Bright Futures Wealth Management, Llc. Reduced Holdings in Q3 2024

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-5.15K
- 32.95%
$119.07 - $145.42 $614K - $749K
10.5K $1.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-10.4K
- 26.05%
$89.91 - $101.33 $931K - $1.05M
29.4K $2.88M
F
Ford Motor CO

Consumer Cyclical
-16.6K
- 11.56%
$9.71 - $14.55 $161K - $241K
127K $1.34M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-3.75K
- 57.34%
$114.52 - $127.8 $430K - $480K
2.79K $350K
GOOG
Alphabet Inc.

Communication Services
-644
- 3.29%
$149.54 - $192.66 $96.3K - $124K
18.9K $3.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-615
- 1.66%
$161.02 - $200.0 $99K - $123K
36.4K $6.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.8K
- 11.71%
$147.95 - $191.05 $267K - $344K
13.6K $2.36M
FDVV
Fidelity High Dividend ETF

ETFs
-10.4K
- 17.96%
$46.26 - $50.65 $480K - $525K
47.4K $2.4M
GOOGL
Alphabet Inc.

Communication Services
-294
- 2.22%
$148.65 - $191.18 $43.7K - $56.2K
13K $2.15M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-7.48K
- 42.74%
$33.88 - $36.77 $253K - $275K
10K $365K
AMD
Advanced Micro Devices Inc

Technology
-1.08K
- 21.07%
$128.67 - $183.96 $139K - $199K
4.05K $665K
MSFT
Microsoft Corp

Technology
-136
- 2.19%
$395.15 - $467.56 $53.7K - $63.6K
6.07K $2.61M
CNA
Cna Financial Corp

Financial Services
-3.59K
- 38.13%
$44.75 - $51.95 $161K - $186K
5.82K $284K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 8.91%
$49.13 - $66.72 $52.9K - $71.8K
11K $632K
DAL
Delta Air Lines, Inc.

Industrials
-3.54K
- 22.18%
$37.32 - $51.8 $132K - $183K
12.4K $630K
DIS
Walt Disney CO

Communication Services
-660
- 3.66%
$85.6 - $98.61 $56.5K - $65.1K
17.4K $1.67M
URI
United Rentals, Inc.

Industrials
-607
- 25.16%
$627.41 - $814.1 $381K - $494K
1.81K $1.46M
KRE
Spdr S&P Regional Banking ETF

ETFs
-13.5K
- 15.12%
$47.94 - $59.23 $648K - $801K
75.9K $4.3M
IHDG
Wisdomtree Tr

ETFs
-1.7K
- 7.68%
$42.42 - $46.78 $72.1K - $79.5K
20.4K $933K
AMGN
Amgen Inc

Healthcare
-325
- 9.42%
$309.38 - $337.38 $101K - $110K
3.13K $1.01M
MCK
Mckesson Corp

Healthcare
-9
- 1.28%
$479.06 - $630.38 $4.31K - $5.67K
695 $343K
QCOM
Qualcomm Inc

Technology
-100
- 6.55%
$156.12 - $209.64 $15.6K - $21K
1.43K $242K
IVV
Ishares Core S&P 500 ETF

ETFs
-109
- 16.98%
$520.18 - $576.82 $56.7K - $62.9K
533 $307K
COP
Conocophillips

Energy
-85
- 2.34%
$102.3 - $116.61 $8.7K - $9.91K
3.55K $374K
NRZ
New Residential Investment Corp.

Real Estate
-5.54K
- 31.02%
N/A
12.3K $89K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-850
- 7.78%
$15.87 - $18.61 $13.5K - $15.8K
10.1K $163K
SQ
Block, Inc.

Technology
-632
- 13.28%
$57.21 - $72.07 $36.2K - $45.5K
4.13K $276K
ADBE
Adobe Inc.

Technology
-1
- 0.17%
$508.13 - $586.55 $508 - $587
591 $306K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-892
- 10.09%
$39.47 - $49.4 $35.2K - $44.1K
7.95K $377K
PFE
Pfizer Inc

Healthcare
-735
- 6.46%
$27.7 - $31.39 $20.4K - $23.1K
10.6K $307K
AIQ
Global X Funds Global X Artifi

ETFs
-690
- 6.58%
$31.85 - $37.36 $22K - $25.8K
9.8K $364K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-274
- 8.85%
$71.19 - $76.59 $19.5K - $21K
2.82K $216K
BOND
Pimco Active Bond Exchange Tra

ETFs
-408
- 4.51%
$90.01 - $95.32 $36.7K - $38.9K
8.64K $817K
MTB
M&T Bank Corp

Financial Services
-2.3K
- 15.23%
$146.49 - $179.85 $337K - $414K
12.8K $2.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-201
- 18.31%
$245.82 - $304.51 $49.4K - $61.2K
897 $273K
V
Visa Inc.

Financial Services
-95
- 5.78%
$253.74 - $291.56 $24.1K - $27.7K
1.55K $426K
FV
First Trust Dorsey Wright Focu

ETFs
-330
- 2.12%
$51.35 - $59.82 $16.9K - $19.7K
15.2K $886K
CWENA
Clearway Energy Inc Cl A
-98
- 0.27%
N/A
36.7K $1.27M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-2.07K
- 9.23%
$110.06 - $128.44 $228K - $266K
20.4K $2.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-33
- 2.89%
$178.94 - $207.0 $5.91K - $6.83K
1.11K $222K
ICLN
Ishares

ETFs
-3.34K
- 9.69%
$13.26 - $14.77 $44.3K - $49.3K
31.1K $457K
MISL
First Tr Exchange Traded Fd In
-880
- 2.76%
N/A
31K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-50
- 1.56%
N/A
3.17K $0
First Tr Exchng Traded Fd Vi
-1.62K
- 5.57%
N/A
27.4K $0
Innovator Etfs Trust
-301
- 2.09%
N/A
14.1K $0
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 5.64%
$255.18 - $283.2 $11.7K - $13K
770 $218K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-725
- 3.79%
$28.28 - $30.21 $20.5K - $21.9K
18.4K $555K
FITB
Fifth Third Bancorp

Financial Services
-1.27K
- 13.8%
$36.01 - $43.64 $45.6K - $55.2K
7.9K $338K
SYY
Sysco Corp

Consumer Defensive
-167
- 5.27%
$69.16 - $78.98 $11.5K - $13.2K
3K $234K
Activity Summary
Buys All Purchases 117 New Holdings 30 Increased Positions 87 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email