Bright Financial Advisors, Inc. Portfolio Holdings by Sector
Bright Financial Advisors, Inc.
- $134 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG IJH GLD IVV GAL TIP GLDM QQQ 28 stocks |
$107 Million
81.45% of portfolio
|
  28  
|
- |
  28  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$5.65 Million
4.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
ESS 1 stocks |
$3.76 Million
2.86% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.09 Million
2.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2.91 Million
2.21% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.84 Million
2.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1.89 Million
1.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.15 Million
0.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$555,535
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$530,640
0.4% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FNLC 1 stocks |
$401,800
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$336,882
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$329,865
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$256,183
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP 1 stocks |
$251,707
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$232,108
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$224,526
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|