BRIDGEWEALTH ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBFO | 1.22M | $11.37M |
 | BAC | 39K | $2.02M |
 | T | 32K | $898.58K |
 | NVDA | 31K | $5.85M |
 | CWBC | 26K | $537.67K |
 | AAPL | 23K | $5.92M |
 | MSFT | 19K | $9.98M |
 | WFC | 17K | $1.39M |
 | PFE | 16K | $406.16K |
 | PLUG | 15K | $34.95K |
 | GSBD | 15K | $152.38K |
 | WMT | 15K | $1.54M |
 | F | 15K | $174.08K |
 | TSLA | 14K | $6.36M |
 | KRP | 14K | $190.54K |
 | INTC | 14K | $463.87K |
 | KMI | 13K | $381.54K |
 | ARCC | 13K | $274.11K |
 | XOM | 13K | $1.49M |
 | CVX | 13K | $2.00M |
United Security Bancshares
UBFO
Shares Held
1.22M
Value
$11.37M
Bank of America Corporation
BAC
Shares Held
39K
Value
$2.02M
AT&T Inc.
T
Shares Held
32K
Value
$898.58K
NVIDIA Corporation
NVDA
Shares Held
31K
Value
$5.85M
Community West Bancshares
CWBC
Shares Held
26K
Value
$537.67K
Apple Inc.
AAPL
Shares Held
23K
Value
$5.92M
Microsoft Corporation
MSFT
Shares Held
19K
Value
$9.98M
Wells Fargo & Company
WFC
Shares Held
17K
Value
$1.39M
Pfizer Inc.
PFE
Shares Held
16K
Value
$406.16K
Plug Power Inc.
PLUG
Shares Held
15K
Value
$34.95K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
15K
Value
$152.38K
Walmart Inc.
WMT
Shares Held
15K
Value
$1.54M
Ford Motor Company
F
Shares Held
15K
Value
$174.08K
Tesla, Inc.
TSLA
Shares Held
14K
Value
$6.36M
Kimbell Royalty Partners, LP
KRP
Shares Held
14K
Value
$190.54K
Intel Corporation
INTC
Shares Held
14K
Value
$463.87K
Kinder Morgan, Inc.
KMI
Shares Held
13K
Value
$381.54K
Ares Capital Corporation
ARCC
Shares Held
13K
Value
$274.11K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.49M
Chevron Corporation
CVX
Shares Held
13K
Value
$2.00M