Brightwater Advisory LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 8, 2024
Value $: $136M
Signature - Title: David Maddux - CCO
Location: Tampa, FL
Summary: This page shows a list of all the recent 13F filings made by Brightwater Advisory LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brightwater Advisory LLC reported 60 stock holdings with total value $136M as of Q3 2024. Top holdings included SCHF, SCHP, SPY, FNDB, and VIG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	60	$136M	+$3.12M	-$5.65M	-$2.52M	SCHF, SCHP, SPY, FNDB, VIG	13F-HR	10/8/2024, 02:46 PM
Q2 2024	62	$128M	+$12.9M	-$7.23M	+$5.64M	SCHF, SCHP, SPY, FNDB, VIG	13F-HR	9/10/2024, 12:44 PM
Q1 2024	56	$125M	+$25.5M	-$23.5M	+$1.98M	SCHF, FNDB, SPY, VIG, SCHP	13F-HR	10/2/2024, 06:57 PM
Q4 2023	52	$116M	$0	$0		SCHF, SCHV, SPY, VIG, TIP	13F-HR	12/3/2024, 05:10 PM