Bright Financial Advisors

Bright Financial Advisors as of March 31, 2025

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 58 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 19.9 $32M 327k 98.92
Spdr Gold Tr Gold Shs (GLD) 10.8 $18M 61k 288.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.4 $15M 88k 173.23
Ishares Tr Core S&p500 Etf (IVV) 6.8 $11M 20k 561.89
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $9.3M 89k 104.57
Stryker Corporation (SYK) 4.4 $7.2M 19k 372.26
Ssga Active Etf Tr Globl Allo Etf (GAL) 4.2 $6.8M 151k 44.82
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $5.0M 87k 58.35
World Gold Tr Spdr Gld Minis (GLDM) 2.6 $4.2M 69k 61.89
Apple (AAPL) 2.6 $4.2M 19k 222.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.6 $4.2M 125k 33.50
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $4.2M 15k 274.84
Eaton Corp SHS (ETN) 2.0 $3.2M 12k 271.83
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.0 $3.2M 4.00 798441.50
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $3.0M 60k 50.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.8M 5.9k 468.87
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $2.6M 13k 202.14
NVIDIA Corporation (NVDA) 1.5 $2.4M 22k 108.38
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $2.1M 11k 193.04
Vanguard World Inf Tech Etf (VGT) 1.2 $1.9M 3.5k 542.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.9M 3.3k 559.39
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $1.8M 17k 102.18
Amazon (AMZN) 0.8 $1.3M 6.8k 190.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $1.2M 26k 45.65
Ishares Gold Tr Ishares New (IAU) 0.7 $1.1M 18k 58.96
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $871k 11k 82.73
Zoetis Cl A (ZTS) 0.5 $859k 5.2k 164.65
Exxon Mobil Corporation (XOM) 0.4 $731k 6.1k 118.93
Ishares Tr Msci Eafe Etf (EFA) 0.4 $660k 8.1k 81.73
Vanguard World Health Car Etf (VHT) 0.4 $626k 2.4k 264.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $625k 1.2k 532.58
Microsoft Corporation (MSFT) 0.4 $583k 1.6k 375.39
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $577k 3.1k 188.18
Procter & Gamble Company (PG) 0.3 $555k 3.3k 170.44
Wal-Mart Stores (WMT) 0.3 $463k 5.3k 87.79
International Business Machines (IBM) 0.2 $396k 1.6k 248.66
Shopify Cl A (SHOP) 0.2 $376k 3.9k 95.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $365k 7.1k 51.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $362k 704.00 513.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $359k 16k 22.08
Spdr Ser Tr Aerospace Def (XAR) 0.2 $340k 2.1k 160.69
Tesla Motors (TSLA) 0.2 $331k 1.3k 259.16
Vanguard World Comm Srvc Etf (VOX) 0.2 $329k 2.2k 148.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $310k 6.3k 49.62
Kellogg Company (K) 0.2 $295k 3.6k 82.50
Chevron Corporation (CVX) 0.2 $291k 1.7k 167.29
Abbvie (ABBV) 0.2 $274k 1.3k 209.52
Caterpillar (CAT) 0.2 $269k 815.00 329.66
Philip Morris International (PM) 0.2 $257k 1.6k 158.77
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $228k 5.6k 41.01
Cisco Systems (CSCO) 0.1 $227k 3.7k 61.71
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $214k 2.1k 102.23
Ishares Tr Global Energ Etf (IXC) 0.1 $210k 5.0k 42.07
Alphabet Cap Stk Cl C (GOOG) 0.1 $210k 1.3k 156.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $204k 1.9k 110.08
Johnson & Johnson (JNJ) 0.1 $204k 1.2k 165.78
Netflix (NFLX) 0.1 $201k 215.00 932.53
Goldmining (GLDG) 0.0 $11k 13k 0.85