Bright Futures Wealth Management, Llc. Purchases in Q4 2024

Bright Futures Wealth Management, Llc.

  • $101 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
122K
New
$25.35 - $25.53 $3.08M - $3.11M
122K $3.1M
BSJR
Invesco Indx Tr

ETFs
130K
New
$22.37 - $22.7 $2.9M - $2.95M
130K $2.91M
IWM
Ishares Russell 2000 ETF

ETFs
10K
+ 969.57%
$216.13 - $242.4 $2.16M - $2.43M
11K $2.44M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
53.6K
New
$34.96 - $35.65 $1.87M - $1.91M
53.6K $1.88M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 427.03%
$57.53 - $60.83 $1.29M - $1.36M
27.6K $1.59M
NICE
Nice Ltd.

Technology
6.87K
New
$164.71 - $199.17 $1.13M - $1.37M
6.87K $1.17M
ZTS
Zoetis Inc.

Healthcare
5.38K
New
$162.24 - $194.42 $873K - $1.05M
5.38K $877K
ETN
Eaton Corp PLC

Industrials
2.39K
+ 149.07%
$326.96 - $377.52 $783K - $904K
4K $1.33M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.1K
New
$50.73 - $51.08 $716K - $721K
14.1K $718K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
12.5K
New
$50.0 - $50.27 $627K - $631K
12.5K $628K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.85K
New
$238.25 - $261.28 $441K - $483K
1.85K $447K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.5K
New
$25.93 - $105.3 $402K - $1.63M
15.5K $431K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.4K
New
$25.79 - $80.4 $293K - $913K
11.4K $296K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.79K
New
$99.0 - $99.5 $276K - $277K
2.79K $276K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.83K
New
$124.61 - $133.96 $228K - $245K
1.83K $235K
MU
Micron Technology Inc

Technology
2.53K
New
$84.16 - $113.41 $213K - $287K
2.53K $212K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.07K
New
$65.08 - $73.72 $200K - $226K
3.07K $202K
KNTK
Kinetik Holdings Inc.

Energy
3.32K
New
$45.65 - $61.95 $152K - $206K
3.32K $189K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.11K
+ 61.16%
$25.09 - $25.69 $178K - $183K
18.7K $473K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.04K
+ 13.35%
$113.92 - $127.38 $118K - $132K
8.83K $1.02M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.13K
+ 5.8%
$29.73 - $30.81 $63.2K - $65.5K
38.8K $1.18M
WOLF
Wolfspeed, Inc.

Technology
12.1K
New
$6.44 - $16.2 $77.9K - $196K
12.1K $80K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
913
+ 5.14%
$61.68 - $67.87 $56.3K - $62K
18.7K $1.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
67
+ 6.27%
$370.24 - $418.94 $24.8K - $28.1K
1.14K $455K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.38K
+ 10.21%
$26.55 - $27.32 $63.2K - $65K
25.7K $685K
IVV
Ishares Core S&P 500 ETF

ETFs
69
+ 12.95%
$570.51 - $610.59 $39.4K - $42.1K
602 $354K
XBAP
Innovator ETF Tr Us Equity Acc
790
+ 7.03%
$33.19 - $34.23 $26.2K - $27K
12K $410K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
280
+ 6.59%
$66.77 - $71.52 $18.7K - $20K
4.53K $312K
ALL
Allstate Corp

Financial Services
42
+ 1.8%
$181.25 - $208.2 $7.61K - $8.74K
2.37K $456K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.81%
$198.04 - $221.51 $1.78K - $1.99K
1.12K $235K
NRZ
New Residential Investment Corp.

Real Estate
483
+ 3.92%
N/A
12.8K $92K
MET
Metlife Inc

Financial Services
68
+ 1.24%
$78.15 - $88.25 $5.31K - $6K
5.54K $453K
AOM
Ishares Tr Core Moderate Alloc

ETFs
305
+ 4.26%
$43.44 - $45.05 $13.2K - $13.7K
7.47K $324K
Sei Exchange Traded Funds
15.8K
New
N/A
15.8K $0
Aim ETF Products Trust
81K
New
N/A
81K $0
J P Morgan Exchange Traded F
51.1K
New
N/A
51.1K $0
MISL
First Tr Exchange Traded Fd In
781
+ 2.52%
N/A
31.8K $0
Nextera Energy Inc
26.4K
New
N/A
26.4K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
6.37K
New
N/A
6.37K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
30
+ 2.04%
$183.23 - $199.79 $5.5K - $5.99K
1.5K $277K
COP
Conocophillips

Energy
97
+ 2.73%
$95.12 - $114.72 $9.23K - $11.1K
3.65K $362K
PATK
Patrick Industries Inc

Consumer Cyclical
2.29K
+ 65.98%
$82.71 - $146.16 $190K - $335K
5.77K $479K
BOND
Pimco Active Bond Exchange Tra

ETFs
142
+ 1.64%
$90.42 - $94.5 $12.8K - $13.4K
8.78K $793K
ACRE
Ares Commercial Real Estate Corp

Real Estate
4.37K
+ 4.75%
$5.89 - $7.29 $25.7K - $31.9K
96.4K $567K
KHC
Kraft Heinz CO

Consumer Defensive
53
+ 0.14%
$30.1 - $36.02 $1.6K - $1.91K
38.1K $1.17M
ITB
Ishares Tr

ETFs
1.28K
+ 9.21%
$103.31 - $129.34 $132K - $165K
15.2K $1.57M
COPX
Global X Copper Miners ETF

ETFs
595
+ 2.32%
$38.17 - $48.57 $22.7K - $28.9K
26.3K $1M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.42K
+ 0.92%
$17.41 - $19.29 $24.8K - $27.4K
156K $2.72M
SCHO
Schwab Short Term Us Treasury

ETFs
5.53K
+ 15.42%
$24.06 - $48.88 $133K - $270K
41.4K $994K
Activity Summary
Buys All Purchases 50 New Holdings 22 Increased Positions 28 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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