Bright Financial Advisors, Inc. Portfolio Holdings
Bright Financial Advisors, Inc.
- $159 Billion
- Q4 2024
Bright Financial Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $159 Billion distributed in 55 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 $31.1B, Invesco S&P 500 Equal Weight E with a value of $14.8B, Spdr Gold Trust with a value of $14.5B, Ishares Core S&P 500 ETF with a value of $11.6B, and Ishares Core S&P Sm Cap ETF with a value of $9.85B.
Examining the 13F form we can see an increase of $1.89B in the current position value, from $157B to 159B.
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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