BUSH INVESTMENT GROUP, LLC Portfolio Holdings
Q3 2025•36 long positions•$160.7M portfolio value
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Holding37 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $33.6M 20.91% | +$810.6K Bought | — 102.4K shares | 99.9K → 102.4K +$810.6K | +2.47% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $23.7M 14.75% | +$1.6M Bought | — 1.0M shares | 950.4K → 1.0M +$1.6M | +7.15% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $20.3M 12.61% | -$4.8M Sold | — 74.1K shares | 91.6K → 74.1K −$4.8M | -19.12% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $11.2M 6.95% | +$459.7K Bought | — 377.0K shares | 361.5K → 377.0K +$459.7K | +4.29% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $5.7M 3.57% | +$196.2K Bought | — 73.2K shares | 70.7K → 73.2K +$196.2K | +3.54% | — — | Q4 2023 Held for 2 years | |
Unknown Unknown | $5.6M 3.48% | +$1.7M Bought | — 73.2K shares | 51.2K → 73.2K +$1.7M | +42.94% | — — | Q4 2024 Held for 1 year | |
ETF ETF | $4.3M 2.7% | +$179.6K Bought | — 143.4K shares | 137.4K → 143.4K +$179.6K | +4.31% | — — | Q1 2025 Held for 9 months | |
ETF ETF | $4.3M 2.68% | +$193.7K Bought | — 87.2K shares | 83.2K → 87.2K +$193.7K | +4.7% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $4.2M 2.64% | +$139.4K Bought | — 177.5K shares | 171.7K → 177.5K +$139.4K | +3.39% | — — | Q2 2024 Held for 1y 6m | |
ETF ETF | $4.2M 2.59% | +$281.2K Bought | — 70.4K shares | 65.6K → 70.4K +$281.2K | +7.24% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $4.0M 2.51% | -$123.1K Sold | — 20.8K shares | 21.4K → 20.8K −$123.1K | -2.96% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $4.0M 2.48% | +$50.2K Bought | — 33.1K shares | 32.7K → 33.1K +$50.2K | +1.27% | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $3.6M 2.26% | +$1.9M Bought | — 63.2K shares | 30.9K → 63.2K +$1.9M | +104.32% | — — | Q1 2025 Held for 9 months | |
Unknown Unknown | $3.4M 2.08% | +$3.4M New | — 47.7K shares | 0 → 47.7K +$3.4M | New | — — | Q3 2025 Held for 3 months | |
ETF ETF | $3.3M 2.08% | -$758.2K Sold | — 49.3K shares | 60.5K → 49.3K −$758.2K | -18.49% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $3.0M 1.86% | +$163.6K Bought | — 14.5K shares | 13.7K → 14.5K +$163.6K | +5.79% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $2.5M 1.58% | -$200.3K Sold | — 38.5K shares | 41.5K → 38.5K −$200.3K | -7.31% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $2.1M 1.28% | +$164.1K Bought | — 87.9K shares | 80.9K → 87.9K +$164.1K | +8.64% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $2.1M 1.28% | -$389.5K Sold | — 44.1K shares | 52.5K → 44.1K −$389.5K | -15.89% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $2.0M 1.25% | +$166.1K Bought | — 43.2K shares | 39.7K → 43.2K +$166.1K | +8.98% | — — | Q1 2025 Held for 9 months | |
Unknown Unknown | $1.8M 1.11% | +$80.9K Bought | — 47.0K shares | 44.8K → 47.0K +$80.9K | +4.76% | — — | Q2 2025 Held for 6 months | |
Consumer Electronics Technology | $1.5M 0.926% | — | 0.0% 5.8K shares | — | — | $3.78T Mega Cap | Q1 2024 Held for 1y 9m | |
Regulated Electric Utilities | $1.5M 0.921% | +$429.9K Bought | 0.001% 15.6K shares | 11.1K → 15.6K +$429.9K | +40.92% | $104.25B Large Cap | Q4 2023 Held for 2 years | |
ETF ETF | $1.3M 0.787% | +$93.3K Bought | — 13.3K shares | 12.3K → 13.3K +$93.3K | +7.97% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $1.3M 0.778% | +$34.3K Bought | — 10.3K shares | 10.0K → 10.3K +$34.3K | +2.82% | — — | Q4 2024 Held for 1 year | |
Insurance - Life Financial Services | $916.8K 0.57% | +$4.9K Bought | 0.002% 8.2K shares | 8.2K → 8.2K +$4.9K | +0.54% | $59.7B Large Cap | Q4 2023 Held for 2 years | |
ETF ETF | $911.6K 0.567% | +$85.7K Bought | — 17.8K shares | 16.1K → 17.8K +$85.7K | +10.38% | — — | Q2 2025 Held for 6 months | |
Home Improvement Consumer Cyclical | $829.6K 0.516% | -$155.8K Sold | 0.001% 3.3K shares | 3.9K → 3.3K −$155.8K | -15.81% | $140.94B Large Cap | Q4 2023 Held for 2 years | |
ETF ETF | $799.2K 0.497% | +$100.4K Bought | — 15.0K shares | 13.1K → 15.0K +$100.4K | +14.37% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $771.2K 0.48% | +$771.2K New | — 10.3K shares | 0 → 10.3K +$771.2K | New | — — | Q3 2025 Held for 3 months | |
Semiconductors Technology | $475.6K 0.296% | — | 0.0% 2.5K shares | — | — | $4.54T Mega Cap | Q2 2024 Held for 1y 6m | |
ETF ETF | $359.5K 0.224% | -$1.2M Sold | — 3.2K shares | 13.9K → 3.2K −$1.2M | -77.23% | — — | Q4 2023 Held for 2 years | |
Specialty Business Services Industrials | $348.4K 0.217% | — | 0.002% 4.2K shares | — | — | $20.2B Large Cap | Q2 2024 Held for 1y 6m | |
ETF ETF | $313.7K 0.195% | +$31.6K Bought | — 3.3K shares | 3.0K → 3.3K +$31.6K | +11.2% | — — | Q1 2025 Held for 9 months | |
Banks - Diversified Financial Services | $298.8K 0.186% | — | 0.0% 5.8K shares | — | — | $382.12B Mega Cap | Q3 2024 Held for 1y 3m | |
ETF ETF | $270.8K 0.168% | — | — 4.6K shares | — | — | — — | Q4 2023 Held for 2 years | |
ETF ETF | - — | -$1.2M Sold | — - shares | 7.0K → 0 −$1.2M | Sold | — — | Q4 2023 Held for 2 years |
