Briaud Financial Planning, Inc New Holdings in Q4 2024

Briaud Financial Planning, Inc

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
6.52K
New
$206.35 - $236.48 $1.34M - $1.54M
6.52K $1.38M
NVDA
Nvidia Corp

Technology
8.22K
New
$117.0 - $148.88 $962K - $1.22M
8.22K $1.1M
ELV
Elevance Health, Inc.

Healthcare
501
New
$365.96 - $514.62 $183K - $258K
501 $184K
V
Visa Inc.

Financial Services
515
New
$273.87 - $320.91 $141K - $165K
515 $162K
STZ
Constellation Brands, Inc.

Consumer Defensive
500
New
$219.66 - $257.62 $110K - $129K
500 $110K
IWF
Ishares Russell 1000 Gr ETF

ETFs
227
New
$370.24 - $418.94 $84K - $95.1K
227 $91K
MUB
Ishares National Muni Bond ETF

ETFs
830
New
$105.78 - $108.7 $87.8K - $90.2K
830 $88K
HBAN
Huntington Bancshares Inc

Financial Services
4.8K
New
$14.18 - $18.2 $68K - $87.3K
4.8K $78K
INTC
Intel Corp

Technology
3.81K
New
$19.07 - $26.23 $72.6K - $99.9K
3.81K $76K
HOLX
Hologic Inc

Healthcare
1K
New
$70.76 - $83.72 $70.8K - $83.7K
1K $72K
EPD
Enterprise Products Partners L.P.

Energy
2K
New
$28.66 - $34.43 $57.3K - $68.9K
2K $62K
J P Morgan Exchange Traded F
760
New
N/A
760 $57K
FANG
Diamondback Energy, Inc.

Energy
348
New
$153.06 - $199.5 $53.3K - $69.4K
348 $57K
SABR
Sabre Corp

Consumer Cyclical
14K
New
$3.18 - $4.1 $44.5K - $57.4K
14K $51K
MO
Altria Group, Inc.

Consumer Defensive
710
New
$49.06 - $57.74 $34.8K - $41K
710 $37K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
500
New
$70.31 - $77.39 $35.2K - $38.7K
500 $35K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
517
New
$65.67 - $69.79 $34K - $36.1K
517 $34K
CL
Colgate Palmolive CO

Consumer Defensive
361
New
$90.22 - $102.31 $32.6K - $36.9K
361 $32K
VGT
Vanguard Information Technolog

ETFs
50
New
$571.78 - $647.97 $28.6K - $32.4K
50 $31K
KIE
Spdr S&P Insurance ETF

ETFs
491
New
$55.65 - $62.03 $27.3K - $30.5K
491 $27K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
712
New
$37.46 - $43.08 $26.7K - $30.7K
712 $27K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
244
New
$105.85 - $112.84 $25.8K - $27.5K
244 $26K
AMD
Advanced Micro Devices Inc

Technology
200
New
$118.88 - $172.8 $23.8K - $34.6K
200 $24K
AVGO
Broadcom Inc.

Technology
100
New
$159.67 - $250.0 $16K - $25K
100 $23K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
409
New
$53.94 - $58.15 $22.1K - $23.8K
409 $23K
IJK
Ishares S&P Midcap 400 Growth

ETFs
259
New
$90.66 - $99.46 $23.5K - $25.8K
259 $23K
EFA
Ishares Tr Msci Eafe ETF

ETFs
296
New
$75.1 - $82.99 $22.2K - $24.6K
296 $22K
QUAL
Ishares Msci Usa Quality Facto

ETFs
127
New
$176.42 - $186.91 $22.4K - $23.7K
127 $22K
XLC
Select Sector Spdr Tr Communic

ETFs
224
New
$89.66 - $102.16 $20.1K - $22.9K
224 $21K
ONON
On Holding Ag

Consumer Cyclical
300
New
$46.3 - $59.54 $13.9K - $17.9K
300 $16K
MU
Micron Technology Inc

Technology
200
New
$84.16 - $113.41 $16.8K - $22.7K
200 $16K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
40
New
$278.19 - $315.36 $11.1K - $12.6K
40 $11K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
89
New
$115.08 - $119.55 $10.2K - $10.6K
89 $10K
IWP
Ishares Russell Mid Cap Growth

ETFs
68
New
$116.4 - $138.52 $7.92K - $9.42K
68 $8K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
72
New
$100.24 - $101.35 $7.22K - $7.3K
72 $7K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
60
New
$121.89 - $135.52 $7.31K - $8.13K
60 $7K
GLW
Corning Inc

Technology
146
New
$44.11 - $49.76 $6.44K - $7.26K
146 $6K
KKR
Kkr & Co. Inc.

Financial Services
35
New
$129.87 - $162.87 $4.55K - $5.7K
35 $5K
INTU
Intuit Inc

Technology
8
New
$602.01 - $706.25 $4.82K - $5.65K
8 $5K
NOW
Service Now, Inc.

Technology
5
New
$867.18 - $1148.42 $4.34K - $5.74K
5 $5K
VOE
Vanguard Mid Cap Value Index F

ETFs
32
New
$160.89 - $176.18 $5.15K - $5.64K
32 $5K
Ishares Bitcoin Trust ETF
100
New
N/A
100 $5K
GNRC
Generac Holdings Inc.

Industrials
26
New
$154.28 - $195.11 $4.01K - $5.07K
26 $4K
LII
Lennox International Inc

Industrials
7
New
$589.36 - $678.43 $4.13K - $4.75K
7 $4K
USB
Us Bancorp \De\

Financial Services
90
New
$43.98 - $53.66 $3.96K - $4.83K
90 $4K
PH
Parker Hannifin Corp

Industrials
7
New
$621.74 - $709.46 $4.35K - $4.97K
7 $4K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
60
New
$75.22 - $82.17 $4.51K - $4.93K
60 $4K
BPOP
Popular, Inc.

Financial Services
49
New
$88.46 - $102.59 $4.33K - $5.03K
49 $4K
OEC
Orion Engineered Carbons S.A.

Basic Materials
282
New
$14.98 - $19.3 $4.22K - $5.44K
282 $4K
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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