BUSH INVESTMENT GROUP, LLC
RIA/Wealth
BUSH INVESTMENT GROUP, LLC is a RIA/Wealth based in Valdosta, GA led by Stacy Bryant Bush, reporting $213.1M in AUM as of Q3 2025 with 90% ETF concentration, 73% concentrated in top 10 holdings, and 21% allocation to VTI.
CEOStacy Bryant Bush
- Portfolio Value
- $160.7M
- Positions
- 36
- Top Holding
- VTI at 20.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BUSH INVESTMENT GROUP, LLC's portfolio (72.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.6M | 20.91% | +$810.6K Bought | — 102.4K shares | |
ETF ETF | $23.7M | 14.75% | +$1.6M Bought | — 1.0M shares | |
ETF ETF | $20.3M | 12.61% | -$4.8M Sold | — 74.1K shares | |
ETF ETF | $11.2M | 6.95% | +$459.7K Bought | — 377.0K shares | |
ETF ETF | $5.7M | 3.57% | +$196.2K Bought | — 73.2K shares | |
Unknown Unknown | $5.6M | 3.48% | +$1.7M Bought | — 73.2K shares | |
ETF ETF | $4.3M | 2.70% | +$179.6K Bought | — 143.4K shares | |
ETF ETF | $4.3M | 2.68% | +$193.7K Bought | — 87.2K shares | |
ETF ETF | $4.2M | 2.64% | +$139.4K Bought | — 177.5K shares | |
ETF ETF | $4.2M | 2.59% | +$281.2K Bought | — 70.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BUSH INVESTMENT GROUP, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+104.32% | |
+42.94% | |
+40.92% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-77.23% | |
-19.12% | |
-18.49% | |
-15.89% |
Analytics
Portfolio insights and performance metrics for BUSH INVESTMENT GROUP, LLC
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