Bryant Woods Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bryant Woods Investment Advisors, LLCInvestment ActivityBryant Woods Investment Advisors, LLC has $206.44 million in total holdings as of December 31, 2024.Bryant Woods Investment Advisors, LLC owns shares of 49 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 0.69% of the portfolio was sold this quarter.This quarter, Bryant Woods Investment Advisors, LLC has purchased 46 new stocks and bought additional shares in 16 stocks.Bryant Woods Investment Advisors, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $68,347,083iShares Core S&P Mid-Cap ETF $24,244,968Vanguard S&P 500 ETF $20,836,298Apple $16,904,011iShares Core S&P Small-Cap ETF $11,448,036 Largest New Holdings this Quarter Fidelity Total Bond ETF $1,498,541 HoldingT. Rowe Price U.S. Equity Research ETF $930,552 HoldingVanguard Total Bond Market ETF $909,949 HoldingDimensional US High Profitability ETF $542,697 HoldingAlphabet $249,247 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,919 shares (about $1.72M)Vanguard S&P 500 ETF 2,919 shares (about $1.57M)Fidelity Total Bond ETF 33,398 shares (about $1.50M)T. Rowe Price U.S. Equity Research ETF 25,171 shares (about $930.55K)Vanguard Total Bond Market ETF 12,654 shares (about $909.95K) Largest Sales this Quarter Digimarc 7,336 shares (about $274.73K)iShares Core MSCI Emerging Markets ETF 4,092 shares (about $213.68K)Amazon.com 451 shares (about $98.95K)NVIDIA 571 shares (about $76.69K)Invesco QQQ 146 shares (about $74.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBryant Woods Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$68,347,083$1,718,390 ▲2.6%116,10033.1%ETFIJHiShares Core S&P Mid-Cap ETF$24,244,968$37,137 ▲0.2%389,09811.7%ETFVOOVanguard S&P 500 ETF$20,836,298$1,572,785 ▲8.2%38,67110.1%ETFAAPLApple$16,904,011$13,774 ▲0.1%67,5008.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$11,448,036$20,165 ▼-0.2%99,3495.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,412,721$213,677 ▼-2.5%161,1074.1%ETFIVOOVanguard S&P Mid-Cap 400 ETF$8,186,236$520,844 ▲6.8%77,5964.0%ETFDIMENSIONAL ETF TRUST$7,618,252$636,343 ▲9.1%121,9703.7%WORLD EQUITY ETFVIOOVanguard S&P Small-Cap 600 ETF$5,364,376$8,272 ▲0.2%50,5842.6%ETFJIREJPMorgan International Research Enhanced Equity ETF$3,071,407$469,531 ▲18.0%52,4951.5%ETFDMRCDigimarc$2,857,626$274,734 ▼-8.8%76,3051.4%Industrial ProductsIEFAiShares Core MSCI EAFE ETF$2,353,463$95,305 ▲4.2%33,4851.1%ETFAMZNAmazon.com$2,120,951$98,950 ▼-4.5%9,6671.0%Retail/WholesaleNVDANVIDIA$1,845,828$76,686 ▼-4.0%13,7440.9%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,527,887$62,696 ▼-3.9%7,3840.7%ETFFBNDFidelity Total Bond ETF$1,498,541$1,498,541 ▲New Holding33,3980.7%ETFBRK.BBerkshire Hathaway$1,415,139$81,590 ▲6.1%3,1220.7%FinanceBRK.ABerkshire Hathaway$1,361,8400.0%20.7%FinanceLINDE PLC$1,180,709$12,979 ▼-1.1%2,8200.6%SHSTSPAT. Rowe Price U.S. Equity Research ETF$930,552$930,552 ▲New Holding25,1710.5%ManufacturingBNDVanguard Total Bond Market ETF$909,949$909,949 ▲New Holding12,6540.4%ETFMSFTMicrosoft$906,184$88,213 ▲10.8%2,1470.4%Computer and TechnologyFDMOFidelity Momentum Factor ETF$890,545$5,499 ▼-0.6%12,7930.4%ETFVXUSVanguard Total International Stock ETF$873,1660.0%14,8170.4%ETFLHXL3Harris Technologies$841,1200.0%4,0000.4%AerospaceUSMViShares MSCI USA Min Vol Factor ETF$769,166$12,076 ▼-1.5%8,6620.4%ETFUNPUnion Pacific$738,4580.0%3,2380.4%TransportationACWViShares MSCI Global Min Vol Factor ETF$734,290$55,686 ▼-7.0%6,7250.4%ETFSPYSPDR S&P 500 ETF Trust$733,1860.0%1,2510.4%FinanceDFAIDimensional International Core Equity Market ETF$683,224$37,876 ▲5.9%23,3960.3%ETFWTMWhite Mountains Insurance Group$661,3200.0%3400.3%FinanceMTBM&T Bank$587,059$7,145 ▼-1.2%3,1220.3%FinanceMOG.AMoog$583,630$16,338 ▼-2.7%2,9650.3%AerospaceDUHPDimensional US High Profitability ETF$542,697$542,697 ▲New Holding16,0610.3%ETFVNQVanguard Real Estate ETF$508,831$8,017 ▼-1.6%5,7120.2%ETFVTVVanguard Value ETF$467,352$169 ▲0.0%2,7600.2%ETFGOOGLAlphabet$334,066$62,306 ▲22.9%1,7640.2%Computer and TechnologyQQQInvesco QQQ$326,979$74,709 ▼-18.6%6390.2%FinanceVXFVanguard Extended Market ETF$319,1660.0%1,6800.2%ETFAVGOBroadcom$305,464$10,437 ▲3.5%1,3170.1%Computer and TechnologyJNJJohnson & Johnson$291,130$3,473 ▼-1.2%2,0120.1%MedicalEXRExtra Space Storage$289,6250.0%1,9360.1%FinancePPGPPG Industries$286,6800.0%2,4000.1%Basic MaterialsEEMViShares MSCI Emerging Markets Min Vol Factor ETF$278,566$4,697 ▼-1.7%4,8040.1%ETFABBVAbbVie$277,422$2,488 ▲0.9%1,5610.1%MedicalGOOGAlphabet$249,247$249,247 ▲New Holding1,3080.1%Computer and TechnologyCWCurtiss-Wright$245,5700.0%6920.1%AerospaceVVisa$222,194$15,803 ▼-6.6%7030.1%Business ServicesOBEObsidian Energy$58,4790.0%10,1000.0%Oils/EnergySCZiShares MSCI EAFE Small-Cap ETF$0$257,550 ▼-100.0%00.0%ETFFDLOFidelity Low Volatility Factor ETF$0$210,693 ▼-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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