Bright Financial Advisors, Inc. Portfolio Holdings

Bright Financial Advisors, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 53 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 $33.9B, Spdr Gold Trust with a value of $14.7B, Invesco S&P 500 Equal Weight E with a value of $14.6B, Ishares Core S&P 500 ETF with a value of $11.9B, and Ishares Core S&P Sm Cap ETF with a value of $9.75B.

Examining the 13F form we can see an increase of $15.5B in the current position value, from $142B to 157B.

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.