Brown Wealth Management, LLC Incresed Positions in Q2 2025

Brown Wealth Management, LLC

  • $322 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.58K
+ 5.38%
$329.49 - $438.4 $1.18M - $1.57M
70.2K $30.8B
IVV
Ishares Core S&P 500 ETF

ETFs
4.67K
+ 10.55%
$498.8 - $620.9 $2.33M - $2.9M
48.9K $30.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
55.5K
+ 80.67%
$48.13 - $49.85 $2.67M - $2.77M
124K $6.09B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
28.8K
+ 16.36%
$75.05 - $77.34 $2.16M - $2.23M
205K $15.8B
Vanguard Wellington Fd
21.3K
+ 806.09%
N/A
23.9K $2.42B
Ishares Bitcoin Trust ETF
24.6K
+ 63.18%
N/A
63.7K $3.9B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
43.9K
+ 24.1%
$29.4 - $33.37 $1.29M - $1.46M
226K $7.54B
SCHG
Schwab Strategic Tr Us Large C

ETFs
46.1K
+ 42.66%
$22.27 - $29.21 $1.03M - $1.35M
154K $4.51B
SCHV
Schwab Strategic Tr Us Large C

ETFs
58K
+ 62.04%
$23.55 - $27.67 $1.37M - $1.61M
152K $4.19B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
31.4K
+ 30.97%
$49.79 - $50.75 $1.56M - $1.59M
133K $6.74B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33K
+ 15.33%
$22.92 - $28.05 $756K - $926K
248K $6.96B
HOOD
Robinhood Markets, Inc.

Technology
7.61K
+ 74.18%
$34.17 - $93.63 $260K - $712K
17.9K $1.67B
SCHA
Schwab Strategic Tr Us Small C

ETFs
35.3K
+ 18.99%
$20.42 - $25.3 $721K - $893K
221K $5.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.74K
+ 6.88%
$61.79 - $76.67 $354K - $440K
89.2K $6.78B
QAI
Iq Hedge Multi Strategy Compos

ETFs
27.1K
+ 33.26%
$29.76 - $32.32 $806K - $875K
109K $3.51B
NVDA
Nvidia Corp

Technology
638
+ 3.97%
$94.31 - $157.99 $60.2K - $101K
16.7K $2.64B
MSFT
Microsoft Corp

Technology
978
+ 32.49%
$354.56 - $497.45 $347K - $487K
3.99K $1.98B
VTV
Vanguard Value ETF

ETFs
404
+ 0.22%
$153.67 - $176.74 $62.1K - $71.4K
181K $32B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
4K
+ 18.19%
$120.49 - $141.16 $482K - $565K
26K $3.59B
IWN
Ishares Russell2000 Val ETF

ETFs
3.17K
+ 114.73%
$131.84 - $157.76 $418K - $500K
5.94K $936M
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 88.99%
$221.86 - $362.89 $237K - $387K
2.27K $720M
ALT
Altimmune, Inc.

Healthcare
131K
+ 131.03%
$3.5 - $7.71 $459K - $1.01M
231K $894M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.05K
+ 38.35%
$224.16 - $285.86 $234K - $299K
3.77K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
336
+ 4.58%
$167.32 - $223.3 $56.2K - $75K
7.68K $1.68B
AVGO
Broadcom Inc.

Technology
474
+ 33.83%
$146.29 - $275.65 $69.3K - $131K
1.88K $517M
JPM
Jpmorgan Chase & CO

Financial Services
446
+ 18.9%
$210.28 - $289.91 $93.8K - $129K
2.81K $813M
META
Meta Platforms, Inc.

Communication Services
154
+ 22.25%
$484.66 - $738.09 $74.6K - $114K
846 $624M
XDSQ
Innovator Etfs Tr Us Equity Ac
2.99K
+ 28.01%
$30.8 - $37.38 $91.9K - $112K
13.6K $510M
NFLX
Netflix Inc

Communication Services
27
+ 11.3%
$855.86 - $1339.13 $23.1K - $36.2K
266 $356M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.6K
+ 14.0%
$39.89 - $49.46 $63.8K - $79.1K
13K $644M
GOOGL
Alphabet Inc.

Communication Services
264
+ 17.73%
$144.7 - $178.6 $38.2K - $47.2K
1.75K $309M
IVW
Ishares S&P 500 Growth ETF

ETFs
24
+ 0.55%
$82.96 - $110.1 $1.99K - $2.64K
4.42K $486M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.05%
$281.67 - $351.0 $282 - $351
2.07K $725M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 3.74%
$496.48 - $617.85 $15.4K - $19.2K
860 $532M
MGK
Vanguard Mega Cap Growth ETF

ETFs
73
+ 10.37%
$273.67 - $366.17 $20K - $26.7K
777 $284M
AAPL
Apple Inc.

Technology
1.2K
+ 10.09%
$172.42 - $223.89 $207K - $269K
13.1K $2.69B
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 10.94%
$908.13 - $1056.85 $26.3K - $30.6K
294 $291M
CVS
Cvs Health Corp

Healthcare
96
+ 2.66%
$60.04 - $70.18 $5.76K - $6.74K
3.7K $255M
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.18%
$168.34 - $195.42 $505 - $586
1.64K $320M
LLY
Eli Lilly & CO

Healthcare
112
+ 6.52%
$713.71 - $898.95 $79.9K - $101K
1.83K $1.43B
MGV
Vanguard Mega Cap Value

ETFs
10
+ 0.62%
$114.87 - $131.25 $1.15K - $1.31K
1.63K $214M
DTE
Dte Energy CO

Utilities
52
+ 1.68%
$127.39 - $139.49 $6.62K - $7.25K
3.16K $418M
ABBV
Abb Vie Inc.

Healthcare
72
+ 5.72%
$170.16 - $206.27 $12.3K - $14.9K
1.33K $247M
CVX
Chevron Corp

Energy
108
+ 7.56%
$133.73 - $168.51 $14.4K - $18.2K
1.54K $220M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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