Bright Financial Advisors, Inc. Portfolio Holdings by Sector

Bright Financial Advisors, Inc.

$157 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AGG GLD RSP IVV IJR GAL IJH GLDM 32 stocks	$126 Million 81.45% of portfolio	13	9	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$6.17 Million 3.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$4.02 Million 2.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.91 Million 2.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.49 Million 2.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$3.32 Million 2.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2.71 Million 1.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.22 Million 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT 2 stocks	$640,166 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$594,732 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$411,367 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$378,931 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$349,050 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$318,666 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$318,629 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP 1 stocks	$315,431 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$234,066 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$205,379 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials GLDG 1 stocks	$12,183 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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