BUSH INVESTMENT GROUP, LLC

Q3 2025 13F-HR Holdings

Location
Valdosta, GA
Holdings as of
9/30/2025
Date filed
12/18/2025
Form type
13F-HR
Num holdings
37
Total value ($000)
$168,772
Net value change ($000)
+19,843 (13.3%)
New positions
2
Sold out positions
1
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/1/2025 Next filing: 3/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAI 5,544 223.5%
SHLD 3,351 NEW
VTI 3,234 10.6%
SCHWAB STRATEGIC TRUST 2,702 12.9%
GLDM 2,240 66.8%
XLG 2,024 125.6%
SCHM 1,035 10.2%
AVEM 771 NEW
SPYM 596 11.6%
DYNF 592 16.6%
Top Reduces (Value $000, Stocks/ETFs)
IWY -2,305 -10.2%
IYW -1,209 -100.0%
EFG -1,193 -76.8%
EFV -495 -12.9%
IUSB -365 -15.0%
LOW -40 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type