Briaud Financial Planning, Inc New Holdings in Q2 2025

Briaud Financial Planning, Inc

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.91K
New
$58.41 - $72.69 $228K - $284K
3.91K $283K
JBL
Jabil Inc

Technology
971
New
$116.88 - $218.1 $113K - $212K
971 $211K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.89K
New
$41.05 - $48.17 $160K - $187K
3.89K $187K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.98K
New
$27.3 - $31.8 $109K - $127K
3.98K $126K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.74K
New
$58.13 - $69.92 $101K - $122K
1.74K $121K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.16K
New
$32.66 - $40.75 $70.4K - $87.9K
2.16K $87K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
873
New
$70.44 - $86.87 $61.5K - $75.8K
873 $75K
FTSD
Franklin ETF Tr Liberty Short

ETFs
618
New
$90.19 - $91.19 $55.7K - $56.4K
618 $56K
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
New
$4164.15 - $5789.24 $37.5K - $52.1K
9 $52K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
977
New
$48.46 - $50.2 $47.3K - $49K
977 $48K
FDLO
Fidelity Covington Tr Low Vola

ETFs
722
New
$54.44 - $62.8 $39.3K - $45.3K
722 $45K
META
Meta Platforms, Inc.

Communication Services
57
New
$484.66 - $738.09 $27.6K - $42.1K
57 $42K
INDA
Ishares Msci India Index Fund

ETFs
724
New
$49.13 - $55.86 $35.6K - $40.4K
724 $40K
Fidelity Greenwood Street Tr
1.36K
New
N/A
1.36K $39K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
772
New
$50.34 - $51.86 $38.9K - $40K
772 $39K
GOOG
Alphabet Inc.

Communication Services
222
New
$146.58 - $180.01 $32.5K - $40K
222 $39K
Blackrock ETF Trust Ii
733
New
N/A
733 $38K
EPOL
Ishares Tr Msci Poland ETF

ETFs
1.05K
New
$24.54 - $32.26 $25.6K - $33.7K
1.05K $33K
TPB
Turning Point Brands, Inc.

Consumer Defensive
418
New
$54.53 - $81.0 $22.8K - $33.9K
418 $31K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
582
New
$47.29 - $53.34 $27.5K - $31K
582 $30K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
226
New
$101.93 - $128.63 $23K - $29.1K
226 $29K
PANW
Palo Alto Networks Inc

Technology
140
New
$152.44 - $204.64 $21.3K - $28.6K
140 $28K
Fidelity Wise Origin Bitcoin
294
New
N/A
294 $27K
PLTR
Palantir Technologies Inc.

Technology
200
New
$74.01 - $144.25 $14.8K - $28.9K
200 $27K
PPA
Invesco Exchange Traded Fd Tr

ETFs
194
New
$105.2 - $141.69 $20.4K - $27.5K
194 $27K
AXP
American Express CO

Financial Services
83
New
$231.39 - $318.98 $19.2K - $26.5K
83 $26K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
486
New
$51.1 - $53.29 $24.8K - $25.9K
486 $25K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
346
New
$61.08 - $74.04 $21.1K - $25.6K
346 $25K
MINO
Pimco ETF Tr Municipal Income

ETFs
546
New
$43.42 - $45.15 $23.7K - $24.7K
546 $24K
UL
Unilever PLC

Consumer Defensive
395
New
$57.9 - $65.43 $22.9K - $25.8K
395 $24K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
288
New
$60.22 - $80.1 $17.3K - $23.1K
288 $23K
Tko Group Holdings Inc
129
New
N/A
129 $23K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
460
New
$44.68 - $45.96 $20.6K - $21.1K
460 $21K
MA
Mastercard Inc

Financial Services
38
New
$479.92 - $590.74 $18.2K - $22.4K
38 $21K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
212
New
$82.93 - $99.12 $17.6K - $21K
212 $21K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
New
$141.37 - $228.57 $13.4K - $21.7K
95 $21K
AR
Antero Resources Corp

Energy
531
New
$31.92 - $43.78 $16.9K - $23.2K
531 $21K
MELI
Mercadolibre Inc

Consumer Cyclical
8
New
$1794.73 - $2613.63 $14.4K - $20.9K
8 $20K
TTWO
Take Two Interactive Software Inc

Communication Services
80
New
$194.58 - $243.05 $15.6K - $19.4K
80 $19K
COF
Capital One Financial Corp

Financial Services
91
New
$150.57 - $212.76 $13.7K - $19.4K
91 $19K
RING
Ishares Inc Msci Global Gold M

ETFs
438
New
$34.72 - $45.62 $15.2K - $20K
438 $19K
MCK
Mckesson Corp

Healthcare
26
New
$652.83 - $732.78 $17K - $19.1K
26 $19K
Fidelity Covington Trust
667
New
N/A
667 $19K
SUB
Ishares Short Term National Mu

ETFs
181
New
$104.77 - $106.34 $19K - $19.2K
181 $19K
IGN
Ishares Tr North Amern Tech Mu

ETFs
238
New
N/A
238 $19K
Ul Solutions Inc
268
New
N/A
268 $19K
HUBS
Hubspot Inc

Technology
35
New
$487.07 - $672.24 $17K - $23.5K
35 $19K
WOOD
Ishares Global Timber & Forest
249
New
N/A
249 $18K
CPT
Camden Property Trust

Real Estate
168
New
$106.53 - $122.8 $17.9K - $20.6K
168 $18K
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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