Bright Futures Wealth Management, Llc. Reduced Holdings in Q1 2025

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RE
Everest Re Group LTD

Financial Services
-2.85K
- 63.64%
N/A
1.63K $603K
AAPL
Apple Inc.

Technology
-1.71K
- 14.07%
$209.68 - $247.1 $358K - $422K
10.4K $2.32M
BSJR
Invesco Indx Tr

ETFs
-30.1K
- 23.2%
$22.4 - $22.69 $674K - $683K
99.7K $2.23M
AVGO
Broadcom Inc.

Technology
-392
- 4.42%
$167.43 - $244.7 $65.6K - $95.9K
8.47K $1.42M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.4K
- 2.97%
$36.64 - $45.76 $88K - $110K
78.5K $2.94M
AMZN
Amazon Com Inc

Consumer Cyclical
-987
- 7.33%
$190.26 - $242.06 $188K - $239K
12.5K $2.37M
NVDA
Nvidia Corp

Technology
-1.59K
- 11.59%
$106.98 - $149.43 $170K - $238K
12.1K $1.32M
KRE
Spdr S&P Regional Banking ETF

ETFs
-4.76K
- 8.29%
$55.11 - $65.5 $262K - $311K
52.6K $2.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-733
- 34.51%
$551.42 - $612.93 $404K - $449K
1.39K $778K
GOOG
Alphabet Inc.

Communication Services
-309
- 2.74%
$156.06 - $207.71 $48.2K - $64.2K
11K $1.72M
F
Ford Motor CO

Consumer Cyclical
-35.4K
- 33.58%
$9.12 - $10.43 $323K - $370K
70.1K $702K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-21
- 0.24%
$307.43 - $357.48 $6.46K - $7.51K
8.74K $2.7M
ETN
Eaton Corp PLC

Industrials
-238
- 5.95%
$271.83 - $371.23 $64.7K - $88.4K
3.76K $1.02M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.22K
- 10.66%
$114.57 - $118.14 $369K - $381K
27K $3.19M
AVDV
American Centy ETF Tr Avantis

ETFs
-7.53K
- 15.45%
$63.74 - $71.96 $480K - $542K
41.2K $2.88M
MSFT
Microsoft Corp

Technology
-448
- 16.41%
$375.39 - $447.2 $168K - $200K
2.28K $856K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.22K
- 10.21%
$81.83 - $82.73 $263K - $266K
28.3K $2.34M
ITB
Ishares Tr

ETFs
-1.19K
- 7.84%
$93.86 - $111.45 $112K - $132K
14K $1.33M
MTB
M&T Bank Corp

Financial Services
-672
- 6.36%
$170.47 - $201.98 $115K - $136K
9.9K $1.77M
NICE
Nice Ltd.

Technology
-690
- 10.05%
$139.18 - $178.5 $96K - $123K
6.18K $952K
NVO
Novo Nordisk A S

Healthcare
-703
- 7.51%
$69.3 - $90.95 $48.7K - $63.9K
8.65K $600K
GOOGL
Alphabet Inc.

Communication Services
-581
- 20.22%
$154.33 - $206.19 $89.7K - $120K
2.29K $354K
DIS
Walt Disney CO

Communication Services
-646
- 6.61%
$96.87 - $114.0 $62.6K - $73.6K
9.12K $900K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-5.76K
- 41.55%
$29.41 - $31.79 $169K - $183K
8.1K $241K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-4.24K
- 6.92%
$16.18 - $18.56 $68.7K - $78.8K
57.1K $923K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-7.17K
- 5.89%
$25.44 - $25.58 $182K - $183K
114K $2.92M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-3.57K
- 29.92%
$74.5 - $92.3 $266K - $329K
8.35K $762K
GD
General Dynamics Corp

Industrials
-700
- 20.42%
$241.94 - $272.58 $169K - $191K
2.73K $743K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-607
- 3.12%
$33.65 - $43.06 $20.4K - $26.1K
18.8K $633K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-502
- 5.1%
$113.13 - $127.79 $56.8K - $64.2K
9.35K $1.06M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.41K
- 6.22%
$53.6 - $58.97 $75.8K - $83.4K
21.3K $1.17M
URI
United Rentals, Inc.

Industrials
-93
- 16.55%
$594.17 - $789.56 $55.3K - $73.4K
469 $293K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-63
- 0.71%
$102.49 - $119.96 $6.46K - $7.56K
8.77K $916K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.23K
- 10.54%
$17.53 - $17.87 $91.7K - $93.5K
44.4K $781K
MRK
Merck & Co., Inc.

Healthcare
-464
- 8.21%
$83.01 - $101.02 $38.5K - $46.9K
5.19K $465K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.08K
- 5.36%
$29.34 - $31.31 $61K - $65.1K
36.7K $1.09M
ZTS
Zoetis Inc.

Healthcare
-602
- 11.18%
$156.48 - $175.67 $94.2K - $106K
4.78K $787K
IBM
International Business Machines Corp

Technology
-519
- 33.31%
$217.4 - $264.74 $113K - $137K
1.04K $258K
XOM
Exxon Mobil Corp

Energy
-1.13K
- 24.37%
$105.44 - $118.93 $119K - $134K
3.5K $416K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-80
- 0.43%
$57.21 - $65.8 $4.58K - $5.26K
18.6K $1.08M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.47K
- 11.71%
$50.03 - $50.27 $73.5K - $73.8K
11.1K $555K
IVV
Ishares Core S&P 500 ETF

ETFs
-89
- 14.78%
$554.06 - $615.85 $49.3K - $54.8K
513 $288K
JPM
Jpmorgan Chase & CO

Financial Services
-315
- 9.56%
$225.19 - $279.95 $70.9K - $88.2K
2.98K $730K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-335
- 2.16%
$24.91 - $29.02 $8.34K - $9.72K
15.2K $379K
PATK
Patrick Industries Inc

Consumer Cyclical
-642
- 11.12%
$82.13 - $97.92 $52.7K - $62.9K
5.13K $433K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-560
- 2.03%
$56.17 - $59.71 $31.5K - $33.4K
27K $1.54M
COPX
Global X Copper Miners ETF

ETFs
-1.59K
- 6.06%
$37.72 - $43.32 $60.1K - $69K
24.7K $964K
ICLN
Ishares

ETFs
-3.32K
- 12.92%
$10.94 - $11.86 $36.3K - $39.3K
22.4K $255K
CSCO
Cisco Systems, Inc.

Technology
-990
- 9.34%
$58.74 - $64.87 $58.2K - $64.2K
9.62K $593K
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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