Bright Futures Wealth Management, Llc. Portfolio Holdings

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024

Bright Futures Wealth Management, Llc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 Million distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.95M, Amazon Com Inc with a value of $6.78M, Ishares Barclays with a value of $5.03M, Ishares Barclays 3 7 Yr Treas with a value of $4.47M, and Spdr S&P Regional Banking ETF with a value of $4.3M.

Examining the 13F form we can see an decrease of $8.43M in the current position value, from $206M to 198M.

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 $198 Million
ETFs: $93.1 Million
Technology: $29.7 Million
Financial Services: $14 Million
Consumer Cyclical: $10.6 Million
Communication Services: $9.93 Million
Healthcare: $8.54 Million
Real Estate: $8.06 Million
Industrials: $8 Million
Other: $13.9 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$222M
$206,000 0.1% of portfolio
4,310
Q2 2024 New
$235M
$91,000 0.05% of portfolio
19,265
Q3 2024 Reduced 0.49%
$192M
$48,000 0.02% of portfolio
18,977
Q3 2024 Added 1.79%
$179M
$28,000 0.01% of portfolio
25,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $198 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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