BF

Bright Futures Wealth Management, LLC.

13F
Bright Futures Wealth Management, LLC.
Last update 2025-04-22 109 Stocks (8 new)
Value $91.00 Mil Turnover 8 %
Countries:
Top Holdings: IEI(3.49%)FLTR(3.17%)AVDV(3.17%)HELO(3.01%)BXMT(2.97%)
Summary Stock Picks Current Portfolio
Bright Futures Wealth Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEI
iShares 3-7 Year Treasury Bond ETF
26,990
3,183.4
-10.66%
3.490
-0.33%
0.020
-0.01%
+2.23%
15,676.4
 
FLTR
VanEck IG Floating Rate ETF
114,479
2,895.2
-5.89%
3.170
-0.16%
0.120
+0.71%
+0.20%
2,449.2
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
41,243
2,887.8
-15.45%
3.170
-0.44%
0.040
+14.51%
+23.17%
9,787.5
 
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
47,643
2,748.1
-6.73%
3.010
-0.19%
0.100
+9.09%
+1.98%
3,309.0
 
BXMT
Blackstone Mortgage Trust Inc
148,948
2,710.8
-4.69%
2.970
-0.12%
0.090
+7.41%
+15.95%
3,301.2
REITs
KRE
SPDR S&P Regional Banking ETF
52,573
2,667.6
-8.29%
2.930
-0.27%
0.090
+23.05%
+4.84%
3,527.5
 
CALF
Pacer US Small Cap Cash Cows ETF
78,499
2,649.4
-2.97%
2.910
-0.10%
0.060
+18.18%
-7.70%
4,161.5
 
MGK
Vanguard Mega Cap Growth ETF
8,740
2,485.5
-0.24%
2.730
-0.01%
0.010
+28.06%
+9.08%
26,048.7
 
SHY
iShares 1-3 Year Treasury Bond ETF
28,321
2,342.2
-10.21%
2.570
-0.24%
0.010
-0.27%
+0.67%
23,709.9
 
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
Innovator Equity Defined Protection ETF - 1 Yr March
89,497
2,280.4
New Holding
2.500
+2.50%
2.250
+4.25%
0%
104.5
 

Bright Futures Wealth Management, LLC.'s Historical Top Holdings Breakdowns

Bright Futures Wealth Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
Innovator Equity Defined Protection ETF - 1 Yr March
2025-03-31
New Buy
New Buy
+2.50%
●
25.66 ($25.81) 25.95
$26.63
3.16%
New holding
89,497
89,497
NVBU
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
2025-03-31
Sold Out
Sold Out
-1.88%
●
24.58 ($25.65) 26.45
$26.88
4.79%
Sold Out
0
-81,011
EUAD
Select STOXX Europe Aerospace & Defense ETF
Select STOXX Europe Aerospace & Defense ETF
2025-03-31
New Buy
New Buy
+1.21%
●
24.4 ($29.43) 36.06
$43.68
48.42%
New holding
32,606
32,606
KHC
The Kraft Heinz Co
2025-03-31
Sold Out
Sold Out
-1.00%
●
28.51 ($29.93) 32.22
$27.82
-7.05%
Sold Out
0
-38,087
EG
Everest Group Ltd
2025-03-31
Reduce
Reduce
-0.89%
●
331.58 ($353.38) 373
$333.07
-5.75%
Reduce -63.64%
1,628
-2,850
TXT
Textron Inc
2025-03-31
Sold Out
Sold Out
-0.66%
●
70.19 ($74.84) 81.2
$85.00
13.58%
Sold Out
0
-9,805
BSJR
Invesco BulletShares 2027 High Yield Corporate Bon
Invesco BulletShares 2027 High Yield Corporate Bon
2025-03-31
Reduce
Reduce
-0.61%
●
22.4 ($22.56) 22.68
$22.73
0.78%
Reduce -23.2%
99,664
-30,101
WMT
Walmart Inc
2025-03-31
Add
Add
+0.52%
●
84.5 ($93.81) 105.05
$95.05
1.32%
Add 55.63%
14,329
5,122
TMUS
T-Mobile US Inc
2025-03-31
Add
Add
+0.48%
●
211.3 ($246.5) 272.83
$227.21
-7.83%
Add 46.99%
5,424
1,734
FEZ
SPDR EURO Stoxx 50 ETF
2025-03-31
New Buy
New Buy
+0.46%
●
47.66 ($53.46) 57.45
$59.24
10.81%
New holding
7,918
7,918

Bright Futures Wealth Management, LLC. Total Holding History ($B)

To

Bright Futures Wealth Management, LLC.'s Asset Allocation

To

Bright Futures Wealth Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bright Futures Wealth Management, LLC.'s Hypothetical Growth since 2025-03-31

Bright Futures Wealth Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bright Futures Wealth Management, LLC.'s Holdings Heat Map

Size field:

Bright Futures Wealth Management, LLC.'s Holdings Bubble Chart

Bright Futures Wealth Management, LLC. News

  • 1

Discussions on Bright Futures Wealth Management, LLC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.