Bright Futures Wealth Management, Llc. Incresed Positions in Q3 2024

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
14.3K
+ 91.03%
$98.91 - $134.91 $1.41M - $1.93M
30K $3.64M
AAPL
Apple Inc.

Technology
3.06K
+ 7.72%
$207.23 - $234.82 $635K - $719K
42.7K $9.95M
SCHO
Schwab Short Term Us Treasury

ETFs
17.3K
+ 93.76%
$47.93 - $49.06 $831K - $851K
35.8K $1.75M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.14K
+ 63.03%
$91.42 - $91.82 $744K - $747K
21K $1.93M
IEF
Ishares Barclays

ETFs
5.43K
+ 11.84%
$92.67 - $99.14 $503K - $538K
51.3K $5.03M
ITB
Ishares Tr

ETFs
2.6K
+ 23.08%
$97.52 - $128.64 $254K - $335K
13.9K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
986
+ 77.39%
$517.38 - $573.86 $510K - $566K
2.26K $1.3M
LVHI
Franklin International Low Vol

ETFs
17.9K
+ 58.6%
$28.72 - $31.28 $514K - $560K
48.5K $1.51M
XLP
Consumer Staples Sector Spdr

ETFs
7.37K
+ 130.16%
$76.04 - $76.04 $560K - $560K
13K $990K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.47K
+ 10.23%
$114.73 - $120.23 $398K - $417K
37.3K $4.47M
ETR
Entergy Corp

Utilities
2.34K
+ 28.07%
$104.75 - $131.61 $245K - $307K
10.7K $1.4M
RWR
Spdr Dow Jones Reit ETF

ETFs
3.83K
+ 60.94%
$92.36 - $108.47 $353K - $415K
10.1K $1.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.83K
+ 200.94%
$59.93 - $66.52 $409K - $454K
10.2K $680K
XLE
Energy Sector Spdr

ETFs
5.45K
+ 31.6%
$84.35 - $93.39 $460K - $509K
22.7K $1.99M
XLU
Utilities Sector Spdr

ETFs
3.24K
+ 28.45%
$67.67 - $80.78 $219K - $262K
14.6K $1.18M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.75K
+ 35.23%
$50.52 - $50.95 $391K - $395K
29.7K $1.51M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
4.06K
+ 44.28%
$81.14 - $92.39 $329K - $375K
13.2K $1.17M
LLY
Eli Lilly & CO

Healthcare
433
+ 38.12%
$772.14 - $960.02 $334K - $416K
1.57K $1.39M
O
Realty Income Corp

Real Estate
3.39K
+ 31.01%
$52.36 - $63.42 $177K - $215K
14.3K $907K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.71K
+ 2.15%
$42.22 - $48.62 $72.3K - $83.3K
81.4K $3.79M
TXT
Textron Inc

Industrials
3.34K
+ 51.23%
$83.46 - $94.02 $279K - $314K
9.86K $873K
SHEL
Shell PLC

Energy
5.1K
+ 44.85%
$65.65 - $73.28 $335K - $374K
16.5K $1.09M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
5.3K
+ 20.08%
$32.44 - $36.11 $172K - $191K
31.7K $1.15M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 29.33%
$94.31 - $103.26 $181K - $198K
8.46K $867K
LOW
Lowes Companies Inc

Consumer Cyclical
394
+ 16.79%
$213.3 - $270.78 $84K - $107K
2.74K $742K
FLR
Fluor Corp

Industrials
3.99K
+ 78.54%
$43.22 - $50.26 $172K - $200K
9.06K $432K
XLV
Select Sector Spdr Fund Health

ETFs
794
+ 9.26%
$143.3 - $157.24 $114K - $125K
9.37K $1.44M
WM
Waste Management Inc

Industrials
999
+ 36.97%
$196.96 - $223.45 $197K - $223K
3.7K $768K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.93K
+ 50.58%
$23.61 - $24.64 $163K - $171K
20.6K $504K
CAT
Caterpillar Inc

Industrials
124
+ 5.66%
$316.8 - $391.12 $39.3K - $48.5K
2.31K $904K
T
At&T Inc.

Communication Services
6.25K
+ 56.95%
$18.21 - $22.28 $114K - $139K
17.2K $379K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.74K
+ 4.53%
$17.35 - $18.22 $82.3K - $86.4K
109K $1.98M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.19K
+ 66.7%
$50.61 - $50.96 $161K - $163K
7.97K $405K
ABBV
Abb Vie Inc.

Healthcare
339
+ 9.39%
$163.84 - $199.33 $55.5K - $67.6K
3.95K $780K
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.34%
$66.91 - $81.4 $2.34K - $2.85K
10.3K $832K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
868
+ 3.92%
$53.41 - $57.9 $46.4K - $50.3K
23K $1.33M
COPX
Global X Copper Miners ETF

ETFs
1.45K
+ 5.97%
$38.58 - $48.4 $55.8K - $70K
25.7K $1.21M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.43K
+ 11.28%
$50.37 - $55.21 $71.8K - $78.7K
14.1K $765K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
848
+ 2.66%
$81.31 - $83.29 $69K - $70.6K
32.7K $2.72M
SO
Southern CO

Utilities
936
+ 39.66%
$77.0 - $90.52 $72.1K - $84.7K
3.3K $297K
DLR
Digital Realty Trust, Inc.

Real Estate
161
+ 2.29%
$144.47 - $162.98 $23.3K - $26.2K
7.19K $1.16M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
3.12K
+ 15.67%
$34.84 - $46.54 $109K - $145K
23K $937K
VGSH
Vanguard

ETFs
1.21K
+ 17.86%
$57.74 - $59.13 $69.9K - $71.6K
7.99K $471K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
391
+ 4.75%
$52.25 - $58.97 $20.4K - $23.1K
8.62K $508K
JNJ
Johnson & Johnson

Healthcare
117
+ 3.45%
$145.48 - $167.38 $17K - $19.6K
3.51K $568K
DOW
Dow Inc.

Basic Materials
821
+ 5.02%
$50.15 - $55.41 $41.2K - $45.5K
17.2K $937K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
136
+ 1.28%
$39.95 - $45.86 $5.43K - $6.24K
10.7K $490K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
610
+ 10.55%
$100.3 - $100.74 $61.2K - $61.5K
6.39K $643K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
5.99K
+ 10.68%
$16.12 - $18.36 $96.5K - $110K
62.1K $1.05M
Activity Summary
Buys All Purchases 117 New Holdings 30 Increased Positions 87 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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