55M -$2.08M +$2.47M UBFO, SPTM, VYM, VOO, AAPL 13F-HR 5/15/2023, 02:15 PM
Q4 2022 55 $51M $0 $0 UBFO, SPTM, VYM, VOO, VTV 13F-HR 2/24/2023, 09:13 AM