Brown Wealth Management, LLC Portfolio Holdings by Sector

Brown Wealth Management, LLC

$277 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG BIV IVV VEA MUB SUB SCHO 59 stocks	$250 Million 92.5% of portfolio	33	22	6	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$6.86 Million 2.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$2.37 Million 0.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.95 Million 0.72% of portfolio	1	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.88 Million 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.46 Million 0.54% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.21 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$665,198 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALT CLSD TSVT ERAS 4 stocks	$635,423 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$622,103 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$552,492 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$533,054 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$449,800 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$404,106 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$294,334 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$220,743 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$173,789 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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