Briaud Financial Planning, Inc Incresed Positions in Q4 2024

Briaud Financial Planning, Inc

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
99K
+ 49.55%
$280.04 - $302.45 $27.7M - $29.9M
299K $86.6M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.16M
+ 70.2%
$12.74 - $14.23 $14.8M - $16.5M
2.81M $36.5M
AAPL
Apple Inc.

Technology
3.87K
+ 59.87%
$221.69 - $259.02 $857K - $1M
10.3K $2.58M
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 717.81%
$727.2 - $932.06 $762K - $977K
1.19K $921K
AMZN
Amazon Com Inc

Consumer Cyclical
2.04K
+ 3401.67%
$180.88 - $232.93 $369K - $475K
2.1K $460K
MSFT
Microsoft Corp

Technology
374
+ 37.51%
$406.35 - $454.46 $152K - $170K
1.37K $578K
JPM
Jpmorgan Chase & CO

Financial Services
505
+ 253.77%
$205.18 - $250.29 $104K - $126K
704 $168K
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 3.48%
$570.51 - $610.59 $57.6K - $61.7K
3K $1.77M
GLD
Spdr Gold Trust

ETFs
1.36K
+ 0.53%
$236.59 - $257.5 $321K - $350K
257K $62.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
140
+ 2800.0%
$521.84 - $558.82 $73.1K - $78.2K
145 $78K
WMT
Walmart Inc.

Consumer Defensive
333
+ 15.25%
$79.1 - $95.7 $26.3K - $31.9K
2.52K $227K
MRVL
Marvell Technology, Inc.

Technology
248
+ 41.33%
$70.31 - $124.78 $17.4K - $30.9K
848 $93K
CSCO
Cisco Systems, Inc.

Technology
529
+ 27.84%
$52.45 - $60.02 $27.7K - $31.8K
2.43K $143K
MCD
Mcdonalds Corp

Consumer Cyclical
140
+ 73.68%
$288.47 - $316.54 $40.4K - $44.3K
330 $95K
NEXT
Next Decade Corp.

Energy
2.11K
+ 29.19%
$4.64 - $7.71 $9.79K - $16.3K
9.33K $71K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 7.3%
$442.29 - $483.08 $44.2K - $48.3K
1.47K $665K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2K
+ 258.06%
$7.33 - $12.37 $14.7K - $24.7K
2.78K $29K
IAU
Ishares Gold Trust

ETFs
768
+ 0.72%
$48.37 - $52.65 $37.1K - $40.4K
108K $5.33M
BP
Bp PLC

Energy
435
+ 41.83%
$28.16 - $33.14 $12.2K - $14.4K
1.48K $43K
ETR
Entergy Corp

Utilities
524
+ 100.0%
$73.19 - $156.4 $38.4K - $82K
1.05K $79K
VIG
Vanguard Dividend Appreciation

ETFs
41
+ 5.5%
N/A
786 $153K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.05K
+ 300.0%
$25.93 - $105.3 $53.2K - $216K
2.74K $76K
ORCL
Oracle Corp

Technology
26
+ 20.8%
$165.41 - $192.43 $4.3K - $5K
151 $25K
IBM
International Business Machines Corp

Technology
19
+ 6.69%
$204.9 - $238.04 $3.89K - $4.52K
303 $66K
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.86%
$22.59 - $28.54 $67.8 - $85.6
353 $9K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1
+ 3.03%
$54.89 - $64.32 $54.9 - $64.3
34 $2K
SCHX
Schwab Strategic Tr Us Large C

ETFs
602
+ 200.0%
$22.4 - $68.28 $13.5K - $41.1K
903 $20K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.04K
+ 200.0%
$25.79 - $80.4 $26.8K - $83.5K
1.56K $40K
CAT
Caterpillar Inc

Industrials
13
+ 3.0%
$360.37 - $416.88 $4.68K - $5.42K
446 $161K
XOM
Exxon Mobil Corp

Energy
1.04K
+ 7.39%
$105.51 - $125.37 $109K - $130K
15.1K $1.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
70
+ 0.94%
$87.1 - $98.49 $6.1K - $6.89K
7.52K $656K
Activity Summary
Buys All Purchases 115 New Holdings 83 Increased Positions 32 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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