Bush Investment Group, LLC Portfolio Holdings by Sector
Bush Investment Group, LLC
- $125 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWY SCHF SCHM SPLG SPHY IVW IUSB QUAL 20 stocks |
$90.4 Million
72.64% of portfolio
|
  14  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$28.2 Million
22.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.36 Million
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$1.09 Million
0.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$1.05 Million
0.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$898,688
0.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$473,385
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$306,054
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$246,406
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$239,350
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
CMI 1 stocks |
$203,988
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|