Brown Wealth Management, LLC Sells in Q2 2025

Brown Wealth Management, LLC

  • $322 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-37.1K
- 89.11%
$90.56 - $109.49 $3.36M - $4.06M
4.53K $495M
SUB
Ishares Short Term National Mu

ETFs
-32.9K
- 20.72%
$104.77 - $106.34 $3.45M - $3.5M
126K $13.4B
SCHO
Schwab Short Term Us Treasury

ETFs
-113K
- 21.14%
$24.19 - $24.45 $2.74M - $2.77M
423K $10.3B
MUB
Ishares National Muni Bond ETF

ETFs
-15.2K
- 11.05%
$102.31 - $105.8 $1.55M - $1.6M
122K $12.8B
HYD
Vaneck High Yield Muni ETF

ETFs
-31K
- 46.93%
$49.08 - $51.35 $1.52M - $1.59M
35K $1.76B
VBR
Vanguard Small Cap Value ETF

ETFs
-6.87K
- 34.83%
$162.76 - $195.77 $1.12M - $1.35M
12.9K $2.51B
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.98K
- 30.43%
$219.76 - $276.94 $874K - $1.1M
9.1K $2.52B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-11.8K
- 27.28%
$24.14 - $25.43 $284K - $300K
31.4K $778M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-7.14K
- 1.94%
$18.94 - $21.67 $135K - $155K
360K $7.63B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-7.97K
- 22.06%
$37.18 - $42.23 $296K - $336K
28.2K $1.19B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-211
- 0.71%
$83.97 - $92.85 $17.7K - $19.6K
29.7K $2.62B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.01K
- 2.83%
$85.42 - $94.39 $86.4K - $95.4K
34.7K $3.26B
EMB
Ishares Tr

ETFs
-754
- 18.88%
$86.54 - $92.62 $65.3K - $69.8K
3.24K $300M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-375
- 2.27%
$102.02 - $103.5 $38.3K - $38.8K
16.2K $1.66B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-170
- 1.15%
$68.13 - $74.77 $11.6K - $12.7K
14.6K $1.07B
IEFA
Ishares Tr

ETFs
-3.05K
- 10.6%
$67.83 - $84.09 $207K - $256K
25.7K $2.15B
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.6%
$157.66 - $172.39 $2.21K - $2.41K
2.32K $369M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-150
- 13.43%
$456.74 - $568.03 $68.5K - $85.2K
967 $549M
Innovator Etfs Trust
-1.31K
- 11.32%
N/A
10.3K $265M
IGOV
Ishares 1 3 International Trea

ETFs
-6.2K
- 9.18%
$39.53 - $43.1 $245K - $267K
61.3K $2.64B
IEMG
Ishares Inc

ETFs
-800
- 13.83%
N/A
4.99K $299M
TRV
Travelers Companies, Inc.

Financial Services
-51
- 2.57%
$233.83 - $276.34 $11.9K - $14.1K
1.93K $517M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.14K
- 8.37%
$28.17 - $33.34 $32.1K - $38K
12.5K $413M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-433
- 4.02%
$19.6 - $24.44 $8.49K - $10.6K
10.4K $253M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-57
- 0.89%
$37.66 - $43.85 $2.15K - $2.5K
6.37K $279M
Innovator Etfs Trust
-4
- 0.01%
N/A
38.1K $1.07B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-620
- 1.89%
$34.48 - $39.76 $21.4K - $24.7K
32.2K $1.28B
BALT
Innovator Etfs Tr
-453
- 0.34%
$30.33 - $32.1 $13.7K - $14.5K
133K $4.28B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-260
- 0.31%
N/A
84.5K $5.52B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-79
- 0.38%
$73.0 - $85.5 $5.77K - $6.75K
20.8K $1.74B
PDEC
Innovator U.S. Equity Power Bu
-27
- 0.04%
N/A
70.7K $2.83B
EEM
Ishares Msci Emerging Markets

ETFs
-5.03K
- 3.01%
$38.52 - $48.28 $194K - $243K
162K $7.82B
VEA
Vanguard Ftse Developed Market

ETFs
-7.56K
- 3.03%
$45.65 - $57.01 $345K - $431K
242K $13.8B
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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