Bright Financial Advisors, Inc. Portfolio Holdings by Sector
Bright Financial Advisors, Inc.
- $163 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG GLD RSP IVV IJR GAL IJH GLDM 31 stocks |
$127 Million
79.39% of portfolio
|
12
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$7.22 Million
4.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.23 Million
2.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.18 Million
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$3.82 Million
2.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$3.24 Million
2.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$2.42 Million
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.3 Million
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.02 Million
0.64% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$858,814
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$583,356
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$554,771
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$477,414
0.3% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$462,478
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$396,364
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP 1 stocks |
$375,809
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$331,206
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$295,014
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$268,674
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$257,206
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$227,216
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$209,660
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$200,494
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GLDG 1 stocks |
$11,017
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|