Brown Financial Advisors has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $249 Billion distributed in 125 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 $20.3B, Shp ETF Tr Neos S&P 500 High I with a value of $10.1B, Innovator Etfs Tr Us Equity Ac with a value of $8.83B, Doubleline ETF Trust with a value of $8.17B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.65B.
Examining the 13F form we can see an increase of $6.07B in the current position value, from $243B to 249B.
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.
Portfolio value
$249 Billion
ETFs: $69.1 Billion
Technology: $25.2 Billion
Financial Services: $15.4 Billion
Healthcare: $13.5 Billion
Consumer Cyclical: $11.7 Billion
Consumer Defensive: $10.9 Billion
Communication Services: $10.4 Billion
Industrials: $9.44 Billion
Other: $11.9 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
