Bush Investment Group, LLC Top Holdings and 13F Report (2025) About Bush Investment Group, LLCInvestment ActivityBush Investment Group, LLC has $128.13 million in total holdings as of December 31, 2024.Bush Investment Group, LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 15.69% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Bush Investment Group, LLC has purchased 31 new stocks and bought additional shares in 18 stocks.Bush Investment Group, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $28,504,471iShares Russell Top 200 Growth ETF $24,046,006Schwab International Equity ETF $15,436,937Schwab U.S. Mid-Cap ETF $10,694,093SPDR Portfolio S&P 500 ETF $8,454,802 Largest New Holdings this Quarter SPDR Gold MiniShares Trust $1,837,795 HoldingInvesco S&P 500 Momentum ETF $904,495 Holding Largest Purchases this Quarter Schwab International Equity ETF 425,885 shares (about $7.88M)Schwab U.S. Mid-Cap ETF 257,550 shares (about $7.14M)SPDR Gold MiniShares Trust 35,349 shares (about $1.84M)Schwab U.S. Aggregate Bond ETF 43,043 shares (about $977.08K)Invesco S&P 500 Momentum ETF 9,520 shares (about $904.50K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,164 shares (about $337.34K)iShares Russell Top 200 Growth ETF 1,412 shares (about $332.20K)iShares Core Total USD Bond Market ETF 7,171 shares (about $324.13K)Vanguard Short-Term Treasury Index ETF 3,282 shares (about $190.95K)Lowe's Companies 383 shares (about $94.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBush Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$28,504,471$337,338 ▼-1.2%98,35622.2%ETFIWYiShares Russell Top 200 Growth ETF$24,046,006$332,201 ▼-1.4%102,20618.8%ETFSCHFSchwab International Equity ETF$15,436,937$7,878,873 ▲104.2%834,42912.0%ETFSCHMSchwab U.S. Mid-Cap ETF$10,694,093$7,136,711 ▲200.6%385,9298.3%ETFSPLGSPDR Portfolio S&P 500 ETF$8,454,802$52,257 ▼-0.6%122,6406.6%ETFIVWiShares S&P 500 Growth ETF$4,127,310$143,564 ▲3.6%40,6513.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,931,131$91,134 ▲2.4%167,4963.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,243,613$161,130 ▲5.2%63,2902.5%ETFQUALiShares MSCI USA Quality Factor ETF$3,242,180$186,453 ▲6.1%18,2062.5%ETFIUSBiShares Core Total USD Bond Market ETF$2,920,970$324,130 ▼-10.0%64,6232.3%ManufacturingEFGiShares MSCI EAFE Growth ETF$2,532,154$173,516 ▲7.4%26,1512.0%ETFEFViShares MSCI EAFE Value ETF$2,505,128$206,260 ▲9.0%47,7442.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,846,217$977,078 ▲112.4%81,3311.4%ETFIVEiShares S&P 500 Value ETF$1,842,946$100,975 ▲5.8%9,6551.4%ETFGLDMSPDR Gold MiniShares Trust$1,837,795$1,837,795 ▲New Holding35,3491.4%FinanceAAPLApple$1,463,9550.0%5,8461.1%Computer and TechnologyIYWiShares U.S. Technology ETF$1,346,064$14,836 ▼-1.1%8,4381.1%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$1,286,551$99,588 ▲8.4%23,2021.0%ManufacturingMBBiShares MBS ETF$1,245,874$80,406 ▲6.9%13,5891.0%ETFSOSouthern$954,4180.0%11,5940.7%UtilitiesSPMOInvesco S&P 500 Momentum ETF$904,495$904,495 ▲New Holding9,5200.7%ETFLOWLowe's Companies$901,314$94,524 ▼-9.5%3,6520.7%Retail/WholesaleAFLAflac$835,213$3,724 ▲0.4%8,0740.7%FinanceBINCiShares Flexible Income Active ETF$630,795$28,611 ▲4.8%12,1260.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$584,877$28,983 ▲5.2%11,2000.5%ETFTLTiShares 20+ Year Treasury Bond ETF$561,328$48,466 ▲9.5%6,4280.4%ETFGPNGlobal Payments$478,496$39,445 ▼-7.6%4,2700.4%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$368,628$190,947 ▼-34.1%6,3360.3%ETFIFRAiShares U.S. Infrastructure ETF$350,636$13,794 ▲4.1%7,5750.3%ETFNVDANVIDIA$338,491$134 ▲0.0%2,5210.3%Computer and TechnologyBACBank of America$265,1060.0%6,0320.2%FinanceCATCaterpillar$228,5390.0%6300.2%Industrial ProductsCMICummins$219,6180.0%6300.2%Auto/Tires/TrucksShowing 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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