Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BRIDGEWORTH, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 25, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
122,937 |
$33,088k |
|
|
VANGUARD INDEX FDS (922908652)
|
157,884 |
$18,722k |
|
|
VANGUARD ADMIRAL FDS INC (921932885)
|
138,158 |
$18,136k |
|
|
Diamondback Energy Inc (25278X109)
|
164,273 |
$17,900k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
97,083 |
$14,571k |
|
|
GOLDMAN SACHS ETF TR (381430529)
|
103,456 |
$10,383k |
|
|
VANGUARD ADMIRAL F (921932828)
|
68,146 |
$9,736k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
116,948 |
$9,715k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
148,892 |
$8,750k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
27,656 |
$8,104k |
|
|
SOUTHERN CO (842587107)
|
145,903 |
$8,065k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
118,069 |
$4,925k |
|
|
SPDR SERIES TRUST (78464A474)
|
153,307 |
$4,719k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
27,801 |
$4,543k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
12,466 |
$4,420k |
|
|
ISHARES (46429B747)
|
42,553 |
$4,280k |
|
|
AT&T INC (00206R102)
|
89,151 |
$2,988k |
|
|
TOTAL SYS SVCS INC (891906109)
|
22,969 |
$2,946k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
15,099 |
$2,820k |
|
|
PIMCO ETF TR (72201R833)
|
27,286 |
$2,776k |
|
|
TORCHMARK CORP (891027104)
|
30,387 |
$2,718k |
|
|
Vanguard S&P 500 Growth (921932505)
|
16,095 |
$2,593k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
43,910 |
$2,316k |
|
|
VANGUARD ADMIRAL FDS INC (921932703)
|
18,942 |
$2,129k |
|
|
Apple Inc (037833100)
|
10,726 |
$2,122k |
|
|
VANGUARD GROUP (921908844)
|
17,207 |
$1,982k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
25,213 |
$1,832k |
|
|
ISHARES TR (464287176)
|
15,425 |
$1,781k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
10,027 |
$1,676k |
|
|
ISHARES (464287465)
|
25,290 |
$1,662k |
|
|
VANGUARD SCOTTSDALE FDS (92206C730)
|
11,740 |
$1,582k |
|
|
Amazon.com Inc (023135106)
|
834 |
$1,579k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
10,114 |
$1,510k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
11,548 |
$1,286k |
|
|
CENTERSTATE BK CORP (15201P109)
|
51,691 |
$1,190k |
|
|
PROCTER & GAMBLE CO (742718109)
|
10,660 |
$1,169k |
|
|
JOHNSON & JOHNSON (478160104)
|
8,384 |
$1,167k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
26,639 |
$1,133k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,677 |
$1,084k |
|
|
ISHARES TR (46429B697)
|
17,270 |
$1,067k |
|
|
HENRY JACK & ASSOC (426281101)
|
7,694 |
$1,030k |
|
|
COCA-COLA CO (191216100)
|
19,719 |
$1,004k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
4,500 |
$959k |
|
|
MICROSOFT CORP (594918104)
|
7,146 |
$957k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
8,482 |
$941k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
16,316 |
$932k |
|
|
HOME DEPOT INC (437076102)
|
4,483 |
$932k |
|
|
Chevron Corp (166764100)
|
7,196 |
$896k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
5,500 |
$855k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J403)
|
34,064 |
$815k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
6,386 |
$815k |
|
|
PFIZER INC (717081103)
|
17,604 |
$763k |
|
|
SPDR SERIES TRUST (78464A201)
|
11,779 |
$717k |
|
|
WALMART INC COM (931142103)
|
6,404 |
$708k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
13,686 |
$695k |
|
|
DISNEY WALT CO (254687106)
|
4,970 |
$694k |
|
|
HASBRO INC (418056107)
|
6,548 |
$692k |
|
|
EVERSOURCE ENERGY (30040W108)
|
8,033 |
$609k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
4,336 |
$578k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,895 |
$562k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,380 |
$532k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
6,498 |
$523k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
11,532 |
$512k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J601)
|
20,982 |
$506k |
|
|
VANGUARD INTL EQUITY (922042718)
|
4,686 |
$493k |
|
|
MASTERCARD INC (57636Q104)
|
1,851 |
$490k |
|
|
REGIONS FINL CORP (7591EP100)
|
32,678 |
$488k |
|
|
GENUINE PARTS CO (372460105)
|
4,598 |
$476k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
6,164 |
$463k |
|
|
SERVISFIRST BANCSHARES INC (81768T108)
|
13,465 |
$461k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,947 |
$445k |
|
|
ISHARES TR (46434VAQ3)
|
17,447 |
$442k |
|
|
MCDONALDS CORP (580135101)
|
2,121 |
$441k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
5,442 |
$439k |
|
|
INTEL CORP (458140100)
|
8,978 |
$429k |
|
|
ABBVIE INC (00287Y109)
|
5,764 |
$419k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
3,201 |
$374k |
|
|
DUKE ENERGY CORP (26441C204)
|
4,216 |
$372k |
|
|
ISHARES TR (46434VBK5)
|
14,568 |
$363k |
|
|
Bank of America Corp. (060505104)
|
12,278 |
$356k |
|
|
Exxon Mobil Corp (30231G102)
|
4,545 |
$349k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,318 |
$346k |
|
|
SPIRIT REALTY CAPI (84860W300)
|
7,984 |
$341k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,582 |
$329k |
|
|
Deere & Co (244199105)
|
1,961 |
$325k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
SYNOVUS FINL CORP COM NEW (87161C501)
|
9,000 |
$315k |
|
|
VANGUARD INDEX FDS (922908637)
|
2,244 |
$302k |
|
|
ISHARES TR (46434VAU4)
|
12,015 |
$299k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,155 |
$297k |
|
|
LILLY ELI & CO (532457108)
|
2,524 |
$280k |
|
|
Alphabet Inc (02079K107)
|
254 |
$274k |
|
|
Facebook Inc (30303M102)
|
1,396 |
$270k |
|
|
SMITH A O (831865209)
|
5,696 |
$268k |
|
|
PEPSICO INC (713448108)
|
2,030 |
$267k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,647 |
$267k |
|
|
VISA INC COM CL A (92826C839)
|
1,534 |
$267k |
|
|
PINNACLE WEST CAP (723484101)
|
2,806 |
$264k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,531 |
$262k |
|
|
ORACLE CORP (68389X105)
|
4,537 |
$259k |
|
|
Invesco S&P 500 High Q(sphq) (46137V241)
|
7,692 |
$255k |
|
|
DOMINION ENERGY INC (25746U109)
|
3,251 |
$252k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,163 |
$248k |
|
|
MAIN STREET CAPITAL CORP (56035L104)
|
6,000 |
$247k |
|
|
LIFE STORAGE INC COM (53223X107)
|
2,569 |
$244k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,193 |
$244k |
|
|
EQT Corp (26884L109)
|
15,429 |
$244k |
|
|
MERCK & CO INC (58933Y105)
|
2,906 |
$243k |
|
|
PIMCO ETF TR (72201R775)
|
2,254 |
$242k |
|
|
CSX CORP (126408103)
|
3,129 |
$242k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,844 |
$240k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
3,909 |
$239k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,507 |
$236k |
|
|
PROASSURANCE CORP (74267C106)
|
6,343 |
$229k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
704 |
$228k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
3,958 |
$227k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,225 |
$226k |
|
|
ISHARES TR (46435G755)
|
8,355 |
$219k |
|
|
HCA HEALTHCARE (40412C101)
|
1,618 |
$219k |
|
|
ISHARES TR (46435G789)
|
8,425 |
$217k |
|
|
iShares Ibonds Mar20 ETF (46432fbc0)
|
8,199 |
$214k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,045 |
$208k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,842 |
$206k |
|
|
ISHARES TR MID CORE INDEX FD (464288208)
|
1,062 |
$206k |
|
|
PARSLEY ENERGY INC (701877102)
|
10,724 |
$204k |
|
|
MID-AMER APT CMNTYS (59522J103)
|
1,723 |
$203k |
|
|
Bristol-Myers Squibb Co (110122108)
|
4,478 |
$203k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
9,626 |
$203k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
13,174 |
$178k |
|
|
GENERAL ELECTRIC CO (369604103)
|
16,819 |
$177k |
|
|
Kite Realty Group Trust (49803T300)
|
11,325 |
$171k |
|
|
BANCO BILBAO VIZCAYA ARGENTA (05946K101)
|
29,659 |
$165k |
|
|
FORD MOTOR CO (345370860)
|
10,209 |
$105k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
11,396 |
$68k |
|
|
GENWORTH FINANCIAL (37247D106)
|
13,574 |
$50k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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