Brown Wealth Management, LLC Incresed Positions in Q1 2025

Brown Wealth Management, LLC

  • $291 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
43K
+ 37.14%
$105.3 - $106.24 $4.53M - $4.57M
159K $16.8B
VTV
Vanguard Value ETF

ETFs
16.7K
+ 10.19%
$167.73 - $179.21 $2.8M - $2.99M
181K $31.2B
IVV
Ishares Core S&P 500 ETF

ETFs
6K
+ 15.68%
$554.06 - $615.85 $3.32M - $3.69M
44.3K $24.9B
PDEC
Innovator U.S. Equity Power Bu
37.2K
+ 110.69%
N/A
70.8K $2.66B
EEM
Ishares Msci Emerging Markets

ETFs
11.7K
+ 7.51%
$40.81 - $45.34 $476K - $529K
167K $7.3B
COIN
Coinbase Global, Inc.

Technology
4.26K
+ 470.2%
$172.23 - $301.3 $734K - $1.28M
5.17K $890M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
21.2K
+ 6.13%
$20.2 - $22.24 $429K - $472K
368K $7.91B
VBR
Vanguard Small Cap Value ETF

ETFs
4.2K
+ 27.02%
$183.02 - $207.75 $768K - $872K
19.7K $3.68B
AMZN
Amazon Com Inc

Consumer Cyclical
3.54K
+ 92.9%
$190.26 - $242.06 $673K - $856K
7.34K $1.4B
AAPL
Apple Inc.

Technology
3.46K
+ 41.02%
$209.68 - $247.1 $726K - $856K
11.9K $2.64B
SCHO
Schwab Short Term Us Treasury

ETFs
6.76K
+ 1.28%
$24.1 - $24.34 $163K - $165K
536K $13.1B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.46K
+ 4.26%
N/A
84.8K $5.44B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.53K
+ 12.68%
$22.98 - $24.13 $173K - $182K
67K $1.6B
IGOV
Ishares 1 3 International Trea

ETFs
4.02K
+ 6.33%
$37.39 - $39.79 $150K - $160K
67.5K $2.66B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.85K
+ 23.5%
$47.33 - $47.92 $182K - $185K
20.2K $963M
META
Meta Platforms, Inc.

Communication Services
329
+ 90.63%
$576.36 - $736.67 $190K - $242K
692 $399M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
394
+ 54.5%
$507.05 - $563.67 $200K - $222K
1.12K $574M
HYD
Vaneck High Yield Muni ETF

ETFs
4.47K
+ 7.27%
$50.79 - $52.53 $227K - $235K
66K $3.38B
ALT
Altimmune, Inc.

Healthcare
50K
+ 100.05%
$5.0 - $7.45 $250K - $373K
100K $500M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
7.6K
+ 4.36%
$31.14 - $32.81 $237K - $249K
182K $5.72B
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.04K
+ 3.36%
$25.77 - $27.6 $78.3K - $83.9K
93.5K $2.49B
LLY
Eli Lilly & CO

Healthcare
38
+ 2.26%
$725.72 - $929.72 $27.6K - $35.3K
1.72K $1.42B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.01%
$68.32 - $75.06 $137 - $150
14.8K $1.11B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
214
+ 1.31%
$100.59 - $103.47 $21.5K - $22.1K
16.5K $1.71B
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.69K
+ 4.92%
$39.51 - $41.0 $66.9K - $69.4K
36.1K $1.44B
DTE
Dte Energy CO

Utilities
29
+ 0.94%
$117.6 - $138.27 $3.41K - $4.01K
3.1K $429M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8
+ 0.02%
$48.43 - $49.9 $387 - $399
36.1K $1.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 14.03%
$551.42 - $612.93 $56.2K - $62.5K
829 $464M
CVX
Chevron Corp

Energy
37
+ 2.66%
$146.71 - $167.97 $5.43K - $6.21K
1.43K $239M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
261
+ 5.98%
$95.85 - $99.25 $25K - $25.9K
4.63K $458M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
402
+ 17.31%
$254.58 - $302.92 $102K - $122K
2.73K $696M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 2.39%
$225.19 - $279.95 $12.4K - $15.4K
2.36K $579M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 5.16%
$890.62 - $1076.86 $11.6K - $14K
265 $251M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.25K
+ 2.99%
$25.12 - $26.05 $31.5K - $32.6K
43.2K $1.09B
TSLA
Tesla, Inc.

Consumer Cyclical
460
+ 62.25%
$222.15 - $428.22 $102K - $197K
1.2K $311M
IWN
Ishares Russell2000 Val ETF

ETFs
288
+ 11.63%
$149.27 - $169.4 $43K - $48.8K
2.76K $417M
MGV
Vanguard Mega Cap Value

ETFs
9
+ 0.56%
$123.61 - $133.01 $1.11K - $1.2K
1.62K $209M
IVE
Ishares S&P 500 Value ETF

ETFs
39
+ 2.44%
$185.78 - $198.58 $7.25K - $7.74K
1.64K $312M
XDSQ
Innovator Etfs Tr Us Equity Ac
624
+ 6.22%
$34.21 - $38.09 $21.3K - $23.8K
10.7K $370M
Vanguard Wellington Fd
1
+ 0.04%
N/A
2.64K $266M
GOOGL
Alphabet Inc.

Communication Services
275
+ 22.65%
$154.33 - $206.19 $42.4K - $56.7K
1.49K $230M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10
+ 0.09%
$21.75 - $24.28 $218 - $243
10.8K $238M
IVW
Ishares S&P 500 Growth ETF

ETFs
39
+ 0.9%
$92.45 - $106.69 $3.61K - $4.16K
4.39K $408M
AVGO
Broadcom Inc.

Technology
90
+ 6.86%
$167.43 - $244.7 $15.1K - $22K
1.4K $235M
MSFT
Microsoft Corp

Technology
51
+ 1.72%
$375.39 - $447.2 $19.1K - $22.8K
3.01K $1.13B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.54K
+ 2.4%
$24.91 - $29.02 $63.2K - $73.6K
108K $2.71B
NVDA
Nvidia Corp

Technology
787
+ 5.15%
$106.98 - $149.43 $84.2K - $118K
16.1K $1.74B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
563
+ 1.37%
$102.49 - $119.96 $57.7K - $67.5K
41.6K $4.35B
VUG
Vanguard Growth ETF

ETFs
2.76K
+ 4.33%
$369.1 - $427.61 $1.02M - $1.18M
66.6K $24.7B
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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