Briaud Financial Planning, Inc Purchases in Q1 2025

Briaud Financial Planning, Inc

  • $252 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
662
+ 441.33%
$369.1 - $427.61 $244K - $283K
812 $301K
VV
Vanguard Large Cap ETF

ETFs
894
New
$253.32 - $282.66 $226K - $253K
894 $229K
AMGN
Amgen Inc

Healthcare
506
+ 506.0%
$258.59 - $327.36 $131K - $166K
606 $188K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.79K
New
$57.21 - $65.8 $159K - $183K
2.79K $162K
VTV
Vanguard Value ETF

ETFs
824
+ 407.92%
$167.73 - $179.21 $138K - $148K
1.03K $177K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
805
+ 2981.48%
$102.49 - $119.96 $82.5K - $96.6K
832 $87K
IVV
Ishares Core S&P 500 ETF

ETFs
269
+ 8.96%
$554.06 - $615.85 $149K - $166K
3.27K $1.84M
VEA
Vanguard Ftse Developed Market

ETFs
1.41K
New
$47.4 - $52.99 $66.9K - $74.8K
1.41K $71K
IVE
Ishares S&P 500 Value ETF

ETFs
369
New
$185.78 - $198.58 $68.6K - $73.3K
369 $70K
IVW
Ishares S&P 500 Growth ETF

ETFs
638
New
$92.45 - $106.69 $59K - $68.1K
638 $59K
VGIT
Vanguard Intermediate Term Tre

ETFs
794
New
$57.44 - $59.4 $45.6K - $47.2K
794 $47K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
332
New
$128.74 - $138.67 $42.7K - $46K
332 $45K
VFH
Vanguard Financial ETF

ETFs
288
New
$114.07 - $127.34 $32.9K - $36.7K
288 $34K
FANG
Diamondback Energy, Inc.

Energy
213
+ 61.21%
$139.9 - $180.18 $29.8K - $38.4K
561 $89K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
254
New
$95.85 - $99.25 $24.3K - $25.2K
254 $25K
VB
Vanguard Small Cap ETF

ETFs
88
New
$217.89 - $252.64 $19.2K - $22.2K
88 $19K
Fidelity Covington Trust
608
New
N/A
608 $18K
SCHV
Schwab Strategic Tr Us Large C

ETFs
555
+ 35.65%
$25.77 - $27.6 $14.3K - $15.3K
2.11K $56K
IWS
Ishares Russell Midcap Value E

ETFs
100
New
$122.59 - $135.24 $12.3K - $13.5K
100 $12K
ZI
Zoom Info Technologies Inc.

Technology
781
New
$9.43 - $12.01 $7.36K - $9.38K
781 $7K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
124
New
$59.28 - $66.1 $7.35K - $8.2K
124 $7K
DOW
Dow Inc.

Basic Materials
166
New
$34.36 - $41.92 $5.7K - $6.96K
166 $5K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 18.87%
$347.25 - $424.87 $6.95K - $8.5K
126 $46K
LTC
Ltc Properties Inc

Real Estate
68
New
$33.46 - $36.14 $2.28K - $2.46K
68 $2K
GLDM
World Gold Trust

ETFs
31
New
$52.19 - $61.89 $1.62K - $1.92K
31 $1K
KMI
Kinder Morgan, Inc.

Energy
4
+ 1.13%
$26.1 - $31.22 $104 - $125
357 $10K
CTVA
Corteva, Inc.

Basic Materials
2
New
$55.94 - $66.15 $112 - $132
2 $0
Ramaco Res Inc
47
+ 114.63%
N/A
88 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
2
New
$72.7 - $84.32 $145 - $169
2 $0
META
Meta Platforms, Inc.

Communication Services
0
New
$576.36 - $736.67 $0 - $0
0 $0
LMT
Lockheed Martin Corp

Industrials
10
+ 2.72%
$423.19 - $506.29 $4.23K - $5.06K
377 $168K
NVDA
Nvidia Corp

Technology
100
+ 1.22%
$106.98 - $149.43 $10.7K - $14.9K
8.32K $901K
AAPL
Apple Inc.

Technology
45
+ 0.44%
$209.68 - $247.1 $9.44K - $11.1K
10.4K $2.3M
VTI
Vanguard Total Stock Market Et

ETFs
7.72K
+ 2.58%
$271.18 - $303.12 $2.09M - $2.34M
307K $84.2M
Activity Summary
Buys All Purchases 35 New Holdings 21 Increased Positions 14 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email