Filer Name: BRIGHT FUTURES WEALTH MANAGEMENT, LLC.
CIK: 1803980
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 125
Portfolio Value: $0.11B

Bright Futures Wealth Management, Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
KRE US SPDR S&P REGIONAL BANKING 57,328 $4M 3.24% -24.5% -
CALF US PACER US SMALL CAP CASH COWS 80,902 $4M 3.23% -0.6% -
IEI US ISHARES 3-7 YEAR TREASURY BO 30,212 $4M 3.12% -19.1% -
AVDV US AVANTIS INTL S/C VALUE ETF 48,777 $3M 2.87% -2.1% -
HELO US JPMORGAN HEDGED EQUITY ETF 51,079 $3M 2.86% 100.0% -
AMZN US AMAZON.COM INC 13,465 $3M 2.84% -63.0% -
FLTR US VANECK IG FLOATING RATE ETF 121,648 $3M 2.76% 100.0% -
MGK US VANGUARD MEGA CAP GROWTH ETF 8,761 $3M 2.72% -1.0% -
BSJR US INVESCO BULLETSHARES 2027 HY 129,765 $3M 2.60% 100.0% -
AAPL US APPLE INC 12,135 $3M 2.58% -71.6% -
BXMT US BLACKSTONE MORTGAGE TRU-CL A 156,276 $3M 2.46% 0.9% -
SHY US ISHARES 1-3 YEAR TREASURY BO 31,541 $3M 2.31% -3.5% -
IWM US ISHARES RUSSELL 2000 ETF 11,038 $2M 2.22% 969.6% -
GOOG US ALPHABET INC-CL C 11,287 $2M 1.98% -40.4% -
00888H539 - AIM ETF PRODUCTS TRUST 81,011 $2M 1.88% 100.0% -
MTB US M & T BANK CORP 10,573 $2M 1.88% -17.5% -
UDEC US INNOVATOR U.S. EQUITY ULTRA 53,613 $2M 1.70% 100.0% -
AVGO US BROADCOM INC 8,864 $2M 1.63% -51.9% -
NVDA US NVIDIA CORP 13,736 $2M 1.51% -54.1% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 27,590 $2M 1.45% 427.0% -
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