Bright Futures Wealth Management, Llc. Incresed Positions in Q1 2025

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
1.73K
+ 46.99%
$211.3 - $272.83 $366K - $473K
5.42K $1.45M
WMT
Walmart Inc.

Consumer Defensive
5.12K
+ 55.63%
$84.5 - $105.05 $433K - $538K
14.3K $1.26M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.88K
+ 139.28%
$99.16 - $99.52 $385K - $386K
6.67K $663K
LRN
Stride, Inc.

Consumer Defensive
992
+ 12.29%
$106.34 - $142.28 $105K - $141K
9.07K $1.15M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.67K
+ 115.3%
$50.48 - $51.04 $236K - $238K
8.71K $441K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.09K
+ 59.06%
$211.47 - $267.17 $231K - $292K
2.94K $621K
SJNK
Spdr Bloomberg Short Term High

ETFs
6.97K
+ 37.18%
$25.08 - $25.64 $175K - $179K
25.7K $646K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.88K
+ 13.33%
$50.87 - $51.09 $95.7K - $96.2K
16K $816K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
3.3K
+ 6.16%
$34.08 - $35.99 $113K - $119K
56.9K $1.95M
ALL
Allstate Corp

Financial Services
44
+ 1.86%
$180.99 - $210.18 $7.96K - $9.25K
2.41K $499K
BOND
Pimco Active Bond Exchange Tra

ETFs
139
+ 1.58%
$89.27 - $92.9 $12.4K - $12.9K
8.92K $824K
COP
Conocophillips

Energy
67
+ 1.84%
$88.6 - $105.85 $5.94K - $7.09K
3.72K $390K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.51K
+ 14.67%
$15.88 - $17.78 $24K - $26.9K
11.8K $206K
SCHO
Schwab Short Term Us Treasury

ETFs
559
+ 1.35%
$24.1 - $24.34 $13.5K - $13.6K
41.9K $1.02M
PFE
Pfizer Inc

Healthcare
1.39K
+ 14.4%
$25.01 - $27.13 $34.9K - $37.8K
11.1K $280K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
442
+ 1.72%
$26.64 - $27.14 $11.8K - $12K
26.1K $699K
AOM
Ishares Tr Core Moderate Alloc

ETFs
157
+ 2.1%
$42.93 - $44.71 $6.74K - $7.02K
7.63K $334K
CSHI
Shp ETF Tr Neos Enhanced Incom
7.48K
+ 117.55%
N/A
13.8K $0
MET
Metlife Inc

Financial Services
32
+ 0.58%
$77.7 - $87.0 $2.49K - $2.78K
5.57K $447K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1
+ 0.07%
$191.06 - $228.87 $191 - $229
1.35K $259K
WOLF
Wolfspeed, Inc.

Technology
950
+ 7.85%
$2.59 - $7.48 $2.46K - $7.11K
13.1K $39K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.03%
$126.86 - $146.45 $127 - $146
3.65K $463K
ACRE
Ares Commercial Real Estate Corp

Real Estate
11.6K
+ 12.01%
$4.63 - $6.18 $53.6K - $71.5K
108K $499K
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email