BRIGHT FINANCIAL ADVISORS, INC.

13F Filings History

Latest 13F report: Q3 2024 - Oct 10, 2024
Value $: $157M
Signature - Title: Andrew M. Price - President
Location: Portage, MI
Summary: This page shows a list of all the recent 13F filings made by BRIGHT FINANCIAL ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIGHT FINANCIAL ADVISORS, INC. reported 53 stock holdings with total value $157M as of Q3 2024. Top holdings included AGG, GLD, RSP, IVV, and IJR.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	53	$157M	+$6.92M	-$897K	+$6.02M	AGG, GLD, RSP, IVV, IJR	13F-HR	10/10/2024, 02:25 PM
Q2 2024	49	$142M	+$43.6M	-$7.3M	+$36.3M	AGG, GLD, RSP, IVV, IJR	13F-HR	8/12/2024, 04:47 PM
Q1 2024	47	$90M	$0	$0		AGG, GLD, IVV, GAL, VTI	13F-HR	5/9/2024, 03:31 PM