Bryant Woods Investment Advisors
Latest statistics and disclosures from Bryant Woods Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, VOO, AAPL, IJR, and represent 67.68% of Bryant Woods Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$18M), IVV (+$7.5M), DFAW, VOO, AMZN, MPC, IEFA, JIRE, GOOGL, NVDA.
- Started 3 new stock positions in JIRE, GOOGL, MPC.
- Reduced shares in these 10 stocks: ACWV, MTUM, IJR, VIOO, FDMO, EXR, USMV, IEMG, VNQ, LIN.
- Bryant Woods Investment Advisors was a net buyer of stock by $21M.
- Bryant Woods Investment Advisors has $170M in assets under management (AUM), dropping by 8.05%.
- Central Index Key (CIK): 0001910641
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Portfolio Holdings for Bryant Woods Investment Advisors
Bryant Woods Investment Advisors holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.5 | $53M | +16% | 102k | 525.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 13.4 | $23M | +379% | 375k | 60.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.4 | $16M | +11% | 33k | 480.73 |
|
| Apple (AAPL) | 6.8 | $12M | 67k | 171.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.6 | $11M | -16% | 101k | 110.53 |
|
| Ishares Core Msci Emkt (IEMG) | 5.1 | $8.6M | -2% | 167k | 51.60 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 4.5 | $7.6M | 74k | 103.01 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.1 | $5.3M | -13% | 53k | 101.50 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 3.1 | $5.3M | +590% | 89k | 59.13 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $2.3M | +10% | 31k | 74.22 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.2 | $2.1M | -61% | 11k | 187.33 |
|
| Digimarc Corporation (DMRC) | 1.2 | $2.1M | +6% | 75k | 27.18 |
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| Amazon (AMZN) | 1.1 | $1.9M | +15% | 10k | 180.38 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.8M | +9% | 2.0k | 903.78 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.8 | $1.4M | -71% | 14k | 105.27 |
|
| Linde SHS (LIN) | 0.8 | $1.3M | -11% | 2.8k | 464.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.3M | 2.00 | 634440.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.3M | 3.0k | 420.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $859k | 14k | 60.30 |
|
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| L3harris Technologies (LHX) | 0.5 | $852k | 4.0k | 213.10 |
|
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| Union Pacific Corporation (UNP) | 0.5 | $796k | 3.2k | 245.96 |
|
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| Fidelity Covington Trust Momentum Factr (FDMO) | 0.5 | $783k | -49% | 13k | 60.36 |
|
| Microsoft Corporation (MSFT) | 0.4 | $741k | +4% | 1.8k | 420.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $738k | -22% | 8.8k | 83.59 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $690k | 1.3k | 523.24 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $644k | +24% | 21k | 30.22 |
|
| White Mountains Insurance Gp (WTM) | 0.4 | $610k | 340.00 | 1794.30 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $537k | -26% | 6.2k | 86.47 |
|
| M&T Bank Corporation (MTB) | 0.3 | $504k | -13% | 3.5k | 145.40 |
|
| Moog Cl A (MOG.A) | 0.3 | $487k | 3.0k | 159.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $412k | 2.5k | 162.86 |
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| PPG Industries (PPG) | 0.2 | $348k | 2.4k | 144.90 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.2 | $334k | -7% | 5.9k | 56.18 |
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| Johnson & Johnson (JNJ) | 0.2 | $320k | 2.0k | 158.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $304k | 685.00 | 444.10 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $295k | -12% | 1.7k | 175.27 |
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| Extra Space Storage (EXR) | 0.2 | $285k | -50% | 1.9k | 147.00 |
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| Abbvie (ABBV) | 0.2 | $273k | -7% | 1.5k | 182.11 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $258k | +7% | 4.1k | 63.34 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $253k | -37% | 4.5k | 56.60 |
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| Nucor Corporation (NUE) | 0.1 | $228k | 1.2k | 197.93 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $221k | NEW | 1.1k | 201.58 |
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| Schlumberger Com Stk (SLB) | 0.1 | $219k | 4.0k | 54.81 |
|
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $206k | NEW | 3.3k | 62.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $205k | NEW | 1.4k | 150.93 |
|
| Obsidian Energy (OBE) | 0.0 | $83k | 10k | 8.22 |
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Past Filings by Bryant Woods Investment Advisors
SEC 13F filings are viewable for Bryant Woods Investment Advisors going back to 2021
- Bryant Woods Investment Advisors 2024 Q1 filed May 3, 2024
- Bryant Woods Investment Advisors 2023 Q4 filed Jan. 18, 2024
- Bryant Woods Investment Advisors 2023 Q3 filed Nov. 13, 2023
- Bryant Woods Investment Advisors 2023 Q2 filed July 18, 2023
- Bryant Woods Investment Advisors 2023 Q1 filed April 14, 2023
- Bryant Woods Investment Advisors 2022 Q4 filed Feb. 8, 2023
- Bryant Woods Investment Advisors 2022 Q3 filed Nov. 4, 2022
- Bryant Woods Investment Advisors 2022 Q2 filed Aug. 5, 2022
- Bryant Woods Investment Advisors 2022 Q1 filed May 10, 2022
- Bryant Woods Investment Advisors 2021 Q4 filed Feb. 14, 2022