Brown Financial Advisors Reduced Holdings in Q3 2025

Brown Financial Advisors

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
-28.4K
- 91.43%
$111.77 - $121.28 $3.18M - $3.45M
2.67K $322M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-25.7K
- 85.57%
$52.39 - $53.11 $1.35M - $1.36M
4.33K $230M
PFE
Pfizer Inc

Healthcare
-35.1K
- 75.34%
$23.29 - $25.88 $817K - $908K
11.5K $292M
SMOT
Vaneck ETF Tr Morningstar Smid
-25.5K
- 34.78%
N/A
47.8K $1.72B
SLB
Schlumberger Limited

Energy
-22.3K
- 72.67%
$32.37 - $37.31 $721K - $831K
8.38K $288M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-8.35K
- 10.44%
$50.08 - $50.37 $418K - $420K
71.6K $3.6B
IGTR
Innovator Etfs Tr Gradient Tac
-17K
- 19.32%
N/A
71.1K $1.88B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-12.2K
- 13.17%
$25.21 - $25.99 $306K - $316K
80.1K $2.07B
SBUX
Starbucks Corp

Consumer Cyclical
-1.57K
- 8.71%
$81.9 - $96.86 $129K - $152K
16.5K $1.39B
EXR
Extra Space Storage Inc.

Real Estate
-972
- 8.34%
$134.36 - $152.88 $131K - $149K
10.7K $1.51B
HON
Honeywell International Inc

Industrials
-154
- 7.35%
$207.7 - $240.4 $32K - $37K
1.94K $408M
ICE
Intercontinental Exchange, Inc.

Financial Services
-171
- 6.34%
$167.28 - $188.45 $28.6K - $32.2K
2.53K $426M
BALL
Ball Corp

Consumer Cyclical
-343
- 4.13%
$48.47 - $59.71 $16.6K - $20.5K
7.97K $402M
SNPS
Synopsys Inc

Technology
-28
- 1.14%
$387.78 - $645.35 $10.9K - $18.1K
2.44K $1.2B
ORCL
Oracle Corp

Technology
-800
- 28.68%
$218.96 - $328.33 $175K - $263K
1.99K $559M
AVY
Avery Dennison Corp

Industrials
-13
- 0.53%
$158.71 - $184.63 $2.06K - $2.4K
2.42K $393M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-98
- 0.47%
$29.12 - $29.34 $2.85K - $2.88K
20.7K $608M
RTX
Raytheon Technologies Corp

Industrials
-391
- 11.17%
$144.19 - $167.33 $56.4K - $65.4K
3.11K $520M
LHX
L3 Harris Technologies, Inc.

Industrials
-246
- 12.11%
$252.18 - $305.41 $62K - $75.1K
1.79K $545M
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 1.59%
$357.4 - $423.42 $6.79K - $8.04K
1.18K $477M
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 0.22%
$291.67 - $316.99 $3.79K - $4.12K
6.02K $1.83B
Cohen & Steers ETF Trust
-508
- 1.38%
N/A
36.2K $1.05B
NOC
Northrop Grumman Corp

Industrials
-24
- 2.7%
$498.9 - $609.32 $12K - $14.6K
865 $527M
J P Morgan Exchange Traded F
-497
- 0.88%
N/A
55.8K $3.63B
BAC
Bank Of America Corp

Financial Services
-310
- 0.93%
$44.92 - $52.42 $13.9K - $16.3K
32.9K $1.7B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.16K
- 2.68%
$39.8 - $42.86 $126K - $136K
115K $4.91B
XBJL
Innovator Etfs Tr Us Equity Ac
-410
- 0.35%
$36.0 - $37.45 $14.8K - $15.4K
115K $4.32B
MDT
Medtronic PLC

Healthcare
-35
- 0.16%
$87.67 - $95.74 $3.07K - $3.35K
22.5K $2.14B
JPM
Jpmorgan Chase & CO

Financial Services
-72
- 0.75%
$282.78 - $316.06 $20.4K - $22.8K
9.59K $3.02B
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 0.28%
$215.01 - $273.02 $4.73K - $6.01K
7.94K $1.99B
GLDM
World Gold Trust

ETFs
-631
- 2.23%
$64.73 - $76.45 $40.8K - $48.2K
27.7K $2.11B
BKR
Baker Hughes CO

Energy
-335
- 1.25%
$38.68 - $50.55 $13K - $16.9K
26.5K $1.29B
GS
Goldman Sachs Group Inc

Financial Services
-113
- 2.81%
$696.56 - $806.32 $78.7K - $91.1K
3.9K $3.11B
MS
Morgan Stanley

Financial Services
-155
- 0.91%
$139.09 - $161.16 $21.6K - $25K
16.9K $2.69B
JNJ
Johnson & Johnson

Healthcare
-109
- 0.99%
$155.17 - $185.42 $16.9K - $20.2K
10.9K $2.02B
APH
Amphenol Corp

Technology
-107
- 0.68%
$97.39 - $125.4 $10.4K - $13.4K
15.7K $1.94B
URI
United Rentals, Inc.

Industrials
-51
- 2.14%
$774.14 - $975.23 $39.5K - $49.7K
2.34K $2.23B
Lam Research Corp
-45
- 0.34%
N/A
13.3K $1.77B
AVGO
Broadcom Inc.

Technology
-235
- 2.07%
$264.74 - $369.57 $62.2K - $86.8K
11.1K $3.66B
AAPL
Apple Inc.

Technology
-85
- 0.38%
$202.38 - $256.87 $17.2K - $21.8K
22.5K $5.74B
NVDA
Nvidia Corp

Technology
-143
- 0.33%
$153.3 - $186.58 $21.9K - $26.7K
42.7K $7.97B
GOOG
Alphabet Inc.

Communication Services
-814
- 3.16%
$175.16 - $255.24 $143K - $208K
24.9K $6.07B
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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