Bridgewealth Advisory Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$354M
Signature - Title
Kevin C. Hook - Managing Member
Location
Fresno, CA
Summary
This page shows a list of all the recent 13F filings made by Bridgewealth Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bridgewealth Advisory Group, LLC reported 116 stock holdings with total value $354M as of Q4 2024. Top holdings included BIL, JAAA, PYLD, CGSD, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 116 $354M +$82.3M -$3.09M +$79.2M BIL, JAAA, PYLD, CGSD, FBND 13F-HR 2/14/2025, 05:14 PM
Q3 2024 91 $275M +$40.2M -$1.33M +$38.9M BIL, PYLD, CGSD, FBND, SPTM 13F-HR 11/13/2024, 04:07 PM
Q2 2024 72 $226M +$30.1M -$8.52M +$21.6M BIL, PYLD, CGSD, FBND, SPTM 13F-HR 8/13/2024, 04:47 PM
Q1 2024 79 $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 68 $81.4M +$22.6M -$1.85M +$20.7M BIL, SPTM, UBFO, VOO, VYM 13F-HR 11/9/2023, 12:02 PM
Q2 2023 60 $61.5M +$5.36M -$851K +$4.5M SPTM, UBFO, VYM, VOO, AAPL 13F-HR 8/14/2023, 10:16 AM
Q1 2023 55 $54.3M +$4.55M -$1.63M +$2.92M UBFO, SPTM, VYM, VOO, AAPL 13F-HR 5/15/2023, 02:15 PM
Q4 2022 55 $51M UBFO, SPTM, VYM, VOO, VTV 13F-HR 2/24/2023, 08:13 AM