Brightwater Advisory LLC Portfolio Holdings
Brightwater Advisory LLC
- $129 Billion
- Q2 2024
Brightwater Advisory LLC has filed its 13F form on September 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $10.1B, Schwab Strategic Us Tips ETF with a value of $7.99B, Spdr S&P 500 ETF Trust with a value of $7.81B, Schwab Fundamental U S Broad M with a value of $7.39B, and Vanguard Dividend Appreciation with a value of $6.45B.
Examining the 13F form we can see an increase of $129B in the current position value.
Brightwater Advisory LLC is based out at Tampa, FL
Below you can find more details about Brightwater Advisory LLC portfolio as well as his latest detailed transactions.