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
ILMN
Illumina, Inc.

Healthcare
60
New
$70.3 - $95.41 $4.22K - $5.72K
60 $5K
ALLY
Ally Financial Inc.

Financial Services
150
New
$30.09 - $38.95 $4.51K - $5.84K
150 $5K
IFRA
Ishares Tr

ETFs
110
New
$40.97 - $49.19 $4.51K - $5.41K
110 $5K
RWK
Invesco Exchange Traded Fd Tr

ETFs
51
New
$94.8 - $117.22 $4.83K - $5.98K
51 $5K
XLE
Energy Sector Spdr

ETFs
309
+ 12.51%
$76.44 - $94.13 $23.6K - $29.1K
2.78K $235K
VPN
Global X Fds Data Ctr Reits &

ETFs
303
New
N/A
303 $5K
NBCT
Neuberger Berman ETF Tr Carbon
158
New
N/A
158 $5K
CPRI
Capri Holdings LTD

Consumer Cyclical
317
New
$12.48 - $19.63 $3.96K - $6.22K
317 $5K
HSY
Hershey CO

Consumer Defensive
36
New
$151.29 - $173.13 $5.45K - $6.23K
36 $5K
Blacksky Technology Inc
250
New
N/A
250 $5K
TIP
Ishares Tr Tips Bd ETF

ETFs
47
New
$107.93 - $110.97 $5.07K - $5.22K
47 $5K
RMTI
Rockwell Medical, Inc.

Healthcare
5.5K
New
$0.79 - $1.23 $4.35K - $6.77K
5.5K $4K
TTE
Total Energies Se

Energy
70
New
N/A
70 $4K
STOT
Spdr Doubleline Short Duration

ETFs
99
New
$46.87 - $47.35 $4.64K - $4.69K
99 $4K
SBAC
Sba Communications Corp

Real Estate
19
New
$208.57 - $243.4 $3.96K - $4.62K
19 $4K
FQAL
Fidelity Covington Tr Quality

ETFs
54
New
$57.29 - $69.63 $3.09K - $3.76K
54 $3K
LRGF
Ishares Tr

ETFs
51
New
$51.37 - $64.13 $2.62K - $3.27K
51 $3K
GILD
Gilead Sciences, Inc.

Healthcare
30
New
$96.91 - $113.0 $2.91K - $3.39K
30 $3K
DPZ
Dominos Pizza Inc

Consumer Cyclical
8
New
$430.72 - $497.52 $3.45K - $3.98K
8 $3K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
95
New
$33.15 - $36.46 $3.15K - $3.46K
95 $3K
FANG
Diamondback Energy, Inc.

Energy
109
+ 19.43%
$119.25 - $161.49 $13K - $17.6K
670 $92K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
30
New
$90.21 - $112.66 $2.71K - $3.38K
30 $2K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
68
New
$21.9 - $39.27 $1.49K - $2.67K
68 $2K
FDVV
Fidelity High Dividend ETF

ETFs
52
New
$43.6 - $52.02 $2.27K - $2.71K
52 $2K
AOR
Ishares Tr Core Growth Allocat

ETFs
47
New
$53.36 - $61.57 $2.51K - $2.89K
47 $2K
IBRX
Immunity Bio, Inc.

Healthcare
1K
New
$1.89 - $3.44 $1.89K - $3.44K
1K $2K
RH
Rh

Consumer Cyclical
15
New
$145.66 - $249.35 $2.18K - $3.74K
15 $2K
IGM
Ishares Expanded Tech Sector E

ETFs
26
New
$79.8 - $112.34 $2.07K - $2.92K
26 $2K
CELH
Celsius Holdings, Inc.

Consumer Defensive
57
New
$33.89 - $46.39 $1.93K - $2.64K
57 $2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
New
$390.26 - $489.06 $1.95K - $2.45K
5 $2K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
23
New
$55.57 - $62.73 $1.28K - $1.44K
23 $1K
FDEV
Fidelity International Multifa

ETFs
34
New
$26.86 - $32.58 $913 - $1.11K
34 $1K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
20
New
$49.82 - $50.25 $996 - $1.01K
20 $1K
OSTK
Overstock.Com, Inc

Consumer Cyclical
283
New
N/A
283 $1K
FDX
Fedex Corp

Industrials
12
+ 10.26%
$198.07 - $245.17 $2.38K - $2.94K
129 $29K
STTK
Shattuck Labs, Inc.

Healthcare
2.23K
New
$0.73 - $1.3 $1.63K - $2.9K
2.23K $1K
CMPX
Compass Therapeutics, Inc.

Healthcare
700
New
$1.46 - $2.69 $1.02K - $1.88K
700 $1K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
90
New
$17.1 - $63.66 $1.54K - $5.73K
90 $1K
TFLO
Ishares Treasury Floating Rate

ETFs
4
New
$50.47 - $50.66 $202 - $203
4 $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
13
New
$35.9 - $43.76 $467 - $569
13 $0
AOK
Ishares Tr Core Conservative A

ETFs
2
New
$36.09 - $39.07 $72.2 - $78.1
2 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
New
$85.42 - $94.39 $171 - $189
2 $0
IGOV
Ishares 1 3 International Trea

ETFs
5
New
$39.53 - $43.1 $198 - $216
5 $0
FRNW
Fidelity Covington Tr Clean En
6
New
$11.59 - $15.86 $69.5 - $95.2
6 $0
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
10
New
$49.54 - $50.53 $495 - $505
10 $0
OMFL
Invesco Exchange Traded Self I

ETFs
17
New
$48.43 - $57.78 $823 - $982
17 $0
Net Lease Office Properties
7
New
N/A
7 $0
JPIB
Jpmorgan International Bond Op

ETFs
11
New
$47.18 - $48.62 $519 - $535
11 $0
ZTS
Zoetis Inc.

Healthcare
35
+ 3.55%
$144.41 - $170.3 $5.05K - $5.96K
1.02K $159K
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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