Bright Futures Wealth Management, Llc. Incresed Positions in Q3 2025

Bright Futures Wealth Management, Llc.

  • $111 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.99K
+ 101.53%
$275.84 - $326.36 $824K - $975K
5.93K $1.93M
NVDA
Nvidia Corp

Technology
171
+ 1.41%
$153.3 - $186.58 $26.2K - $31.9K
12.3K $2.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
375
+ 4.29%
$362.31 - $405.74 $136K - $152K
9.12K $3.67M
IOO
Ishares Tr Global 100 ETF

ETFs
5.41K
+ 168.28%
$107.55 - $120.01 $582K - $649K
8.63K $1.04M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.85K
+ 102.73%
$99.12 - $99.52 $679K - $682K
13.5K $1.35M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.4K
+ 77.57%
$50.82 - $51.09 $631K - $634K
28.4K $1.45M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.49K
+ 3.17%
$39.37 - $44.24 $97.8K - $110K
81K $3.55M
COPX
Global X Copper Miners ETF

ETFs
892
+ 3.61%
$42.75 - $59.81 $38.1K - $53.4K
25.6K $1.53M
GD
General Dynamics Corp

Industrials
1.09K
+ 39.92%
$293.92 - $341.0 $320K - $371K
3.82K $1.3M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.14K
+ 12.16%
$138.08 - $151.2 $157K - $172K
10.5K $1.58M
MSFT
Microsoft Corp

Technology
326
+ 14.29%
$491.09 - $535.64 $160K - $175K
2.61K $1.35M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.15K
+ 93.48%
$50.53 - $50.82 $412K - $414K
16.9K $856K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
17.3K
+ 128.49%
$22.68 - $23.2 $391K - $400K
30.7K $707K
KRE
Spdr S&P Regional Banking ETF

ETFs
479
+ 0.91%
$58.82 - $66.17 $28.2K - $31.7K
53.1K $3.36M
JPM
Jpmorgan Chase & CO

Financial Services
506
+ 16.98%
$282.78 - $316.06 $143K - $160K
3.49K $1.1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11.3K
+ 9.91%
$25.39 - $25.57 $288K - $290K
126K $3.22M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
39.4K
+ 69.06%
$12.5 - $14.2 $493K - $560K
96.5K $1.21M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.5K
+ 44.15%
$57.15 - $62.12 $200K - $217K
11.4K $709K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.72K
+ 31.15%
$28.92 - $32.19 $137K - $152K
19.9K $634K
ITB
Ishares Tr

ETFs
795
+ 5.69%
$94.18 - $117.14 $74.9K - $93.1K
14.8K $1.58M
GOOGL
Alphabet Inc.

Communication Services
121
+ 5.28%
$174.36 - $254.72 $21.1K - $30.8K
2.41K $586K
WMT
Walmart Inc.

Consumer Defensive
100
+ 0.7%
$94.4 - $104.27 $9.44K - $10.4K
14.4K $1.49M
MTB
M&T Bank Corp

Financial Services
213
+ 2.15%
$183.74 - $204.05 $39.1K - $43.5K
10.1K $2M
SJNK
Spdr Bloomberg Short Term High

ETFs
8.04K
+ 31.3%
$25.28 - $25.63 $203K - $206K
33.7K $863K
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.89K
+ 22.27%
$17.81 - $18.39 $176K - $182K
54.3K $990K
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 2.52%
$617.65 - $666.84 $21.6K - $23.3K
1.43K $949K
JCI
Johnson Controls International PLC

Industrials
51
+ 0.97%
$103.24 - $111.73 $5.27K - $5.7K
5.3K $582K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
273
+ 1.47%
$62.09 - $66.51 $17K - $18.2K
18.9K $1.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
163
+ 1.86%
$108.46 - $120.63 $17.7K - $19.7K
8.93K $1.06M
BSJR
Invesco Indx Tr

ETFs
3.7K
+ 3.71%
$22.64 - $22.85 $83.7K - $84.5K
103K $2.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
670
+ 12.61%
$94.17 - $99.95 $63.1K - $67K
5.98K $598K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.19%
$620.67 - $670.08 $621 - $670
514 $344K
BND
Vanguard Bd Index Fd Inc Total

ETFs
671
+ 10.52%
$72.57 - $74.72 $48.7K - $50.1K
7.05K $524K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
502
+ 1.92%
$26.88 - $27.78 $13.5K - $13.9K
26.6K $739K
JNJ
Johnson & Johnson

Healthcare
56
+ 4.08%
$155.17 - $185.42 $8.69K - $10.4K
1.43K $264K
HST
Host Hotels & Resorts, Inc.

Real Estate
119
+ 1.07%
$15.27 - $17.68 $1.82K - $2.1K
11.3K $191K
SCHV
Schwab Strategic Tr Us Large C

ETFs
148
+ 1.35%
$27.61 - $29.15 $4.09K - $4.31K
11.1K $323K
AOM
Ishares Tr Core Moderate Alloc

ETFs
11
+ 0.14%
$45.4 - $47.61 $499 - $524
7.64K $363K
RE
Everest Re Group LTD

Financial Services
53
+ 3.26%
N/A
1.68K $623K
XOM
Exxon Mobil Corp

Energy
351
+ 10.02%
$105.83 - $117.22 $37.1K - $41.1K
3.85K $434K
SCHO
Schwab Short Term Us Treasury

ETFs
555
+ 1.32%
$24.23 - $24.42 $13.4K - $13.6K
42.5K $1.04M
MET
Metlife Inc

Financial Services
37
+ 0.66%
$73.82 - $82.37 $2.73K - $3.05K
5.61K $462K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
13.5K
+ 9.09%
$18.41 - $20.12 $249K - $272K
162K $2.99M
PFE
Pfizer Inc

Healthcare
405
+ 3.66%
$23.29 - $25.88 $9.43K - $10.5K
11.5K $292K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54
+ 0.19%
$82.38 - $83.0 $4.45K - $4.48K
28.4K $2.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
68
+ 3.3%
$97.75 - $100.75 $6.65K - $6.85K
2.13K $213K
MRK
Merck & Co., Inc.

Healthcare
440
+ 8.48%
$77.6 - $87.37 $34.1K - $38.4K
5.63K $472K
Nextera Energy Inc
212
+ 0.87%
N/A
24.7K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
54K
+ 389.94%
N/A
67.9K $0
Activity Summary
Buys All Purchases 101 New Holdings 46 Increased Positions 55 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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