Brown Financial Advisors Reduced Holdings in Q4 2024

Brown Financial Advisors

  • $249 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBUY
Goldman Sachs ETF Tr Future CO
-60.5K
- 65.53%
N/A
31.8K $1.12B
J P Morgan Exchange Traded F
-34.5K
- 26.69%
N/A
94.8K $5.88B
Bondbloxx ETF Trust
-26.3K
- 42.02%
N/A
36.3K $1.77B
Bondbloxx ETF Trust
-20.1K
- 25.66%
N/A
58.3K $2.94B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-13.9K
- 15.57%
$51.33 - $53.74 $714K - $748K
75.4K $3.89B
SMOT
Vaneck ETF Tr Morningstar Smid
-23.5K
- 24.75%
N/A
71.6K $2.47B
AVY
Avery Dennison Corp

Industrials
-1.91K
- 45.35%
$186.26 - $220.48 $355K - $420K
2.3K $430M
IGTR
Innovator Etfs Tr Gradient Tac
-910
- 0.83%
N/A
109K $2.68B
UNH
Unitedhealth Group Inc

Healthcare
-54
- 1.14%
$485.52 - $625.25 $26.2K - $33.8K
4.69K $2.37B
JNJ
Johnson & Johnson

Healthcare
-1.15K
- 10.08%
$143.34 - $165.86 $165K - $191K
10.3K $1.49B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.38K
- 22.63%
$77.25 - $91.3 $339K - $400K
15K $1.28B
AVEM
American Centy ETF Tr Avantis

ETFs
-442
- 1.26%
$58.59 - $66.14 $25.9K - $29.2K
34.6K $2.03B
Doubleline ETF Trust
-3.98K
- 18.38%
N/A
17.7K $909M
SBUX
Starbucks Corp

Consumer Cyclical
-1.21K
- 7.25%
$87.44 - $102.5 $106K - $124K
15.5K $1.41B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.04K
- 4.63%
$176.42 - $186.91 $183K - $194K
21.4K $3.82B
LOW
Lowes Companies Inc

Consumer Cyclical
-120
- 2.07%
$244.52 - $284.07 $29.3K - $34.1K
5.67K $1.4B
MEM
Matthews Asia Fds Emerging Mar
-1.19K
- 3.72%
N/A
30.9K $893M
COST
Costco Wholesale Corp

Consumer Defensive
-213
- 15.86%
$873.59 - $994.69 $186K - $212K
1.13K $1.03B
Kenvue Inc
-4.04K
- 16.57%
N/A
20.3K $434M
MCD
Mcdonalds Corp

Consumer Cyclical
-125
- 2.17%
$288.47 - $316.54 $36.1K - $39.6K
5.64K $1.63B
ORCL
Oracle Corp

Technology
-562
- 18.36%
$165.41 - $192.43 $93K - $108K
2.5K $416M
BX
Blackstone Inc.

Financial Services
-926
- 27.4%
$148.45 - $199.05 $137K - $184K
2.45K $423M
GLDM
World Gold Trust

ETFs
-1.33K
- 4.25%
$50.76 - $55.23 $67.6K - $73.6K
30K $1.56B
NOC
Northrop Grumman Corp

Industrials
-33
- 3.36%
$466.52 - $543.88 $15.4K - $17.9K
950 $446M
XEL
Xcel Energy Inc

Utilities
-1.16K
- 14.34%
$62.16 - $72.92 $71.9K - $84.4K
6.91K $467M
WMT
Walmart Inc.

Consumer Defensive
-3.21K
- 13.1%
$79.1 - $95.7 $254K - $307K
21.3K $1.93B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-521
- 0.59%
$40.34 - $40.62 $21K - $21.2K
88.1K $3.56B
RTX
Raytheon Technologies Corp

Industrials
-138
- 3.2%
$114.45 - $127.21 $15.8K - $17.6K
4.17K $483M
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 3.25%
$385.02 - $431.37 $15.8K - $17.7K
1.22K $474M
CAH
Cardinal Health Inc

Healthcare
-562
- 12.31%
$107.89 - $125.33 $60.6K - $70.4K
4K $473M
CRM
Salesforce, Inc.

Technology
-398
- 22.89%
$270.87 - $367.87 $108K - $146K
1.34K $448M
CSHI
Shp ETF Tr Neos Enhanced Incom
-521
- 2.23%
N/A
22.9K $1.14B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-388
- 0.54%
$50.0 - $50.27 $19.4K - $19.5K
71.2K $3.57B
AXP
American Express CO

Financial Services
-196
- 11.02%
$267.35 - $305.57 $52.4K - $59.9K
1.58K $470M
ACN
Accenture PLC

Technology
-18
- 1.34%
$343.9 - $376.86 $6.19K - $6.78K
1.33K $467M
EQIX
Equinix Inc

Real Estate
-67
- 6.12%
$865.69 - $985.0 $58K - $66K
1.03K $968M
GPN
Global Payments Inc

Industrials
-659
- 7.73%
$97.57 - $119.38 $64.3K - $78.7K
7.87K $882M
ARES
Ares Management Corp

Financial Services
-276
- 8.94%
$153.38 - $183.7 $42.3K - $50.7K
2.81K $498M
BSX
Boston Scientific Corp

Healthcare
-373
- 3.01%
$83.62 - $91.5 $31.2K - $34.1K
12K $1.07B
LUV
Southwest Airlines CO

Industrials
-2.19K
- 7.32%
$28.99 - $34.84 $63.5K - $76.3K
27.7K $932M
PWR
Quanta Services, Inc.

Industrials
-19
- 0.55%
$296.05 - $346.6 $5.62K - $6.59K
3.43K $1.08B
NOW
Service Now, Inc.

Technology
-105
- 8.83%
$867.18 - $1148.42 $91.1K - $121K
1.08K $1.15B
AAPL
Apple Inc.

Technology
-858
- 4.39%
$221.69 - $259.02 $190K - $222K
18.7K $4.68B
MS
Morgan Stanley

Financial Services
-1.31K
- 7.76%
$104.42 - $134.99 $137K - $177K
15.6K $1.96B
JPM
Jpmorgan Chase & CO

Financial Services
-166
- 1.8%
$205.18 - $250.29 $34.1K - $41.5K
9.04K $2.17B
GS
Goldman Sachs Group Inc

Financial Services
-64
- 1.61%
$486.1 - $608.57 $31.1K - $38.9K
3.92K $2.24B
GOOG
Alphabet Inc.

Communication Services
-421
- 1.76%
$163.08 - $198.16 $68.7K - $83.4K
23.5K $4.48B
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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