Brown Financial Advisors Incresed Positions in Q4 2024

Brown Financial Advisors

  • $249 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
81.6K
+ 38.45%
$66.77 - $71.52 $5.45M - $5.83M
294K $20.3B
Doubleline ETF Trust
76.4K
+ 81.71%
N/A
170K $8.17B
SPYI
Shp ETF Tr Neos S&P 500 High I
33.8K
+ 20.52%
N/A
198K $10.1B
Janus Detroit Str Tr
29.7K
+ 45.01%
N/A
95.7K $4.96B
PG
Procter & Gamble CO

Consumer Defensive
8.91K
+ 83.26%
$161.05 - $179.7 $1.43M - $1.6M
19.6K $3.29B
AMZN
Amazon Com Inc

Consumer Cyclical
2.19K
+ 8.78%
$180.88 - $232.93 $396K - $509K
27.1K $5.95B
Pimco ETF Tr
25.9K
+ 142.5%
N/A
44.1K $2.22B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
25.9K
+ 61.94%
N/A
67.6K $3.24B
NVDA
Nvidia Corp

Technology
3.07K
+ 8.82%
$117.0 - $148.88 $359K - $457K
37.9K $5.09B
XBJL
Innovator Etfs Tr Us Equity Ac
20.3K
+ 8.5%
$33.29 - $34.41 $675K - $698K
259K $8.83B
V
Visa Inc.

Financial Services
1.63K
+ 28.75%
$273.87 - $320.91 $447K - $524K
7.31K $2.31B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
16.9K
+ 79.66%
N/A
38.2K $1.77B
MSFT
Microsoft Corp

Technology
1.77K
+ 15.75%
$406.35 - $454.46 $718K - $803K
13K $5.48B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.58K
+ 14.29%
$50.62 - $50.97 $434K - $437K
68.6K $3.48B
DXCM
Dexcom Inc

Healthcare
3.84K
+ 35.57%
$65.68 - $81.01 $252K - $311K
14.6K $1.14B
Innovator Etfs Trust
11.8K
+ 5.67%
N/A
220K $6.11B
NFLX
Netflix Inc

Communication Services
11
+ 0.82%
$687.65 - $936.56 $7.56K - $10.3K
1.35K $1.2B
META
Meta Platforms, Inc.

Communication Services
223
+ 3.58%
$554.08 - $632.68 $124K - $141K
6.44K $3.77B
Angel Oak Funds Trust
36.2K
+ 11.76%
N/A
344K $2.94B
BAC
Bank Of America Corp

Financial Services
1.12K
+ 3.69%
$39.22 - $47.77 $44.1K - $53.7K
31.6K $1.39B
TGT
Target Corp

Consumer Defensive
2.85K
+ 28.55%
$121.59 - $160.69 $346K - $457K
12.8K $1.73B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.79K
+ 15.22%
$51.54 - $52.55 $196K - $199K
28.7K $1.49B
COP
Conocophillips

Energy
2.04K
+ 16.62%
$95.12 - $114.72 $194K - $234K
14.3K $1.42B
INTU
Intuit Inc

Technology
181
+ 11.04%
$602.01 - $706.25 $109K - $128K
1.82K $1.14B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.37K
+ 23.73%
$91.29 - $91.8 $125K - $125K
7.13K $652M
PFE
Pfizer Inc

Healthcare
8.15K
+ 18.58%
$24.8 - $30.19 $202K - $246K
52K $1.38B
WCN
Waste Connections, Inc.

Industrials
798
+ 18.65%
$171.06 - $193.25 $137K - $154K
5.08K $871M
CVX
Chevron Corp

Energy
926
+ 7.09%
$141.15 - $162.53 $131K - $151K
14K $2.03B
ETN
Eaton Corp PLC

Industrials
235
+ 7.78%
$326.96 - $377.52 $76.8K - $88.7K
3.26K $1.08B
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.5K
+ 8.25%
$44.03 - $46.65 $242K - $257K
72.2K $3.19B
SLB
Schlumberger Limited

Energy
4.32K
+ 15.45%
$36.83 - $45.59 $159K - $197K
32.2K $1.24B
HON
Honeywell International Inc

Industrials
16
+ 0.77%
$202.84 - $236.0 $3.25K - $3.78K
2.09K $472M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.23K
+ 6.19%
$24.94 - $26.14 $155K - $163K
107K $2.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 2.88%
$442.29 - $483.08 $48.7K - $53.1K
3.93K $1.78B
PANW
Palo Alto Networks Inc

Technology
3.36K
+ 90.49%
$181.96 - $405.9 $611K - $1.36M
7.07K $1.29B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
929
+ 26.64%
$97.29 - $122.68 $90.4K - $114K
4.42K $431M
AMGN
Amgen Inc

Healthcare
362
+ 28.5%
$258.78 - $328.31 $93.7K - $119K
1.63K $425M
STZ
Constellation Brands, Inc.

Consumer Defensive
321
+ 19.89%
$219.66 - $257.62 $70.5K - $82.7K
1.94K $428M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
321
+ 3.36%
$101.77 - $113.02 $32.7K - $36.3K
9.89K $1.04B
SYY
Sysco Corp

Consumer Defensive
194
+ 3.22%
$73.63 - $81.77 $14.3K - $15.9K
6.22K $476M
ABT
Abbott Laboratories

Healthcare
55
+ 0.4%
$111.93 - $119.39 $6.16K - $6.57K
13.9K $1.57B
CB
Chubb LTD

Financial Services
43
+ 2.63%
$271.57 - $301.89 $11.7K - $13K
1.68K $463M
MDT
Medtronic PLC

Healthcare
2.26K
+ 11.85%
$79.61 - $92.24 $180K - $209K
21.4K $1.71B
WEN
Wendy'S CO

Consumer Cyclical
1.14K
+ 4.39%
$16.26 - $20.42 $18.5K - $23.2K
27K $440M
ABBV
Abb Vie Inc.

Healthcare
177
+ 7.15%
$164.99 - $203.87 $29.2K - $36.1K
2.65K $471M
NYT
New York Times CO

Communication Services
200
+ 2.27%
$52.01 - $56.83 $10.4K - $11.4K
9K $468M
ICE
Intercontinental Exchange, Inc.

Financial Services
77
+ 2.61%
$148.29 - $166.93 $11.4K - $12.9K
3.02K $450M
ECL
Ecolab Inc.

Basic Materials
259
+ 6.48%
$234.32 - $261.43 $60.7K - $67.7K
4.26K $998M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.12K
+ 7.38%
$27.09 - $32.06 $30.3K - $35.8K
16.3K $455M
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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