Bush Investment Group, LLC Top Holdings and 13F Report (2025) About Bush Investment Group, LLCInvestment ActivityBush Investment Group, LLC has $148.93 million in total holdings as of June 30, 2025.Bush Investment Group, LLC owns shares of 36 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 10.80% of the portfolio was purchased this quarter.About 8.54% of the portfolio was sold this quarter.This quarter, Bush Investment Group, LLC has purchased 35 new stocks and bought additional shares in 17 stocks.Bush Investment Group, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $30,375,376iShares Russell Top 200 Growth ETF $22,571,935Schwab International Equity ETF $21,004,812Schwab U.S. Mid-Cap ETF $10,140,412SPDR Portfolio S&P 500 ETF $5,140,460 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $4,121,460 Holding09290C780 - BLACKROCK ETF TRUST $2,480,465 Holding09290C806 - BlackRock Future U.S. Themes ETF $1,595,727 Holding46435G672 - iShares Core International Aggregate Bond ETF $823,673 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 83,245 shares (about $4.12M)BLACKROCK ETF TRUST 85,978 shares (about $2.48M)Schwab International Equity ETF 99,829 shares (about $2.21M)BlackRock Future U.S. Themes ETF 44,849 shares (about $1.60M)iShares MSCI EAFE Value ETF 22,713 shares (about $1.44M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 46,846 shares (about $3.41M)iShares Russell Top 200 Growth ETF 11,182 shares (about $2.76M)Vanguard Total Stock Market ETF 4,844 shares (about $1.47M)SPDR Gold MiniShares Trust 14,429 shares (about $945.39K)iShares S&P 500 Growth ETF 8,535 shares (about $939.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBush Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$30,375,376$1,472,237 ▼-4.6%99,94220.4%ETFIWYiShares Russell Top 200 Growth ETF$22,571,935$2,756,475 ▼-10.9%91,56615.2%ETFSCHFSchwab International Equity ETF$21,004,812$2,206,221 ▲11.7%950,44414.1%ETFSCHMSchwab U.S. Mid-Cap ETF$10,140,412$237,808 ▼-2.3%361,5126.8%ETFSPLGSPDR Portfolio S&P 500 ETF$5,140,460$3,405,215 ▼-39.8%70,7183.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,149,314$29,586 ▲0.7%137,4402.8%ETFBNDXVanguard Total International Bond ETF$4,121,460$4,121,460 ▲New Holding83,2452.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,086,032$6,926 ▲0.2%171,6822.7%ETFQUALiShares MSCI USA Quality Factor ETF$3,915,157$217,560 ▲5.9%21,4152.6%ETFEFViShares MSCI EAFE Value ETF$3,837,387$1,441,829 ▲60.2%60,4502.6%ETFIVWiShares S&P 500 Growth ETF$3,595,344$939,711 ▼-20.7%32,6552.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,573,665$61,376 ▲1.7%65,6202.4%ETFGLDMSPDR Gold MiniShares Trust$3,354,558$945,388 ▼-22.0%51,1992.3%FinanceIVEiShares S&P 500 Value ETF$2,672,759$111,976 ▲4.4%13,6771.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,493,831$1,329,727 ▲114.2%41,5431.7%ETFBLACKROCK ETF TRUST$2,480,465$2,480,465 ▲New Holding85,9781.7%ISHARES A I INNOIUSBiShares Core Total USD Bond Market ETF$2,425,563$569,511 ▼-19.0%52,4671.6%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,880,828$67,094 ▼-3.4%80,9311.3%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,831,721$950,757 ▲107.9%39,6821.2%ETFXLGInvesco S&P 500 Top 50 ETF$1,611,818$617,854 ▲62.2%30,9371.1%ETFBTHMBlackRock Future U.S. Themes ETF$1,595,727$1,595,727 ▲New Holding44,8491.1%ETFEFGiShares MSCI EAFE Growth ETF$1,552,986$14,672 ▲1.0%13,8661.0%ETFIYWiShares U.S. Technology ETF$1,209,259$239,634 ▼-16.5%6,9790.8%ManufacturingAAPLApple$1,199,4240.0%5,8460.8%Computer and TechnologyMBBiShares MBS ETF$1,156,224$13,238 ▲1.2%12,3150.8%ETFSPMOInvesco S&P 500 Momentum ETF$1,129,649$16,308 ▲1.5%10,0440.8%ETFSOSouthern$1,017,936$59,690 ▼-5.5%11,0850.7%UtilitiesLOWLowe's Companies$869,952$24,184 ▼-2.7%3,9210.6%Retail/WholesaleAFLAflac$860,834$4,851 ▲0.6%8,1630.6%FinanceIAGGiShares Core International Aggregate Bond ETF$823,673$823,673 ▲New Holding16,1220.6%ETFBINCiShares Flexible Income Active ETF$693,525$26,261 ▲3.9%13,1250.5%ETFNVDANVIDIA$402,688$7,583 ▲1.9%2,5490.3%Computer and TechnologyGPNGlobal Payments$335,688$6,003 ▼-1.8%4,1940.2%Business ServicesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$274,495$13,243 ▲5.1%2,9640.2%ETFBACBank of America$274,0770.0%5,7920.2%FinanceVGSHVanguard Short-Term Treasury ETF$270,447$75,003 ▼-21.7%4,6010.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$1,229,774 ▼-100.0%00.0%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$0$485,415 ▼-100.0%00.0%ETFCATCaterpillar$0$207,774 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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