Brighton Jones LLC Portfolio Holdings
Brighton Jones LLC
- $2.96 Billion
- Q1 2025
Brighton Jones LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.96 Billion distributed in 704 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $747M, Microsoft Corp with a value of $296M, Apple Inc. with a value of $114M, Vanguard Total Stock Market Et with a value of $77.3M, and Dimensional ETF Tr U S Core Eq with a value of $59.9M.
Examining the 13F form we can see an decrease of $360M in the current position value, from $3.32B to 2.96B.
Below you can find more details about Brighton Jones LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.96 Billion
ETFs: $885 Million
Consumer Cyclical: $841 Million
Technology: $600 Million
Financial Services: $147 Million
Communication Services: $126 Million
Healthcare: $117 Million
Industrials: $90.9 Million
Consumer Defensive: $67.8 Million
Other: $71.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 704
- Current Value $2.96 Billion
- Prior Value $3.32 Billion
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 66 stocks
- Additional Purchases 372 stocks
- Sold out of 0 stocks
- Reduced holdings in 218 stocks