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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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