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Bridgewealth Advisory Group, LLC

All holdings · as of Dec 31, 2025

130 positions

CompanyClassValueShares% of portfolio
Plug Power Inc$29.6K15,0000.0%
FRANKLIN UNVL TR$89.4K11,1730.0%
Barings BDC, Inc.BBDCCommon Stock$98.2K10,7000.0%
PennantPark Floating Rate Capital Ltd.PFLTCommon Stock$111.6K12,0350.0%
ABRDN AUSTRALIA EQUITY FUND, INC.$139.3K10,7800.0%
Kimbell Royalty Partners, LPKRPUnit$175.6K14,9340.0%
Energy Transfer LPETMLP$188.1K11,4080.0%
Goldman Sachs BDC, Inc.GSBDCommon Stock$190.1K20,4830.0%
FORD MOTOR CO$191.8K14,6220.0%
ISHARES TR$203.1K9580.0%
SPDR INDEX SHS FDS$203.8K2,2480.0%
ISHARES TR$204.7K1,4500.0%
INVESCO EXCH TRADED FD TR II$208.9K4,0150.0%
CUMMINS INC$214.7K4210.0%
SPDR SERIES TRUST$222.7K1,6000.0%
UMB Financial Corp$222.9K1,9380.0%
INVESCO EXCH TRADED FD TR II$230.4K4,8000.1%
NEXTERA ENERGY INC$230.5K2,8710.1%
PRUDENTIAL FINANCIAL INC$231.4K2,0500.1%
ISHARES TR$234.9K3430.1%
iShares MSCI UAE ETF$242.5K1,2210.1%
ISHARES TR$243.3K3,6860.1%
Walt Disney Co$245.1K2,1550.1%
Sempra$247.3K2,8010.1%
ISHARES TR$249.9K5280.1%
VANGUARD MUN BD FDS$257.2K5,1140.1%
Constellation Energy Corp$260.0K7360.1%
ARK ETF TR$262.1K2,2860.1%
ELI LILLY & Co$264.4K2460.1%
ISHARES TR$265.4K3,7170.1%
AbbVie Inc.$298.2K1,3050.1%
CSX CORP$298.4K8,2310.1%
VANGUARD TAX-MANAGED FDS$300.2K4,8060.1%
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INCPFDClosed-End Fund$303.8K25,5900.1%
Visa Inc$304.7K8690.1%
Netflix Inc$318.8K3,4000.1%
INTERNATIONAL BUSINESS MACHINES CORP$337.7K1,1400.1%
TRAVELERS COMPANIES, INC.$343.7K1,1850.1%
HOME DEPOT, INC.$352.0K1,0230.1%
ISHARES TR$352.5K7,5750.1%
ARES CAPITAL CORPARCCCommon Stock$374.1K18,4900.1%
INVESCO EXCHANGE TRADED FD T$374.1K3,6190.1%
KINDER MORGAN, INC.$374.6K13,6270.1%
VANGUARD INSTL INDEX FD$379.2K5,0250.1%
ETF SER SOLUTIONS$391.6K3,5710.1%
VERIZON COMMUNICATIONS INC$393.0K9,6480.1%
PFIZER INC$395.7K15,8920.1%
ALTRIA GROUP, INC.$409.7K7,1050.1%
Nuveen California Quality Municipal Income FundNACClosed-End Fund$428.3K36,2640.1%
AMGEN INC$431.9K1,3190.1%
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