Bright Futures Wealth Management, Llc. Portfolio Holdings

Bright Futures Wealth Management, Llc.

  • $185 Billion
  • Q1 2024

Bright Futures Wealth Management, Llc. has filed its 13F form on June 28, 2024 for Q1 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.43B, Amazon Com Inc with a value of $7.29B, Ishares Barclays with a value of $4.07B, Spdr S&P Regional Banking ETF with a value of $4.05B, and Ishares Barclays 20+ Year Trea with a value of $3.99B.

Examining the 13F form we can see an increase of $185B in the current position value.

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 $185 Billion
ETFs: $84.7 Billion
Technology: $29.1 Billion
Financial Services: $12.4 Billion
Consumer Cyclical: $10.7 Billion
Communication Services: $9.5 Billion
Healthcare: $8.89 Billion
Industrials: $6.4 Billion
Real Estate: $6.32 Billion
Other: $10.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.64T
$8.43 Billion 4.56% of portfolio
39,368
Q1 2024 New
$2.04T
$7.29 Billion 3.94% of portfolio
36,840
Q1 2024 New
$0
$4.07 Billion 2.2% of portfolio
43,274
Q1 2024 New
$0
$4.05 Billion 2.19% of portfolio
85,012
Q1 2024 New
$0
$3.99 Billion 2.16% of portfolio
42,693
Q1 2024 New
$1.17T
$3.86 Billion 2.09% of portfolio
20,646
Q1 2024 New
$0
$3.72 Billion 2.01% of portfolio
32,180
Q1 2024 New
$0
$3.08 Billion 1.67% of portfolio
47,438
Q1 2024 New
$0
$3.07 Billion 1.66% of portfolio
71,302
Q1 2024 New
$0
$2.84 Billion 1.53% of portfolio
8,948
Q1 2024 New
$3.49T
$2.82 Billion 1.52% of portfolio
6,223
Q1 2024 New
$954B
$2.64 Billion 1.43% of portfolio
15,396
Q1 2024 New
$0
$2.61 Billion 1.41% of portfolio
22,571
Q1 2024 New
$0
$2.6 Billion 1.41% of portfolio
47,396
Q1 2024 New
$2.95B
$2.52 Billion 1.36% of portfolio
140,803
Q1 2024 New
$0
$2.48 Billion 1.34% of portfolio
30,369
Q1 2024 New
$690B
$2.43 Billion 1.32% of portfolio
1,534
Q1 2024 New
$0
$2.42 Billion 1.31% of portfolio
33,554
Q1 2024 New
$14.5B
$2.4 Billion 1.3% of portfolio
6,297
Q1 2024 New
$0
$2.3 Billion 1.24% of portfolio
49,188
Q1 2024 New
$321B
$2.21 Billion 1.19% of portfolio
15,287
Q1 2024 New
$427B
$2.14 Billion 1.16% of portfolio
2,084
Q1 2024 New
$25.3B
$2.14 Billion 1.16% of portfolio
14,469
Q1 2024 New
$158B
$2.04 Billion 1.1% of portfolio
11,915
Q1 2024 New
$314B
$1.93 Billion 1.04% of portfolio
15,555
Q1 2024 New
$0
$1.89 Billion 1.02% of portfolio
25,101
Q1 2024 New
$192B
$1.78 Billion 0.96% of portfolio
37,600
Q1 2024 New
$0
$1.76 Billion 0.95% of portfolio
101,573
Q1 2024 New
$50.7B
$1.68 Billion 0.91% of portfolio
136,982
Q1 2024 New
$179B
$1.6 Billion 0.87% of portfolio
15,693
Q1 2024 New
$320B
$1.58 Billion 0.85% of portfolio
12,172
Q1 2024 New
$0
$1.53 Billion 0.83% of portfolio
16,887
Q1 2024 New
$43.9B
$1.52 Billion 0.82% of portfolio
2,432
Q1 2024 New
$0
$1.5 Billion 0.81% of portfolio
17,289
Q1 2024 New
$0
$1.43 Billion 0.77% of portfolio
15,539
Q1 2024 New
$77.3B
$1.33 Billion 0.72% of portfolio
4,554
Q1 2024 New
$0
$1.32 Billion 0.72% of portfolio
50,768
Q1 2024 New
$324B
$1.27 Billion 0.69% of portfolio
32,417
Q1 2024 New
$142B
$1.23 Billion 0.67% of portfolio
16,715
Q1 2024 New
$0
$1.21 Billion 0.66% of portfolio
8,306
Q1 2024 New
$2.93B
$1.16 Billion 0.63% of portfolio
16,800
Q1 2024 New
$0
$1.16 Billion 0.62% of portfolio
21,335
Q1 2024 New
$0
$1.11 Billion 0.6% of portfolio
9,014
Q1 2024 New
$0
$1.09 Billion 0.59% of portfolio
24,085
Q1 2024 New
First Tr Exchng Traded Fd Vi
-
$1.07 Billion 0.58% of portfolio
-
Q1 2024 New
$0
$1.07 Billion 0.58% of portfolio
21,073
Q1 2024 New
$166B
$1.06 Billion 0.57% of portfolio
3,386
Q1 2024 New
$0
$1.03 Billion 0.56% of portfolio
20,214
Q1 2024 New
$0
$1.03 Billion 0.56% of portfolio
38,103
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $185 Billion
  • Filing
  • Period Q1 2024
  • Filing Date June 28, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 207 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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