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Bright Futures Wealth Management

Latest statistics and disclosures from Bright Futures Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, AMZN, IEF, KRE, IEI, and represent 14.77% of Bright Futures Wealth Management's stock portfolio.
Added to shares of these 10 stocks: OCTW, NVDA, First Tr Exchng Traded Fd Vi, TOTL, SAUG, BUFR, SGOL, TMUS, AAAU, PPH.
Started 30 new stock positions in NXST, JAJL, GS, EFIV, VOO, SKYY, TFC, IWM, PPH, SGOL.
Reduced shares in these 10 stocks: ROBO, , QDEC, TLT, PPA, ICOP, IAPR, KRE, NVO, ACMR.
Sold out of its positions in ACMR, AVNW, ROBO, QDEC, IAPR, PPA, PEY, RWJ, ICOP, TLTW. PYN, AY, TEL, ASML.
Bright Futures Wealth Management was a net buyer of stock by $12M.
Bright Futures Wealth Management has $207M in assets under management (AUM), dropping by 12.23%.
Central Index Key (CIK): 0001803980

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Portfolio Holdings for Bright Futures Wealth Management

Bright Futures Wealth Management holds 225 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.7	$9.8M	+7%	43k	230.10	View chart
Amazon (AMZN)	3.4	$7.0M		36k	192.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.3	$4.8M	+11%	51k	94.57	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	2.2	$4.5M	-15%	76k	59.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.1	$4.4M	+10%	37k	116.76	View chart
NVIDIA Corporation (NVDA)	2.0	$4.2M	+91%	30k	139.33	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.8	$3.7M	+2%	81k	44.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$3.3M		50k	67.03	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$3.3M	-3%	19k	176.14	View chart
Broadcom (AVGO)	1.6	$3.3M	+10%	18k	176.64	View chart
Vanguard World Mega Grwth Ind (MGK)	1.4	$2.9M		8.8k	329.79	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	1.4	$2.9M	-2%	155k	18.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$2.7M	-26%	29k	92.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$2.7M	+2%	33k	82.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.3	$2.6M	-11%	14k	194.48	View chart
Microsoft Corporation (MSFT)	1.3	$2.6M	-2%	6.1k	432.51	View chart
Everest Re Group (EG)	1.2	$2.6M		6.8k	380.02	View chart
M&T Bank Corporation (MTB)	1.2	$2.5M	-15%	13k	197.56	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.2	$2.5M	-9%	20k	124.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.2	$2.4M	-17%	47k	50.76	View chart
International Business Machines (IBM)	1.2	$2.4M		12k	204.90	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	1.1	$2.3M	NEW	64k	35.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.3M	-2%	13k	174.46	View chart
Cisco Systems (CSCO)	1.1	$2.2M		39k	55.59	View chart
Select Sector Spdr Tr Energy (XLE)	1.0	$2.0M	+31%	23k	88.04	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.9	$2.0M	+4%	109k	17.92	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$1.9M	+63%	21k	91.78	View chart
Walt Disney Company (DIS)	0.8	$1.6M	-3%	17k	95.08	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.8	$1.6M	+23%	14k	117.74	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.7	$1.5M	-4%	19k	79.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.5M	+35%	30k	50.90	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.5M	+58%	49k	31.06	View chart
Bank of America Corporation (BAC)	0.7	$1.5M	+3%	35k	42.31	View chart
United Rentals (URI)	0.7	$1.5M	-25%	1.8k	812.18	View chart
General Dynamics Corporation (GD)	0.7	$1.5M		4.8k	301.40	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100	0.7	$1.5M	NEW	71k	20.46	View chart
Entergy Corporation (ETR)	0.7	$1.4M	+28%	11k	134.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$1.4M	+9%	9.4k	148.12	View chart
Stride (LRN)	0.7	$1.4M	-15%	15k	94.07	View chart
Nextera Energy (NEE)	0.7	$1.4M	-3%	17k	79.09	View chart
Eli Lilly & Co. (LLY)	0.6	$1.3M	+38%	1.6k	846.83	View chart
Ford Motor Company (F)	0.6	$1.3M	-11%	127k	10.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.3M	+77%	2.3k	580.03	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$1.3M	+3%	23k	56.98	View chart
Digital Realty Trust (DLR)	0.6	$1.3M	+2%	7.2k	182.17	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.6	$1.3M	NEW	32k	40.16	View chart
Kraft Heinz (KHC)	0.6	$1.3M	+49%	38k	33.73	View chart
Western Alliance Bancorporation (WAL)	0.6	$1.3M		15k	84.27	View chart
Merck & Co (MRK)	0.6	$1.2M	-6%	11k	104.83	View chart
Novo-nordisk A S Adr (NVO)	0.6	$1.2M	-32%	11k	113.24	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.6	$1.2M	+20%	32k	36.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$1.2M	+28%	15k	79.09	View chart
Global X Fds Global X Copper (COPX)	0.6	$1.1M	+5%	26k	44.49	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.5	$1.1M	+44%	13k	84.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.1M		18k	62.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.5	$1.1M	NEW	47k	23.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.1M	NEW	37k	30.06	View chart
Shell Spon Ads (SHEL)	0.5	$1.1M	+44%	17k	65.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.5	$1.1M		19k	56.59	View chart
Tcg Bdc (CGBD)	0.5	$1.1M	+10%	62k	17.15	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.5	$1.1M	+60%	10k	105.31	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$1.0M	+130%	13k	80.28	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$1.0M	NEW	39k	26.62	View chart
First Tr Exchange Traded Indxx Aerospace (MISL)	0.5	$995k	-2%	31k	32.07	View chart
Amgen (AMGN)	0.5	$986k	-9%	3.1k	315.50	View chart
Clearway Energy Cl A (CWEN.A)	0.5	$957k		37k	26.10	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.5	$935k	+15%	23k	40.62	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$922k	+3%	9.6k	95.59	View chart
Metropcs Communications (TMUS)	0.4	$917k	NEW	4.1k	222.77	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$908k	-7%	20k	44.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$902k		7.8k	115.81	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.4	$897k	NEW	33k	27.57	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.4	$890k	-2%	15k	58.55	View chart
Caterpillar (CAT)	0.4	$877k	+5%	2.3k	379.19	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$869k	+93%	36k	24.25	View chart
Realty Income (O)	0.4	$865k	+31%	14k	60.48	View chart
Dow (DOW)	0.4	$847k	+5%	17k	49.34	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$846k	+29%	8.5k	100.03	View chart
Wal-Mart Stores (WMT)	0.4	$839k		10k	81.39	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.4	$839k	-5%	27k	30.57	View chart
Meta Platforms Cl A (META)	0.4	$838k	-5%	1.4k	591.89	View chart
Exxon Mobil Corporation (XOM)	0.4	$829k	+2%	7.1k	116.69	View chart
JPMorgan Chase & Co. (JPM)	0.4	$817k		3.6k	224.43	View chart
Textron (TXT)	0.4	$809k	+51%	9.9k	82.06	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.4	$801k	+11%	14k	56.92	View chart
Abbvie (ABBV)	0.4	$796k	+9%	4.0k	201.51	View chart
Waste Management (WM)	0.4	$795k	+36%	3.7k	214.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$794k	-4%	8.6k	91.96	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.4	$778k	NEW	8.5k	91.91	View chart
salesforce (CRM)	0.4	$750k	-4%	2.5k	296.40	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.4	$739k	NEW	26k	28.09	View chart
Delta Air Lines Inc Del Com New (DAL)	0.4	$725k	-22%	12k	58.46	View chart
Lowe's Companies (LOW)	0.3	$716k	+16%	2.7k	261.37	View chart
Sabra Health Care REIT (SBRA)	0.3	$687k		35k	19.58	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$644k	+10%	6.4k	100.68	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$628k	-2%	23k	26.95	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$628k		14k	44.92	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.3	$625k	-8%	11k	56.80	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$622k	+2%	15k	40.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$607k	-2%	3.5k	171.54	View chart
Omega Healthcare Investors (OHI)	0.3	$603k	-2%	14k	42.53	View chart
Advanced Micro Devices (AMD)	0.3	$602k	-21%	4.1k	148.60	View chart
Ares Coml Real Estate (ACRE)	0.3	$595k	-2%	92k	6.47	View chart
Johnson & Johnson (JNJ)	0.3	$563k	+3%	3.5k	160.62	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.3	$560k	-3%	18k	30.44	View chart
UnitedHealth (UNH)	0.3	$554k		984.00	563.13	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$551k	+7%	6.0k	92.05	View chart
Eaton Corp SHS (ETN)	0.3	$551k	NEW	1.6k	342.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$538k		4.0k	134.80	View chart
Procter & Gamble Company (PG)	0.3	$534k		3.2k	166.18	View chart
Tesla Motors (TSLA)	0.3	$531k	-12%	2.1k	257.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$530k		4.9k	109.22	View chart
Oneok (OKE)	0.2	$517k		5.4k	96.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$513k	-3%	1.1k	454.76	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$505k		5.3k	94.97	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$504k	+4%	8.6k	58.46	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$504k	+50%	21k	24.42	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.2	$492k	+6%	2.3k	215.62	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$486k		11k	45.23	View chart
Fluor Corporation (FLR)	0.2	$481k	+78%	9.1k	53.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$467k	+17%	8.0k	58.45	View chart
Patrick Industries (PATK)	0.2	$466k	NEW	3.5k	134.00	View chart
Comcast Corp Cl A (CMCSA)	0.2	$457k	-2%	11k	42.24	View chart
MetLife (MET)	0.2	$455k	-2%	5.5k	83.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$455k		916.00	496.38	View chart
Carpenter Technology Corporation (CRS)	0.2	$452k		2.8k	159.59	View chart
Visa Com Cl A (V)	0.2	$450k	-5%	1.6k	290.20	View chart
Allstate Corporation (ALL)	0.2	$441k	-2%	2.3k	189.41	View chart
Dell Technologies CL C (DELL)	0.2	$440k	+32%	3.4k	129.40	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$432k	-4%	5.7k	76.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$411k		1.1k	385.12	View chart
Citigroup Com New (C)	0.2	$411k	+4%	6.4k	64.50	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$408k	-9%	31k	13.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$405k	+66%	8.0k	50.81	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$397k	+12%	4.2k	93.67	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$388k	-2%	14k	27.54	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$384k	-10%	8.0k	48.23	View chart
At&t (T)	0.2	$380k	+56%	17k	22.02	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.2	$377k	+4%	11k	33.55	View chart
Innovator Etfs Trust Equity Defined P	0.2	$370k	NEW	14k	26.84	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$368k	NEW	5.8k	63.57	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$367k	-6%	9.8k	37.48	View chart
ConocoPhillips (COP)	0.2	$366k	-2%	3.6k	102.98	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$361k		11k	33.36	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$357k		8.1k	44.00	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$353k	-42%	10k	35.25	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$351k	-57%	2.8k	125.64	View chart
Fifth Third Ban (FITB)	0.2	$348k	-13%	7.9k	44.08	View chart
McKesson Corporation (MCK)	0.2	$347k		695.00	499.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$345k	-2%	6.8k	50.46	View chart
Ishares Tr Mortge Rel Etf (REM)	0.2	$340k	+10%	15k	22.85	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$337k		7.8k	43.03	View chart
Bank of New York Mellon Corporation (BK)	0.2	$336k		4.4k	75.93	View chart
Kinder Morgan (KMI)	0.2	$336k		14k	24.84	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$335k		7.7k	43.69	View chart
Prologis (PLD)	0.2	$332k	-2%	2.9k	115.89	View chart
Te Connectivity Ord Shs	0.2	$331k	NEW	2.2k	151.82	View chart
Pepsi (PEP)	0.2	$331k	+4%	2.0k	166.19	View chart
Lxp Industrial Trust Pfd Conv Ser C (LXP.PC)	0.2	$326k	+5%	6.3k	52.20	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$323k	+8%	16k	19.97	View chart
Ab Active Etfs Tax Aware Interm (TAFM)	0.2	$320k		13k	25.51	View chart
Medtronic SHS (MDT)	0.2	$317k	-2%	3.5k	90.51	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$316k	NEW	7.2k	44.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$310k	-16%	533.00	582.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$310k	+11%	5.2k	59.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$309k	NEW	579.00	533.16	View chart
Pfizer (PFE)	0.1	$303k	-6%	11k	28.52	View chart
Block Cl A (SQ)	0.1	$302k	-13%	4.1k	73.29	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$297k		8.6k	34.39	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$297k		12k	25.52	View chart
Southern Company (SO)	0.1	$295k	+39%	3.3k	89.36	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$292k	NEW	6.8k	42.73	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.1	$290k		3.2k	91.64	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$290k	+5%	4.2k	68.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$288k		591.00	486.68	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.1	$284k	+12%	17k	17.09	View chart
CNA Financial Corporation (CNA)	0.1	$282k	-38%	5.8k	48.48	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$279k	+33%	11k	25.17	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$278k		2.5k	112.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$278k		1.5k	189.13	View chart
Palo Alto Networks (PANW)	0.1	$273k	NEW	758.00	359.51	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$270k		1.4k	199.75	View chart
Home Depot (HD)	0.1	$269k		685.00	392.28	View chart
McDonald's Corporation (MCD)	0.1	$262k	-18%	897.00	291.62	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$261k	+12%	16k	16.32	View chart
Wp Carey (WPC)	0.1	$260k	-3%	4.6k	56.19	View chart
Western Digital (WDC)	0.1	$258k		3.8k	67.02	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$256k		5.6k	45.38	View chart
Stryker Corporation (SYK)	0.1	$249k		685.00	363.30	View chart
Crown Castle Intl (CCI)	0.1	$248k		2.3k	107.82	View chart
Kimberly-Clark Corporation (KMB)	0.1	$244k		1.8k	134.41	View chart
Qualcomm (QCOM)	0.1	$239k	-6%	1.4k	167.66	View chart
Nexstar Media Group Common Stock (NXST)	0.1	$238k	NEW	1.3k	178.46	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$236k	NEW	2.2k	107.05	View chart
Coca-Cola Company (KO)	0.1	$231k	-2%	3.5k	65.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$230k	+200%	10k	22.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$228k	NEW	1.0k	221.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$226k	-2%	1.1k	204.33	View chart
Goldman Sachs (GS)	0.1	$223k	NEW	426.00	524.40	View chart
SYSCO Corporation (SYY)	0.1	$223k	-5%	3.0k	74.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$221k	-5%	770.00	286.35	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$218k	-8%	2.8k	77.38	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$218k	-4%	2.0k	106.60	View chart
Bristol Myers Squibb (BMY)	0.1	$217k	-3%	4.1k	52.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$217k		4.8k	45.17	View chart
Verizon Communications (VZ)	0.1	$215k	-2%	5.2k	41.28	View chart
Corning Incorporated (GLW)	0.1	$215k	NEW	4.5k	48.04	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$214k	NEW	8.0k	26.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$213k		506.00	421.66	View chart
Wells Fargo & Company (WFC)	0.1	$212k	NEW	3.2k	65.41	View chart
Chemung Financial Corp (CHMG)	0.1	$205k		4.3k	47.50	View chart
Truist Financial Corp equities (TFC)	0.1	$202k	NEW	4.7k	43.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$202k		366.00	550.79	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$200k	NEW	3.6k	56.31	View chart
Thornburg Income Builder (TBLD)	0.1	$193k	-4%	11k	17.29	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$163k	-7%	10k	16.21	View chart
Pimco Municipal Income Fund II (PML)	0.1	$151k		17k	8.91	View chart
Rithm Capital Corp Com New (RITM)	0.1	$133k	-31%	12k	10.79	View chart
Nio Spon Ads (NIO)	0.1	$126k	NEW	24k	5.35	View chart
Kinross Gold Corp (KGC)	0.1	$119k		11k	10.48	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$70k		19k	3.65	View chart
Medical Properties Trust (MPW)	0.0	$60k		13k	4.71	View chart
Diana Shipping (DSX)	0.0	$41k		19k	2.18	View chart
Atai Life Sciences Nv SHS (ATAI)	0.0	$28k	NEW	25k	1.12	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$20k		20k	0.98	View chart

Past Filings by Bright Futures Wealth Management

SEC 13F filings are viewable for Bright Futures Wealth Management going back to 2024

Bright Futures Wealth Management 2024 Q3 filed Oct. 31, 2024
Bright Futures Wealth Management 2024 Q2 filed Aug. 7, 2024
Bright Futures Wealth Management 2024 Q1 filed June 28, 2024

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