Bryant Woods Investment Advisors
Latest statistics and disclosures from Bryant Woods Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, VOO, AAPL, IJR, and represent 68.68% of Bryant Woods Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, VOO, FBND, TSPA, BND, DFAW, DUHP, IVOO, JIRE, GOOG.
- Started 5 new stock positions in FBND, TSPA, BND, GOOG, DUHP.
- Reduced shares in these 10 stocks: DMRC, SCZ, IEMG, FDLO, AMZN, NVDA, QQQ, MTUM, ACWV, IJR.
- Sold out of its positions in FDLO, SCZ.
- Bryant Woods Investment Advisors was a net buyer of stock by $8.1M.
- Bryant Woods Investment Advisors has $206M in assets under management (AUM), dropping by 5.13%.
- Central Index Key (CIK): 0001910641
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Portfolio Holdings for Bryant Woods Investment Advisors
Bryant Woods Investment Advisors holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 33.1 | $68M | +2% | 116k | 588.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 11.7 | $24M | 389k | 62.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.1 | $21M | +8% | 39k | 538.81 |
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| Apple (AAPL) | 8.2 | $17M | 68k | 250.43 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $11M | 99k | 115.23 |
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| Ishares Core Msci Emkt (IEMG) | 4.1 | $8.4M | -2% | 161k | 52.22 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 4.0 | $8.2M | +6% | 78k | 105.50 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 3.7 | $7.6M | +9% | 122k | 62.46 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 2.6 | $5.4M | 51k | 106.05 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.5 | $3.1M | +18% | 53k | 58.51 |
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| Digimarc Corporation (DMRC) | 1.4 | $2.9M | -8% | 76k | 37.45 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.4M | +4% | 34k | 70.28 |
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| Amazon (AMZN) | 1.0 | $2.1M | -4% | 9.7k | 219.40 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.8M | -3% | 14k | 134.30 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $1.5M | -3% | 7.4k | 206.92 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $1.5M | NEW | 33k | 44.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.4M | +6% | 3.1k | 453.28 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.4M | 2.00 | 680920.00 |
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| Linde SHS (LIN) | 0.6 | $1.2M | 2.8k | 418.69 |
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| T Rowe Price Etf Us Equity Resear (TSPA) | 0.5 | $931k | NEW | 25k | 36.97 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $910k | NEW | 13k | 71.91 |
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| Microsoft Corporation (MSFT) | 0.4 | $906k | +10% | 2.1k | 422.07 |
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| Fidelity Covington Trust Momentum Factr (FDMO) | 0.4 | $891k | 13k | 69.61 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $873k | 15k | 58.93 |
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| L3harris Technologies (LHX) | 0.4 | $841k | 4.0k | 210.28 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $769k | 8.7k | 88.80 |
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| Union Pacific Corporation (UNP) | 0.4 | $739k | 3.2k | 228.06 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.4 | $734k | -7% | 6.7k | 109.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $733k | 1.3k | 586.08 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $683k | +5% | 23k | 29.20 |
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| White Mountains Insurance Gp (WTM) | 0.3 | $661k | 340.00 | 1945.06 |
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| M&T Bank Corporation (MTB) | 0.3 | $587k | 3.1k | 188.04 |
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| Moog Cl A (MOG.A) | 0.3 | $584k | -2% | 3.0k | 196.84 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $543k | NEW | 16k | 33.79 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $509k | 5.7k | 89.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $467k | 2.8k | 169.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $334k | +22% | 1.8k | 189.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $327k | -18% | 639.00 | 511.70 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $319k | 1.7k | 189.98 |
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| Broadcom (AVGO) | 0.1 | $306k | +3% | 1.3k | 231.94 |
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| Johnson & Johnson (JNJ) | 0.1 | $291k | 2.0k | 144.70 |
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| Extra Space Storage (EXR) | 0.1 | $290k | 1.9k | 149.60 |
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| PPG Industries (PPG) | 0.1 | $287k | 2.4k | 119.45 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $279k | 4.8k | 57.99 |
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| Abbvie (ABBV) | 0.1 | $277k | 1.6k | 177.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $249k | NEW | 1.3k | 190.56 |
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| Curtiss-Wright (CW) | 0.1 | $246k | 692.00 | 354.87 |
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| Visa Com Cl A (V) | 0.1 | $222k | -6% | 703.00 | 316.07 |
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| Obsidian Energy (OBE) | 0.0 | $59k | 10k | 5.79 |
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Past Filings by Bryant Woods Investment Advisors
SEC 13F filings are viewable for Bryant Woods Investment Advisors going back to 2021
- Bryant Woods Investment Advisors 2024 Q4 filed Jan. 22, 2025
- Bryant Woods Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Bryant Woods Investment Advisors 2024 Q2 filed July 25, 2024
- Bryant Woods Investment Advisors 2024 Q1 filed May 3, 2024
- Bryant Woods Investment Advisors 2023 Q4 filed Jan. 18, 2024
- Bryant Woods Investment Advisors 2023 Q3 filed Nov. 13, 2023
- Bryant Woods Investment Advisors 2023 Q2 filed July 18, 2023
- Bryant Woods Investment Advisors 2023 Q1 filed April 14, 2023
- Bryant Woods Investment Advisors 2022 Q4 filed Feb. 8, 2023
- Bryant Woods Investment Advisors 2022 Q3 filed Nov. 4, 2022
- Bryant Woods Investment Advisors 2022 Q2 filed Aug. 5, 2022
- Bryant Woods Investment Advisors 2022 Q1 filed May 10, 2022
- Bryant Woods Investment Advisors 2021 Q4 filed Feb. 14, 2022