Brown Wealth Management, LLC Portfolio Holdings

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

Brown Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $28.4B, Vanguard Growth ETF with a value of $23.9B, Vanguard Bd Index Fd Inc Inter with a value of $22B, Ishares Core S&P 500 ETF with a value of $21.4B, and Vanguard Ftse Developed Market with a value of $18.9B.

Examining the 13F form we can see an increase of $29B in the current position value, from $248B to 277B.

Brown Wealth Management, LLC is based out at Naperville, IL

Below you can find more details about Brown Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
ETFs: $258 Billion
Technology: $5.29 Billion
Healthcare: $3.74 Billion
Consumer Cyclical: $960 Million
Consumer Defensive: $671 Million
Communication Services: $622 Million
Financial Services: $533 Million
Utilities: $404 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62M
$127 Million 0.05% of portfolio
100,000
Q2 2024 Reduced 9.09%
$120M
$118 Million 0.04% of portfolio
25,000
Q2 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $277 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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