Brightworth

13F Portfolio Filings

Latest 13F report
Q3 2022 - Oct 28, 2022
Value $
$933M
Signature - Title
Sherry Hodor - Chief Compliance Officer
Location
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 126 $933M +$87.6M -$14.2M +$73.3M IXUS, IVV, VTEB, XLK, BND 13F-HR 10/28/2022, 02:59 PM
Q2 2022 128 $933M +$112M -$11M +$101M IXUS, IVV, XLK, VTEB, BND 13F-HR 7/25/2022, 11:21 AM
Q1 2022 120 $987M +$49.9M -$102M -$52.1M IXUS, IVV, XLK, BND, AAPL 13F-HR 4/29/2022, 02:35 PM
Q4 2021 123 $1.09B +$30.6M -$137M -$107M IVV, IXUS, XLK, BND, AAPL 13F-HR 1/26/2022, 09:48 AM
Q3 2021 110 $1.1B +$40.2M -$101M -$60.9M IVV, IXUS, XLK, BND, AAPL 13F-HR 10/27/2021, 10:14 AM
Q2 2021 102 $1.17B +$38M -$19.4M +$18.6M IVV, IXUS, XLK, BND, AAPL 13F-HR 7/29/2021, 03:17 PM
Q1 2021 99 $1.08B +$37.6M -$11.7M +$25.9M IVV, IXUS, XLK, BND, AAPL 13F-HR 4/19/2021, 09:33 AM
Q4 2020 98 $1.01B +$29.6M -$18M +$11.5M IVV, IXUS, XLK, AAPL, BND 13F-HR 2/2/2021, 07:50 PM
Q3 2020 87 $900M +$153M -$16.3M +$137M IVV, IXUS, XLK, AAPL, BND 13F-HR 10/30/2020, 05:51 PM
Q2 2020 81 $719M +$42.7M -$7.93M +$34.7M IVV, IXUS, XLK, KO, AAPL 13F-HR 7/22/2020, 05:10 PM
Q1 2020 77 $576M +$167M -$29.6M +$138M IVV, IXUS, XLK, AAPL, BND Restatement 5/12/2020, 01:44 PM
Q4 2019 93 $536M +$27.1M -$8.25M +$18.9M IVV, XLK, AAPL, V, AMT 13F-HR 1/23/2020, 04:51 PM
Q3 2019 91 $481M +$8.21M -$8.06M +$155K IVV, XLK, AAPL, V, AMT 13F-HR 11/1/2019, 05:16 PM
Q2 2019 88 $473M +$9.07M -$35M -$25.9M IVV, XLK, V, AAPL, AMT 13F-HR 7/31/2019, 05:10 PM
Q1 2019 93 $478M +$21.5M -$35.6M -$14.1M IVV, XLK, IWF, AAPL, VTI 13F-HR 4/25/2019, 09:37 PM
Q4 2018 91 $435M +$54.8M -$10.8M +$44M IVV, IWF, XLK, VTI, AAPL 13F-HR 2/1/2019, 05:27 PM
Q3 2018 93 $450M +$8.68M -$6.67M +$2.01M IVV, IWF, XLK, AAPL, VTI 13F-HR 10/25/2018, 10:38 AM
Q2 2018 91 $416M +$12.5M -$41.2M -$28.8M IVV, IWF, XLK, VTI, AAPL 13F-HR 8/3/2018, 10:14 AM
Q1 2018 127 $433M +$28.1M -$38.4M -$10.3M IVV, IWF, XLK, AAPL, VTI 13F-HR 4/25/2018, 02:59 PM
Q4 2017 119 $443M +$9.59M -$9.63M -$38.1K IVV, IWF, XLK, AAPL, VTI 13F-HR 1/24/2018, 09:43 AM
Q3 2017 130 $412M +$225M -$1.67M +$223M IVV, IWF, XLK, VTI, AAPL 13F-HR 10/30/2017, 09:26 AM
Q2 2017 40 $181M +$1.53M -$9.13M -$7.6M IVV, IWF, VTI, BRKB, XLK 13F-HR 7/20/2017, 03:19 PM
Q1 2017 39 $183M +$902K -$11.6M -$10.7M IVV, IWF, VTI, BRKB, XLK 13F-HR 4/24/2017, 11:15 AM
Q4 2016 47 $182M +$41.3M -$441K +$40.9M IVV, IWF, VTI, BRKB, ACWX 13F-HR 1/24/2017, 04:29 PM
Q3 2016 13 $133M +$859K -$301K +$557K IVV, IWF, VTI, BRKB, JNJ 13F-HR 10/21/2016, 10:14 AM
Q2 2016 12 $132M +$763K -$1.03M -$265K IVV, IWF, JNJ, IWD, BRKB 13F-HR 7/26/2016, 08:04 AM
Q1 2016 9 $131M +$59.9M -$28.3M +$31.5M IVV, IWF, IWD, BRKB, IWB 13F-HR 4/27/2016, 10:35 AM
Q4 2015 22 $98.5M $0 $0 IVV, IWB, HEFA, ACWI, EFA 13F-HR 2/12/2016, 04:41 PM