Bright Futures Wealth Management, LLC.

13F Filings History

Latest 13F report: Q3 2024 - Oct 31, 2024
Value $: $206M
Signature - Title: Craig D LeFeber - CCO
Location: Webster, Ny 14580, NY
Summary: This page shows a list of all the recent 13F filings made by Bright Futures Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bright Futures Wealth Management, LLC. reported 225 stock holdings with total value $206M as of Q3 2024. Top holdings included AAPL, AMZN, IEF, KRE, and IEI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	225	$206M	+$30.4M	-$16.9M	+$13.5M	AAPL, AMZN, IEF, KRE, IEI	13F-HR	10/31/2024, 10:03 AM
Q2 2024	209	$177M	+$10.2M	-$8.88M	+$1.33M	AAPL, AMZN, KRE, IEF, IEI	13F-HR	8/7/2024, 09:09 AM
Q1 2024	207	$163M	$0	$0		AMZN, IEF, KRE, TLT, IEI	13F-HR	6/28/2024, 01:14 PM