Brown Financial Advisors Incresed Positions in Q1 2025

Brown Financial Advisors

  • $243 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
3.63K
+ 11.49%
$39.61 - $47.74 $144K - $173K
35.2K $1.47B
LUV
Southwest Airlines CO

Industrials
2.01K
+ 7.25%
$28.18 - $34.84 $56.7K - $70.1K
29.7K $999M
Lam Research Corp
720
+ 5.91%
N/A
12.9K $937M
Aim ETF Products Trust
1.08K
+ 6.68%
N/A
17.2K $510M
LHX
L3 Harris Technologies, Inc.

Industrials
136
+ 6.93%
$194.65 - $222.86 $26.5K - $30.3K
2.1K $439M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
807
+ 6.73%
$29.36 - $31.01 $23.7K - $25K
12.8K $381M
TGT
Target Corp

Consumer Defensive
3.94K
+ 30.74%
$103.65 - $142.5 $408K - $561K
16.8K $1.75B
PFE
Pfizer Inc

Healthcare
3.01K
+ 5.77%
$25.01 - $27.13 $75.2K - $81.5K
55K $1.39B
BALL
Ball Corp

Consumer Cyclical
721
+ 9.36%
$49.04 - $56.53 $35.4K - $40.8K
8.43K $439M
AVY
Avery Dennison Corp

Industrials
169
+ 7.36%
$174.58 - $195.91 $29.5K - $33.1K
2.47K $439M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.67K
+ 31.21%
$65.15 - $91.81 $305K - $429K
19.7K $1.28B
PEP
Pepsico Inc

Consumer Defensive
52
+ 1.75%
$142.64 - $156.42 $7.42K - $8.13K
3.03K $454M
STZ
Constellation Brands, Inc.

Consumer Defensive
399
+ 20.62%
$161.05 - $222.93 $64.3K - $88.9K
2.33K $428M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
531
+ 3.27%
$25.93 - $29.28 $13.8K - $15.5K
16.8K $456M
NYT
New York Times CO

Communication Services
222
+ 2.47%
$46.9 - $55.89 $10.4K - $12.4K
9.22K $457M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
112
+ 2.54%
$92.51 - $102.81 $10.4K - $11.5K
4.53K $419M
ACN
Accenture PLC

Technology
129
+ 9.72%
$300.91 - $398.25 $38.8K - $51.4K
1.46K $454M
DSI
Ishares Msci Kld 400 Social Et

ETFs
38
+ 1.68%
$101.98 - $115.66 $3.88K - $4.4K
2.3K $236M
HON
Honeywell International Inc

Industrials
56
+ 2.68%
$202.75 - $226.52 $11.4K - $12.7K
2.15K $454M
ORCL
Oracle Corp

Technology
346
+ 13.85%
$139.81 - $186.47 $48.4K - $64.5K
2.85K $398M
BX
Blackstone Inc.

Financial Services
421
+ 17.16%
$136.53 - $186.74 $57.5K - $78.6K
2.88K $402M
WEN
Wendy'S CO

Consumer Cyclical
1.59K
+ 5.87%
$14.17 - $16.17 $22.5K - $25.6K
28.6K $418M
SMOT
Vaneck ETF Tr Morningstar Smid
2.98K
+ 4.16%
N/A
74.6K $2.45B
QUAL
Ishares Msci Usa Quality Facto

ETFs
746
+ 3.48%
$168.16 - $186.21 $125K - $139K
22.2K $3.79B
AXP
American Express CO

Financial Services
58
+ 3.66%
$255.39 - $325.87 $14.8K - $18.9K
1.64K $442M
CRM
Salesforce, Inc.

Technology
206
+ 15.36%
$268.36 - $359.95 $55.3K - $74.1K
1.55K $415M
DXCM
Dexcom Inc

Healthcare
1.52K
+ 10.35%
$67.74 - $90.75 $103K - $137K
16.1K $1.1B
CRPT
First Tr ETF Fd Viii Skybridge
353
+ 3.21%
$12.23 - $20.06 $4.32K - $7.08K
11.3K $139M
ARES
Ares Management Corp

Financial Services
187
+ 6.65%
$140.19 - $198.28 $26.2K - $37.1K
3K $440M
AMZN
Amazon Com Inc

Consumer Cyclical
3.81K
+ 14.05%
$190.26 - $242.06 $725K - $922K
30.9K $5.88B
GOOG
Alphabet Inc.

Communication Services
2.66K
+ 11.31%
$156.06 - $207.71 $415K - $553K
26.2K $4.09B
AVGO
Broadcom Inc.

Technology
177
+ 1.75%
$167.43 - $244.7 $29.6K - $43.3K
10.3K $1.72B
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email