Bryant Woods Investment Advisors, LLC Top Holdings and 13F Report (2024) About Bryant Woods Investment Advisors, LLCInvestment ActivityBryant Woods Investment Advisors, LLC has $196.37 million in total holdings as of September 30, 2024.Bryant Woods Investment Advisors, LLC owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 32.96% of the portfolio was purchased this quarter.About 12.55% of the portfolio was sold this quarter.This quarter, Bryant Woods Investment Advisors, LLC has purchased 42 new stocks and bought additional shares in 17 stocks.Bryant Woods Investment Advisors, LLC sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $65,288,658iShares Core S&P Mid-Cap ETF $24,211,894Vanguard S&P 500 ETF $18,864,947Apple $15,715,094iShares Core S&P Small-Cap ETF $11,641,784 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $7,093,483 HoldingJPMorgan International Research Enhanced Equity ETF $2,936,353 HoldingDimensional International Core Equity Market ETF $702,324 HoldingiShares MSCI EAFE Small-Cap ETF $257,550 HoldingAlphabet $237,932 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 42,558 shares (about $24.55M)iShares Core S&P Mid-Cap ETF 309,082 shares (about $19.26M)DIMENSIONAL ETF TRUST 111,782 shares (about $7.09M)Vanguard S&P 500 ETF 10,267 shares (about $5.42M)JPMorgan International Research Enhanced Equity ETF 44,470 shares (about $2.94M) Largest Sales this Quarter iShares MSCI Global Min Vol Factor ETF 60,348 shares (about $6.91M)iShares MSCI USA Momentum Factor ETF 33,395 shares (about $6.77M)iShares Core S&P Small-Cap ETF 39,807 shares (about $4.66M)iShares Core MSCI Emerging Markets ETF 29,273 shares (about $1.68M)Fidelity Momentum Factor ETF 14,973 shares (about $990.35K) 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$65,288,658$24,549,657 ▲60.3%113,18133.2%ETFIJHiShares Core S&P Mid-Cap ETF$24,211,894$19,262,348 ▲389.2%388,50212.3%ETFVOOVanguard S&P 500 ETF$18,864,947$5,417,499 ▲40.3%35,7529.6%ETFAAPLApple$15,715,094$367,218 ▲2.4%67,4458.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$11,641,784$4,656,409 ▼-28.6%99,5245.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,484,539$1,680,645 ▼-15.1%165,1994.8%ETFIVOOVanguard S&P Mid-Cap 400 ETF$7,674,970$766,029 ▲11.1%72,6593.9%ETFDIMENSIONAL ETF TRUST$7,093,483$7,093,483 ▲New Holding111,7823.6%WORLD EQUITY ETFVIOOVanguard S&P Small-Cap 600 ETF$5,463,814$67,613 ▲1.3%50,5062.8%ETFJIREJPMorgan International Research Enhanced Equity ETF$2,936,353$2,936,353 ▲New Holding44,4701.5%ETFIEFAiShares Core MSCI EAFE ETF$2,507,633$408,118 ▲19.4%32,1291.3%ETFDMRCDigimarc$2,248,271$362,450 ▲19.2%83,6411.1%Industrial ProductsAMZNAmazon.com$1,885,379$932 ▲0.0%10,1181.0%Retail/WholesaleNVDANVIDIA$1,738,414$1,525,287 ▲715.7%14,3150.9%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,558,629$6,771,226 ▼-81.3%7,6870.8%ETFBRK.ABerkshire Hathaway$1,382,3600.0%20.7%FinanceLINDE PLC$1,359,858$361,548 ▼-21.0%2,8510.7%SHSBRK.BBerkshire Hathaway$1,354,085$46,026 ▼-3.3%2,9420.7%FinanceVXUSVanguard Total International Stock ETF$959,252$12,236 ▲1.3%14,8170.5%ETFLHXL3Harris Technologies$951,4800.0%4,0000.5%AerospaceFDMOFidelity Momentum Factor ETF$851,383$990,348 ▼-53.8%12,8720.4%ETFMSFTMicrosoft$834,850$30,155 ▲3.7%1,9380.4%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$828,466$6,910,334 ▼-89.3%7,2350.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$803,367$339,226 ▼-29.7%8,7980.4%ETFUNPUnion Pacific$798,117$5,669 ▼-0.7%3,2380.4%TransportationSPYSPDR S&P 500 ETF Trust$717,774$8,033 ▲1.1%1,2510.4%FinanceDFAIDimensional International Core Equity Market ETF$702,324$702,324 ▲New Holding22,0990.4%ETFMOG.AMoog$615,757$17,172 ▼-2.7%3,0480.3%AerospaceWTMWhite Mountains Insurance Group$576,7080.0%3400.3%FinanceVNQVanguard Real Estate ETF$565,289$18,317 ▲3.3%5,8020.3%ETFMTBM&T Bank$562,932$502,185 ▼-47.1%3,1600.3%FinanceVTVVanguard Value ETF$481,671$13,443 ▲2.9%2,7590.2%ETFQQQInvesco QQQ$383,2410.0%7850.2%FinanceEXRExtra Space Storage$348,847$622,014 ▼-64.1%1,9360.2%FinanceJNJJohnson & Johnson$329,840$37,261 ▲12.7%2,0360.2%MedicalPPGPPG Industries$317,9040.0%2,4000.2%Basic MaterialsEEMViShares MSCI Emerging Markets Min Vol Factor ETF$306,324$240,043 ▼-43.9%4,8850.2%ETFVXFVanguard Extended Market ETF$305,743$43,678 ▼-12.5%1,6800.2%ETFABBVAbbVie$305,652$4,939 ▲1.6%1,5470.2%MedicalSCZiShares MSCI EAFE Small-Cap ETF$257,550$257,550 ▲New Holding3,8040.1%ETFGOOGLAlphabet$237,932$237,932 ▲New Holding1,4350.1%Computer and TechnologyCWCurtiss-Wright$227,453$227,453 ▲New Holding6920.1%AerospaceAVGOBroadcom$219,496$219,496 ▲New Holding1,2720.1%Computer and TechnologyFDLOFidelity Low Volatility Factor ETF$210,693$275,913 ▼-56.7%3,4340.1%ETFVVisa$207,042$207,042 ▲New Holding7530.1%Business ServicesOBEObsidian Energy$55,9540.0%10,1000.0%Oils/EnergySCHDSchwab US Dividend Equity ETF$0$510,883 ▼-100.0%00.0%ETFSLBSchlumberger$0$237,515 ▼-100.0%00.0%Oils/EnergyIGFiShares Global Infrastructure ETF$0$223,585 ▼-100.0%00.0%ManufacturingNUENucor$0$210,603 ▼-100.0%00.0%Basic MaterialsShowing 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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