Brown Financial Advisors Reduced Holdings in Q1 2025

Brown Financial Advisors

  • $243 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-97.3K
- 33.13%
$64.88 - $72.1 $6.32M - $7.02M
196K $12.9B
XBJL
Innovator Etfs Tr Us Equity Ac
-128K
- 49.38%
$33.37 - $34.93 $4.26M - $4.46M
131K $4.43B
SPYI
Shp ETF Tr Neos S&P 500 High I
-75.2K
- 37.93%
N/A
123K $5.89B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-102K
- 45.64%
$33.84 - $37.77 $3.46M - $3.86M
122K $4.43B
Innovator Etfs Trust
-116K
- 52.74%
N/A
104K $2.92B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-53.1K
- 70.34%
$50.82 - $52.7 $2.7M - $2.8M
22.4K $1.17B
J P Morgan Exchange Traded F
-37.2K
- 39.19%
N/A
57.7K $3.44B
Doubleline ETF Trust
-39.3K
- 23.12%
N/A
131K $6.41B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-18.7K
- 19.43%
N/A
77.7K $2.73B
Pimco ETF Tr
-11.3K
- 25.69%
N/A
32.8K $1.66B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-21K
- 48.56%
$25.54 - $27.64 $536K - $580K
22.2K $606M
IGTR
Innovator Etfs Tr Gradient Tac
-18.1K
- 16.58%
N/A
91.2K $2.23B
Doubleline ETF Trust
-6.21K
- 35.18%
N/A
11.4K $594M
CSHI
Shp ETF Tr Neos Enhanced Incom
-5.46K
- 23.9%
N/A
17.4K $863M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-9.36K
- 8.75%
$24.73 - $25.62 $231K - $240K
97.6K $2.49B
Bondbloxx ETF Trust
-3.7K
- 6.35%
N/A
54.6K $2.79B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.33K
- 3.39%
$50.48 - $51.04 $117K - $119K
66.3K $3.36B
Angel Oak Funds Trust
-14.7K
- 4.27%
N/A
330K $2.86B
SYY
Sysco Corp

Consumer Defensive
-49
- 0.79%
$70.0 - $77.13 $3.43K - $3.78K
6.18K $463M
RTX
Raytheon Technologies Corp

Industrials
-584
- 13.99%
$114.1 - $135.66 $66.6K - $79.2K
3.59K $475M
ABBV
Abb Vie Inc.

Healthcare
-385
- 14.52%
$169.2 - $216.66 $65.1K - $83.4K
2.27K $475M
XEL
Xcel Energy Inc

Utilities
-152
- 2.2%
$63.37 - $72.1 $9.63K - $11K
6.76K $479M
CB
Chubb LTD

Financial Services
-98
- 5.84%
$257.71 - $301.99 $25.3K - $29.6K
1.58K $477M
NOC
Northrop Grumman Corp

Industrials
-37
- 3.89%
$433.45 - $513.82 $16K - $19K
913 $467M
ICE
Intercontinental Exchange, Inc.

Financial Services
-266
- 8.8%
$142.8 - $176.36 $38K - $46.9K
2.76K $476M
CAH
Cardinal Health Inc

Healthcare
-297
- 7.42%
$118.02 - $137.77 $35.1K - $40.9K
3.71K $511M
Kenvue Inc
-542
- 2.67%
N/A
19.8K $474M
AMGN
Amgen Inc

Healthcare
-132
- 8.09%
$258.59 - $327.36 $34.1K - $43.2K
1.5K $467M
XOM
Exxon Mobil Corp

Energy
-49
- 1.15%
$105.44 - $118.93 $5.17K - $5.83K
4.21K $501M
AMT
American Tower Corp

Real Estate
-109
- 4.76%
$173.46 - $217.6 $18.9K - $23.7K
2.18K $475M
CI
Cigna Corp

Healthcare
-48
- 3.34%
$274.49 - $329.0 $13.2K - $15.8K
1.39K $456M
BSX
Boston Scientific Corp

Healthcare
-57
- 0.47%
$89.38 - $106.18 $5.09K - $6.05K
11.9K $1.2B
GLDM
World Gold Trust

ETFs
-1.08K
- 3.61%
$52.19 - $61.89 $56.5K - $67K
28.9K $1.79B
V
Visa Inc.

Financial Services
-28
- 0.38%
$306.92 - $362.71 $8.59K - $10.2K
7.28K $2.55B
ABT
Abbott Laboratories

Healthcare
-156
- 1.12%
$111.1 - $140.22 $17.3K - $21.9K
13.7K $1.82B
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
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