Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $243 Billion
  • Q1 2025

Brown Financial Advisors has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 130 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, Doubleline ETF Trust with a value of $6.41B, Shp ETF Tr Neos S&P 500 High I with a value of $5.89B, Amazon Com Inc with a value of $5.88B, and Microsoft Corp with a value of $5.73B.

Examining the 13F form we can see an decrease of $6.44B in the current position value, from $249B to 243B.

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 $243 Billion
ETFs: $71.7 Billion
Technology: $25 Billion
Financial Services: $16.7 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $12.3 Billion
Consumer Defensive: $11.9 Billion
Industrials: $11.1 Billion
Communication Services: $10.3 Billion
Other: $13.9 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.27B
$1.45 Billion 0.6% of portfolio
29,583
Q1 2025 Added 32.11%
$9.82B
$456 Million 0.19% of portfolio
16,787
Q1 2025 Added 3.27%
$9.6B
$457 Million 0.19% of portfolio
9,218
Q1 2025 Added 2.47%
$2.15B
$418 Million 0.17% of portfolio
28,569
Q1 2025 Added 5.87%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $243 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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