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
FID
First Tr Exchange Trded Fd Vi

ETFs
1.79K
+ 12.05%
$15.76 - $17.74 $28.2K - $31.7K
16.6K $292K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
439
+ 7.92%
$69.77 - $85.51 $30.6K - $37.5K
5.99K $500K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
133
+ 6.19%
$196.3 - $218.19 $26.1K - $29K
2.28K $497K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.45K
+ 10.8%
$21.9 - $24.73 $31.8K - $35.9K
14.9K $353K
IGV
Ishares Expanded Tech Software

ETFs
485
+ 12.94%
$77.94 - $89.37 $37.8K - $43.3K
4.23K $378K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
355
+ 2.37%
$37.98 - $41.19 $13.5K - $14.6K
15.3K $630K
DELL
Dell Technologies Inc.

Technology
843
+ 32.98%
$87.89 - $145.97 $74.1K - $123K
3.4K $402K
BAC
Bank Of America Corp

Financial Services
1.21K
+ 3.61%
$36.65 - $44.13 $44.4K - $53.5K
34.8K $1.38M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.63%
$333.64 - $405.2 $3.67K - $4.46K
685 $277K
JEPI
J P Morgan Exchange Traded Fd

ETFs
524
+ 11.12%
$54.98 - $59.51 $28.8K - $31.2K
5.24K $311K
RE
Everest Re Group LTD

Financial Services
101
+ 1.52%
N/A
6.77K $2.51M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
1.25K
+ 8.37%
$19.5 - $20.28 $24.3K - $25.3K
16.2K $327K
XOM
Exxon Mobil Corp

Energy
162
+ 2.33%
$109.72 - $119.0 $17.8K - $19.3K
7.11K $833K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 1.55%
$160.76 - $177.82 $7.88K - $8.71K
3.22K $556K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
143
+ 1.68%
$30.61 - $34.92 $4.38K - $4.99K
8.64K $297K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
237
+ 5.91%
$60.84 - $67.51 $14.4K - $16K
4.25K $286K
XBAP
Innovator ETF Tr Us Equity Acc
510
+ 4.75%
$31.28 - $33.37 $16K - $17K
11.2K $375K
PEP
Pepsico Inc

Consumer Defensive
92
+ 4.85%
$161.9 - $179.3 $14.9K - $16.5K
1.99K $338K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.82K
+ 12.85%
$15.5 - $16.99 $28.2K - $30.9K
16K $264K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
337
+ 3.62%
$85.84 - $85.84 $28.9K - $28.9K
9.65K $827K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.05%
$116.79 - $133.54 $234 - $267
3.99K $526K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$386.81 - $423.12 $387 - $423
506 $214K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 1.44%
$434.77 - $502.96 $5.65K - $6.54K
916 $447K
PML
Pimco Municipal Income Fund Ii

Financial Services
132
+ 0.79%
$8.4 - $9.39 $1.11K - $1.24K
16.9K $158K
C
Citigroup Inc

Financial Services
296
+ 4.87%
$56.11 - $67.61 $16.6K - $20K
6.37K $398K
SJNK
Spdr Bloomberg Short Term High

ETFs
42
+ 0.36%
$24.8 - $25.75 $1.04K - $1.08K
11.6K $299K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
30
+ 0.38%
$41.95 - $43.42 $1.26K - $1.3K
7.83K $339K
KMB
Kimberly Clark Corp

Consumer Defensive
10
+ 0.55%
$135.05 - $148.35 $1.35K - $1.48K
1.82K $258K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1
+ 0.07%
$169.73 - $204.18 $170 - $204
1.35K $267K
Ab Active Etfs Inc
246
+ 2.0%
N/A
12.5K $0
Innovator Etfs Trust
2.76K
+ 33.1%
N/A
11.1K $0
Lxp Industrial Trust
343
+ 5.8%
N/A
6.25K $0
T Rowe Price ETF Inc
148
+ 1.39%
N/A
10.8K $0
DSX
Diana Shipping Inc.

Industrials
333
+ 1.79%
$2.2 - $2.93 $733 - $976
19K $48K
WDC
Western Digital Corp

Technology
5
+ 0.13%
$56.25 - $80.24 $281 - $401
3.84K $262K
AVGO
Broadcom Inc.

Technology
1.71K
+ 10.2%
$136.27 - $1745.86 $233K - $2.98M
18.4K $3.18M
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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