Bright Futures Wealth Management, Llc. Reduced Holdings in Q4 2024

Bright Futures Wealth Management, Llc.

  • $101 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-30.6K
- 71.6%
$221.69 - $259.02 $6.78M - $7.93M
12.1K $3.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-22.9K
- 62.98%
$180.88 - $232.93 $4.14M - $5.34M
13.5K $2.95M
IBM
International Business Machines Corp

Technology
-10.1K
- 86.65%
$204.9 - $238.04 $2.07M - $2.41M
1.56K $342K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-12.2K
- 89.69%
$172.07 - $207.36 $2.1M - $2.53M
1.4K $276K
NVDA
Nvidia Corp

Technology
-16.2K
- 54.14%
$117.0 - $148.88 $1.9M - $2.41M
13.7K $1.84M
GOOGL
Alphabet Inc.

Communication Services
-10.1K
- 77.82%
$161.86 - $196.66 $1.63M - $1.98M
2.87K $543K
CSCO
Cisco Systems, Inc.

Technology
-28.8K
- 73.08%
$52.45 - $60.02 $1.51M - $1.73M
10.6K $627K
MSFT
Microsoft Corp

Technology
-3.34K
- 55.0%
$406.35 - $454.46 $1.36M - $1.52M
2.73K $1.15M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-10.6K
- 51.74%
$119.34 - $127.78 $1.26M - $1.35M
9.85K $1.18M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-25.7K
- 86.39%
$50.62 - $50.97 $1.3M - $1.31M
4.05K $205K
AVGO
Broadcom Inc.

Technology
-9.58K
- 51.95%
$159.67 - $250.0 $1.53M - $2.4M
8.86K $2.06M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-59.8K
- 54.62%
$17.65 - $18.18 $1.05M - $1.09M
49.6K $878K
URI
United Rentals, Inc.

Industrials
-1.24K
- 68.88%
$704.44 - $880.32 $876K - $1.1M
562 $395K
GOOG
Alphabet Inc.

Communication Services
-7.66K
- 40.41%
$163.08 - $198.16 $1.25M - $1.52M
11.3K $2.15M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-7.12K
- 19.08%
$115.08 - $119.55 $820K - $852K
30.2K $3.49M
RE
Everest Re Group LTD

Financial Services
-2.29K
- 33.82%
N/A
4.48K $1.66M
KRE
Spdr S&P Regional Banking ETF

ETFs
-18.6K
- 24.46%
$54.6 - $68.9 $1.01M - $1.28M
57.3K $3.46M
MRK
Merck & Co., Inc.

Healthcare
-5.72K
- 50.3%
$96.31 - $114.76 $551K - $657K
5.65K $562K
DIS
Walt Disney CO

Communication Services
-7.58K
- 43.7%
$92.39 - $117.6 $701K - $892K
9.77K $1.09M
GD
General Dynamics Corp

Industrials
-1.42K
- 29.29%
$260.28 - $314.03 $370K - $446K
3.43K $903K
META
Meta Platforms, Inc.

Communication Services
-923
- 65.23%
$554.08 - $632.68 $511K - $584K
492 $290K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-24.8K
- 70.6%
$16.73 - $19.67 $414K - $487K
10.3K $178K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-313
- 3.06%
$22.01 - $66.82 $6.89K - $20.9K
9.92K $225K
NVO
Novo Nordisk A S

Healthcare
-1.13K
- 10.8%
$85.0 - $120.04 $96.3K - $136K
9.36K $804K
LRN
Stride, Inc.

Consumer Defensive
-6.62K
- 45.04%
$64.04 - $110.79 $424K - $733K
8.07K $839K
AVDV
American Centy ETF Tr Avantis

ETFs
-1.03K
- 2.07%
$63.85 - $70.4 $65.8K - $72.6K
48.8K $3.17M
JNJ
Johnson & Johnson

Healthcare
-1.93K
- 55.08%
$143.34 - $165.86 $277K - $320K
1.58K $227K
XOM
Exxon Mobil Corp

Energy
-2.48K
- 34.83%
$105.51 - $125.37 $261K - $310K
4.63K $498K
F
Ford Motor CO

Consumer Cyclical
-21.3K
- 16.77%
$9.69 - $11.4 $206K - $242K
105K $1.04M
MTB
M&T Bank Corp

Financial Services
-2.24K
- 17.45%
$172.48 - $221.95 $385K - $496K
10.6K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.43K
- 69.25%
$213.65 - $479.86 $305K - $685K
634 $256K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.29K
- 9.79%
$77.43 - $89.47 $100K - $116K
11.9K $928K
BX
Blackstone Inc.

Financial Services
-1.75K
- 49.59%
$148.45 - $199.05 $260K - $349K
1.78K $307K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-517
- 0.63%
$43.84 - $48.76 $22.7K - $25.2K
80.9K $3.56M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-3.58K
- 15.53%
$38.02 - $42.79 $136K - $153K
19.4K $762K
ICLN
Ishares

ETFs
-5.43K
- 17.45%
$11.35 - $14.51 $61.6K - $78.8K
25.7K $292K
OHI
Omega Healthcare Investors Inc

Real Estate
-3.13K
- 22.11%
$37.51 - $42.56 $118K - $133K
11K $417K
VGSH
Vanguard

ETFs
-2.21K
- 27.71%
$58.02 - $58.88 $128K - $130K
5.78K $336K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.14K
- 3.48%
$81.68 - $82.93 $92.8K - $94.2K
31.5K $2.59M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-4.52K
- 24.59%
$30.02 - $31.23 $136K - $141K
13.9K $427K
TXT
Textron Inc

Industrials
-57
- 0.58%
$75.82 - $90.32 $4.32K - $5.15K
9.81K $749K
FITB
Fifth Third Bancorp

Financial Services
-2.65K
- 33.58%
$41.76 - $48.44 $111K - $129K
5.25K $221K
NIO
Nio Inc.

Consumer Cyclical
-13.4K
- 57.23%
$4.31 - $7.21 $57.9K - $96.9K
10K $43K
MDT
Medtronic PLC

Healthcare
-693
- 19.78%
$79.61 - $92.24 $55.2K - $63.9K
2.81K $224K
CMCSA
Comcast Corp

Communication Services
-1.08K
- 10.01%
$37.39 - $45.14 $40.5K - $48.8K
9.73K $364K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.8K
- 22.94%
$42.33 - $43.3 $76K - $77.8K
6.03K $257K
PLD
Prologis, Inc.

Real Estate
-2
- 0.07%
$101.4 - $126.96 $203 - $254
2.86K $302K
SPY
Spdr S&P 500 ETF Trust

ETFs
-136
- 6.02%
$567.81 - $607.81 $77.2K - $82.7K
2.12K $1.24M
PFE
Pfizer Inc

Healthcare
-958
- 9.01%
$24.8 - $30.19 $23.8K - $28.9K
9.68K $256K
Activity Summary
Buys All Purchases 50 New Holdings 22 Increased Positions 28 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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