Bright Financial Advisors, Inc. Portfolio Holdings

Bright Financial Advisors, Inc.

  • $142 Billion
  • Q2 2024

Bright Financial Advisors, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $31.4B, Spdr Gold Trust with a value of $13.1B, Invesco S&P 500 Equal Weight E with a value of $12.9B, Ishares Core S&P 500 ETF with a value of $11B, and Ishares Core S&P Sm Cap ETF with a value of $8.72B.

Examining the 13F form we can see an increase of $7.79B in the current position value, from $134B to 142B.

Bright Financial Advisors, Inc. is based out at Portage, MI

Below you can find more details about Bright Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $117 Billion
Technology: $7.16 Billion
Healthcare: $5.81 Billion
Industrials: $3.98 Billion
Financial Services: $2.94 Billion
Consumer Cyclical: $1.45 Billion
Consumer Defensive: $893 Million
Energy: $547 Million
Other: $11.6 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$5.81 Billion 4.1% of portfolio
17,079
Q2 2024 New
$133B
$3.74 Billion 2.64% of portfolio
11,943
Q2 2024 New
$96.2B
$260 Million 0.18% of portfolio
3,936
Q2 2024 Added 11.5%
$68.6B
$204 Million 0.14% of portfolio
1,378
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $142 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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