BRIGHT FINANCIAL ADVISORS, INC. Portfolio Holdings
Q3 2025•63 long positions•$204.6M portfolio value
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Holding64 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $35.4M 17.32% | +$2.4M Bought | — 353.5K shares | 330.0K → 353.5K +$2.4M | +7.12% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $21.4M 10.47% | -$172.0K Sold | — 60.3K shares | 60.7K → 60.3K −$172.0K | -0.8% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $19.0M 9.29% | +$383.2K Bought | — 100.2K shares | 98.2K → 100.2K +$383.2K | +2.06% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $13.4M 6.53% | +$77.6K Bought | — 20.0K shares | 19.9K → 20.0K +$77.6K | +0.58% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.5M 5.14% | -$126.4K Sold | — 88.4K shares | 89.5K → 88.4K −$126.4K | -1.19% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.8M 4.28% | +$910.1K Bought | — 178.2K shares | 159.7K → 178.2K +$910.1K | +11.61% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $8.6M 4.21% | +$4.4M Bought | 0.0% 46.1K shares | 22.4K → 46.1K +$4.4M | +105.52% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $8.3M 4.05% | +$30.3K Bought | 0.006% 22.4K shares | 22.3K → 22.4K +$30.3K | +0.37% | $141.33B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.4M 3.12% | +$86.8K Bought | — 97.7K shares | 96.3K → 97.7K +$86.8K | +1.38% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $6.3M 3.1% | +$1.0M Bought | — 82.8K shares | 69.3K → 82.8K +$1.0M | +19.57% | — — | Q1 2024 Held for 1y 8m | |
Insurance - Diversified Financial Services | $5.3M 2.58% | — | 0.0% 7.0 shares | — | — | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.0M 2.44% | +$114.8K Bought | — 131.1K shares | 128.1K → 131.1K +$114.8K | +2.36% | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $4.8M 2.37% | -$25.2K Sold | 0.0% 19.0K shares | 19.1K → 19.0K −$25.2K | -0.52% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.8M 2.36% | -$85.3K Sold | — 14.7K shares | 15.0K → 14.7K −$85.3K | -1.74% | — — | Q1 2024 Held for 1y 8m | |
Industrial - Machinery Industrials | $4.4M 2.16% | — | 0.003% 11.8K shares | — | — | $145.70B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.3M 2.08% | +$799.4K Bought | — 83.7K shares | 68.0K → 83.7K +$799.4K | +23.16% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.6M 1.75% | +$19.2K Bought | — 6.0K shares | 5.9K → 6.0K +$19.2K | +0.54% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.2M 1.57% | -$54.1K Sold | — 12.5K shares | 12.7K → 12.5K −$54.1K | -1.66% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.1M 1.5% | +$24.7K Bought | — 12.4K shares | 12.3K → 12.4K +$24.7K | +0.81% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.6M 1.29% | — | — 3.5K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.2M 1.09% | — | — 3.3K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 0.868% | -$15.3K Sold | — 17.2K shares | 17.4K → 17.2K −$15.3K | -0.85% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $1.6M 0.764% | -$40.2K Sold | 0.0% 3.1K shares | 3.2K → 3.1K −$40.2K | -2.51% | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $1.5M 0.746% | +$18.9K Bought | 0.0% 6.9K shares | 6.9K → 6.9K +$18.9K | +1.25% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 0.714% | +$57.3K Bought | — 31.6K shares | 30.3K → 31.6K +$57.3K | +4.09% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.3M 0.637% | -$28.3K Sold | — 17.9K shares | 18.3K → 17.9K −$28.3K | -2.13% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $1.0M 0.49% | +$493.1K Bought | 0.0% 1.9K shares | 982.0 → 1.9K +$493.1K | +96.95% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $831.6K 0.406% | — | — 3.1K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $814.8K 0.398% | -$41.7K Sold | — 9.8K shares | 10.3K → 9.8K −$41.7K | -4.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $789.2K 0.386% | +$24.6K Bought | — 8.5K shares | 8.2K → 8.5K +$24.6K | +3.22% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - Specialty & Generic Healthcare | $763.2K 0.373% | — | 0.001% 5.2K shares | — | — | $64.8B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $687.1K 0.336% | -$21.9K Sold | 0.0% 6.1K shares | 6.3K → 6.1K −$21.9K | -3.09% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $614.0K 0.3% | — | — 2.4K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $584.9K 0.286% | — | 0.0% 3.9K shares | — | — | $193.14B Large Cap | Q1 2024 Held for 1y 8m | |
Auto - Manufacturers Consumer Cyclical | $551.5K 0.27% | -$16.5K Sold | 0.0% 1.2K shares | 1.3K → 1.2K −$16.5K | -2.9% | $1.48T Mega Cap | Q1 2024 Held for 1y 8m | |
Discount Stores Consumer Defensive | $542.9K 0.265% | — | 0.0% 5.3K shares | — | — | $821.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Tobacco Consumer Defensive | $509.6K 0.249% | +$246.7K Bought | 0.0% 3.1K shares | 1.6K → 3.1K +$246.7K | +93.83% | $252.48B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $496.9K 0.243% | — | — 2.1K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Information Technology Services Technology | $449.8K 0.22% | — | 0.0% 1.6K shares | — | — | $262.84B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $431.1K 0.211% | — | — 704.0 shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $416.0K 0.203% | — | — 2.2K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Tobacco Consumer Defensive | $398.7K 0.195% | +$398.7K New | 0.0% 6.0K shares | 0 → 6.0K +$398.7K | New | $110.97B Large Cap | Q3 2025 Held for 2 months | |
Agricultural - Machinery Industrials | $388.7K 0.19% | — | 0.0% 815.0 shares | — | — | $223.53B Mega Cap | Q1 2024 Held for 1y 8m | |
Packaged Foods Consumer Defensive | $351.0K 0.172% | +$57.7K Bought | 0.001% 4.3K shares | 3.6K → 4.3K +$57.7K | +19.66% | $28.5B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $340.4K 0.166% | +$42.4K Bought | 0.0% 1.5K shares | 1.3K → 1.5K +$42.4K | +14.22% | $409.03B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $335.5K 0.164% | +$335.5K Bought | — 4.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $332.9K 0.163% | -$38.3K Sold | — 6.4K shares | 7.1K → 6.4K −$38.3K | -10.31% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $326.8K 0.16% | — | 0.0% 1.3K shares | — | — | $2.95T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $313.2K 0.153% | — | — 6.3K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Household & Personal Products Consumer Defensive | $309.7K 0.151% | — | 0.0% 2.0K shares | — | — | $359.62B Mega Cap | Q1 2024 Held for 1y 8m |
