Skip to content
Disclosery

BUSH INVESTMENT GROUP, LLC

Follow

13F filer, CIK 1966640, VALDOSTA, GA

BUSH INVESTMENT GROUP, LLC reported $132,733,360 across 35 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-29. Its ten largest share positions make up 78.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001966640-25-000003

Period
2025-03-31
Reported value
$133M
Holdings
35
Top 10 weight
78.49%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPSBnew+136,460$4.11M
GLDMadded+30,279$1.87M
VTIadded+6,430$1.77M
XTENnew+19,085$889K
XLGnew+19,078$878K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EFGreduced-12,416-$1.24M
EFVreduced-10,007-$590K
TLTexited-6,428-$561K
SCHMreduced-15,939-$418K
IFRAexited-7,575-$351K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001966640-25-000003, largest first. % of portfolio is the value over $132,733,360, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,775 shares; 2024Q3: 99,520 shares; 2024Q4: 98,356 shares; 2025Q1: 104,786 shares 104,786$28.8M21.7%+6,430Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103,935 shares; 2024Q3: 103,618 shares; 2024Q4: 102,206 shares; 2025Q1: 102,748 shares 102,748$21.7M16.33%+542Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 404,374 shares; 2024Q3: 408,544 shares; 2024Q4: 834,429 shares; 2025Q1: 850,615 shares 850,615$16.8M12.68%+16,186Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 127,706 shares; 2024Q3: 128,379 shares; 2024Q4: 385,929 shares; 2025Q1: 369,990 shares 369,990$9.69M7.3%-15,939Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 133,949 shares; 2024Q3: 123,398 shares; 2024Q4: 122,640 shares; 2025Q1: 117,564 shares 117,564$7.73M5.82%-5,076Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,460 shares 136,460$4.11M3.09%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,349 shares; 2025Q1: 65,628 shares 65,628$4.06M3.06%+30,279Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 159,255 shares; 2024Q3: 163,613 shares; 2024Q4: 167,496 shares; 2025Q1: 171,391 shares 171,391$4.01M3.02%+3,895Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,998 shares; 2024Q3: 39,237 shares; 2024Q4: 40,651 shares; 2025Q1: 41,190 shares 41,190$3.82M2.88%+539Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,391 shares; 2024Q3: 17,159 shares; 2024Q4: 18,206 shares; 2025Q1: 20,225 shares 20,225$3.46M2.6%+2,019Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,159 shares; 2024Q3: 60,146 shares; 2024Q4: 63,290 shares; 2025Q1: 64,493 shares 64,493$3.14M2.37%+1,203Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,150 shares; 2024Q3: 71,794 shares; 2024Q4: 64,623 shares; 2025Q1: 64,786 shares 64,786$2.99M2.25%+163Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,752 shares; 2024Q3: 9,126 shares; 2024Q4: 9,655 shares; 2025Q1: 13,104 shares 13,104$2.5M1.88%+3,449Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,270 shares; 2024Q3: 43,813 shares; 2024Q4: 47,744 shares; 2025Q1: 37,737 shares 37,737$2.22M1.68%-10,007Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,907 shares; 2024Q3: 38,288 shares; 2024Q4: 81,331 shares; 2025Q1: 83,818 shares 83,818$1.94M1.46%+2,487Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,620 shares; 2024Q3: 24,359 shares; 2024Q4: 26,151 shares; 2025Q1: 13,735 shares 13,735$1.37M1.03%-12,416Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,948 shares; 2024Q3: 5,846 shares; 2024Q4: 5,846 shares; 2025Q1: 5,846 shares 5,846$1.3M0.98%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,828 shares; 2024Q3: 21,406 shares; 2024Q4: 23,202 shares; 2025Q1: 22,323 shares 22,323$1.23M0.93%-879Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,845 shares; 2024Q3: 8,531 shares; 2024Q4: 8,438 shares; 2025Q1: 8,362 shares 8,362$1.17M0.88%-76Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,109 shares; 2024Q3: 12,712 shares; 2024Q4: 13,589 shares; 2025Q1: 12,174 shares 12,174$1.14M0.86%-1,415Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,663 shares; 2024Q3: 11,594 shares; 2024Q4: 11,594 shares; 2025Q1: 11,735 shares 11,735$1.08M0.81%+141Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,366 shares; 2024Q3: 10,645 shares; 2024Q4: 11,200 shares; 2025Q1: 19,392 shares 19,392$1.05M0.79%+8,192Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,039 shares; 2024Q3: 4,035 shares; 2024Q4: 3,652 shares; 2025Q1: 4,030 shares 4,030$940K0.71%+378Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,520 shares; 2025Q1: 9,899 shares 9,899$916K0.69%+379Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,002 shares; 2024Q3: 8,038 shares; 2024Q4: 8,074 shares; 2025Q1: 8,117 shares 8,117$903K0.68%+43Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,085 shares 19,085$889K0.67%newTimeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,078 shares 19,078$878K0.66%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,420 shares; 2024Q3: 11,576 shares; 2024Q4: 12,126 shares; 2025Q1: 12,628 shares 12,628$661K0.5%+502Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,455 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,376 shares 13,376$485K0.37%newTimeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,728 shares; 2024Q3: 4,622 shares; 2024Q4: 4,270 shares; 2025Q1: 4,269 shares 4,269$418K0.31%-1Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,788 shares; 2024Q3: 9,618 shares; 2024Q4: 6,336 shares; 2025Q1: 5,877 shares 5,877$345K0.26%-459Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,520 shares; 2024Q3: 2,520 shares; 2024Q4: 2,521 shares; 2025Q1: 2,501 shares 2,501$271K0.2%-20Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares 2,821$256K0.19%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,032 shares; 2024Q4: 6,032 shares; 2025Q1: 5,792 shares 5,792$242K0.18%-240Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 630 shares; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares 630$208K0.16%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TLTISHARES TR6,428$561Kshares
IFRAISHARES TR7,575$351Kshares
CMICUMMINS INC630$220Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001966640-25-000003 base2025-04-29acceptance time not in the bulk data set