Brown Financial Advisors Incresed Positions in Q2 2025

Brown Financial Advisors

  • $256 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.99K
+ 1.52%
$58.41 - $72.69 $175K - $217K
199K $14.5B
AVGO
Broadcom Inc.

Technology
1.03K
+ 10.02%
$146.29 - $275.65 $151K - $284K
11.3K $3.12B
META
Meta Platforms, Inc.

Communication Services
73
+ 1.07%
$484.66 - $738.09 $35.4K - $53.9K
6.88K $5.08B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.25K
+ 47.23%
$91.43 - $91.74 $389K - $390K
13.3K $1.22B
SNPS
Synopsys Inc

Technology
390
+ 18.79%
$380.9 - $517.66 $149K - $202K
2.47K $1.26B
Lam Research Corp
403
+ 3.13%
N/A
13.3K $1.29B
PANW
Palo Alto Networks Inc

Technology
111
+ 1.33%
$152.44 - $204.64 $16.9K - $22.7K
8.45K $1.73B
CRPT
First Tr ETF Fd Viii Skybridge
2.66K
+ 23.47%
$10.82 - $23.21 $28.8K - $61.8K
14K $325M
WCN
Waste Connections, Inc.

Industrials
1.13K
+ 19.98%
$183.26 - $199.95 $207K - $226K
6.79K $1.27B
ECL
Ecolab Inc.

Basic Materials
248
+ 5.35%
$225.65 - $270.95 $56K - $67.2K
4.89K $1.32B
LOW
Lowes Companies Inc

Consumer Cyclical
732
+ 10.13%
$210.83 - $235.28 $154K - $172K
7.96K $1.77B
ABT
Abbott Laboratories

Healthcare
193
+ 1.4%
$123.95 - $138.08 $23.9K - $26.6K
13.9K $1.9B
BKR
Baker Hughes CO

Energy
5.07K
+ 23.22%
$35.0 - $44.92 $177K - $228K
26.9K $1.03B
LUV
Southwest Airlines CO

Industrials
2.3K
+ 7.72%
$24.04 - $34.36 $55.2K - $78.9K
32K $1.04B
BX
Blackstone Inc.

Financial Services
10
+ 0.35%
$120.07 - $151.11 $1.2K - $1.51K
2.89K $432M
EXR
Extra Space Storage Inc.

Real Estate
274
+ 2.41%
$126.61 - $152.99 $34.7K - $41.9K
11.7K $1.72B
SYY
Sysco Corp

Consumer Defensive
242
+ 3.92%
$68.0 - $75.91 $16.5K - $18.4K
6.42K $486M
SBUX
Starbucks Corp

Consumer Cyclical
1.36K
+ 8.16%
$79.69 - $99.41 $108K - $135K
18K $1.65B
MDT
Medtronic PLC

Healthcare
795
+ 3.66%
$80.68 - $88.86 $64.1K - $70.6K
22.5K $1.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
408
+ 10.13%
$483.48 - $539.8 $197K - $220K
4.44K $2.16B
NEE
Nextera Energy Inc

Utilities
440
+ 2.22%
$64.11 - $75.0 $28.2K - $33K
20.3K $1.41B
MCD
Mcdonalds Corp

Consumer Cyclical
280
+ 4.87%
$285.55 - $321.23 $80K - $89.9K
6.03K $1.76B
JNJ
Johnson & Johnson

Healthcare
467
+ 4.44%
$146.36 - $159.82 $68.4K - $74.6K
11K $1.68B
WEN
Wendy'S CO

Consumer Cyclical
1.34K
+ 4.69%
$11.11 - $14.72 $14.9K - $19.7K
29.9K $342M
CVX
Chevron Corp

Energy
1.21K
+ 8.14%
$133.73 - $168.51 $161K - $203K
16K $2.3B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
62
+ 0.57%
$90.21 - $112.66 $5.59K - $6.98K
10.9K $990M
AAPL
Apple Inc.

Technology
454
+ 2.05%
$172.42 - $223.89 $78.3K - $102K
22.6K $4.64B
UNH
Unitedhealth Group Inc

Healthcare
638
+ 11.19%
$274.35 - $599.47 $175K - $382K
6.34K $1.98B
Activity Summary
Buys All Purchases 44 New Holdings 15 Increased Positions 29 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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