Brown Financial Advisors Sells in Q3 2024

Brown Financial Advisors

  • $243 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Doubleline ETF Trust
-52.2K
- 35.81%
N/A
93.5K $4.71B
CI
Cigna Corp

Healthcare
-3.91K
- 75.97%
$319.12 - $367.1 $1.25M - $1.43M
1.24K $428M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-21.8K
- 50.64%
N/A
21.3K $1.04B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-21.3K
- 19.29%
$50.85 - $53.88 $1.09M - $1.15M
89.3K $4.8B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.46K
- 56.44%
$91.42 - $91.82 $682K - $685K
5.76K $529M
LRCX
Lam Research Corp

Technology
-371
- 26.54%
$731.56 - $1127.3 $271K - $418K
1.03K $838M
PANW
Palo Alto Networks Inc

Technology
-1.68K
- 31.18%
$294.18 - $368.01 $495K - $619K
3.71K $1.27B
MSFT
Microsoft Corp

Technology
-773
- 6.44%
$395.15 - $467.56 $305K - $361K
11.2K $4.83B
DXCM
Dexcom Inc

Healthcare
-109
- 1.0%
$64.0 - $116.06 $6.98K - $12.7K
10.8K $724M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
-10.6K
- 20.3%
N/A
41.7K $2.09B
AMD
Advanced Micro Devices Inc

Technology
-2.5K
- 26.1%
$128.67 - $183.96 $321K - $459K
7.07K $1.16B
BSX
Boston Scientific Corp

Healthcare
-6.11K
- 33.06%
$72.96 - $84.0 $446K - $513K
12.4K $1.04B
BAC
Bank Of America Corp

Financial Services
-9.49K
- 23.75%
$36.65 - $44.13 $348K - $419K
30.5K $1.21B
NOW
Service Now, Inc.

Technology
-616
- 34.13%
$730.87 - $937.36 $450K - $577K
1.19K $1.06B
AMGN
Amgen Inc

Healthcare
-1.15K
- 47.46%
$309.38 - $337.38 $355K - $387K
1.27K $409M
ORCL
Oracle Corp

Technology
-3.06K
- 49.99%
$125.9 - $170.35 $385K - $521K
3.06K $522M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.46K
- 43.8%
$221.96 - $243.27 $324K - $355K
1.87K $445M
AMP
Ameriprise Financial Inc

Financial Services
-790
- 46.8%
$391.53 - $469.81 $309K - $371K
898 $422M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.15K
- 41.54%
$236.42 - $259.82 $271K - $298K
1.61K $416M
XOM
Exxon Mobil Corp

Energy
-2.59K
- 38.53%
$109.72 - $119.0 $284K - $308K
4.13K $484M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-2.47K
- 41.41%
$111.59 - $129.08 $275K - $318K
3.49K $414M
NYT
New York Times CO

Communication Services
-6.04K
- 40.71%
$51.1 - $55.66 $309K - $336K
8.8K $490M
JPM
Jpmorgan Chase & CO

Financial Services
-1.69K
- 15.53%
$194.9 - $224.8 $330K - $381K
9.21K $1.94B
NFLX
Netflix Inc

Communication Services
-446
- 25.06%
$598.55 - $722.26 $267K - $322K
1.33K $946M
GPN
Global Payments Inc

Industrials
-3.14K
- 26.89%
$92.66 - $112.97 $291K - $354K
8.53K $874M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.36K
- 44.46%
$136.93 - $162.81 $323K - $384K
2.95K $473M
AMT
American Tower Corp

Real Estate
-1.7K
- 45.2%
$192.27 - $242.73 $326K - $412K
2.06K $478M
AXP
American Express CO

Financial Services
-1.37K
- 43.54%
$225.92 - $271.17 $310K - $372K
1.78K $482M
BDX
Becton Dickinson & CO

Healthcare
-1.1K
- 37.31%
$221.47 - $242.41 $244K - $267K
1.85K $446M
CB
Chubb LTD

Financial Services
-1.15K
- 41.2%
$252.51 - $292.2 $289K - $335K
1.63K $471M
ABBV
Abb Vie Inc.

Healthcare
-1.75K
- 41.4%
$163.84 - $199.33 $286K - $348K
2.47K $489M
HD
Home Depot, Inc.

Consumer Cyclical
-907
- 41.86%
$333.64 - $405.2 $303K - $368K
1.26K $511M
WEN
Wendy'S CO

Consumer Cyclical
-14.1K
- 35.29%
$15.83 - $18.24 $223K - $257K
25.8K $453M
ARES
Ares Management Corp

Financial Services
-2.1K
- 40.46%
$133.73 - $158.05 $281K - $332K
3.09K $481M
BX
Blackstone Inc.

Financial Services
-2.43K
- 41.86%
$120.77 - $159.66 $294K - $389K
3.38K $518M
ACN
Accenture PLC

Technology
-879
- 39.52%
$295.44 - $355.81 $260K - $313K
1.35K $475M
SYY
Sysco Corp

Consumer Defensive
-3.34K
- 35.65%
$69.16 - $78.98 $231K - $264K
6.03K $471M
MS
Morgan Stanley

Financial Services
-3.21K
- 15.92%
$92.07 - $106.96 $295K - $343K
16.9K $1.77B
RTX
Raytheon Technologies Corp

Industrials
-2.81K
- 39.44%
$99.55 - $123.34 $279K - $346K
4.31K $522M
CAH
Cardinal Health Inc

Healthcare
-2.37K
- 34.2%
$93.74 - $114.66 $222K - $272K
4.57K $505M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-7.42K
- 32.89%
$28.08 - $32.61 $208K - $242K
15.1K $479M
BALL
Ball Corp

Consumer Cyclical
-3.81K
- 34.31%
$58.86 - $67.91 $224K - $258K
7.29K $495M
XEL
Xcel Energy Inc

Utilities
-4.8K
- 37.29%
$52.11 - $65.3 $250K - $313K
8.07K $527M
PG
Procter & Gamble CO

Consumer Defensive
-1.45K
- 11.96%
$160.76 - $177.82 $234K - $258K
10.7K $1.85B
GS
Goldman Sachs Group Inc

Financial Services
-684
- 14.66%
$459.02 - $510.25 $314K - $349K
3.98K $1.97B
COST
Costco Wholesale Corp

Consumer Defensive
-220
- 14.08%
$801.83 - $917.05 $176K - $202K
1.34K $1.19B
NEE
Nextera Energy Inc

Utilities
-5.03K
- 23.91%
$69.9 - $84.97 $351K - $427K
16K $1.35B
UNH
Unitedhealth Group Inc

Healthcare
-949
- 16.68%
$488.01 - $604.18 $463K - $573K
4.74K $2.77B
JNJ
Johnson & Johnson

Healthcare
-2.07K
- 15.36%
$145.48 - $167.38 $302K - $347K
11.4K $1.85B
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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