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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 : 7     View All Holdings Currently Viewing:  New 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
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 41 New $0.00 $714,000 11,112 0.35% 714,000 11,112 0.012    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 60 New $177.29 $251,000 1,646 0.12% 251,000 1,646 0    Search Engines & Info...
   (PFE)1 Year Chart         PFE Pfizer Inc 63 New $28.64 $247,000 8,895 0.12% 247,000 8,895 0    Drug Manufacturers - ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 67 New $770.00 $233,000 300 0.11% 233,000 300 0    Drug Manufacturers - ...
   (CGBL)1 Year Chart         CGBL Capital Group Core Balanced... 68 New $0.00 $228,000 7,840 0.11% 228,000 7,840 0.087    N/A
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 71 New $0.00 $222,000 6,816 0.11% 222,000 6,816 0.001    N/A
   (DVN)1 Year Chart         DVN Devon Energy Corp 74 New $49.62 $210,000 4,192 0.1% 210,000 4,192 0    Independent Oil & Gas

      7 Records Found
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