Brown Wealth Management, LLC Portfolio Holdings

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024

Brown Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $282 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $27.7B, Vanguard Growth ETF with a value of $26.2B, Vanguard Bd Index Fd Inc Inter with a value of $22.7B, Ishares Core S&P 500 ETF with a value of $22.5B, and Vanguard Ftse Developed Market with a value of $18.3B.

Examining the 13F form we can see an increase of $5B in the current position value, from $277B to 282B.

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 $282 Billion
ETFs: $262 Billion
Technology: $6.17 Billion
Healthcare: $1.75 Billion
Consumer Cyclical: $1.13 Billion
Consumer Defensive: $668 Million
Financial Services: $553 Million
Communication Services: $442 Million
Utilities: $371 Million
Other: $201 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$312M
$361 Million 0.13% of portfolio
50,000
Q4 2024 Reduced 0.49%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $282 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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