Bright Futures Wealth Management, Llc. Portfolio Holdings

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025

Bright Futures Wealth Management, Llc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $87.3 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 3 7 Yr Treas with a value of $3.19M, Spdr S&P Regional Banking ETF with a value of $2.99M, Blackstone Mortgage Trust, Inc. with a value of $2.98M, Pacer Fds Tr Pacer Us Small Ca with a value of $2.94M, and Vaneck ETF Tr Investment Grade with a value of $2.92M.

Examining the 13F form we can see an decrease of $13.9M in the current position value, from $101M to 87.3M.

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 $87.3 Million
ETFs: $50.6 Million
Technology: $7.75 Million
Financial Services: $5.26 Million
Communication Services: $4.77 Million
Real Estate: $4.66 Million
Consumer Defensive: $3.85 Million
Consumer Cyclical: $3.51 Million
Industrials: $2.98 Million
Other: $3.59 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$194M
$499,000 0.57% of portfolio
107,933
Q1 2025 Added 12.01%
$236M
$34,000 0.04% of portfolio
25,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $87.3 Million
  • Prior Value $101 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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