Brown Wealth Management, LLC Portfolio Holdings by Sector

Brown Wealth Management, LLC

$282 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG BIV IVV VEA MUB SCHO SUB 58 stocks	$254 Million 93.06% of portfolio	40	15	6	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$6.5 Million 2.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.36 Million 0.86% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.11 Million 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.47 Million 0.54% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$1.3 Million 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.17 Million 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$834,779 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$552,532 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALT CLSD 2 stocks	$455,500 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$442,349 0.16% of portfolio	1	1	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$437,567 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$371,211 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$298,438 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$230,900 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$224,960 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$201,485 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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