Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $149 Billion
  • Q2 2025

Bush Investment Group, LLC has filed its 13F form on July 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $30.4B, Ishares Tr Russell 200 Growth with a value of $22.6B, Schwab Strategic Tr Intl Eqty with a value of $21B, Schwab Strategic U.S. Mid Cap with a value of $10.1B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $5.14B.

Examining the 13F form we can see an increase of $16.2B in the current position value, from $133B to 149B.

Bush Investment Group, LLC is based out at Valdosta, GA

Below you can find more details about Bush Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $137 Billion
Technology: $1.6 Billion
Financial Services: $1.13 Billion
Utilities: $1.02 Billion
Consumer Cyclical: $870 Million
Industrials: $336 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.4 Billion 20.4% of portfolio
99,942
Q2 2025 Reduced 4.62%
$0
$22.6 Billion 15.16% of portfolio
91,566
Q2 2025 Reduced 10.88%
$0
$21 Billion 14.1% of portfolio
950,444
Q2 2025 Added 11.74%
$0
$10.1 Billion 6.81% of portfolio
361,512
Q2 2025 Reduced 2.29%
$0
$5.14 Billion 3.45% of portfolio
70,718
Q2 2025 Reduced 39.85%
$0
$4.15 Billion 2.79% of portfolio
137,440
Q2 2025 Added 0.72%
$0
$4.12 Billion 2.77% of portfolio
83,245
Q2 2025 New
$0
$4.09 Billion 2.74% of portfolio
171,682
Q2 2025 Added 0.17%
$0
$3.92 Billion 2.63% of portfolio
21,415
Q2 2025 Added 5.88%
$0
$3.84 Billion 2.58% of portfolio
60,450
Q2 2025 Added 60.19%
$0
$3.6 Billion 2.41% of portfolio
32,655
Q2 2025 Reduced 20.72%
$0
$3.57 Billion 2.4% of portfolio
65,620
Q2 2025 Added 1.75%
$9.74B
$3.35 Billion 2.25% of portfolio
51,199
Q2 2025 Reduced 21.99%
$0
$2.67 Billion 1.79% of portfolio
13,677
Q2 2025 Added 4.37%
$0
$2.49 Billion 1.67% of portfolio
41,543
Q2 2025 Added 114.23%
Blackrock ETF Trust
-
$2.48 Billion 1.67% of portfolio
-
Q2 2025 New
$0
$1.88 Billion 1.26% of portfolio
80,931
Q2 2025 Reduced 3.44%
-
$1.83 Billion 1.23% of portfolio
-
Q2 2025 Added 107.92%
$0
$1.61 Billion 1.08% of portfolio
30,937
Q2 2025 Added 62.16%
Blackrock ETF Trust
-
$1.6 Billion 1.07% of portfolio
-
Q2 2025 New
$0
$1.55 Billion 1.04% of portfolio
13,866
Q2 2025 Added 0.95%
$0
$1.21 Billion 0.81% of portfolio
6,979
Q2 2025 Reduced 16.54%
$3.43T
$1.2 Billion 0.81% of portfolio
5,846
Q3 2024 Reduced 1.71%
$0
$1.16 Billion 0.78% of portfolio
12,315
Q2 2025 Added 1.16%
$0
$1.13 Billion 0.76% of portfolio
10,044
Q2 2025 Added 1.46%
$99.6B
$1.02 Billion 0.68% of portfolio
11,085
Q2 2025 Reduced 5.54%
$142B
$870 Million 0.58% of portfolio
3,921
Q2 2025 Reduced 2.7%
$66.1B
$861 Million 0.58% of portfolio
8,163
Q2 2025 Added 0.57%
$0
$824 Million 0.55% of portfolio
16,122
Q2 2025 New
Blackrock ETF Trust Ii
-
$694 Million 0.47% of portfolio
-
Q2 2025 Added 3.94%
$397B
$403 Million 0.27% of portfolio
2,549
Q2 2025 Added 1.92%
$22.7B
$336 Million 0.23% of portfolio
4,194
Q2 2025 Reduced 1.76%
$0
$274 Million 0.18% of portfolio
2,964
Q2 2025 Added 5.07%
$393B
$274 Million 0.18% of portfolio
5,792
Q1 2025 Reduced 3.98%
$0
$270 Million 0.18% of portfolio
4,601
Q2 2025 Reduced 21.71%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $149 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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