Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $116 Billion
  • Q2 2024

Bush Investment Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 30 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 $26.4B, Ishares Tr Russell 200 Growth with a value of $22.3B, Schwab Strategic Tr Intl Eqty with a value of $15.5B, Schwab Strategic U.S. Mid Cap with a value of $9.94B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.57B.

Examining the 13F form we can see an increase of $3.26B in the current position value, from $113B to 116B.

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 $116 Billion
ETFs: $111 Billion
Technology: $1.56 Billion
Utilities: $905 Million
Consumer Cyclical: $890 Million
Financial Services: $715 Million
Industrials: $667 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.4 Billion 22.69% of portfolio
98,775
Q2 2024 Added 0.92%
$0
$22.3 Billion 19.14% of portfolio
103,935
Q2 2024 Added 0.56%
$0
$15.5 Billion 13.34% of portfolio
404,374
Q2 2024 Added 0.85%
$0
$9.94 Billion 8.53% of portfolio
127,706
Q2 2024 Added 0.64%
$0
$8.57 Billion 7.36% of portfolio
133,949
Q2 2024 Reduced 12.77%
$0
$3.7 Billion 3.18% of portfolio
159,255
Q2 2024 New
$0
$3.52 Billion 3.02% of portfolio
37,998
Q2 2024 Added 62.85%
$0
$2.8 Billion 2.4% of portfolio
16,391
Q2 2024 Added 2.5%
$0
$2.77 Billion 2.37% of portfolio
61,150
Q2 2024 Added 6.61%
$0
$2.73 Billion 2.34% of portfolio
58,159
Q2 2024 Added 2.75%
$0
$2.42 Billion 2.07% of portfolio
23,620
Q2 2024 Added 63.41%
$0
$1.68 Billion 1.44% of portfolio
36,907
Q2 2024 Added 9.35%
$0
$1.59 Billion 1.37% of portfolio
8,752
Q2 2024 Added 3.61%
$0
$1.33 Billion 1.14% of portfolio
8,845
Q2 2024 Added 2.34%
$3.62T
$1.25 Billion 1.08% of portfolio
5,948
Q2 2024 Added 1.74%
$0
$1.11 Billion 0.95% of portfolio
12,109
Q2 2024 Added 8.14%
$0
$916 Million 0.79% of portfolio
17,270
Q2 2024 Reduced 39.3%
$95.7B
$905 Million 0.78% of portfolio
11,663
Q2 2024 Added 0.6%
$167B
$890 Million 0.76% of portfolio
4,039
Q2 2024 Reduced 24.35%
$0
$878 Million 0.75% of portfolio
14,828
Q2 2024 Added 2.42%
$0
$800 Million 0.69% of portfolio
13,788
Q2 2024 Reduced 44.16%
$70.3B
$715 Million 0.61% of portfolio
8,002
Q2 2024 Added 0.57%
$0
$632 Million 0.54% of portfolio
6,890
Q2 2024 Added 7.76%
$0
$478 Million 0.41% of portfolio
13,455
Q2 2024 Reduced 36.45%
$32.2B
$457 Million 0.39% of portfolio
4,728
Q2 2024 New
Blackrock ETF Trust Ii
-
$387 Million 0.33% of portfolio
-
Q2 2024 Added 8.89%
$354B
$311 Million 0.27% of portfolio
2,520
Q2 2024 New
$0
$290 Million 0.25% of portfolio
6,885
Q2 2024 Added 3.24%
$203B
$210 Million 0.18% of portfolio
630
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $116 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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