Brown Financial Advisors Purchases in Q3 2025

Brown Financial Advisors

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UYLD
Angel Oak Fds Tr Ultrashort In
70.2K
New
N/A
70.2K $3.59B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$225.11 - $247.9 $3.15M - $3.47M
14K $3.46B
Aim ETF Products Trust
103K
New
N/A
103K $2.92B
IETC
Ishares U S ETF Tr

ETFs
28.1K
New
$92.7 - $103.65 $2.61M - $2.92M
28.1K $2.87B
XLF
Financial Sector Spdr

ETFs
48.5K
New
$51.37 - $54.25 $2.49M - $2.63M
48.5K $2.61B
Doubleline ETF Trust
36K
+ 28.18%
N/A
164K $8.14B
MLM
Martin Marietta Materials Inc

Basic Materials
2.36K
New
$546.36 - $631.12 $1.29M - $1.49M
2.36K $1.49B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2K
+ 1.0%
$72.65 - $78.68 $146K - $158K
201K $15.8B
Ssga Active Tr
47.2K
New
N/A
47.2K $1.2B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18.6K
+ 88.24%
$52.55 - $54.37 $978K - $1.01M
39.7K $2.15B
James Hardie Inds PLC
37.9K
New
N/A
37.9K $727M
AVDE
American Centy ETF Tr Avantis

ETFs
3.4K
+ 4.77%
$73.24 - $79.04 $249K - $269K
74.7K $5.89B
WELL
Welltower Inc.

Real Estate
2.96K
New
$150.71 - $178.14 $446K - $527K
2.96K $527M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.72K
+ 56.03%
$59.81 - $60.11 $521K - $524K
24.3K $1.45B
MO
Altria Group, Inc.

Consumer Defensive
7.64K
New
$57.75 - $67.68 $441K - $517K
7.64K $505M
AEP
American Electric Power CO Inc

Utilities
4.33K
New
$103.26 - $115.0 $447K - $497K
4.33K $487M
Innovator Etfs Trust
23.5K
New
N/A
23.5K $481M
RECS
Columbia ETF Tr I

ETFs
1.65K
+ 1.43%
$36.82 - $40.35 $60.6K - $66.5K
117K $4.72B
SJM
J M Smucker CO

Consumer Defensive
4.38K
New
$102.24 - $113.2 $448K - $495K
4.38K $475M
USB
Us Bancorp \De\

Financial Services
9.74K
New
$43.94 - $50.41 $428K - $491K
9.74K $471M
PRU
Prudential Financial Inc

Financial Services
4.52K
New
$100.68 - $109.89 $455K - $497K
4.52K $469M
ROK
Rockwell Automation, Inc

Industrials
1.31K
New
$328.67 - $358.52 $431K - $470K
1.31K $459M
KMI
Kinder Morgan, Inc.

Energy
16.2K
New
$26.23 - $28.5 $424K - $461K
16.2K $458M
Innovator Etfs Trust
15.6K
New
N/A
15.6K $452M
CME
Cme Group Inc.

Financial Services
1.65K
New
$258.83 - $287.1 $428K - $474K
1.65K $446M
PZZA
Papa Johns International Inc

Consumer Cyclical
9.19K
New
$40.08 - $50.41 $368K - $463K
9.19K $442M
WFC
Wells Fargo & Company

Financial Services
5.24K
New
$77.05 - $85.16 $404K - $446K
5.24K $439M
AVEM
American Centy ETF Tr Avantis

ETFs
759
+ 1.31%
$68.33 - $75.41 $51.9K - $57.2K
58.8K $4.42B
GIS
General Mills Inc

Consumer Defensive
8.58K
New
$48.44 - $53.83 $416K - $462K
8.58K $433M
MOS
Mosaic CO

Basic Materials
12.4K
New
$30.93 - $37.81 $385K - $470K
12.4K $431M
DIS
Walt Disney CO

Communication Services
3.71K
New
$112.25 - $124.0 $416K - $459K
3.71K $424M
MCO
Moodys Corp

Financial Services
884
New
$472.69 - $521.32 $418K - $461K
884 $421M
TXN
Texas Instruments Inc

Technology
2.15K
New
N/A
2.15K $396M
IBM
International Business Machines Corp

Technology
1.39K
New
$234.77 - $292.47 $325K - $405K
1.39K $391M
AVUS
American Centy ETF Tr Avantis

ETFs
3K
+ 56.85%
$101.2 - $109.16 $303K - $327K
8.27K $899M
MUB
Ishares National Muni Bond ETF

ETFs
3.36K
+ 93.28%
$103.24 - $106.68 $347K - $358K
6.96K $741M
MSFT
Microsoft Corp

Technology
112
+ 0.78%
$491.09 - $535.64 $55K - $60K
14.4K $7.48B
ETN
Eaton Corp PLC

Industrials
722
+ 16.52%
$342.99 - $392.76 $248K - $284K
5.09K $1.91B
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.9K
+ 5.38%
$44.34 - $45.94 $217K - $225K
96K $4.38B
UNH
Unitedhealth Group Inc

Healthcare
196
+ 3.09%
$237.77 - $353.61 $46.6K - $69.3K
6.53K $2.26B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.98K
New
$50.81 - $51.07 $253K - $254K
4.98K $254M
SPYI
Shp ETF Tr Neos S&P 500 High I
25
+ 0.02%
N/A
121K $6.32B
Tidal Trust Ii
3.86K
New
N/A
3.86K $237M
QQQ
Invesco Qqq Trust, Series 1

ETFs
380
New
$546.99 - $602.2 $208K - $229K
380 $228M
IVV
Ishares Core S&P 500 ETF

ETFs
340
New
$620.67 - $670.08 $211K - $228K
340 $228M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
2.98K
New
$61.01 - $75.47 $182K - $225K
2.98K $220M
QTUM
ETF Ser Solutions Defiance Qua
1.99K
New
N/A
1.99K $208M
CVX
Chevron Corp

Energy
45
+ 0.28%
$145.57 - $161.83 $6.55K - $7.28K
16.1K $2.5B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
3.72K
+ 5.15%
N/A
76.1K $3.77B
Activity Summary
Buys All Purchases 102 New Holdings 33 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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