Brown Wealth Management, LLC Purchases in Q3 2024

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.5K
+ 44.52%
$520.18 - $576.82 $5.96M - $6.61M
37.2K $21.4B
MUB
Ishares National Muni Bond ETF

ETFs
45.1K
+ 41.39%
$106.13 - $108.7 $4.79M - $4.91M
154K $16.8B
PJUL
Innovator U.S. Equity Power Bu

ETFs
113K
New
$37.89 - $40.48 $4.29M - $4.58M
113K $4.58B
VTV
Vanguard Value ETF

ETFs
13.2K
+ 8.83%
$159.75 - $174.57 $2.11M - $2.3M
163K $28.4B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
40.5K
+ 16.84%
$74.26 - $78.84 $3.01M - $3.19M
281K $22B
BALT
Innovator Etfs Tr
104K
New
$29.76 - $30.83 $3.09M - $3.2M
104K $3.2B
VUG
Vanguard Growth ETF

ETFs
3.03K
+ 5.11%
$341.08 - $391.94 $1.03M - $1.19M
62.2K $23.9B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.7K
+ 4.12%
$19.78 - $23.53 $272K - $323K
347K $8.04B
SCHO
Schwab Short Term Us Treasury

ETFs
21.2K
+ 9.5%
$47.93 - $49.06 $1.02M - $1.04M
245K $12B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.69K
+ 7.79%
$63.46 - $71.43 $551K - $621K
120K $8.51B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.88K
+ 11.29%
$62.4 - $62.4 $492K - $492K
77.7K $5.16B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.69K
+ 6.42%
$46.9 - $51.96 $267K - $295K
94.3K $4.86B
HYD
Vaneck High Yield Muni ETF

ETFs
9.8K
+ 18.32%
$51.46 - $53.07 $504K - $520K
63.3K $3.36B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.36K
New
$96.25 - $101.98 $419K - $444K
4.36K $441M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.12K
+ 10.53%
$49.93 - $51.15 $356K - $364K
74.7K $3.82B
IGOV
Ishares 1 3 International Trea

ETFs
4.91K
+ 9.05%
$38.52 - $42.09 $189K - $207K
59.2K $2.48B
IEFA
Ishares Tr

ETFs
1.5K
+ 3.53%
$70.09 - $78.74 $105K - $118K
43.9K $3.43B
AAPL
Apple Inc.

Technology
606
+ 8.13%
$207.23 - $234.82 $126K - $142K
8.06K $1.88B
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
New
$191.76 - $263.26 $216K - $296K
1.13K $294M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.89K
+ 3.3%
$69.59 - $79.2 $131K - $150K
59K $4.55B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.75K
New
$71.45 - $75.64 $268K - $283K
3.75K $281M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.22K
+ 5.09%
$89.91 - $101.33 $109K - $123K
25.1K $2.46B
MGK
Vanguard Mega Cap Growth ETF

ETFs
781
New
$285.48 - $330.24 $223K - $258K
781 $251M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.43K
+ 14.99%
$48.06 - $49.39 $213K - $219K
34K $1.67B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.3K
+ 11.22%
$20.69 - $21.17 $233K - $239K
112K $2.35B
ORCL
Oracle Corp

Technology
1.32K
New
$125.9 - $170.35 $166K - $225K
1.32K $225M
XLK
Technology Sector Spdr

ETFs
942
New
$197.34 - $237.68 $186K - $224K
942 $213M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
4.73K
+ 8.78%
$23.58 - $25.5 $111K - $121K
58.5K $1.49B
AVGO
Broadcom Inc.

Technology
1.2K
New
$136.27 - $1745.86 $163K - $2.09M
1.2K $206M
AIQ
Global X Funds Global X Artifi

ETFs
5.44K
New
$31.85 - $37.36 $173K - $203K
5.44K $202M
VBK
Vanguard Small Cap Growth ETF

ETFs
46
+ 0.45%
$240.48 - $267.94 $11.1K - $12.3K
10.2K $2.73B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.33K
+ 9.42%
$98.99 - $101.51 $131K - $135K
15.4K $1.56B
ABBV
Abb Vie Inc.

Healthcare
61
+ 1.39%
$163.84 - $199.33 $9.99K - $12.2K
4.46K $882M
VTI
Vanguard Total Stock Market Et

ETFs
207
+ 5.1%
$255.18 - $283.2 $52.8K - $58.6K
4.27K $1.21B
IEMG
Ishares Inc

ETFs
1.61K
+ 30.96%
$53.64 - $53.64 $86.3K - $86.3K
6.8K $390M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.01%
$64.57 - $71.76 $129 - $144
14.8K $1.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
160
+ 38.46%
$475.2 - $527.7 $76K - $84.4K
576 $304M
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.97K
+ 35.14%
$35.57 - $37.86 $70.2K - $74.7K
7.59K $287M
DTE
Dte Energy CO

Utilities
41
+ 1.32%
$108.67 - $128.41 $4.46K - $5.26K
3.15K $404M
ABT
Abbott Laboratories

Healthcare
59
+ 1.23%
$100.07 - $118.13 $5.9K - $6.97K
4.85K $552M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.05%
$294.75 - $326.73 $295 - $327
2.04K $666M
PG
Procter & Gamble CO

Consumer Defensive
66
+ 2.61%
$160.76 - $177.82 $10.6K - $11.7K
2.6K $450M
LLY
Eli Lilly & CO

Healthcare
68
+ 4.21%
$772.14 - $960.02 $52.5K - $65.3K
1.68K $1.49B
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.31%
$181.06 - $197.17 $905 - $986
1.6K $315M
AMZN
Amazon Com Inc

Consumer Cyclical
234
+ 7.01%
$161.02 - $200.0 $37.7K - $46.8K
3.57K $665M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 4.18%
$801.83 - $917.05 $8.02K - $9.17K
249 $221M
MSFT
Microsoft Corp

Technology
121
+ 4.4%
$395.15 - $467.56 $47.8K - $56.6K
2.87K $1.24B
GOOGL
Alphabet Inc.

Communication Services
283
+ 8.16%
$148.65 - $191.18 $42.1K - $54.1K
3.75K $622M
ALT
Altimmune, Inc.

Healthcare
248
+ 0.5%
$5.5 - $8.1 $1.36K - $2.01K
50.2K $309M
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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