Bright Futures Wealth Management, Llc. Purchases in Q3 2024

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.93K
+ 50.58%
$23.61 - $24.64 $163K - $171K
20.6K $504K
CAT
Caterpillar Inc

Industrials
124
+ 5.66%
$316.8 - $391.12 $39.3K - $48.5K
2.31K $904K
T
At&T Inc.

Communication Services
6.25K
+ 56.95%
$18.21 - $22.28 $114K - $139K
17.2K $379K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.74K
+ 4.53%
$17.35 - $18.22 $82.3K - $86.4K
109K $1.98M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.19K
+ 66.7%
$50.61 - $50.96 $161K - $163K
7.97K $405K
ABBV
Abb Vie Inc.

Healthcare
339
+ 9.39%
$163.84 - $199.33 $55.5K - $67.6K
3.95K $780K
NIO
Nio Inc.

Consumer Cyclical
23.5K
New
$3.67 - $6.68 $86.2K - $157K
23.5K $156K
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.34%
$66.91 - $81.4 $2.34K - $2.85K
10.3K $832K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
868
+ 3.92%
$53.41 - $57.9 $46.4K - $50.3K
23K $1.33M
COPX
Global X Copper Miners ETF

ETFs
1.45K
+ 5.97%
$38.58 - $48.4 $55.8K - $70K
25.7K $1.21M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
848
+ 2.66%
$81.31 - $83.29 $69K - $70.6K
32.7K $2.72M
SO
Southern CO

Utilities
936
+ 39.66%
$77.0 - $90.52 $72.1K - $84.7K
3.3K $297K
DLR
Digital Realty Trust, Inc.

Real Estate
161
+ 2.29%
$144.47 - $162.98 $23.3K - $26.2K
7.19K $1.16M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
3.12K
+ 15.67%
$34.84 - $46.54 $109K - $145K
23K $937K
VGSH
Vanguard

ETFs
1.21K
+ 17.86%
$57.74 - $59.13 $69.9K - $71.6K
7.99K $471K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
391
+ 4.75%
$52.25 - $58.97 $20.4K - $23.1K
8.62K $508K
JNJ
Johnson & Johnson

Healthcare
117
+ 3.45%
$145.48 - $167.38 $17K - $19.6K
3.51K $568K
DOW
Dow Inc.

Basic Materials
821
+ 5.02%
$50.15 - $55.41 $41.2K - $45.5K
17.2K $937K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
136
+ 1.28%
$39.95 - $45.86 $5.43K - $6.24K
10.7K $490K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
610
+ 10.55%
$100.3 - $100.74 $61.2K - $61.5K
6.39K $643K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
5.99K
+ 10.68%
$16.12 - $18.36 $96.5K - $110K
62.1K $1.05M
FID
First Tr Exchange Trded Fd Vi

ETFs
1.79K
+ 12.05%
$15.76 - $17.74 $28.2K - $31.7K
16.6K $292K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
439
+ 7.92%
$69.77 - $85.51 $30.6K - $37.5K
5.99K $500K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.45K
+ 10.8%
$21.9 - $24.73 $31.8K - $35.9K
14.9K $353K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
133
+ 6.19%
$196.3 - $218.19 $26.1K - $29K
2.28K $497K
IGV
Ishares Expanded Tech Software

ETFs
485
+ 12.94%
$77.94 - $89.37 $37.8K - $43.3K
4.23K $378K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
355
+ 2.37%
$37.98 - $41.19 $13.5K - $14.6K
15.3K $630K
DELL
Dell Technologies Inc.

Technology
843
+ 32.98%
$87.89 - $145.97 $74.1K - $123K
3.4K $402K
BAC
Bank Of America Corp

Financial Services
1.21K
+ 3.61%
$36.65 - $44.13 $44.4K - $53.5K
34.8K $1.38M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.63%
$333.64 - $405.2 $3.67K - $4.46K
685 $277K
JEPI
J P Morgan Exchange Traded Fd

ETFs
524
+ 11.12%
$54.98 - $59.51 $28.8K - $31.2K
5.24K $311K
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 1.45%
$194.9 - $224.8 $10.1K - $11.7K
3.64K $766K
RE
Everest Re Group LTD

Financial Services
101
+ 1.52%
N/A
6.77K $2.51M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
1.25K
+ 8.37%
$19.5 - $20.28 $24.3K - $25.3K
16.2K $327K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 1.55%
$160.76 - $177.82 $7.88K - $8.71K
3.22K $556K
XOM
Exxon Mobil Corp

Energy
162
+ 2.33%
$109.72 - $119.0 $17.8K - $19.3K
7.11K $833K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
143
+ 1.68%
$30.61 - $34.92 $4.38K - $4.99K
8.64K $297K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
237
+ 5.91%
$60.84 - $67.51 $14.4K - $16K
4.25K $286K
XBAP
Innovator ETF Tr Us Equity Acc
510
+ 4.75%
$31.28 - $33.37 $16K - $17K
11.2K $375K
ATAI
Atai Life Sciences N.V.

Healthcare
25K
New
$1.16 - $1.64 $29K - $41K
25K $28K
PEP
Pepsico Inc

Consumer Defensive
92
+ 4.85%
$161.9 - $179.3 $14.9K - $16.5K
1.99K $338K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.82K
+ 12.85%
$15.5 - $16.99 $28.2K - $30.9K
16K $264K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
337
+ 3.62%
$85.84 - $85.84 $28.9K - $28.9K
9.65K $827K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.05%
$116.79 - $133.54 $234 - $267
3.99K $526K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$386.81 - $423.12 $387 - $423
506 $214K
PML
Pimco Municipal Income Fund Ii

Financial Services
132
+ 0.79%
$8.4 - $9.39 $1.11K - $1.24K
16.9K $158K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 1.44%
$434.77 - $502.96 $5.65K - $6.54K
916 $447K
C
Citigroup Inc

Financial Services
296
+ 4.87%
$56.11 - $67.61 $16.6K - $20K
6.37K $398K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
30
+ 0.38%
$41.95 - $43.42 $1.26K - $1.3K
7.83K $339K
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
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