Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors has filed its 13F form on August 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $12.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.12B, Doubleline ETF Trust with a value of $7.03B, Ishares Trust Ishares 5 10 Yea with a value of $5.67B, and Microsoft Corp with a value of $5.36B.

Examining the 13F form we can see an increase of $224B in the current position value.

Brown Financial Advisors is based out at Milford, OH

Below you can find more details about Brown Financial Advisors portfolio as well as his latest detailed transactions.