Bush Investment Group, LLC Top Holdings and 13F Report (2024) About Bush Investment Group, LLCInvestment ActivityBush Investment Group, LLC has $125.07 million in total holdings as of September 30, 2024.Bush Investment Group, LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Bush Investment Group, LLC has purchased 30 new stocks and bought additional shares in 17 stocks.Bush Investment Group, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $28,180,211iShares Russell Top 200 Growth ETF $22,801,141Schwab International Equity ETF $16,799,329Schwab U.S. Mid-Cap ETF $10,667,011SPDR Portfolio S&P 500 ETF $8,330,596 Largest New Holdings this Quarter Bank of America $239,350 HoldingCummins $203,988 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 26,543 shares (about $1.53M)iShares Core Total USD Bond Market ETF 10,644 shares (about $501.54K)iShares MSCI Emerging Markets ex China ETF 6,578 shares (about $401.98K)Bank of America 6,032 shares (about $239.35K)iShares Flexible Income Active ETF 4,156 shares (about $222.47K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 10,551 shares (about $712.30K)iShares Core MSCI Emerging Markets ETF 6,721 shares (about $385.87K)Vanguard Short-Term Treasury Index ETF 4,170 shares (about $246.11K)iShares 20+ Year Treasury Bond ETF 1,017 shares (about $99.77K)iShares Russell Top 200 Growth ETF 317 shares (about $69.76K) 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$28,180,211$210,955 ▲0.8%99,52022.5%ETFIWYiShares Russell Top 200 Growth ETF$22,801,141$69,756 ▼-0.3%103,61818.2%ETFSCHFSchwab International Equity ETF$16,799,329$171,470 ▲1.0%408,54413.4%ETFSCHMSchwab U.S. Mid-Cap ETF$10,667,011$55,920 ▲0.5%128,3798.5%ETFSPLGSPDR Portfolio S&P 500 ETF$8,330,596$712,298 ▼-7.9%123,3986.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,934,893$104,810 ▲2.7%163,6133.1%ETFIVWiShares S&P 500 Growth ETF$3,756,950$118,634 ▲3.3%39,2373.0%ETFIUSBiShares Core Total USD Bond Market ETF$3,382,921$501,543 ▲17.4%71,7942.7%ManufacturingQUALiShares MSCI USA Quality Factor ETF$3,076,634$137,704 ▲4.7%17,1592.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,975,423$98,297 ▲3.4%60,1462.4%ETFEFGiShares MSCI EAFE Growth ETF$2,622,239$79,553 ▲3.1%24,3592.1%ETFEFViShares MSCI EAFE Value ETF$2,520,535$1,527,002 ▲153.7%43,8132.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,819,429$65,625 ▲3.7%38,2881.5%ETFIVEiShares S&P 500 Value ETF$1,799,373$73,742 ▲4.3%9,1261.4%ETFAAPLApple$1,362,118$23,766 ▼-1.7%5,8461.1%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,308,121$401,982 ▲44.4%21,4061.0%ManufacturingIYWiShares U.S. Technology ETF$1,293,501$47,610 ▼-3.6%8,5311.0%ManufacturingMBBiShares MBS ETF$1,217,899$57,772 ▲5.0%12,7121.0%ETFLOWLowe's Companies$1,092,880$1,083 ▼-0.1%4,0350.9%Retail/WholesaleSOSouthern$1,045,547$6,222 ▼-0.6%11,5940.8%UtilitiesAFLAflac$898,688$4,025 ▲0.4%8,0380.7%FinanceBINCiShares Flexible Income Active ETF$619,663$222,471 ▲56.0%11,5760.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$611,155$385,869 ▼-38.7%10,6450.5%ETFTLTiShares 20+ Year Treasury Bond ETF$576,173$99,773 ▼-14.8%5,8730.5%ETFVGSHVanguard Short-Term Treasury Index ETF$567,654$246,113 ▼-30.2%9,6180.5%ETFGPNGlobal Payments$473,385$10,857 ▼-2.2%4,6220.4%Business ServicesIFRAiShares U.S. Infrastructure ETF$341,784$18,411 ▲5.7%7,2770.3%ETFNVDANVIDIA$306,0540.0%2,5200.2%Computer and TechnologyCATCaterpillar$246,4060.0%6300.2%Industrial ProductsBACBank of America$239,350$239,350 ▲New Holding6,0320.2%FinanceCMICummins$203,988$203,988 ▲New Holding6300.2%Auto/Tires/TrucksHEFAiShares Currency Hedged MSCI EAFE ETF$0$478,394 ▼-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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