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, IJR, AAPL, and represent 65.11% of Bryant Woods Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$7.9M), VOO, VIOO, IVOO, DFAW, DFAI, VNQ, SCZ, IEFA, AAPL.
- Started 3 new stock positions in DFAI, SCZ, DFAW.
- Reduced shares in these 10 stocks: IJR, ACWV, MTUM, IEMG, SCHD, IJH, MTB, EXR, IGF, AMZN.
- Sold out of its positions in IGF, SCHD.
- Bryant Woods Investment Advisors was a net buyer of stock by $4.1M.
- Bryant Woods Investment Advisors has $157M in assets under management (AUM), dropping by 14.10%.
- Central Index Key (CIK): 0001910641
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Portfolio Holdings for Bryant Woods Investment Advisors
Bryant Woods Investment Advisors holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.5 | $42M | +23% | 87k | 477.64 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 13.8 | $22M | 78k | 277.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $13M | +17% | 30k | 436.79 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.3 | $13M | -13% | 120k | 108.26 |
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| Apple (AAPL) | 8.1 | $13M | 66k | 192.53 |
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| Ishares Core Msci Emkt (IEMG) | 5.5 | $8.7M | -11% | 172k | 50.58 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 4.5 | $7.0M | +13% | 74k | 93.97 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.9 | $6.0M | +22% | 61k | 99.19 |
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| Ishares Msci Gbl Min Vol (ACWV) | 3.1 | $4.8M | -29% | 48k | 100.35 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.9 | $4.6M | -29% | 29k | 156.89 |
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| Digimarc Corporation (DMRC) | 1.6 | $2.5M | 71k | 36.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $2.0M | +3% | 28k | 70.35 |
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| Amazon (AMZN) | 0.9 | $1.4M | -10% | 9.0k | 151.94 |
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| Fidelity Covington Trust Momentum Factr (FDMO) | 0.9 | $1.4M | -7% | 26k | 52.92 |
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| Linde SHS (LIN) | 0.8 | $1.3M | -10% | 3.2k | 410.84 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.1M | 2.00 | 542625.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 3.0k | 356.66 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $893k | -8% | 11k | 78.03 |
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| NVIDIA Corporation (NVDA) | 0.6 | $887k | 1.8k | 495.33 |
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| L3harris Technologies (LHX) | 0.5 | $843k | 4.0k | 210.62 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $825k | -2% | 14k | 57.96 |
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| Union Pacific Corporation (UNP) | 0.5 | $798k | 3.2k | 245.65 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $748k | +50% | 8.5k | 88.35 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.5 | $711k | NEW | 13k | 54.91 |
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| Microsoft Corporation (MSFT) | 0.4 | $634k | -9% | 1.7k | 376.63 |
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| Extra Space Storage (EXR) | 0.4 | $627k | -27% | 3.9k | 160.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $619k | +5% | 1.3k | 475.45 |
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| M&T Bank Corporation (MTB) | 0.3 | $546k | -33% | 4.0k | 137.05 |
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| White Mountains Insurance Gp (WTM) | 0.3 | $512k | 340.00 | 1505.01 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $488k | NEW | 17k | 28.64 |
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| Moog Cl A (MOG.A) | 0.3 | $441k | -2% | 3.0k | 144.78 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $399k | -17% | 7.2k | 55.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $379k | -5% | 2.5k | 149.50 |
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| PPG Industries (PPG) | 0.2 | $360k | 2.4k | 149.55 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.2 | $342k | -18% | 6.4k | 52.97 |
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| Johnson & Johnson (JNJ) | 0.2 | $322k | +13% | 2.1k | 156.72 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $316k | 1.9k | 164.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $281k | -12% | 685.00 | 409.60 |
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| Abbvie (ABBV) | 0.2 | $253k | +7% | 1.6k | 154.99 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $236k | NEW | 3.8k | 61.91 |
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| Schlumberger Com Stk (SLB) | 0.1 | $208k | 4.0k | 52.04 |
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| Nucor Corporation (NUE) | 0.1 | $201k | -14% | 1.2k | 173.98 |
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| Obsidian Energy (OBE) | 0.0 | $69k | 10k | 6.78 |
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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 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