Bright Financial Advisors, Inc. Top Holdings and 13F Report (2024) About Bright Financial Advisors, Inc.Investment ActivityBright Financial Advisors, Inc. has $157.21 million in total holdings as of September 30, 2024.Bright Financial Advisors, Inc. owns shares of 53 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Bright Financial Advisors, Inc. has purchased 49 new stocks and bought additional shares in 19 stocks.Bright Financial Advisors, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $33,890,547SPDR Gold Shares $14,712,898Invesco S&P 500 Equal Weight ETF $14,589,666iShares Core S&P 500 ETF $11,873,684iShares Core S&P Small-Cap ETF $9,753,405 Largest New Holdings this Quarter Alphabet $234,066 HoldingFirst Trust Cloud Computing ETF $213,826 HoldingFirst Trust Utilities AlphaDEX Fund $213,756 HoldingGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF $209,730 HoldingAbbVie $205,379 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 10,702 shares (about $1.08M)First Trust SMID Cap Rising Dividend Archievers ETF 25,815 shares (about $939.15K)Invesco NASDAQ 100 ETF 4,501 shares (about $904.06K)DIMENSIONAL ETF TRUST 16,367 shares (about $830.95K)Invesco S&P 500 Equal Weight ETF 3,070 shares (about $550.02K) Largest Sales this Quarter SPDR SSgA Global Allocation ETF 4,370 shares (about $198.97K)iShares MSCI USA Momentum Factor ETF 757 shares (about $153.49K)SPDR Gold Shares 539 shares (about $131.01K)iShares 1-3 Year Treasury Bond ETF 1,385 shares (about $115.16K)Vanguard Tax-Exempt Bond ETF 727 shares (about $37.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBright Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$33,890,547$1,083,793 ▲3.3%334,65521.6%FinanceGLDSPDR Gold Shares$14,712,898$131,009 ▼-0.9%60,5329.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$14,589,666$550,019 ▲3.9%81,4349.3%ETFIVViShares Core S&P 500 ETF$11,873,684$323,592 ▲2.8%20,5857.6%ETFIJRiShares Core S&P Small-Cap ETF$9,753,405$193,803 ▲2.0%83,3916.2%ETFGALSPDR SSgA Global Allocation ETF$7,277,130$198,966 ▼-2.7%159,8324.6%ETFSYKStryker$6,165,328$4,696 ▼-0.1%17,0663.9%MedicalIJHiShares Core S&P Mid-Cap ETF$5,868,967$177,987 ▲3.1%94,1743.7%ETFETNEaton$4,024,048$65,626 ▲1.7%12,1412.6%Industrial ProductsAAPLApple$3,906,705$37,979 ▲1.0%16,7672.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,491,6130.0%12,3312.2%ETFGLDMSPDR Gold MiniShares Trust$3,372,134$264,091 ▲8.5%64,6872.1%FinanceQQQInvesco QQQ$3,159,944$12,202 ▼-0.4%6,4742.0%FinanceDIMENSIONAL ETF TRUST$2,880,182$830,953 ▲40.5%56,7301.8%ULTRASHORT FIXEDBRK.ABerkshire Hathaway$2,764,7200.0%41.8%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,717,441$153,492 ▼-5.3%13,4021.7%ETFNVDANVIDIA$2,714,427$243 ▲0.0%22,3521.7%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$2,663,343$939,150 ▲54.5%73,2091.7%ETFQQQMInvesco NASDAQ 100 ETF$2,075,068$904,064 ▲77.2%10,3311.3%ETFVGTVanguard Information Technology ETF$2,067,3340.0%3,5251.3%ETFNOBLProShares S&P 500 Aristocrats ETF$1,983,387$8,648 ▼-0.4%18,5781.3%ETFSPYSPDR S&P 500 ETF Trust$1,955,3740.0%3,4081.2%FinanceAMZNAmazon.com$1,219,903$49,750 ▲4.3%6,5470.8%Retail/WholesaleEFAiShares MSCI EAFE ETF$993,190$250,890 ▲33.8%11,8760.6%FinanceIAUiShares Gold Trust$929,986$15,655 ▼-1.7%18,7120.6%FinanceSHYiShares 1-3 Year Treasury Bond ETF$896,523$115,163 ▼-11.4%10,7820.6%ManufacturingSOXXiShares Semiconductor ETF$707,2350.0%3,0670.4%ETFVHTVanguard Health Care ETF$667,4030.0%2,3650.4%ETFXOMExxon Mobil$594,732$37,742 ▲6.8%5,0740.4%Oils/EnergyBRK.BBerkshire Hathaway$556,454$2,301 ▼-0.4%1,2090.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$507,483$37,165 ▼-6.8%9,9270.3%ETFWMTWalmart$425,3910.0%5,2680.3%Retail/WholesaleMSFTMicrosoft$411,367$46,903 ▲12.9%9560.3%Computer and TechnologyIBMInternational Business Machines$378,931$36,920 ▲10.8%1,7140.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$365,063$2,239 ▲0.6%5,3800.2%ETFPGProcter & Gamble$349,0500.0%2,0150.2%Consumer StaplesVOOVanguard S&P 500 ETF$347,735$14,247 ▼-3.9%6590.2%ETFMUBiShares National Muni Bond ETF$339,9030.0%3,1290.2%ETFXARSPDR S&P Aerospace & Defense ETF$332,7740.0%2,1150.2%ETFVOXVanguard Communication Services ETF$322,1840.0%2,2160.2%ETFTSLATesla$318,6660.0%1,2180.2%Auto/Tires/TrucksCATCaterpillar$318,629$48,088 ▲17.8%8150.2%Industrial ProductsSHOPShopify$315,4310.0%3,9360.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$268,8900.0%2,1310.2%ManufacturingGOOGAlphabet$234,066$234,066 ▲New Holding1,4000.1%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$228,0160.0%2,7090.1%ManufacturingTGTTarget$214,7750.0%1,3780.1%Retail/WholesaleSKYYFirst Trust Cloud Computing ETF$213,826$213,826 ▲New Holding2,0910.1%ManufacturingFXUFirst Trust Utilities AlphaDEX Fund$213,756$213,756 ▲New Holding5,5550.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$209,730$209,730 ▲New Holding1,8570.1%ETFABBVAbbVie$205,379$205,379 ▲New Holding1,0400.1%MedicalIXCiShares Global Energy ETF$202,4000.0%5,0000.1%ETFGLDGGoldMining$12,1830.0%12,9610.0%Basic MaterialsMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$203,369 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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