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
BDX
Becton Dickinson & CO

Healthcare
56
New
$165.15 - $226.42 $9.25K - $12.7K
56 $9K
FR
First Industrial Realty Trust Inc

Real Estate
206
New
$43.07 - $54.05 $8.87K - $11.1K
206 $9K
CUBE
Cube Smart

Real Estate
227
New
$35.88 - $43.68 $8.14K - $9.92K
227 $9K
CLX
Clorox CO

Consumer Defensive
73
New
$118.01 - $148.69 $8.61K - $10.9K
73 $8K
SKX
Skechers Usa Inc

Consumer Cyclical
129
New
$45.48 - $63.1 $5.87K - $8.14K
129 $8K
FDIG
Fidelity Covington Tr Crypto I

ETFs
236
New
$21.38 - $35.6 $5.05K - $8.4K
236 $8K
Ishares Tr
275
New
N/A
275 $8K
WPC
W. P. Carey Inc.

Real Estate
113
New
$56.12 - $64.53 $6.34K - $7.29K
113 $7K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
426
New
$14.31 - $22.19 $6.1K - $9.45K
426 $7K
DGRO
Ishares Core Dividend Growth E

ETFs
121
New
$55.22 - $63.94 $6.68K - $7.74K
121 $7K
SQ
Block, Inc.

Technology
112
New
N/A
112 $7K
WMS
Advanced Drainage Systems, Inc.

Industrials
69
New
$96.79 - $123.55 $6.68K - $8.52K
69 $7K
Kenvue Inc
300
New
N/A
300 $6K
FGRO
Fidelity Covington Tr

ETFs
248
New
N/A
248 $6K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
395
New
$14.92 - $20.09 $5.89K - $7.94K
395 $6K
QTUM
ETF Ser Solutions Defiance Qua
66
New
N/A
66 $6K
ILMN
Illumina, Inc.

Healthcare
60
New
$70.3 - $95.41 $4.22K - $5.72K
60 $5K
NBCT
Neuberger Berman ETF Tr Carbon
158
New
N/A
158 $5K
IFRA
Ishares Tr

ETFs
110
New
$40.97 - $49.19 $4.51K - $5.41K
110 $5K
ALLY
Ally Financial Inc.

Financial Services
150
New
$30.09 - $38.95 $4.51K - $5.84K
150 $5K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
105
New
$50.56 - $59.57 $5.31K - $6.25K
105 $5K
TIP
Ishares Tr Tips Bd ETF

ETFs
47
New
$107.93 - $110.97 $5.07K - $5.22K
47 $5K
RWK
Invesco Exchange Traded Fd Tr

ETFs
51
New
$94.8 - $117.22 $4.83K - $5.98K
51 $5K
Blacksky Technology Inc
250
New
N/A
250 $5K
VPN
Global X Fds Data Ctr Reits &

ETFs
303
New
N/A
303 $5K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
40
New
$108.87 - $133.04 $4.35K - $5.32K
40 $5K
CPRI
Capri Holdings LTD

Consumer Cyclical
317
New
$12.48 - $19.63 $3.96K - $6.22K
317 $5K
HSY
Hershey CO

Consumer Defensive
36
New
$151.29 - $173.13 $5.45K - $6.23K
36 $5K
STOT
Spdr Doubleline Short Duration

ETFs
99
New
$46.87 - $47.35 $4.64K - $4.69K
99 $4K
SBAC
Sba Communications Corp

Real Estate
19
New
$208.57 - $243.4 $3.96K - $4.62K
19 $4K
TTE
Total Energies Se

Energy
70
New
N/A
70 $4K
RMTI
Rockwell Medical, Inc.

Healthcare
5.5K
New
$0.79 - $1.23 $4.35K - $6.77K
5.5K $4K
FQAL
Fidelity Covington Tr Quality

ETFs
54
New
$57.29 - $69.63 $3.09K - $3.76K
54 $3K
LRGF
Ishares Tr

ETFs
51
New
$51.37 - $64.13 $2.62K - $3.27K
51 $3K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
95
New
$33.15 - $36.46 $3.15K - $3.46K
95 $3K
GILD
Gilead Sciences, Inc.

Healthcare
30
New
$96.91 - $113.0 $2.91K - $3.39K
30 $3K
DPZ
Dominos Pizza Inc

Consumer Cyclical
8
New
$430.72 - $497.52 $3.45K - $3.98K
8 $3K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
30
New
$90.21 - $112.66 $2.71K - $3.38K
30 $2K
IGM
Ishares Expanded Tech Sector E

ETFs
26
New
$79.8 - $112.34 $2.07K - $2.92K
26 $2K
IBRX
Immunity Bio, Inc.

Healthcare
1K
New
$1.89 - $3.44 $1.89K - $3.44K
1K $2K
FDVV
Fidelity High Dividend ETF

ETFs
52
New
$43.6 - $52.02 $2.27K - $2.71K
52 $2K
AOR
Ishares Tr Core Growth Allocat

ETFs
47
New
$53.36 - $61.57 $2.51K - $2.89K
47 $2K
RH
Rh

Consumer Cyclical
15
New
$145.66 - $249.35 $2.18K - $3.74K
15 $2K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
68
New
$21.9 - $39.27 $1.49K - $2.67K
68 $2K
CELH
Celsius Holdings, Inc.

Consumer Defensive
57
New
$33.89 - $46.39 $1.93K - $2.64K
57 $2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
New
$390.26 - $489.06 $1.95K - $2.45K
5 $2K
FDEV
Fidelity International Multifa

ETFs
34
New
$26.86 - $32.58 $913 - $1.11K
34 $1K
CMPX
Compass Therapeutics, Inc.

Healthcare
700
New
$1.46 - $2.69 $1.02K - $1.88K
700 $1K
OSTK
Overstock.Com, Inc

Consumer Cyclical
283
New
N/A
283 $1K
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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