Brown Financial Advisors Reduced Holdings in Q2 2025

Brown Financial Advisors

  • $256 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Doubleline ETF Trust
-537
- 0.9%
N/A
58.9K $2.98B
ICE
Intercontinental Exchange, Inc.

Financial Services
-60
- 2.18%
$151.62 - $183.47 $9.1K - $11K
2.7K $495M
BALL
Ball Corp

Consumer Cyclical
-115
- 1.36%
$44.94 - $56.99 $5.17K - $6.55K
8.31K $466M
HON
Honeywell International Inc

Industrials
-52
- 2.42%
$182.86 - $232.88 $9.51K - $12.1K
2.09K $488M
INTU
Intuit Inc

Technology
-436
- 20.01%
$544.07 - $787.63 $237K - $343K
1.74K $1.37B
RTX
Raytheon Technologies Corp

Industrials
-88
- 2.45%
$113.75 - $148.48 $10K - $13.1K
3.5K $511M
Cohen & Steers ETF Trust
-784
- 2.09%
N/A
36.7K $971M
AZEK
Azek CO Inc.

Industrials
-2.23K
- 7.54%
$43.39 - $54.86 $96.8K - $122K
27.4K $1.49B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.81K
- 9.18%
$57.41 - $74.81 $104K - $135K
17.8K $1.33B
NYT
New York Times CO

Communication Services
-249
- 2.7%
$45.37 - $57.12 $11.3K - $14.2K
8.97K $502M
BSX
Boston Scientific Corp

Healthcare
-231
- 1.93%
$89.7 - $107.41 $20.7K - $24.8K
11.7K $1.26B
GLDM
World Gold Trust

ETFs
-649
- 2.24%
$58.96 - $67.97 $38.3K - $44.1K
28.3K $1.85B
ARES
Ares Management Corp

Financial Services
-76
- 2.53%
$118.04 - $175.83 $8.97K - $13.4K
2.92K $506M
LHX
L3 Harris Technologies, Inc.

Industrials
-67
- 3.19%
$200.21 - $256.99 $13.4K - $17.2K
2.03K $509M
CAH
Cardinal Health Inc

Healthcare
-222
- 5.99%
$125.0 - $168.0 $27.8K - $37.3K
3.48K $585M
J P Morgan Exchange Traded F
-1.41K
- 2.44%
N/A
56.3K $3.52B
WMT
Walmart Inc.

Consumer Defensive
-1.58K
- 6.45%
$81.79 - $99.98 $130K - $158K
23K $2.25B
BAC
Bank Of America Corp

Financial Services
-2.04K
- 5.79%
$34.39 - $47.46 $70.1K - $96.7K
33.2K $1.57B
SMOT
Vaneck ETF Tr Morningstar Smid
-1.31K
- 1.76%
N/A
73.3K $2.55B
NOW
Service Now, Inc.

Technology
-229
- 14.53%
$721.65 - $1040.18 $165K - $238K
1.35K $1.38B
URI
United Rentals, Inc.

Industrials
-247
- 9.38%
$551.94 - $753.4 $136K - $186K
2.39K $1.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-525
- 2.37%
$152.42 - $182.82 $80K - $96K
21.7K $3.96B
SPYI
Shp ETF Tr Neos S&P 500 High I
-2.16K
- 1.76%
N/A
121K $6.08B
DXCM
Dexcom Inc

Healthcare
-1.25K
- 7.77%
$59.83 - $87.57 $75K - $110K
14.9K $1.3B
ORCL
Oracle Corp

Technology
-56
- 1.97%
$122.82 - $218.63 $6.88K - $12.2K
2.79K $610M
MS
Morgan Stanley

Financial Services
-1.17K
- 6.43%
$99.83 - $140.86 $117K - $165K
17.1K $2.4B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-498
- 1.58%
$89.63 - $111.92 $44.6K - $55.7K
31.1K $3.48B
RECS
Columbia ETF Tr I

ETFs
-2.82K
- 2.38%
$29.4 - $36.79 $82.8K - $104K
115K $4.24B
PWR
Quanta Services, Inc.

Industrials
-667
- 14.43%
$239.47 - $381.26 $160K - $254K
3.96K $1.5B
APH
Amphenol Corp

Technology
-3.07K
- 16.28%
$59.09 - $98.75 $181K - $303K
15.8K $1.56B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.95K
- 3.24%
$32.66 - $40.75 $129K - $161K
118K $4.77B
ETN
Eaton Corp PLC

Industrials
-20
- 0.46%
$246.52 - $356.99 $4.93K - $7.14K
4.37K $1.56B
JPM
Jpmorgan Chase & CO

Financial Services
-260
- 2.62%
$210.28 - $289.91 $54.7K - $75.4K
9.66K $2.8B
AVEM
American Centy ETF Tr Avantis

ETFs
-1.68K
- 2.82%
$53.08 - $68.54 $89.3K - $115K
58.1K $3.98B
AVDE
American Centy ETF Tr Avantis

ETFs
-2.17K
- 2.95%
$59.32 - $74.36 $129K - $161K
71.3K $5.28B
GS
Goldman Sachs Group Inc

Financial Services
-405
- 9.16%
$462.22 - $707.75 $187K - $287K
4.02K $2.84B
GOOG
Alphabet Inc.

Communication Services
-456
- 1.74%
$146.58 - $180.01 $66.8K - $82.1K
25.7K $4.57B
NFLX
Netflix Inc

Communication Services
-21
- 1.48%
$855.86 - $1339.13 $18K - $28.1K
1.4K $1.88B
AMZN
Amazon Com Inc

Consumer Cyclical
-374
- 1.21%
$167.32 - $223.3 $62.6K - $83.5K
30.5K $6.7B
MSFT
Microsoft Corp

Technology
-929
- 6.09%
$354.56 - $497.45 $329K - $462K
14.3K $7.13B
NVDA
Nvidia Corp

Technology
-5.28K
- 10.95%
$94.31 - $157.99 $497K - $833K
42.9K $6.77B
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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