Long-term investor
Bridgewealth Advisory Group, LLC @bridgewealthadvisorygrou
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801982).
Record
- Tracked since 2025-06-30 (448 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +10.2% · all +10.2%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922040845 · 9.8% · long · since 2025-06-30
- 72201R585 · 6.0% · long · since 2025-06-30
- 14020Y409 · 5.5% · long · since 2025-06-30
- 316188309 · 5.4% · long · since 2025-06-30
- 922908744 · 5.3% · long · since 2025-06-30
- 78464A805 · 5.2% · long · since 2025-06-30
- 47103U845 · 4.5% · long · since 2025-06-30
- 46641Q274 · 3.5% · long · since 2025-06-30
- 78464A409 · 3.2% · long · since 2025-06-30
- 14020V108 · 3.0% · long · since 2025-06-30
- 922908363 · 2.6% · long · since 2025-06-30
- 14020Y102 · 2.5% · long · since 2025-06-30