Brown Financial Advisors Reduced Holdings in Q2 2025

Brown Financial Advisors

  • $256 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-16.9K
- 17.48%
$49.98 - $50.26 $846K - $851K
79.9K $4.01B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-20.8K
- 17.36%
$40.41 - $40.68 $841K - $846K
99K $4.03B
PG
Procter & Gamble CO

Consumer Defensive
-2.22K
- 10.82%
$157.66 - $172.39 $350K - $382K
18.3K $2.91B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-19.6K
- 25.27%
N/A
58.1K $2.15B
COP
Conocophillips

Energy
-2.98K
- 17.8%
$82.66 - $106.1 $246K - $316K
13.8K $1.23B
SLB
Schlumberger Limited

Energy
-4.51K
- 12.82%
$31.95 - $42.2 $144K - $190K
30.7K $1.04B
PFE
Pfizer Inc

Healthcare
-8.51K
- 15.45%
$21.59 - $24.84 $184K - $211K
46.5K $1.13B
XBJL
Innovator Etfs Tr Us Equity Ac
-15.1K
- 11.55%
$30.83 - $35.99 $466K - $545K
116K $4.17B
TGT
Target Corp

Consumer Defensive
-1.05K
- 6.25%
$88.76 - $105.77 $93K - $111K
15.7K $1.55B
Doubleline ETF Trust
-2.87K
- 2.19%
N/A
128K $6.27B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.87K
- 2.01%
$43.89 - $45.45 $81.9K - $84.8K
91.1K $4.1B
Angel Oak Funds Trust
-8.5K
- 2.58%
N/A
321K $2.77B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.66K
- 2.5%
$49.79 - $50.75 $82.7K - $84.2K
64.6K $3.28B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-1.62K
- 3.05%
N/A
51.5K $2.47B
Kenvue Inc
-294
- 1.49%
N/A
19.5K $408M
XTEN
Bondbloxx ETF Tr Bloomberg 10
-1.07K
- 3.5%
N/A
29.4K $1.36B
ABBV
Abb Vie Inc.

Healthcare
-20
- 0.88%
$170.16 - $206.27 $3.4K - $4.13K
2.25K $417M
PEP
Pepsico Inc

Consumer Defensive
-24
- 0.79%
$128.02 - $151.37 $3.07K - $3.63K
3K $396M
XOM
Exxon Mobil Corp

Energy
-95
- 2.26%
$99.93 - $119.04 $9.49K - $11.3K
4.12K $444M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
-1.53K
- 2.08%
N/A
72.4K $3.57B
IGTR
Innovator Etfs Tr Gradient Tac
-3.04K
- 3.34%
N/A
88.1K $2.17B
STZ
Constellation Brands, Inc.

Consumer Defensive
-26
- 1.11%
$160.0 - $195.62 $4.16K - $5.09K
2.31K $375M
AMGN
Amgen Inc

Healthcare
-13
- 0.87%
$262.28 - $309.85 $3.41K - $4.03K
1.49K $415M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.27K
- 5.7%
$51.1 - $53.29 $65.1K - $67.9K
21.1K $1.12B
COST
Costco Wholesale Corp

Consumer Defensive
-110
- 7.8%
$908.13 - $1056.85 $99.9K - $116K
1.3K $1.29B
Bondbloxx ETF Trust
-1.18K
- 2.16%
N/A
53.4K $2.74B
HD
Home Depot, Inc.

Consumer Cyclical
-113
- 8.64%
$335.24 - $380.78 $37.9K - $43K
1.2K $438M
Bondbloxx ETF Trust
-255
- 0.67%
N/A
37.6K $1.89B
CB
Chubb LTD

Financial Services
-32
- 2.03%
$274.32 - $302.46 $8.78K - $9.68K
1.55K $448M
XEL
Xcel Energy Inc

Utilities
-139
- 2.06%
$65.65 - $72.39 $9.13K - $10.1K
6.62K $451M
ACN
Accenture PLC

Technology
-27
- 1.85%
$279.23 - $323.21 $7.54K - $8.73K
1.43K $427M
Innovator Etfs Trust
-3.21K
- 3.09%
N/A
101K $2.89B
KO
Coca Cola CO

Consumer Defensive
-43
- 0.17%
$68.37 - $73.9 $2.94K - $3.18K
25.1K $1.77B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-353
- 1.59%
$25.48 - $27.78 $8.99K - $9.81K
21.9K $581M
NOC
Northrop Grumman Corp

Industrials
-24
- 2.63%
$456.3 - $540.39 $11K - $13K
889 $444M
V
Visa Inc.

Financial Services
-151
- 2.07%
$308.27 - $373.31 $46.5K - $56.4K
7.13K $2.53B
CSHI
Shp ETF Tr Neos Enhanced Incom
-433
- 2.49%
N/A
17K $844M
Pimco ETF Tr
-642
- 1.96%
N/A
32.2K $1.64B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-244
- 1.54%
$59.8 - $60.07 $14.6K - $14.7K
15.6K $932M
Doubleline ETF Trust
-295
- 2.58%
N/A
11.1K $580M
CI
Cigna Corp

Healthcare
-44
- 3.17%
$301.89 - $340.04 $13.3K - $15K
1.34K $444M
Bondbloxx ETF Trust
-462
- 1.04%
N/A
44.1K $2.19B
AVY
Avery Dennison Corp

Industrials
-30
- 1.22%
$159.58 - $183.97 $4.79K - $5.52K
2.44K $427M
AMT
American Tower Corp

Real Estate
-85
- 3.9%
$203.96 - $228.19 $17.3K - $19.4K
2.1K $463M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-312
- 1.03%
$51.68 - $52.76 $16.1K - $16.5K
30K $1.58B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-449
- 0.78%
$28.21 - $28.85 $12.7K - $13K
56.9K $1.64B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-24
- 0.12%
$29.07 - $29.38 $698 - $705
20.8K $610M
TOLZ
Dj Brookfield Global

ETFs
-365
- 2.07%
$48.57 - $54.85 $17.7K - $20K
17.2K $929M
CRM
Salesforce, Inc.

Technology
-12
- 0.78%
$236.26 - $291.15 $2.84K - $3.49K
1.54K $419M
Activity Summary
Buys All Purchases 44 New Holdings 15 Increased Positions 29 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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