Bright Futures Wealth Management, Llc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 Million distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.95M, Amazon Com Inc with a value of $6.78M, Ishares Barclays with a value of $5.03M, Ishares Barclays 3 7 Yr Treas with a value of $4.47M, and Spdr S&P Regional Banking ETF with a value of $4.3M.
Examining the 13F form we can see an decrease of $8.43M in the current position value, from $206M to 198M.
Bright Futures Wealth Management, Llc. is based out at Webster, Ny 14580, NY
Below you can find more details about Bright Futures Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
ETFs: $93.1 Million
Technology: $29.7 Million
Financial Services: $14 Million
Consumer Cyclical: $10.6 Million
Communication Services: $9.93 Million
Healthcare: $8.54 Million
Real Estate: $8.06 Million
Industrials: $8 Million
Other: $13.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
