The Analysis of Bright Futures Wealth Management, LLC.'s Holdings
Currently, Bright Futures Wealth Management, LLC. holds 144 types of securities in its portfolio with a total value $128.0M. In the most recent quarter, they have increased their positions in IAUG (+104.1K shares, valued at $2.9M), CSHI (+54.0K shares, valued at $2.7M), CLOI (+30.3K shares, valued at $1.6M); decreased their positions in IWM (-9.4K shares, valued at $2.3M), AMZN (-3.1K shares, valued at $690.3K), GOOG (-2.8K shares, valued at $681.5K); initiated new positions in IAUG (+104.1K shares, valued at $2.9M), CLOI (+30.3K shares, valued at $1.6M), JPMB (+35.8K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD9.1K shares4.29%2025-09-302025-11-12
CALF PACER FDS TR81.0K shares3.17%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR39.8K shares-3.50%2025-09-302025-11-12 CSHI NEOS ETF TRUST67.9K shares389.94%2025-09-302025-11-12 KRE SPDR SERIES TRUST53.1K shares0.91%2025-09-302025-11-12 FLTR VANECK ETF TRUST125.8K shares9.91%2025-09-302025-11-12 BXMT BLACKSTONE MTG TR INC162.5K shares9.09%2025-09-302025-11-12 IAUG INNOVATOR ETFS TRUST104.1K sharesnew addition2025-09-302025-11-12 AAPL APPLE INC11.1K shares6.66%2025-09-302025-11-12 IEI ISHARES TR23.4K shares-13.16%2025-09-302025-11-12 AVGO BROADCOM INC8.2K shares-3.72%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F37.3K shares-21.66%2025-09-302025-11-12 SHY ISHARES TR28.4K shares0.19%2025-09-302025-11-12 BSJR INVESCO EXCH TRD SLF IDX FD103.4K shares3.71%2025-09-302025-11-12 NVDA NVIDIA CORPORATION12.3K shares1.41%2025-09-302025-11-12 AMZN AMAZON COM INC9.3K shares-25.20%2025-09-302025-11-12 MTB M & T BK CORP10.1K shares2.15%2025-09-302025-11-12 GOOG ALPHABET INC8.2K shares-25.49%2025-09-302025-11-12 SMH VANECK ETF TRUST5.9K shares101.53%2025-09-302025-11-12 EUAD SPINNAKER ETF SERIES35.1K shares7.64%2025-09-302025-11-12 CLOI VANECK ETF TRUST30.3K sharesnew addition2025-09-302025-11-12 ITB ISHARES TR14.8K shares5.69%2025-09-302025-11-12 GRID FIRST TR EXCHANGE TRADED FD10.5K shares12.16%2025-09-302025-11-12 COPX GLOBAL X FDS25.6K shares3.61%2025-09-302025-11-12 WMT WALMART INC14.4K shares0.70%2025-09-302025-11-12 FLOT ISHARES TR28.4K shares77.57%2025-09-302025-11-12 JPMB J P MORGAN EXCHANGE TRADED F35.8K sharesnew addition2025-09-302025-11-12 TMUS T-MOBILE US INC5.9K shares8.39%2025-09-302025-11-12 MSFT MICROSOFT CORP2.6K shares14.29%2025-09-302025-11-12 BILS SPDR SERIES TRUST13.5K shares102.73%2025-09-302025-11-12 ETN EATON CORP PLC3.5K shares-6.75%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP3.8K shares39.92%2025-09-302025-11-12 LRN STRIDE INC8.7K shares-3.95%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F21.6K shares-20.21%2025-09-302025-11-12 IJH ISHARES TR18.9K shares1.47%2025-09-302025-11-12 CGBD CARLYLE SECURED LENDING INC96.5K shares69.06%2025-09-302025-11-12 XME SPDR SERIES TRUST12.9K sharesnew addition2025-09-302025-11-12 NEE-PT NEXTERA ENERGY INC24.7K shares0.87%2025-09-302025-11-12 BUFR FIRST TR EXCHNG TRADED FD VI34.2K shares-6.88%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.3.5K shares16.98%2025-09-302025-11-12 IJR ISHARES TR8.9K shares1.86%2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR42.5K shares1.32%2025-09-302025-11-12 IOO ISHARES TR8.6K shares168.28%2025-09-302025-11-12 FPE FIRST TR EXCH TRADED FD III54.3K shares22.27%2025-09-302025-11-12 DIS DISNEY WALT CO8.4K shares-8.01%2025-09-302025-11-12 EALT INNOVATOR ETFS TRUST27.6K sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR1.4K shares2.52%2025-09-302025-11-12 COWZ PACER FDS TR16.2K shares-24.08%2025-09-302025-11-12 KALU KAISER ALUMINUM CORP11.8K sharesnew addition2025-09-302025-11-12 SJNK SPDR SERIES TRUST33.7K shares31.30%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR16.9K shares93.48%2025-09-302025-11-12 BOND PIMCO ETF TR8.5K shares-4.52%2025-09-302025-11-12 QBUF INNOVATOR ETFS TRUST27.1K sharesnew addition2025-09-302025-11-12 F FORD MTR CO63.8K shares-8.91%2025-09-302025-11-12 FALN ISHARES TR26.6K shares1.92%2025-09-302025-11-12 SOXQ INVESCO EXCH TRADED FD TR II14.7K shares-21.90%2025-09-302025-11-12 FEZ SPDR INDEX SHS FDS11.4K shares44.15%2025-09-302025-11-12 NFLT ETFIS SER TR I30.7K shares128.49%2025-09-302025-11-12 KOF COCA-COLA FEMSA SAB DE CV8.5K shares1.76%2025-09-302025-11-12 IBUF INNOVATOR ETFS TRUST24.4K sharesnew addition2025-09-302025-11-12 CRS CARPENTER TECHNOLOGY CORP2.7K shares-1.05%2025-09-302025-11-12 CSCO CISCO SYS INC9.5K shares-1.04%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR19.9K shares31.15%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II2.5K sharesnew addition2025-09-302025-11-12 BAUG INNOVATOR ETFS TRUST12.6K sharesnew addition2025-09-302025-11-12 INFL LISTED FDS TR13.8K sharesnew addition2025-09-302025-11-12 MGV VANGUARD WORLD FD4.3K sharesnew addition2025-09-302025-11-12 IUSV ISHARES TR6.0K shares12.61%2025-09-302025-11-12 MISL FIRST TR EXCHANGE-TRADED FD14.2K shares-6.49%2025-09-302025-11-12 EG EVEREST GROUP LTD1.7K shares3.26%2025-09-302025-11-12 GOOGL ALPHABET INC2.4K shares5.28%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC5.3K shares0.97%2025-09-302025-11-12 IUSG ISHARES TR3.5K shares-2.96%2025-09-302025-11-12 GSY INVESCO ACTIVELY MANAGED EXC10.9K shares-1.36%2025-09-302025-11-12 IWF ISHARES TR1.1K shares0.00%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS7.0K shares10.52%2025-09-302025-11-12 ALL ALLSTATE CORP2.4K shares-0.04%2025-09-302025-11-12 MRK MERCK & CO INC5.6K shares8.48%2025-09-302025-11-12 EWX SPDR INDEX SHS FDS6.9K sharesnew addition2025-09-302025-11-12 LONZ PIMCO ETF TR9.1K sharesnew addition2025-09-302025-11-12 MET METLIFE INC5.6K shares0.66%2025-09-302025-11-12 OHI OMEGA HEALTHCARE INVS INC10.9K shares-1.66%2025-09-302025-11-12 PATK PATRICK INDS INC4.4K shares-13.94%2025-09-302025-11-12 SPYM SPDR SERIES TRUST5.7K sharesnew addition2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.9K shares2.37%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC2.0K shares-0.60%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR18.7K sharesnew addition2025-09-302025-11-12 XOM EXXON MOBIL CORP3.9K shares10.02%2025-09-302025-11-12 URI UNITED RENTALS INC441 shares-5.97%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC2.5K sharesnew addition2025-09-302025-11-12 SPHY SPDR SERIES TRUST16.0K sharesnew addition2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS6.4K shares-2.60%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP3.5K shares0.00%2025-09-302025-11-12 AOM ISHARES TR7.6K shares0.14%2025-09-302025-11-12 IVV ISHARES TR514 shares0.19%2025-09-302025-11-12 COP CONOCOPHILLIPS3.6K shares-2.69%2025-09-302025-11-12 BALT INNOVATOR ETFS TRUST10.2K sharesnew addition2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR11.1K shares1.35%2025-09-302025-11-12 ICLN ISHARES TR20.8K shares-7.15%2025-09-302025-11-12 PLD PROLOGIS INC.2.8K shares-1.50%2025-09-302025-11-12 XNTK SPDR SERIES TRUST1.2K shares-14.70%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST8.6K sharesnew addition2025-09-302025-11-12 CMCSA COMCAST CORP NEW9.7K shares1.20%2025-09-302025-11-12 PFE PFIZER INC11.5K shares3.66%2025-09-302025-11-12 IWD ISHARES TR1.4K shares0.00%2025-09-302025-11-12 TSLA TESLA INC641 sharesnew addition2025-09-302025-11-12 GLD SPDR GOLD TR783 sharesnew addition2025-09-302025-11-12 BX BLACKSTONE INC1.6K sharesnew addition2025-09-302025-11-12 ESGU ISHARES TR1.9K sharesnew addition2025-09-302025-11-12 XSMO INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.4K shares4.08%2025-09-302025-11-12 QQQ INVESCO QQQ TR439 sharesnew addition2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS928 shares-10.68%2025-09-302025-11-12 UAPR INNOVATOR ETFS TRUST8.1K shares0.00%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS6.1K sharesnew addition2025-09-302025-11-12 INDS PACER FDS TR7.0K sharesnew addition2025-09-302025-11-12 SHYG ISHARES TR6.0K shares-0.63%2025-09-302025-11-12 SEIE SEI EXCHANGE TRADED FUNDS8.5K shares-42.04%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR10.0K sharesnew addition2025-09-302025-11-12 NFLX NETFLIX INC209 sharesnew addition2025-09-302025-11-12 IAGG ISHARES TR4.8K sharesnew addition2025-09-302025-11-12 ZALT INNOVATOR ETFS TRUST7.7K sharesnew addition2025-09-302025-11-12 GLW CORNING INC3.0K sharesnew addition2025-09-302025-11-12 IWR ISHARES TR2.5K sharesnew addition2025-09-302025-11-12 MDT MEDTRONIC PLC2.5K shares-12.54%2025-09-302025-11-12 STX SEAGATE TECHNOLOGY HLDNGS PL990 sharesnew addition2025-09-302025-11-12 OUT OUTFRONT MEDIA INC12.6K sharesnew addition2025-09-302025-11-12 IWM ISHARES TR942 shares-90.89%2025-09-302025-11-12 CHMG CHEMUNG FINL CORP4.3K sharesnew addition2025-09-302025-11-12 BEPC BROOKFIELD RENEWABLE CORP6.5K sharesnew addition2025-09-302025-11-12 IJUN INNOVATOR ETFS TRUST7.8K sharesnew addition2025-09-302025-11-12 ABBV ABBVIE INC949 sharesnew addition2025-09-302025-11-12 XLP SELECT SECTOR SPDR TR2.8K sharesnew addition2025-09-302025-11-12 SBRA SABRA HEALTH CARE REIT INC11.6K shares-2.07%2025-09-302025-11-12 AGG ISHARES TR2.1K shares3.30%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD758 sharesnew addition2025-09-302025-11-12 KGC KINROSS GOLD CORP8.3K shares-19.47%2025-09-302025-11-12 LLY ELI LILLY & CO268 sharesnew addition2025-09-302025-11-12 DFAE DIMENSIONAL ETF TRUST6.4K sharesnew addition2025-09-302025-11-12 C CITIGROUP INC2.0K sharesnew addition2025-09-302025-11-12 HST HOST HOTELS & RESORTS INC11.3K shares1.07%2025-09-302025-11-12 ATAI ATAI LIFE SCIENCES NV25.0K shares0.00%2025-09-302025-11-12 RITM RITHM CAPITAL CORP10.5K shares-9.23%2025-09-302025-11-12 AGNC AGNC INVT CORP11.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available