The Analysis of BRIGHT FINANCIAL ADVISORS, INC.'s Holdings
Currently, BRIGHT FINANCIAL ADVISORS, INC. holds 65 types of securities in its portfolio with a total value $211.7M. In the most recent quarter, they have increased their positions in SGOV (+13.7K shares, valued at $1.4M), SDVY (+25.8K shares, valued at $988.9K), IVV (+991 shares, valued at $678.8K); decreased their positions in GLD (-3.7K shares, valued at $1.5M), NVDA (-2.0K shares, valued at $372.8K), GAL (-4.6K shares, valued at $229.3K); initiated new positions in SGOV (+13.7K shares, valued at $1.4M), LLY (+230 shares, valued at $247.2K), SLV (+3.3K shares, valued at $212.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR357.2K shares1.04%2025-12-312026-01-23
GLD SPDR GOLD TR56.6K shares-6.09%2025-12-312026-01-23 IVV ISHARES TR21.0K shares4.96%2025-12-312026-01-23 IJR ISHARES TR90.3K shares2.10%2025-12-312026-01-23 GAL SSGA ACTIVE ETF TR173.5K shares-2.60%2025-12-312026-01-23 NVDA NVIDIA CORPORATION44.1K shares-4.33%2025-12-312026-01-23 SYK STRYKER CORPORATION22.4K shares0.01%2025-12-312026-01-23 GLDM WORLD GOLD TR84.8K shares2.36%2025-12-312026-01-23 IJH ISHARES TR103.4K shares5.88%2025-12-312026-01-23 SDVY FIRST TR EXCHANGE-TRADED FD156.9K shares19.68%2025-12-312026-01-23 BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2025-12-312026-01-23 AAPL APPLE INC19.2K shares0.98%2025-12-312026-01-23 VTI VANGUARD INDEX FDS15.0K shares2.26%2025-12-312026-01-23 DUSB DIMENSIONAL ETF TRUST79.5K shares-5.07%2025-12-312026-01-23 QQQM INVESCO EXCH TRADED FD TR II14.1K shares14.08%2025-12-312026-01-23 MTUM ISHARES TR11.8K shares-5.50%2025-12-312026-01-23 VGT VANGUARD WORLD FD3.8K shares7.80%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR3.3K shares-1.64%2025-12-312026-01-23 NOBL PROSHARES TR17.0K shares-1.25%2025-12-312026-01-23 FBND FIDELITY MERRIMACK STR TR37.5K shares18.87%2025-12-312026-01-23 AMZN AMAZON COM INC7.0K shares0.86%2025-12-312026-01-23 SGOV ISHARES TR13.7K sharesnew addition2025-12-312026-01-23 MSFT MICROSOFT CORP2.3K shares19.80%2025-12-312026-01-23 EFA ISHARES TR9.8K shares16.07%2025-12-312026-01-23 SOXX ISHARES TR3.1K shares0.00%2025-12-312026-01-23 SHY ISHARES TR9.4K shares-4.29%2025-12-312026-01-23 XOM EXXON MOBIL CORP5.7K shares-5.68%2025-12-312026-01-23 VHT VANGUARD WORLD FD2.4K shares0.00%2025-12-312026-01-23 ZTS ZOETIS INC5.2K shares0.00%2025-12-312026-01-23 SHOP SHOPIFY INC3.9K shares0.00%2025-12-312026-01-23 WMT WALMART INC5.3K shares0.00%2025-12-312026-01-23 TSLA TESLA INC1.2K shares0.00%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.7K shares28.61%2025-12-312026-01-23 XAR SPDR SERIES TRUST2.1K shares0.00%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC3.1K shares0.03%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-2.95%2025-12-312026-01-23 CAT CATERPILLAR INC763 shares-6.38%2025-12-312026-01-23 VOX VANGUARD WORLD FD2.2K shares0.00%2025-12-312026-01-23 MO ALTRIA GROUP INC6.0K shares0.00%2025-12-312026-01-23 BND VANGUARD BD INDEX FDS4.5K shares0.00%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS6.3K shares0.00%2025-12-312026-01-23 ABBV ABBVIE INC1.4K shares-6.80%2025-12-312026-01-23 CSCO CISCO SYS INC4.0K shares0.00%2025-12-312026-01-23 MUNI PIMCO ETF TR5.9K shares-6.80%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-12-312026-01-23 SKYY FIRST TR EXCHANGE TRADED FD2.1K shares2.39%2025-12-312026-01-23 CEG CONSTELLATION ENERGY CORP776 shares0.00%2025-12-312026-01-23 CVX CHEVRON CORP NEW1.7K shares0.00%2025-12-312026-01-23 FXU FIRST TR EXCHANGE TRADED FD5.6K shares0.00%2025-12-312026-01-23 LLY ELI LILLY & CO230 sharesnew addition2025-12-312026-01-23 GSLC GOLDMAN SACHS ETF TR1.9K shares0.00%2025-12-312026-01-23 WFC WELLS FARGO CO NEW2.4K shares0.00%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON1.1K shares-22.25%2025-12-312026-01-23 SLV ISHARES SILVER TR3.3K sharesnew addition2025-12-312026-01-23 IXC ISHARES TR5.0K shares0.00%2025-12-312026-01-23 SMH VANECK ETF TRUST578 sharesnew addition2025-12-312026-01-23 MINT PIMCO ETF TR2.0K sharesnew addition2025-12-312026-01-23 NFLX NETFLIX INC2.1K shares900.00%2025-12-312026-01-23 GLDG GOLDMINING INC13.0K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available