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
OEF
Ishares S&P 100 ETF

ETFs
60
New
N/A
60 $18K
CAH
Cardinal Health Inc

Healthcare
111
New
$125.0 - $168.0 $13.9K - $18.6K
111 $18K
FAF
First American Financial Corp

Financial Services
301
New
$54.11 - $67.0 $16.3K - $20.2K
301 $18K
PSA
Public Storage

Real Estate
64
New
$266.31 - $309.77 $17K - $19.8K
64 $18K
EWG
Ishares Msci Germany ETF

ETFs
434
New
$33.22 - $42.57 $14.4K - $18.5K
434 $18K
TJX
Tjx Companies Inc

Consumer Cyclical
150
New
$119.13 - $135.03 $17.9K - $20.3K
150 $18K
BK
Bank Of New York Mellon Corp

Financial Services
208
New
$73.31 - $91.62 $15.2K - $19.1K
208 $18K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
389
New
$45.12 - $46.23 $17.6K - $18K
389 $17K
IRT
Independence Realty Trust, Inc.

Real Estate
987
New
$17.41 - $21.38 $17.2K - $21.1K
987 $17K
MSTR
Microstrategy Inc

Technology
44
New
$237.95 - $421.61 $10.5K - $18.6K
44 $17K
NET
Cloudflare, Inc.

Technology
85
New
$97.08 - $195.83 $8.25K - $16.6K
85 $16K
DLTR
Dollar Tree, Inc.

Consumer Defensive
165
New
$67.22 - $100.51 $11.1K - $16.6K
165 $16K
COIN
Coinbase Global, Inc.

Technology
46
New
$151.47 - $375.07 $6.97K - $17.3K
46 $16K
UHS
Universal Health Services Inc

Healthcare
90
New
$157.05 - $197.94 $14.1K - $17.8K
90 $16K
Viking Holdings LTD
300
New
N/A
300 $15K
PRN
Invesco Dwa Industrials Moment

ETFs
99
New
$122.83 - $157.05 $12.2K - $15.5K
99 $15K
MUB
Ishares National Muni Bond ETF

ETFs
150
New
$102.31 - $105.8 $15.3K - $15.9K
150 $15K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
302
New
$49.18 - $50.17 $14.9K - $15.2K
302 $15K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
138
New
$107.83 - $119.94 $14.9K - $16.6K
138 $14K
FVD
First Tr Value Line Divid Inde

ETFs
335
New
$40.62 - $45.12 $13.6K - $15.1K
335 $14K
SIZE
Ishares Msci Usa Size Factor E

ETFs
92
New
$128.15 - $154.54 $11.8K - $14.2K
92 $14K
FSTA
Fidelity Covington Tr Msci Con

ETFs
256
New
$47.94 - $52.5 $12.3K - $13.4K
256 $13K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
133
New
$100.35 - $100.71 $13.3K - $13.4K
133 $13K
PFI
Invesco Exchange Traded Fd Tr

ETFs
236
New
$47.15 - $56.73 $11.1K - $13.4K
236 $13K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
259
New
$50.09 - $51.09 $13K - $13.2K
259 $13K
CRM
Salesforce, Inc.

Technology
50
New
$236.26 - $291.15 $11.8K - $14.6K
50 $13K
YPF
Ypf Sociedad Anonima

Energy
432
New
$27.16 - $36.96 $11.7K - $16K
432 $13K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
253
New
$44.37 - $50.04 $11.2K - $12.7K
253 $12K
IEO
Ishares Tr

ETFs
145
New
$74.87 - $95.92 $10.9K - $13.9K
145 $12K
AVB
Avalonbay Communities Inc

Real Estate
62
New
$187.23 - $215.61 $11.6K - $13.4K
62 $12K
Ishares Tr
555
New
N/A
555 $12K
ASML
Asml Holding Nv

Technology
14
New
$595.37 - $815.24 $8.34K - $11.4K
14 $11K
FREL
Fidelity Covington Tr Msci Rea

ETFs
439
New
$24.18 - $27.61 $10.6K - $12.1K
439 $11K
Fidelity Ethereum Fd
446
New
N/A
446 $11K
FL
Foot Locker, Inc.

Consumer Cyclical
450
New
$11.12 - $24.5 $5K - $11K
450 $11K
LVS
Las Vegas Sands Corp

Consumer Cyclical
240
New
$30.7 - $44.12 $7.37K - $10.6K
240 $10K
MEAR
Blackrock Short Maturity Munic

ETFs
204
New
$49.74 - $50.27 $10.1K - $10.3K
204 $10K
FDMO
Fidelity Covington Tr Momentum

ETFs
139
New
$58.0 - $75.86 $8.06K - $10.5K
139 $10K
DKNG
Draft Kings Inc.

Consumer Cyclical
234
New
$31.67 - $42.89 $7.41K - $10K
234 $10K
DDOG
Datadog, Inc.

Technology
75
New
$87.0 - $134.33 $6.53K - $10.1K
75 $10K
HII
Huntington Ingalls Industries, Inc.

Industrials
43
New
$183.31 - $241.46 $7.88K - $10.4K
43 $10K
PINS
Pinterest, Inc.

Communication Services
304
New
$24.21 - $35.95 $7.36K - $10.9K
304 $10K
VEEV
Veeva Systems Inc

Healthcare
36
New
$209.39 - $289.94 $7.54K - $10.4K
36 $10K
FICO
Fair Isaac Corp

Technology
6
New
$1503.62 - $2206.01 $9.02K - $13.2K
6 $10K
Fidelity Merrimack Str Tr
202
New
N/A
202 $9K
ADSK
Autodesk, Inc.

Technology
30
New
N/A
30 $9K
UNP
Union Pacific Corp

Industrials
43
New
$208.27 - $238.46 $8.96K - $10.3K
43 $9K
AJG
Arthur J. Gallagher & Co.

Financial Services
30
New
$310.86 - $348.77 $9.33K - $10.5K
30 $9K
TTD
Trade Desk, Inc.

Technology
130
New
$45.27 - $79.4 $5.89K - $10.3K
130 $9K
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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