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Name: |
Bridgewealth Advisory Group LLC |
City: |
Fresno |
State: |
CA |
Zip: |
93711 |
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Holdings
Found :
15 |
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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 |
|
CVX |
Chevron Corp |
37 |
- |
$162.67 |
$940,000 |
5,959 |
0.46% |
51,000 |
0 |
0 |
Integrated Oil & Gas |
|
EPD |
Enterprise Products Partner... |
42 |
- |
$28.56 |
$626,000 |
21,464 |
0.31% |
60,000 |
0 |
0.001 |
Independent Oil & Gas |
|
VNOM |
Viper Energy Partners Lp |
51 |
- |
$37.67 |
$336,000 |
8,732 |
0.16% |
62,000 |
0 |
0.01 |
N/A |
|
FB |
Meta Platforms Inc |
55 |
- |
$471.91 |
$297,000 |
611 |
0.15% |
81,000 |
0 |
0 |
Internet Service Prov... |
|
KMI |
Kinder Morgan Inc |
56 |
- |
$19.70 |
$275,000 |
15,000 |
0.13% |
10,000 |
0 |
0.001 |
Gas Utilities |
|
OXLC |
Oxford Lane Capital Corp. |
57 |
- |
$5.38 |
$272,000 |
53,627 |
0.13% |
7,000 |
0 |
0.286 |
N/A |
|
VTEB |
Vanguard Tax Exempt Bond Etf |
58 |
- |
$50.10 |
$269,000 |
5,315 |
0.13% |
-2,000 |
0 |
0 |
N/A |
|
QEFA |
Spdr Msci Eafe Quality MixA |
61 |
- |
$78.00 |
$249,000 |
3,278 |
0.12% |
9,000 |
0 |
0.004 |
N/A |
|
PNW |
Pinnacle West Capital Corp |
64 |
- |
$78.44 |
$243,000 |
3,250 |
0.12% |
10,000 |
0 |
0.101 |
Electric Utilities |
|
CVCY |
Central Valley Community Ba... |
65 |
- |
$19.89 |
$243,000 |
12,240 |
0.12% |
-31,000 |
0 |
0 |
Domestic Regional Banks |
|
PBA |
Pembina Pipeline Corp |
69 |
- |
$36.94 |
$226,000 |
6,399 |
0.11% |
6,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
|
WFC.PL |
Wells Fargo & Co. Prfd L |
73 |
- |
$1,174.00 |
$210,000 |
172 |
0.1% |
4,000 |
0 |
0.001 |
N/A |
|
PCN |
Pimco Corporate Income Fund |
76 |
- |
$12.81 |
$180,000 |
12,885 |
0.09% |
20,000 |
0 |
0.034 |
Closed - End Fund - Debt |
|
PLUG |
Plug Power Inc |
79 |
- |
$3.25 |
$52,000 |
15,000 |
0.03% |
-16,000 |
0 |
0.004 |
Industrial Electrical... |
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BFLY |
Butterfly Network Ord Shs C... |
80 |
- |
$1.03 |
$32,000 |
30,012 |
0.02% |
0 |
0 |
0.016 |
N/A |
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