Bush Investment Group, LLC Top Holdings and 13F Report (2025) About Bush Investment Group, LLCInvestment ActivityBush Investment Group, LLC has $132.73 million in total holdings as of March 31, 2025.Bush Investment Group, LLC owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.47% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Bush Investment Group, LLC has purchased 33 new stocks and bought additional shares in 17 stocks.Bush Investment Group, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $28,799,388iShares Russell Top 200 Growth ETF $21,673,663Schwab International Equity ETF $16,825,165Schwab U.S. Mid-Cap ETF $9,693,738SPDR Portfolio S&P 500 ETF $7,731,027 Largest New Holdings this Quarter 78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $4,107,446 Holding09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $888,788 Holding46137V233 - Invesco S&P 500 Top 50 ETF $877,970 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $485,415 Holding464288281 - iShares J.P. Morgan USD Emerging Markets Bond ETF $255,524 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 136,460 shares (about $4.11M)SPDR Gold MiniShares Trust 30,279 shares (about $1.87M)Vanguard Total Stock Market ETF 6,430 shares (about $1.77M)BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 19,085 shares (about $888.79K)Invesco S&P 500 Top 50 ETF 19,078 shares (about $877.97K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 12,416 shares (about $1.24M)iShares MSCI EAFE Value ETF 10,007 shares (about $589.81K)Schwab U.S. Mid-Cap ETF 15,939 shares (about $417.60K)SPDR Portfolio S&P 500 ETF 5,076 shares (about $333.80K)iShares MBS ETF 1,415 shares (about $132.70K) 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$28,799,388$1,767,221 ▲6.5%104,78621.7%ETFIWYiShares Russell Top 200 Growth ETF$21,673,663$114,329 ▲0.5%102,74816.3%ETFSCHFSchwab International Equity ETF$16,825,165$320,159 ▲1.9%850,61512.7%ETFSCHMSchwab U.S. Mid-Cap ETF$9,693,738$417,602 ▼-4.1%369,9907.3%ETFSPLGSPDR Portfolio S&P 500 ETF$7,731,027$333,799 ▼-4.1%117,5645.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,107,446$4,107,446 ▲New Holding136,4603.1%ETFGLDMSPDR Gold MiniShares Trust$4,061,717$1,873,967 ▲85.7%65,6283.1%FinanceSPHYSPDR Portfolio High Yield Bond ETF$4,013,977$91,221 ▲2.3%171,3913.0%ETFIVWiShares S&P 500 Growth ETF$3,823,688$50,036 ▲1.3%41,1902.9%ETFQUALiShares MSCI USA Quality Factor ETF$3,456,305$345,032 ▲11.1%20,2252.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,144,679$58,658 ▲1.9%64,4932.4%ETFIUSBiShares Core Total USD Bond Market ETF$2,985,352$7,511 ▲0.3%64,7862.2%ManufacturingIVEiShares S&P 500 Value ETF$2,497,360$657,310 ▲35.7%13,1041.9%ETFEFViShares MSCI EAFE Value ETF$2,224,225$589,814 ▼-21.0%37,7371.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,941,216$57,599 ▲3.1%83,8181.5%ETFEFGiShares MSCI EAFE Growth ETF$1,373,485$1,241,586 ▼-47.5%13,7351.0%ETFAAPLApple$1,298,5720.0%5,8461.0%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,229,774$48,424 ▼-3.8%22,3230.9%ManufacturingIYWiShares U.S. Technology ETF$1,174,366$10,674 ▼-0.9%8,3620.9%ManufacturingMBBiShares MBS ETF$1,141,646$132,695 ▼-10.4%12,1740.9%ETFSOSouthern$1,079,033$12,965 ▲1.2%11,7350.8%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$1,046,566$442,114 ▲73.1%19,3920.8%ETFLOWLowe's Companies$939,917$88,161 ▲10.4%4,0300.7%Retail/WholesaleSPMOInvesco S&P 500 Momentum ETF$915,954$35,069 ▲4.0%9,8990.7%ETFAFLAflac$902,520$4,781 ▲0.5%8,1170.7%FinanceXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$888,788$888,788 ▲New Holding19,0850.7%ETFXLGInvesco S&P 500 Top 50 ETF$877,970$877,970 ▲New Holding19,0780.7%ETFBINCiShares Flexible Income Active ETF$661,455$26,295 ▲4.1%12,6280.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$485,415$485,415 ▲New Holding13,3760.4%ETFGPNGlobal Payments$418,020$98 ▼0.0%4,2690.3%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$344,921$26,939 ▼-7.2%5,8770.3%ETFNVDANVIDIA$271,014$2,167 ▼-0.8%2,5010.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$255,524$255,524 ▲New Holding2,8210.2%ETFBACBank of America$241,700$10,015 ▼-4.0%5,7920.2%FinanceCATCaterpillar$207,7740.0%6300.2%IndustrialsTLTiShares 20+ Year Treasury Bond ETF$0$561,328 ▼-100.0%00.0%ETFIFRAiShares U.S. Infrastructure ETF$0$350,636 ▼-100.0%00.0%ETFCMICummins$0$219,618 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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. Receive short-term trading ideas from MarketBeat. 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