Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $113 Billion
  • Q1 2024

Bush Investment Group, LLC has filed its 13F form on June 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $113 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 $25.4B, Ishares Tr Russell 200 Growth with a value of $20.2B, Schwab Strategic Tr Intl Eqty with a value of $15.6B, Schwab Strategic U.S. Mid Cap with a value of $10.3B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $9.45B.

Examining the 13F form we can see an increase of $4.93B in the current position value, from $108B to 113B.

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 $113 Billion
ETFs: $109 Billion
Consumer Cyclical: $1.36 Billion
Technology: $1 Billion
Utilities: $832 Million
Financial Services: $683 Million
Industrials: $231 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Billion 22.47% of portfolio
97,875
Q1 2024 Added 0.07%
$0
$20.2 Billion 17.81% of portfolio
103,357
Q1 2024 Added 1.34%
$0
$15.6 Billion 13.82% of portfolio
400,975
Q1 2024 Added 2.32%
$0
$10.3 Billion 9.13% of portfolio
126,891
Q1 2024 Added 1.23%
$0
$9.45 Billion 8.35% of portfolio
153,563
Q1 2024 Reduced 18.12%
$0
$3.39 Billion 3.0% of portfolio
79,767
Q1 2024 Added 1.87%
$0
$2.63 Billion 2.32% of portfolio
15,991
Q1 2024 Added 21.84%
$0
$2.61 Billion 2.31% of portfolio
57,356
Q1 2024 Added 0.43%
$0
$2.51 Billion 2.22% of portfolio
56,603
Q1 2024 Added 106.44%
$0
$1.97 Billion 1.74% of portfolio
23,333
Q1 2024 New
$0
$1.7 Billion 1.5% of portfolio
39,512
Q1 2024 Added 2.24%
$0
$1.58 Billion 1.39% of portfolio
8,447
Q1 2024 Added 2.19%
$0
$1.55 Billion 1.37% of portfolio
28,453
Q1 2024 Reduced 34.12%
$0
$1.55 Billion 1.37% of portfolio
33,751
Q1 2024 Reduced 0.54%
$0
$1.5 Billion 1.33% of portfolio
14,454
Q1 2024 Added 2.13%
$0
$1.43 Billion 1.27% of portfolio
24,690
Q1 2024 Reduced 73.17%
$0
$1.17 Billion 1.03% of portfolio
8,643
Q1 2024 Added 4.23%
$0
$1.03 Billion 0.91% of portfolio
11,198
Q1 2024 Added 0.51%
$3.38T
$1 Billion 0.89% of portfolio
5,846
Q1 2024 New
$0
$833 Million 0.74% of portfolio
14,477
Q1 2024 Added 105.52%
$84.4B
$832 Million 0.73% of portfolio
11,594
Q1 2024 Added 73.1%
$0
$739 Million 0.65% of portfolio
21,173
Q1 2024 New
$56.4B
$683 Million 0.6% of portfolio
7,957
Q1 2024 Added 0.63%
$0
$605 Million 0.53% of portfolio
6,394
Q1 2024 Reduced 7.04%
$0
$392 Million 0.35% of portfolio
7,593
Q1 2024 Reduced 50.04%
Blackrock ETF Trust Ii
-
$357 Million 0.32% of portfolio
-
Q1 2024 Added 77.91%
$0
$289 Million 0.26% of portfolio
6,669
Q1 2024 Reduced 10.78%
$176B
$231 Million 0.2% of portfolio
630
Q1 2024 New
$0
$217 Million 0.19% of portfolio
2,416
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $113 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2024
  • Filing Date June 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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