Briaud Financial Planning, Inc Incresed Positions in Q2 2025

Briaud Financial Planning, Inc

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.36K
+ 16.39%
$94.31 - $157.99 $129K - $215K
9.69K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
359
+ 10.98%
$498.8 - $620.9 $179K - $223K
3.63K $2.25M
ITA
Ishares Tr

ETFs
1.55K
+ 468.28%
$135.31 - $188.64 $210K - $292K
1.88K $354K
MSFT
Microsoft Corp

Technology
90
+ 6.56%
$354.56 - $497.45 $31.9K - $44.8K
1.46K $727K
SPY
Spdr S&P 500 ETF Trust

ETFs
252
+ 40.98%
$496.48 - $617.85 $125K - $156K
867 $535K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
632
+ 522.31%
$171.4 - $227.1 $108K - $144K
753 $171K
AMZN
Amazon Com Inc

Consumer Cyclical
223
+ 10.61%
$167.32 - $223.3 $37.3K - $49.8K
2.32K $509K
CVX
Chevron Corp

Energy
701
+ 143.94%
$133.73 - $168.51 $93.7K - $118K
1.19K $170K
IVE
Ishares S&P 500 Value ETF

ETFs
358
+ 97.02%
$168.34 - $195.42 $60.3K - $70K
727 $142K
IVW
Ishares S&P 500 Growth ETF

ETFs
512
+ 80.25%
$82.96 - $110.1 $42.5K - $56.4K
1.15K $126K
AMGN
Amgen Inc

Healthcare
209
+ 34.49%
$262.28 - $309.85 $54.8K - $64.8K
815 $227K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 2.13%
$210.28 - $289.91 $3.15K - $4.35K
719 $208K
T
At&T Inc.

Communication Services
974
+ 19.85%
$26.33 - $28.94 $25.6K - $28.2K
5.88K $170K
V
Visa Inc.

Financial Services
79
+ 15.34%
$308.27 - $373.31 $24.4K - $29.5K
594 $210K
MLPX
Global X Mlp & Energy Infrastr

ETFs
432
+ 1270.59%
$55.32 - $65.02 $23.9K - $28.1K
466 $29K
GD
General Dynamics Corp

Industrials
75
+ 60.0%
$247.68 - $291.66 $18.6K - $21.9K
200 $58K
PM
Philip Morris International Inc.

Consumer Defensive
120
+ 266.67%
$149.23 - $184.95 $17.9K - $22.2K
165 $30K
SLV
I Shares Silver Trust

ETFs
23
+ 0.21%
$27.08 - $33.74 $623 - $776
11.1K $364K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
210
+ 500.0%
$82.21 - $83.12 $17.3K - $17.5K
252 $20K
NEM
Newmont Corp

Basic Materials
150
+ 26.5%
$44.18 - $59.46 $6.63K - $8.92K
716 $41K
RTX
Raytheon Technologies Corp

Industrials
65
+ 25.39%
$113.75 - $148.48 $7.39K - $9.65K
321 $46K
ENB
Enbridge Inc

Energy
230
+ 389.83%
$41.09 - $47.16 $9.45K - $10.8K
289 $13K
KMI
Kinder Morgan, Inc.

Energy
324
+ 90.76%
$25.21 - $29.4 $8.17K - $9.53K
681 $20K
Gsk PLC
260
+ 64.04%
N/A
666 $25K
PFF
Ishares Trust Ishares Pfd And

ETFs
305
+ 9.66%
$29.0 - $30.68 $8.85K - $9.36K
3.46K $106K
USB
Us Bancorp \De\

Financial Services
160
+ 177.78%
$36.4 - $45.76 $5.82K - $7.32K
250 $11K
ADBE
Adobe Inc.

Technology
20
+ 28.57%
$340.0 - $420.68 $6.8K - $8.41K
90 $34K
WEC
Wec Energy Group, Inc.

Utilities
70
+ 61.4%
$102.24 - $109.76 $7.16K - $7.68K
184 $19K
DUK
Duke Energy Corp

Utilities
55
+ 31.43%
$112.46 - $124.05 $6.19K - $6.82K
230 $27K
CI
Cigna Corp

Healthcare
16
+ 66.67%
$301.89 - $340.04 $4.83K - $5.44K
40 $13K
SHEL
Shell PLC

Energy
130
+ 12.23%
$59.75 - $73.05 $7.77K - $9.5K
1.19K $83K
XLE
Energy Sector Spdr

ETFs
309
+ 12.51%
$76.44 - $94.13 $23.6K - $29.1K
2.78K $235K
FANG
Diamondback Energy, Inc.

Energy
109
+ 19.43%
$119.25 - $161.49 $13K - $17.6K
670 $92K
FDX
Fedex Corp

Industrials
12
+ 10.26%
$198.07 - $245.17 $2.38K - $2.94K
129 $29K
ZTS
Zoetis Inc.

Healthcare
35
+ 3.55%
$144.41 - $170.3 $5.05K - $5.96K
1.02K $159K
STZ
Constellation Brands, Inc.

Consumer Defensive
33
+ 6.6%
$160.0 - $195.62 $5.28K - $6.46K
533 $86K
ABBV
Abb Vie Inc.

Healthcare
62
+ 6.62%
$170.16 - $206.27 $10.5K - $12.8K
999 $185K
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.34%
$248.61 - $294.96 $1.74K - $2.06K
2.06K $581K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 2.72%
$483.48 - $539.8 $19.3K - $21.6K
1.51K $733K
XOM
Exxon Mobil Corp

Energy
171
+ 1.14%
$99.93 - $119.04 $17.1K - $20.4K
15.2K $1.64M
AAPL
Apple Inc.

Technology
80
+ 0.77%
$172.42 - $223.89 $13.8K - $17.9K
10.4K $2.14M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
30.8K
+ 1.23%
$12.21 - $13.9 $376K - $428K
2.54M $33.1M
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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