test

Craig D LeFeber

@Bright Futures Wealth Management, Llc.

Latest period2024 - Q3ReportedManaged Assets$207.094MTotal holdings225
Assets growth rate12.24%Assets growth rate (2-Q avg)6.01%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bright Futures Wealth Management, Llc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 225 positions.

Assets under management

The assets under management (AUM) of Bright Futures Wealth Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 207.094M in assets, with a quarterly growth rate of 12.24% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Craig D LeFeber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 7.72%
4.75%
$9.833M
42,734 shares@ $230.1 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.66%
3.39%
$7.009M
36,369 shares@ $192.73 avg price
IEFIshares Tr
Recent Activity
Increased 11.84%
2.35%
$4.85M
51,283 shares@ $94.58 avg price
KRESpdr Ser Tr
Recent Activity
Decreased -15.12%
2.2%
$4.539M
75,888 shares@ $59.82 avg price
IEIIshares Tr
Recent Activity
Increased 10.24%
2.11%
$4.359M
37,335 shares@ $116.76 avg price
NVDANvidia Corporation
Recent Activity
Increased 91.03%
2.02%
$4.174M
29,955 shares@ $139.34 avg price
CALFPacer Fds Tr
Recent Activity
Increased 2.15%
1.77%
$3.652M
81,419 shares@ $44.85 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Decreased -0.47%
1.62%
$3.339M
49,808 shares@ $67.04 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.28%
1.62%
$3.336M
18,942 shares@ $176.14 avg price
AVGOBroadcom Inc
Recent Activity
Increased 10.2%
1.58%
$3.258M
18,446 shares@ $176.65 avg price