Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $116 Billion
  • Q2 2024

Bush Investment Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 30 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 $26.4B, Ishares Tr Russell 200 Growth with a value of $22.3B, Schwab Strategic Tr Intl Eqty with a value of $15.5B, Schwab Strategic U.S. Mid Cap with a value of $9.94B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.57B.

Examining the 13F form we can see an increase of $3.26B in the current position value, from $113B to 116B.

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 $116 Billion
ETFs: $111 Billion
Technology: $1.56 Billion
Utilities: $905 Million
Consumer Cyclical: $890 Million
Financial Services: $715 Million
Industrials: $667 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.25 Billion 1.08% of portfolio
5,948
Q2 2024 Added 1.74%
$354B
$311 Million 0.27% of portfolio
2,520
Q2 2024 New
$210B
$210 Million 0.18% of portfolio
630
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $116 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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