Bright Futures Wealth Management, Llc. Portfolio Holdings

Bright Futures Wealth Management, Llc.

  • $206 Million
  • Q2 2024

Bright Futures Wealth Management, Llc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $206 Million distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $26.9M, Apple Inc. with a value of $8.36M, Amazon Com Inc with a value of $7.15M, Spdr S&P Regional Banking ETF with a value of $4.39M, and Ishares Barclays with a value of $4.29M.

Examining the 13F form we can see an decrease of $185B in the current position value, from $185B to 206M.

Bright Futures Wealth Management, Llc. is based out at Webster, Ny 14580, NY

Below you can find more details about Bright Futures Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $206 Million
ETFs: $84.2 Million
Technology: $53.5 Million
Financial Services: $12.8 Million
Consumer Cyclical: $10.4 Million
Communication Services: $9.41 Million
Healthcare: $9.09 Million
Real Estate: $7.15 Million
Industrials: $6.56 Million
Other: $11.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.39 Million 2.13% of portfolio
89,411
Q2 2024 Added 5.17%
$0
$4.29 Million 2.08% of portfolio
45,854
Q2 2024 Added 5.96%
$0
$3.91 Million 1.9% of portfolio
33,870
Q2 2024 Added 5.25%
$0
$3.65 Million 1.77% of portfolio
39,754
Q2 2024 Reduced 6.88%
$0
$3.47 Million 1.68% of portfolio
79,706
Q2 2024 Added 11.79%
$0
$3.25 Million 1.58% of portfolio
50,044
Q2 2024 Added 5.49%
$0
$2.81 Million 1.37% of portfolio
8,953
Q2 2024 Added 0.06%
$0
$2.81 Million 1.37% of portfolio
51,064
Q2 2024 Added 7.74%
$0
$2.7 Million 1.31% of portfolio
57,737
Q2 2024 Added 17.38%
$0
$2.6 Million 1.26% of portfolio
31,829
Q2 2024 Added 4.81%
$0
$2.6 Million 1.26% of portfolio
22,479
Q2 2024 Reduced 0.41%
$0
$1.82 Million 0.88% of portfolio
104,663
Q2 2024 Added 3.04%
$0
$1.57 Million 0.76% of portfolio
17,245
Q2 2024 Added 2.12%
$0
$1.51 Million 0.73% of portfolio
19,995
Q2 2024 Reduced 20.34%
$0
$1.35 Million 0.65% of portfolio
51,673
Q2 2024 Added 1.78%
$0
$1.25 Million 0.61% of portfolio
8,572
Q2 2024 Added 3.2%
$0
$1.18 Million 0.57% of portfolio
12,911
Q2 2024 Reduced 16.91%
$0
$1.14 Million 0.55% of portfolio
11,278
Q2 2024 Added 15.26%
$0
$1.12 Million 0.54% of portfolio
21,991
Q2 2024 Added 4.36%
$0
$1.09 Million 0.53% of portfolio
24,228
Q2 2024 Added 0.59%
$0
$1.05 Million 0.51% of portfolio
17,883
Q2 2024 Added 1.45%
$0
$1.01 Million 0.49% of portfolio
22,134
Q2 2024 Added 7.79%
$0
$983,000 0.48% of portfolio
19,044
Q2 2024 Reduced 5.79%
$0
$908,000 0.44% of portfolio
26,407
Q2 2024 New
$0
$905,000 0.44% of portfolio
30,548
Q2 2024 Added 2.52%
$0
$889,000 0.43% of portfolio
18,489
Q2 2024 Added 0.25%
$0
$889,000 0.43% of portfolio
15,537
Q2 2024 Reduced 0.64%
$0
$886,000 0.43% of portfolio
8,635
Q2 2024 Added 1.83%
$0
$858,000 0.42% of portfolio
31,759
Q2 2024 Reduced 16.65%
$0
$857,000 0.42% of portfolio
19,903
Q2 2024 Reduced 11.14%
$0
$835,000 0.41% of portfolio
7,834
Q1 2024 New
$0
$823,000 0.4% of portfolio
9,046
Q2 2024 Added 0.31%
$0
$806,000 0.39% of portfolio
9,308
Q2 2024 Reduced 46.16%
$0
$806,000 0.39% of portfolio
6,543
Q2 2024 Reduced 27.41%
$0
$776,000 0.38% of portfolio
11,400
Q2 2024 Added 37.66%
$0
$758,000 0.37% of portfolio
12,071
Q2 2024 Added 2.83%
$0
$693,000 0.34% of portfolio
1,274
Q2 2024 Added 0.47%
$0
$634,000 0.31% of portfolio
6,539
Q2 2024 Added 84.51%
$0
$645,000 0.31% of portfolio
12,639
Q2 2024 Added 5.56%
$0
$626,000 0.3% of portfolio
23,924
Q2 2024 Reduced 0.99%
$0
$589,000 0.29% of portfolio
17,493
Q2 2024 Reduced 3.6%
$0
$578,000 0.28% of portfolio
14,953
Q1 2024 New
$0
$584,000 0.28% of portfolio
6,278
Q2 2024 New
$0
$582,000 0.28% of portfolio
5,783
Q2 2024 Reduced 5.4%
$0
$569,000 0.28% of portfolio
13,973
Q1 2024 New
$0
$554,000 0.27% of portfolio
19,107
Q2 2024 Reduced 5.39%
$0
$529,000 0.26% of portfolio
4,947
Q2 2024 Reduced 3.6%
$0
$508,000 0.25% of portfolio
3,988
Q2 2024 Reduced 4.96%
$0
$468,000 0.23% of portfolio
5,313
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $206 Million
  • Prior Value $185 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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