Brown Financial Advisors Portfolio Holdings

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.