The Analysis of BUSH INVESTMENT GROUP, LLC's Holdings
Currently, BUSH INVESTMENT GROUP, LLC holds 37 types of securities in its portfolio with a total value $168.8M. In the most recent quarter, they have increased their positions in BAI (+148.9K shares, valued at $5.1M), SHLD (+47.7K shares, valued at $3.4M), XLG (+32.3K shares, valued at $1.9M); decreased their positions in IWY (-17.5K shares, valued at $4.8M), EFG (-10.7K shares, valued at $1.2M), EFV (-11.2K shares, valued at $758.2K); initiated new positions in SHLD (+47.7K shares, valued at $3.4M), AVEM (+10.3K shares, valued at $771.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS102.4K shares2.47%2025-09-302025-12-18
SCHF SCHWAB STRATEGIC TR1.0M shares7.15%2025-09-302025-12-18
IWY ISHARES TR74.1K shares-19.12%2025-09-302025-12-18
SCHM SCHWAB STRATEGIC TR377.0K shares4.29%2025-09-302025-12-18
BAI BLACKROCK ETF TRUST234.9K shares173.22%2025-09-302025-12-18
SPYM SPDR SERIES TRUST73.2K shares3.54%2025-09-302025-12-18
GLDM WORLD GOLD TR73.2K shares42.94%2025-09-302025-12-18
SPSB SPDR SERIES TRUST143.4K shares4.31%2025-09-302025-12-18
BNDX VANGUARD CHARLOTTE FDS87.2K shares4.70%2025-09-302025-12-18
SPHY SPDR SERIES TRUST177.5K shares3.39%2025-09-302025-12-18
DYNF BLACKROCK ETF TRUST70.4K shares7.24%2025-09-302025-12-18
QUAL ISHARES TR20.8K shares-2.96%2025-09-302025-12-18
IVW ISHARES TR33.1K shares1.27%2025-09-302025-12-18
XLG INVESCO EXCHANGE TRADED FD T63.2K shares104.32%2025-09-302025-12-18
SHLD GLOBAL X FDS47.7K sharesnew addition2025-09-302025-12-18
EFV ISHARES TR49.3K shares-18.49%2025-09-302025-12-18
IVE ISHARES TR14.5K shares5.79%2025-09-302025-12-18
IEMG ISHARES INC38.5K shares-7.31%2025-09-302025-12-18
SCHZ SCHWAB STRATEGIC TR87.9K shares8.64%2025-09-302025-12-18
IUSB ISHARES TR44.1K shares-15.89%2025-09-302025-12-18
XTEN BONDBLOXX ETF TRUST43.2K shares8.98%2025-09-302025-12-18
THRO BLACKROCK ETF TRUST47.0K shares4.76%2025-09-302025-12-18
AAPL APPLE INC5.8K shares0.00%2025-09-302025-12-18
SO SOUTHERN CO15.6K shares40.92%2025-09-302025-12-18
MBB ISHARES TR13.3K shares7.97%2025-09-302025-12-18
SPMO INVESCO EXCH TRADED FD TR II10.3K shares2.82%2025-09-302025-12-18
AFL AFLAC INC8.2K shares0.54%2025-09-302025-12-18
IAGG ISHARES TR17.8K shares10.38%2025-09-302025-12-18
LOW LOWES COS INC3.3K shares-15.81%2025-09-302025-12-18
BINC BLACKROCK ETF TRUST II15.0K shares14.37%2025-09-302025-12-18
AVEM AMERICAN CENTY ETF TR10.3K sharesnew addition2025-09-302025-12-18
NVDA NVIDIA CORPORATION2.5K shares0.00%2025-09-302025-12-18
EFG ISHARES TR3.2K shares-77.23%2025-09-302025-12-18
GPN GLOBAL PMTS INC4.2K shares0.00%2025-09-302025-12-18
EMB ISHARES TR3.3K shares11.20%2025-09-302025-12-18
BAC BANK AMERICA CORP5.8K shares0.00%2025-09-302025-12-18
VGSH VANGUARD SCOTTSDALE FDS4.6K shares0.00%2025-09-302025-12-18
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available