Bush Investment Group
Latest statistics and disclosures from Bush Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWY, SCHF, SCHM, SPLG, and represent 68.01% of Bush Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SCHF (+$7.9M), SCHM (+$7.1M), GLDM, SCHZ, SPMO, EFV, QUAL, EFG, DYNF, IVW.
- Started 2 new stock positions in SPMO, GLDM.
- Reduced shares in these 8 stocks: VTI, IWY, IUSB, VGSH, LOW, SPLG, GPN, IYW.
- Bush Investment Group was a net buyer of stock by $19M.
- Bush Investment Group has $128M in assets under management (AUM), dropping by 2.45%.
- Central Index Key (CIK): 0001966640
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Portfolio Holdings for Bush Investment Group
Bush Investment Group holds 33 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.2 | $29M | 98k | 289.81 |
|
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 18.8 | $24M | 102k | 235.27 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.0 | $15M | +104% | 834k | 18.50 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 8.3 | $11M | +200% | 386k | 27.71 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 6.6 | $8.5M | 123k | 68.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $4.1M | +3% | 41k | 101.53 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 3.1 | $3.9M | +2% | 168k | 23.47 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.5 | $3.2M | +5% | 63k | 51.25 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.5 | $3.2M | +6% | 18k | 178.08 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.3 | $2.9M | -9% | 65k | 45.20 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 2.0 | $2.5M | +7% | 26k | 96.83 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.0 | $2.5M | +8% | 48k | 52.47 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.4 | $1.8M | +112% | 81k | 22.70 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $1.8M | +5% | 9.7k | 190.88 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.4 | $1.8M | NEW | 35k | 51.99 |
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| Apple (AAPL) | 1.1 | $1.5M | 5.8k | 250.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $1.3M | 8.4k | 159.52 |
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| Ishares Msci Emrg Chn (EMXC) | 1.0 | $1.3M | +8% | 23k | 55.45 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $1.2M | +6% | 14k | 91.68 |
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| Southern Company (SO) | 0.7 | $954k | 12k | 82.32 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.7 | $905k | NEW | 9.5k | 95.01 |
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| Lowe's Companies (LOW) | 0.7 | $901k | -9% | 3.7k | 246.80 |
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| AFLAC Incorporated (AFL) | 0.7 | $835k | 8.1k | 103.44 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $631k | +4% | 12k | 52.02 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $585k | +5% | 11k | 52.22 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $561k | +9% | 6.4k | 87.33 |
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| Global Payments (GPN) | 0.4 | $479k | -7% | 4.3k | 112.06 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $369k | -34% | 6.3k | 58.18 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $351k | +4% | 7.6k | 46.29 |
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| NVIDIA Corporation (NVDA) | 0.3 | $339k | 2.5k | 134.27 |
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| Bank of America Corporation (BAC) | 0.2 | $265k | 6.0k | 43.95 |
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| Caterpillar (CAT) | 0.2 | $229k | 630.00 | 362.76 |
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| Cummins (CMI) | 0.2 | $220k | 630.00 | 348.60 |
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Past Filings by Bush Investment Group
SEC 13F filings are viewable for Bush Investment Group going back to 2023
- Bush Investment Group 2024 Q4 filed Feb. 13, 2025
- Bush Investment Group 2024 Q3 filed Dec. 3, 2024
- Bush Investment Group 2024 Q2 filed Aug. 12, 2024
- Bush Investment Group 2024 Q1 filed June 13, 2024
- Bush Investment Group 2023 Q4 filed Feb. 12, 2024