Brown Financial Advisors Purchases and Sells in Q1 2025

Brown Financial Advisors

$243 Billion
Q1 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	29.9K + 68.83%	$60.63 - $68.55 $1.82M - $2.05M	73.4K $4.87B
AVEM	25.1K + 72.69%	$57.11 - $62.4 $1.44M - $1.57M	59.7K $3.59B
ULST	31.7K + 36.04%	$40.24 - $40.65 $1.28M - $1.29M	120K $4.87B
GSY	25.7K + 36.07%	$50.03 - $50.27 $1.28M - $1.29M	96.9K $4.86B
JMBS	20.8K + 28.76%	$43.53 - $45.42 $903K - $943K	92.9K $4.2B
XSVN	14.9K + 39.09%	N/A	53.1K $2.54B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	118K New	$32.64 - $36.08 $3.86M - $4.26M	118K $3.92B
BBUS	31.6K New	$99.5 - $110.97 $3.14M - $3.51M	31.6K $3.19B
DOUBLELINE ETF TRUST	59.4K New	N/A	59.4K $2.98B
BONDBLOXX ETF TRUST	37.8K New	N/A	37.8K $1.92B
RSP	10.1K New	$169.43 - $182.84 $1.72M - $1.85M	10.1K $1.75B
SPTI	57.4K New	$27.64 - $28.58 $1.59M - $1.64M	57.4K $1.64B

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-97.3K - 33.13%	$64.88 - $72.1 $6.32M - $7.02M	196K $12.9B
XBJL	-128K - 49.38%	$33.37 - $34.93 $4.26M - $4.46M	131K $4.43B
SPYI	-75.2K - 37.93%	N/A	123K $5.89B
SPDW	-102K - 45.64%	$33.84 - $37.77 $3.46M - $3.86M	122K $4.43B
INNOVATOR ETFS TRUST	-116K - 52.74%	N/A	104K $2.92B
IGIB	-53.1K - 70.34%	$50.82 - $52.7 $2.7M - $2.8M	22.4K $1.17B

Activity Summary All Purchases 94 New Holdings 11 Increased Positions 83 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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