Brighton Jones LLC Portfolio Holdings
Brighton Jones LLC
- $3.32 Billion
- Q4 2024
Brighton Jones LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.32 Billion distributed in 685 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $885M, Microsoft Corp with a value of $439M, Apple Inc. with a value of $135M, Vanguard Total Stock Market Et with a value of $91.3M, and Dimensional ETF Tr U S Core Eq with a value of $60.5M.
Examining the 13F form we can see an increase of $776M in the current position value, from $2.55B to 3.32B.
Below you can find more details about Brighton Jones LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.32 Billion
Consumer Cyclical: $1.01 Billion
ETFs: $912 Million
Technology: $804 Million
Financial Services: $137 Million
Communication Services: $134 Million
Healthcare: $114 Million
Industrials: $75.6 Million
Consumer Defensive: $60.1 Million
Other: $67.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 685
- Current Value $3.32 Billion
- Prior Value $2.55 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 136 stocks
- Additional Purchases 414 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks