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Bridgewealth Advisory Group, LLC

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13F filer, CIK 1801982, Fresno, CA

Bridgewealth Advisory Group, LLC reported $76,078,841 across 50 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 55.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001724

Period
2025-03-31
Reported value
$76.1M
Holdings
50
Top 10 weight
55.28%
New
2
Sold out
68

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBILnew+8,618$650K
VGUSnew+6,525$492K
VNLAadded+3,591$176K
FLXRadded+3,830$150K
AVLVadded+1,995$130K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILreduced-372,907-$34.2M
CGSDreduced-661,864-$17.1M
JAAAreduced-333,488-$16.9M
FBNDreduced-361,159-$16.5M
PYLDreduced-578,452-$15.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001724, largest first. % of portfolio is the value over $76,078,841, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,061 shares; 2024Q4: 535,040 shares; 2025Q1: 201,552 shares 201,552$10.2M13.43%-333,488Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,341 shares; 2024Q4: 255,598 shares; 2025Q1: 185,531 shares 185,531$6.2M8.15%-70,067Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,458 shares; 2024Q4: 780,871 shares; 2025Q1: 202,419 shares 202,419$5.33M7.01%-578,452Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,085 shares; 2024Q4: 176,478 shares; 2025Q1: 127,274 shares 127,274$4.36M5.73%-49,204Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,185 shares; 2024Q4: 49,184 shares; 2025Q1: 20,408 shares 20,408$3.53M4.63%-28,776Timeline
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,289 shares; 2024Q4: 81,716 shares; 2025Q1: 29,355 shares 29,355$2.97M3.9%-52,361Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,598 shares; 2024Q4: 755,083 shares; 2025Q1: 93,219 shares 93,219$2.41M3.16%-661,864Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,059 shares; 2024Q4: 14,257 shares; 2025Q1: 4,644 shares 4,644$2.39M3.14%-9,613Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,524 shares; 2024Q4: 34,248 shares; 2025Q1: 36,243 shares 36,243$2.36M3.11%+1,995Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,485 shares; 2024Q4: 34,646 shares; 2025Q1: 26,315 shares 26,315$2.29M3.02%-8,331Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,354 shares; 2024Q4: 226,297 shares; 2025Q1: 31,571 shares 31,571$2.15M2.82%-194,726Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,728 shares; 2024Q4: 404,388 shares; 2025Q1: 43,229 shares 43,229$1.97M2.59%-361,159Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,417 shares; 2024Q4: 122,756 shares; 2025Q1: 31,235 shares 31,235$1.78M2.35%-91,521Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 11,875 shares; 2025Q1: 6,046 shares 6,046$1.66M2.18%-5,829Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,710 shares; 2024Q4: 33,253 shares; 2025Q1: 31,539 shares 31,539$1.61M2.12%-1,714Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,626 shares; 2024Q4: 104,523 shares; 2025Q1: 18,797 shares 18,797$1.51M1.99%-85,726Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 9,632 shares; 2025Q1: 7,449 shares 7,449$1.44M1.9%-2,183Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,227 shares; 2024Q4: 26,211 shares; 2025Q1: 5,548 shares 5,548$1.43M1.89%-20,663Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,470 shares; 2024Q4: 283,076 shares; 2025Q1: 51,457 shares 51,457$1.26M1.66%-231,619Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,516 shares; 2024Q4: 392,787 shares; 2025Q1: 55,901 shares 55,901$1.25M1.65%-336,886Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 13,555 shares; 2025Q1: 10,305 shares 10,305$1.23M1.61%-3,250Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,380 shares; 2024Q4: 25,633 shares; 2025Q1: 5,205 shares 5,205$1.16M1.52%-20,428Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,947 shares; 2024Q4: 124,905 shares; 2025Q1: 23,442 shares 23,442$1.08M1.42%-101,463Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 18,163 shares; 2025Q1: 21,754 shares 21,754$1.07M1.41%+3,591Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 3,974 shares; 2025Q1: 1,828 shares 1,828$974K1.28%-2,146Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,478 shares; 2024Q4: 298,047 shares; 2025Q1: 19,482 shares 19,482$920K1.21%-278,565Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,147 shares; 2024Q4: 94,709 shares; 2025Q1: 20,151 shares 20,151$901K1.18%-74,558Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,713 shares; 2024Q4: 33,079 shares; 2025Q1: 14,795 shares 14,795$872K1.15%-18,284Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,386 shares; 2025Q1: 1,803 shares 1,803$845K1.11%-583Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 21,031 shares; 2025Q1: 22,656 shares 22,656$807K1.06%+1,625Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,497 shares; 2025Q1: 1,951 shares 1,951$723K0.95%-546Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,064 shares; 2024Q4: 292,747 shares; 2025Q1: 24,379 shares 24,379$682K0.9%-268,368Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares 8,618$650K0.85%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,135 shares; 2024Q4: 30,109 shares; 2025Q1: 3,863 shares 3,863$498K0.65%-26,246Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 19,211 shares; 2025Q1: 1,325 shares 1,325$498K0.65%-17,886Timeline
VGUSVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,525 shares 6,525$492K0.65%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,393 shares; 2024Q4: 378,217 shares; 2025Q1: 5,310 shares 5,310$487K0.64%-372,907Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,882 shares; 2024Q4: 16,006 shares; 2025Q1: 15,696 shares 15,696$486K0.64%-310Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,095 shares; 2025Q1: 10,925 shares 10,925$428K0.56%+3,830Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,122 shares; 2024Q4: 58,258 shares; 2025Q1: 9,179 shares 9,179$415K0.55%-49,079Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,612 shares; 2024Q4: 31,635 shares; 2025Q1: 7,397 shares 7,397$383K0.5%-24,238Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,577 shares; 2025Q1: 1,145 shares 1,145$330K0.43%-1,432Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 3,535 shares; 2025Q1: 3,561 shares 3,561$329K0.43%+26Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 17,868 shares; 2025Q1: 1,482 shares 1,482$329K0.43%-16,386Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 915 shares; 2025Q1: 314 shares 314$297K0.39%-601Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,163 shares; 2024Q4: 8,206 shares; 2025Q1: 5,260 shares 5,260$263K0.35%-2,946Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares 12,240$226K0.3%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3,870 shares; 2025Q1: 3,611 shares 3,611$213K0.28%-259Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,630 shares; 2025Q1: 3,540 shares 3,540$207K0.27%-90Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 10,619 shares; 2025Q1: 10,919 shares 10,919$153K0.2%+300Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UBFOUNITED SEC BANCSHARES CALIF1,217,932$12.3Mshares
NVDANVIDIA CORPORATION28,768$3.89Mshares
TSLATESLA INC7,774$2.77Mshares
CVXCHEVRON CORPORATION16,172$2.52Mshares
WMTWALMART INC16,999$1.79Mshares
BACBANK OF AMER CORP37,814$1.75Mshares
JPMJPMORGAN CHASE & CO5,560$1.54Mshares
WFCWELLS FARGO & CO16,545$1.3Mshares
VTECVANGUARD CALIF TAX FREE FDS11,787$1.17Mshares
AMZNAMAZON COM INC4,524$1.04Mshares
VTESVANGUARD WELLINGTON FD9,568$963Kshares
TAT&T INC32,921$844Kshares
PEPPEPSICO INC5,004$724Kshares
VOTVANGUARD INDEX FDS2,467$675Kshares
CATCATERPILLAR INC1,896$671Kshares
XNCMXNUVEEN CALIF AMT FREE MUNI I52,231$665Kshares
MLMMARTIN MARIETTA MATLS INC1,202$639Kshares
HDHOME DEPOT INC1,321$545Kshares
METAMETA PLATFORMS INC734$535Kshares
DISDISNEY WALT CO4,735$519Kshares
AMGNAMGEN INC1,598$475Kshares
NACNUVEEN CA DIVI ADV MUN38,523$440Kshares
CSCOCISCO SYS INC6,599$421Kshares
ARCCARES CAPITAL CORP17,955$414Kshares
GOOGALPHABET INC2,127$400Kshares
JNJJOHNSON & JOHNSON2,466$388Kshares
VZVERIZON COMMUNICATIONS INC9,277$381Kshares
KMIKINDER MORGAN INC DEL14,182$377Kshares
CSXCSX CORP11,213$371Kshares
INTCINTEL CORP14,842$358Kshares
MOALTRIA GROUP INC6,536$350Kshares
TRVTRAVELERS COMPANIES INC1,439$350Kshares
SPYSTATE STR SPDR S&P 500 ETF T569$347Kshares
PFEPFIZER INC13,225$339Kshares
NFLXNETFLIX INC.321$335Kshares
EPDENTERPRISE PRODS PARTNERS L10,025$333Kshares
GOOGLALPHABET INC1,748$325Kshares
UPSUNITED PARCEL SVCS INC2,800$324Kshares
PFDFLAHERTY & CRUMRINE PFD INCO27,733$316Kshares
AVGOBROADCOM INC1,328$313Kshares
IBMINTERNATIONAL BUSINESS MACHS1,123$291Kshares
SLVISHARES SILVER TR9,222$272Kshares
VVISA INC761$271Kshares
VTEBVANGUARD MUN BD FDS4,914$246Kshares
ETENERGY TRANSFER L P12,277$243Kshares
SDYSPDR SERIES TRUST1,764$238Kshares
SPHDINVESCO EXCH TRADED FD TR II4,800$237Kshares
PRUPRUDENTIAL FINL INC2,070$232Kshares
SRESEMPRA2,752$231Kshares
CEGCONSTELLATION ENERGY CORP733$228Kshares
QUALISHARES TR1,221$227Kshares
WELLS FARGO & COWELLS FARGO & CO185$225Kshares
QCOMQUALCOMM INC1,282$221Kshares
QQQMINVESCO EXCH TRADED FD TR II1,000$221Kshares
IWFISHARES TR527$219Kshares
UMBFUMB FINL CORP1,938$218Kshares
ABBVABBVIE INC1,124$217Kshares
LLYELI LILLY & CO246$214Kshares
PANWPALO ALTO NETWORKS INC1,036$209Kshares
NEENEXTERA ENERGY INC2,971$204Kshares
IVVISHARES TR328$201Kshares
RDIVINVESCO EXCH TRADED FD TR II4,015$200Kshares
PCGPG&E CORP10,965$174Kshares
FFORD MTR CO17,019$159Kshares
ABERDEENABERDEEN29,815$133Kshares
EATON VANCE CALIFORNIA MUNI…EATON VANCE CALIFORNIA MUNI BO12,891$121Kshares
FTFRANKLIN UNVL TR14,910$113Kshares
PLUGPLUG PWR INC15,000$26.4Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001724 base2025-05-13acceptance time not in the bulk data set