Bryant Woods Investment Advisors

Bryant Woods Investment Advisors as of June 30, 2024

Portfolio Holdings for Bryant Woods Investment Advisors

Bryant Woods Investment Advisors holds 42 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.1 $30M 71k 429.46
Ishares Tr Core S&p Mcp Etf (IJH) 14.4 $20M 79k 249.38
Ishares Tr Core S&p Scp Etf (IJR) 9.6 $13M 139k 94.33
Apple (AAPL) 8.2 $11M 66k 171.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $10M 26k 392.65
Ishares Core Msci Emkt (IEMG) 6.7 $9.3M 195k 47.59
Ishares Msci Gbl Min Vol (ACWV) 4.7 $6.4M 68k 95.42
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $5.7M 41k 139.72
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 4.0 $5.5M 65k 84.53
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.2 $4.4M 50k 87.40
Digimarc Corporation (DMRC) 1.7 $2.3M 70k 32.49
Ishares Tr Core Msci Eafe (IEFA) 1.3 $1.7M 27k 64.35
Linde SHS (LIN) 1.0 $1.3M 3.6k 372.43
Fidelity Covington Trust Momentum Factr (FDMO) 0.9 $1.3M 28k 46.68
Amazon (AMZN) 0.9 $1.3M 10k 127.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.1M 3.0k 350.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $1.1M 2.00 531477.00
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $906k 13k 72.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $783k 15k 53.52
NVIDIA Corporation (NVDA) 0.6 $764k 1.8k 435.05
M&T Bank Corporation (MTB) 0.5 $756k 6.0k 126.44
L3harris Technologies (LHX) 0.5 $697k 4.0k 174.12
Union Pacific Corporation (UNP) 0.5 $664k 3.3k 203.65
Extra Space Storage (EXR) 0.5 $655k 5.4k 121.59
Microsoft Corporation (MSFT) 0.4 $590k 1.9k 315.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $529k 1.2k 427.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $511k 7.2k 70.76
White Mountains Insurance Gp (WTM) 0.4 $509k 340.00 1495.69
Ishares Msci Emerg Mrkt (EEMV) 0.3 $465k 8.7k 53.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $425k 5.6k 75.65
Fidelity Covington Trust Low Volity Etf (FDLO) 0.3 $386k 7.9k 48.63
Vanguard Index Fds Value Etf (VTV) 0.3 $370k 2.7k 137.93
Moog Cl A (MOG.A) 0.3 $354k 3.1k 112.96
PPG Industries (PPG) 0.2 $312k 2.4k 129.80
Johnson & Johnson (JNJ) 0.2 $281k 1.8k 155.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $281k 785.00 358.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $275k 1.9k 143.30
Schlumberger Com Stk (SLB) 0.2 $238k 4.1k 58.30
Abbvie (ABBV) 0.2 $227k 1.5k 149.06
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $224k 5.2k 43.30
Nucor Corporation (NUE) 0.2 $211k 1.3k 156.35
Obsidian Energy (OBE) 0.1 $83k 10k 8.22