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
CRM
Salesforce, Inc.

Technology
-128
- 4.82%
$238.42 - $276.53 $30.5K - $35.4K
2.53K $692K
FIW
First Trust Water ETF

ETFs
-101
- 4.7%
$98.0 - $109.33 $9.9K - $11K
2.05K $223K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-633
- 2.65%
$26.01 - $27.41 $16.5K - $17.4K
23.3K $636K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-500
- 4.3%
$16.0 - $17.82 $8K - $8.91K
11.1K $198K
VEA
Vanguard Ftse Developed Market

ETFs
-192
- 2.73%
$47.6 - $53.31 $9.14K - $10.2K
6.83K $360K
VZ
Verizon Communications Inc

Communication Services
-140
- 2.62%
$38.89 - $45.0 $5.44K - $6.3K
5.21K $234K
CMCSA
Comcast Corp

Communication Services
-309
- 2.78%
$37.33 - $41.78 $11.5K - $12.9K
10.8K $451K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-95
- 1.92%
$106.11 - $113.72 $10.1K - $10.8K
4.85K $548K
ACRE
Ares Commercial Real Estate Corp

Real Estate
-1.97K
- 2.09%
$6.53 - $7.92 $12.8K - $15.6K
92K $643K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 1.88%
$531.86 - $624.21 $3.72K - $4.37K
366 $226K
KO
Coca Cola CO

Consumer Defensive
-86
- 2.4%
$62.69 - $73.01 $5.39K - $6.28K
3.5K $251K
WPC
W. P. Carey Inc.

Real Estate
-165
- 3.44%
$54.63 - $63.96 $9.01K - $10.6K
4.63K $288K
TDIV
First Trust Nasdaq Technology

ETFs
-818
- 4.09%
$70.51 - $81.07 $57.7K - $66.3K
19.2K $1.54M
KMI
Kinder Morgan, Inc.

Energy
-56
- 0.41%
$19.72 - $22.22 $1.1K - $1.24K
13.5K $298K
PLD
Prologis, Inc.

Real Estate
-68
- 2.32%
$111.95 - $132.43 $7.61K - $9.01K
2.86K $361K
MDT
Medtronic PLC

Healthcare
-98
- 2.72%
$76.84 - $91.03 $7.53K - $8.92K
3.5K $315K
LRN
Stride, Inc.

Consumer Defensive
-2.63K
- 15.17%
$66.21 - $85.31 $174K - $224K
14.7K $1.25M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-106
- 1.18%
$285.48 - $330.24 $30.3K - $35K
8.85K $2.85M
BMY
Bristol Myers Squibb CO

Healthcare
-134
- 3.14%
$39.66 - $51.75 $5.31K - $6.93K
4.13K $213K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 3.42%
$405.19 - $478.57 $16.2K - $19.1K
1.13K $519K
CCI
Crown Castle International Corp

Real Estate
-37
- 1.58%
$95.29 - $120.24 $3.53K - $4.45K
2.3K $272K
JCI
Johnson Controls International PLC

Industrials
-258
- 4.36%
$65.52 - $77.61 $16.9K - $20K
5.66K $439K
OKE
Oneok Inc

Energy
-16
- 0.3%
$78.62 - $95.27 $1.26K - $1.52K
5.38K $489K
BK
Bank Of New York Mellon Corp

Financial Services
-10
- 0.23%
$59.54 - $72.17 $595 - $722
4.43K $317K
GD
General Dynamics Corp

Industrials
-2
- 0.04%
$279.51 - $308.09 $559 - $616
4.85K $1.46M
META
Meta Platforms, Inc.

Communication Services
-79
- 5.29%
$453.41 - $572.44 $35.8K - $45.2K
1.42K $810K
MET
Metlife Inc

Financial Services
-146
- 2.6%
$67.96 - $82.48 $9.92K - $12K
5.47K $451K
ALL
Allstate Corp

Financial Services
-66
- 2.76%
$158.43 - $192.86 $10.5K - $12.7K
2.33K $441K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-134
- 0.75%
$57.32 - $62.65 $7.68K - $8.4K
17.7K $1.11M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-219
- 1.15%
$50.67 - $56.52 $11.1K - $12.4K
18.8K $1.04M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.71%
$488.01 - $604.18 $3.42K - $4.23K
984 $575K
TSLA
Tesla, Inc.

Consumer Cyclical
-290
- 12.33%
$191.76 - $263.26 $55.6K - $76.3K
2.06K $539K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-43
- 0.55%
$105.53 - $118.34 $4.54K - $5.09K
7.79K $911K
OHI
Omega Healthcare Investors Inc

Real Estate
-294
- 2.03%
$33.55 - $41.29 $9.86K - $12.1K
14.2K $576K
BX
Blackstone Inc.

Financial Services
-100
- 2.75%
$120.77 - $159.66 $12.1K - $16K
3.54K $541K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-294
- 0.83%
$15.15 - $19.2 $4.45K - $5.64K
35.1K $652K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-4.17K
- 2.62%
$17.09 - $20.23 $71.2K - $84.3K
155K $2.94M
CSCO
Cisco Systems, Inc.

Technology
-628
- 1.57%
$44.74 - $53.22 $28.1K - $33.4K
39.4K $2.1M
NEE
Nextera Energy Inc

Utilities
-572
- 3.19%
$69.9 - $84.97 $40K - $48.6K
17.4K $1.47M
AVDV
American Centy ETF Tr Avantis

ETFs
-236
- 0.47%
$62.52 - $71.12 $14.8K - $16.8K
49.8K $3.52M
WAL
Western Alliance Bancorporation

Financial Services
-7
- 0.05%
$61.15 - $88.41 $428 - $619
15K $1.3M
IBM
International Business Machines Corp

Technology
-37
- 0.32%
$175.1 - $223.38 $6.48K - $8.27K
11.7K $2.58M
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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