Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $125 Billion
  • Q3 2024

Bush Investment Group, LLC has filed its 13F form on December 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 31 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 $28.2B, Ishares Tr Russell 200 Growth with a value of $22.8B, Schwab Strategic Tr Intl Eqty with a value of $16.8B, Schwab Strategic U.S. Mid Cap with a value of $10.7B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.33B.

Examining the 13F form we can see an increase of $8.61B in the current position value, from $116B to 125B.

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 $125 Billion
ETFs: $119 Billion
Technology: $1.67 Billion
Financial Services: $1.14 Billion
Consumer Cyclical: $1.09 Billion
Utilities: $1.05 Billion
Industrials: $924 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$155B
$1.09 Billion 0.87% of portfolio
4,035
Q3 2024 Reduced 0.1%
$88.7B
$1.05 Billion 0.84% of portfolio
11,594
Q3 2024 Reduced 0.59%
$63.4B
$899 Million 0.72% of portfolio
8,038
Q3 2024 Added 0.45%
$30.8B
$473 Million 0.38% of portfolio
4,622
Q3 2024 Reduced 2.24%
$192B
$246 Million 0.2% of portfolio
630
Q1 2024 New
$49.4B
$204 Million 0.16% of portfolio
630
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $125 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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