Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $128 Billion
  • Q4 2024

Bush Investment Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $28.5B, Ishares Tr Russell 200 Growth with a value of $24B, Schwab Strategic Tr Intl Eqty with a value of $15.4B, Schwab Strategic U.S. Mid Cap with a value of $10.7B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.45B.

Examining the 13F form we can see an increase of $3.06B in the current position value, from $125B to 128B.

Bush Investment Group, LLC is based out at Valdosta, GA

Below you can find more details about Bush Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $122 Billion
Technology: $1.8 Billion
Financial Services: $1.1 Billion
Utilities: $954 Million
Industrials: $927 Million
Consumer Cyclical: $901 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.2B
$954 Million 0.74% of portfolio
11,594
Q3 2024 Reduced 0.59%
$156B
$901 Million 0.7% of portfolio
3,652
Q4 2024 Reduced 9.49%
$65.3B
$835 Million 0.65% of portfolio
8,074
Q4 2024 Added 0.45%
$29.3B
$478 Million 0.37% of portfolio
4,270
Q4 2024 Reduced 7.62%
$187B
$229 Million 0.18% of portfolio
630
Q1 2024 New
$52.7B
$220 Million 0.17% of portfolio
630
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $128 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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