Brown Financial Advisors Incresed Positions in Q3 2025

Brown Financial Advisors

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Doubleline ETF Trust
36K
+ 28.18%
N/A
164K $8.14B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2K
+ 1.0%
$72.65 - $78.68 $146K - $158K
201K $15.8B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18.6K
+ 88.24%
$52.55 - $54.37 $978K - $1.01M
39.7K $2.15B
XTEN
Bondbloxx ETF Tr Bloomberg 10
15.6K
+ 53.0%
N/A
45K $2.1B
AVDE
American Centy ETF Tr Avantis

ETFs
3.4K
+ 4.77%
$73.24 - $79.04 $249K - $269K
74.7K $5.89B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.72K
+ 56.03%
$59.81 - $60.11 $521K - $524K
24.3K $1.45B
RECS
Columbia ETF Tr I

ETFs
1.65K
+ 1.43%
$36.82 - $40.35 $60.6K - $66.5K
117K $4.72B
AVEM
American Centy ETF Tr Avantis

ETFs
759
+ 1.31%
$68.33 - $75.41 $51.9K - $57.2K
58.8K $4.42B
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
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
SPYI
Shp ETF Tr Neos S&P 500 High I
25
+ 0.02%
N/A
121K $6.32B
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
PWR
Quanta Services, Inc.

Industrials
50
+ 1.26%
$372.29 - $421.68 $18.6K - $21.1K
4.01K $1.66B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.05K
+ 4.71%
$50.53 - $50.82 $154K - $155K
67.7K $3.44B
WMT
Walmart Inc.

Consumer Defensive
250
+ 1.09%
$94.4 - $104.27 $23.6K - $26.1K
23.2K $2.39B
Bondbloxx ETF Trust
2.46K
+ 4.6%
N/A
55.9K $2.89B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
2.49K
+ 4.84%
N/A
54K $2.6B
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.36K
+ 35.86%
$56.05 - $67.13 $76.3K - $91.4K
5.16K $346M
ARKW
Ark Next Generation Internet E

ETFs
489
+ 32.3%
$144.46 - $174.76 $70.6K - $85.5K
2K $350M
Doubleline ETF Trust
2.02K
+ 3.43%
N/A
60.9K $3.11B
NEE
Nextera Energy Inc

Utilities
10
+ 0.05%
$69.77 - $77.54 $698 - $775
20.3K $1.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
+ 1.67%
$459.11 - $506.91 $34K - $37.5K
4.51K $2.27B
ABBV
Abb Vie Inc.

Healthcare
34
+ 1.51%
$184.85 - $231.54 $6.28K - $7.87K
2.28K $528M
Aim ETF Products Trust
2.09K
+ 13.55%
N/A
17.5K $649M
Bondbloxx ETF Trust
2.06K
+ 4.67%
N/A
46.1K $2.3B
Bondbloxx ETF Trust
1.8K
+ 4.8%
N/A
39.4K $1.99B
CRPT
First Tr ETF Fd Viii Skybridge
4.58K
+ 32.71%
$19.92 - $25.22 $91.3K - $116K
18.6K $414M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
61
+ 0.56%
$90.62 - $107.71 $5.53K - $6.57K
10.9K $1.08B
Innovator Etfs Trust
800
+ 0.79%
N/A
102K $2.97B
Pimco ETF Tr
1.03K
+ 3.21%
N/A
33.2K $1.72B
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.59K
+ 11.86%
$25.67 - $27.21 $66.6K - $70.6K
24.5K $659M
ALL
Allstate Corp

Financial Services
232
+ 11.56%
$192.0 - $214.65 $44.5K - $49.8K
2.24K $481M
TOLZ
Dj Brookfield Global

ETFs
1.32K
+ 7.67%
$52.67 - $54.58 $69.7K - $72.2K
18.6K $1B
COP
Conocophillips

Energy
94
+ 0.68%
$91.0 - $98.99 $8.55K - $9.31K
13.8K $1.31B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.22K
+ 3.9%
$28.38 - $29.05 $63.1K - $64.6K
59.2K $1.71B
UBER
Uber Technologies, Inc

Technology
145
+ 1.3%
$86.91 - $99.57 $12.6K - $14.4K
11.3K $1.11B
PANW
Palo Alto Networks Inc

Technology
325
+ 3.85%
$167.06 - $208.19 $54.3K - $67.7K
8.77K $1.79B
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
823
+ 12.32%
N/A
7.5K $329M
Innovator Etfs Trust
1.32K
+ 15.46%
N/A
9.84K $313M
AMZN
Amazon Com Inc

Consumer Cyclical
191
+ 0.63%
$211.65 - $238.24 $40.4K - $45.5K
30.7K $6.75B
CSHI
Shp ETF Tr Neos Enhanced Incom
952
+ 5.61%
N/A
17.9K $891M
META
Meta Platforms, Inc.

Communication Services
96
+ 1.39%
$695.21 - $791.73 $66.7K - $76K
6.98K $5.13B
ECL
Ecolab Inc.

Basic Materials
66
+ 1.35%
$259.39 - $285.47 $17.1K - $18.8K
4.95K $1.36B
XOM
Exxon Mobil Corp

Energy
27
+ 0.66%
$105.83 - $117.22 $2.86K - $3.16K
4.14K $467M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
201
+ 1.52%
$91.44 - $91.77 $18.4K - $18.4K
13.5K $1.23B
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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