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  Name: Bridgewealth Advisory Group LLC
  City: Fresno
  State: CA
  Zip: 93711
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $204,341,000
  Total Value Change : $73,829,000
  Securities Held Change : -1
   
All Securities Held : 80
  New Positions : 7
  Closed Positions : 9
  Increased Positions : 32
  Unchanged Positions : 15
  Decreased Positions : 26

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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 83 Closed $0.00 $0 0 0% -288,000 -11,183 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 89 Closed $301.90 $0 0 0% -230,000 -780 0    Networking & Communic...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 82 Closed $129.06 $0 0 0% -420,000 -3,357 0    Closed - End Fund - E...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 88 Closed $26.67 $0 0 0% -258,000 -11,838 0    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 81 Closed $151.30 $0 0 0% -200,000 -1,379 0    Closed - End Fund - E...
   (WPC)1 Year Chart         WPC WP Carey & Co 87 Closed $56.21 $0 0 0% -212,000 -3,276 0    Property Management
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 86 Closed $177.81 $0 0 0% -250,000 -1,008 0    Auto Manufacturers
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 85 Closed $82.96 $0 0 0% -207,000 -2,338 0    Closed - End Fund - E...
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 84 Closed $43.80 $0 0 0% -261,000 -4,978 0    N/A

      9 Records Found
  1    
Page 1 of 1
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