Briaud Financial Planning, Inc Portfolio Holdings

Briaud Financial Planning, Inc

  • $194 Million
  • Q3 2024

Briaud Financial Planning, Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $62.1M, Vanguard Total Stock Market Et with a value of $56.6M, Invesco Qqq Trust, Series 1 with a value of $30.2M, Invesco Act Mge Et Cmdt Fd Tr with a value of $22.2M, and Ishares Gold Trust with a value of $5.31M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $173M to 194M.

Briaud Financial Planning, Inc is based out at College Station, TX

Below you can find more details about Briaud Financial Planning, Inc portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
ETFs: $182 Million
Technology: $2.33 Million
Energy: $2.14 Million
Healthcare: $1.26 Million
Basic Materials: $1.11 Million
Financial Services: $1.1 Million
Industrials: $876,000
Communication Services: $858,000
Other: $1.35 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1B
$34,000 0.02% of portfolio
7,224
Q1 2024 New
$1.58B
$7,000 0.0% of portfolio
2,160
Q1 2024 New
$1.69B
$0 0.0% of portfolio
21
Q1 2024 New
$1.75B
$0 0.0% of portfolio
10
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $194 Million
  • Prior Value $173 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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