Briaud Financial Planning, Inc Purchases in Q2 2025

Briaud Financial Planning, Inc

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEO
Ishares Tr

ETFs
145
New
$74.87 - $95.92 $10.9K - $13.9K
145 $12K
AVB
Avalonbay Communities Inc

Real Estate
62
New
$187.23 - $215.61 $11.6K - $13.4K
62 $12K
Ishares Tr
555
New
N/A
555 $12K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
253
New
$44.37 - $50.04 $11.2K - $12.7K
253 $12K
FL
Foot Locker, Inc.

Consumer Cyclical
450
New
$11.12 - $24.5 $5K - $11K
450 $11K
ENB
Enbridge Inc

Energy
230
+ 389.83%
$41.09 - $47.16 $9.45K - $10.8K
289 $13K
FREL
Fidelity Covington Tr Msci Rea

ETFs
439
New
$24.18 - $27.61 $10.6K - $12.1K
439 $11K
Fidelity Ethereum Fd
446
New
N/A
446 $11K
ASML
Asml Holding Nv

Technology
14
New
$595.37 - $815.24 $8.34K - $11.4K
14 $11K
FDMO
Fidelity Covington Tr Momentum

ETFs
139
New
$58.0 - $75.86 $8.06K - $10.5K
139 $10K
LVS
Las Vegas Sands Corp

Consumer Cyclical
240
New
$30.7 - $44.12 $7.37K - $10.6K
240 $10K
HII
Huntington Ingalls Industries, Inc.

Industrials
43
New
$183.31 - $241.46 $7.88K - $10.4K
43 $10K
DKNG
Draft Kings Inc.

Consumer Cyclical
234
New
$31.67 - $42.89 $7.41K - $10K
234 $10K
VEEV
Veeva Systems Inc

Healthcare
36
New
$209.39 - $289.94 $7.54K - $10.4K
36 $10K
FICO
Fair Isaac Corp

Technology
6
New
$1503.62 - $2206.01 $9.02K - $13.2K
6 $10K
DDOG
Datadog, Inc.

Technology
75
New
$87.0 - $134.33 $6.53K - $10.1K
75 $10K
MEAR
Blackrock Short Maturity Munic

ETFs
204
New
$49.74 - $50.27 $10.1K - $10.3K
204 $10K
PINS
Pinterest, Inc.

Communication Services
304
New
$24.21 - $35.95 $7.36K - $10.9K
304 $10K
Gsk PLC
260
+ 64.04%
N/A
666 $25K
UNP
Union Pacific Corp

Industrials
43
New
$208.27 - $238.46 $8.96K - $10.3K
43 $9K
CUBE
Cube Smart

Real Estate
227
New
$35.88 - $43.68 $8.14K - $9.92K
227 $9K
ADSK
Autodesk, Inc.

Technology
30
New
N/A
30 $9K
Fidelity Merrimack Str Tr
202
New
N/A
202 $9K
PFF
Ishares Trust Ishares Pfd And

ETFs
305
+ 9.66%
$29.0 - $30.68 $8.85K - $9.36K
3.46K $106K
FR
First Industrial Realty Trust Inc

Real Estate
206
New
$43.07 - $54.05 $8.87K - $11.1K
206 $9K
BDX
Becton Dickinson & CO

Healthcare
56
New
$165.15 - $226.42 $9.25K - $12.7K
56 $9K
AJG
Arthur J. Gallagher & Co.

Financial Services
30
New
$310.86 - $348.77 $9.33K - $10.5K
30 $9K
TTD
Trade Desk, Inc.

Technology
130
New
$45.27 - $79.4 $5.89K - $10.3K
130 $9K
Ishares Tr
275
New
N/A
275 $8K
SKX
Skechers Usa Inc

Consumer Cyclical
129
New
$45.48 - $63.1 $5.87K - $8.14K
129 $8K
USB
Us Bancorp \De\

Financial Services
160
+ 177.78%
$36.4 - $45.76 $5.82K - $7.32K
250 $11K
FDIG
Fidelity Covington Tr Crypto I

ETFs
236
New
$21.38 - $35.6 $5.05K - $8.4K
236 $8K
CLX
Clorox CO

Consumer Defensive
73
New
$118.01 - $148.69 $8.61K - $10.9K
73 $8K
ADBE
Adobe Inc.

Technology
20
+ 28.57%
$340.0 - $420.68 $6.8K - $8.41K
90 $34K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
426
New
$14.31 - $22.19 $6.1K - $9.45K
426 $7K
WPC
W. P. Carey Inc.

Real Estate
113
New
$56.12 - $64.53 $6.34K - $7.29K
113 $7K
NI
Nisource Inc.

Utilities
190
New
$37.11 - $40.64 $7.05K - $7.72K
190 $7K
SQ
Block, Inc.

Technology
112
New
N/A
112 $7K
WEC
Wec Energy Group, Inc.

Utilities
70
+ 61.4%
$102.24 - $109.76 $7.16K - $7.68K
184 $19K
DGRO
Ishares Core Dividend Growth E

ETFs
121
New
$55.22 - $63.94 $6.68K - $7.74K
121 $7K
WMS
Advanced Drainage Systems, Inc.

Industrials
69
New
$96.79 - $123.55 $6.68K - $8.52K
69 $7K
FGRO
Fidelity Covington Tr

ETFs
248
New
N/A
248 $6K
CI
Cigna Corp

Healthcare
16
+ 66.67%
$301.89 - $340.04 $4.83K - $5.44K
40 $13K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
395
New
$14.92 - $20.09 $5.89K - $7.94K
395 $6K
QTUM
ETF Ser Solutions Defiance Qua
66
New
N/A
66 $6K
DUK
Duke Energy Corp

Utilities
55
+ 31.43%
$112.46 - $124.05 $6.19K - $6.82K
230 $27K
SHEL
Shell PLC

Energy
130
+ 12.23%
$59.75 - $73.05 $7.77K - $9.5K
1.19K $83K
Kenvue Inc
300
New
N/A
300 $6K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
105
New
$50.56 - $59.57 $5.31K - $6.25K
105 $5K
Activity Summary
Buys All Purchases 207 New Holdings 164 Increased Positions 43 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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