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 Market Cap. of $200 Billions or more