Brio Consultants, LLC Purchases and Sells in Q4 2024

Brio Consultants, LLC

$636 Million
Q4 2024

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	1.93M + 298.91%	$25.93 - $105.3 $50.2M - $204M	2.58M $72M
VOO	3.18K + 2.92%	$521.84 - $558.82 $1.66M - $1.78M	112K $60.5M
GSIE	51.7K + 7.03%	N/A	787K $24.8M
AAPL	3.49K + 9.91%	$221.69 - $259.02 $773K - $904K	38.7K $9.69M
HTRB	57.8K + 15.02%	$33.33 - $35.01 $1.93M - $2.02M	443K $14.8M
MUB	10.6K + 31.45%	$105.78 - $108.7 $1.12M - $1.15M	44.4K $4.73M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NYF	5.89K New	$52.85 - $54.34 $311K - $320K	5.89K $313K
VGT	496 New	$571.78 - $647.97 $284K - $321K	496 $308K
TSLA	753 New	$213.65 - $479.86 $161K - $361K	753 $304K
DIS	2.43K New	$92.39 - $117.6 $224K - $285K	2.43K $270K
ESGV	2.42K New	$100.18 - $109.1 $242K - $264K	2.42K $253K
MATX	1.86K New	$131.18 - $167.37 $244K - $311K	1.86K $250K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EEMV	-52.6K - 18.69%	$57.85 - $63.11 $3.04M - $3.32M	229K $13.3M
EELV	-46K - 19.24%	$23.41 - $25.88 $1.08M - $1.19M	193K $4.52M
GUNR	-6.28K - 3.84%	$36.15 - $41.9 $227K - $263K	157K $5.71M
SHM	-17.3K - 14.77%	$47.26 - $48.18 $819K - $835K	100K $4.74M
VIG	-1.98K - 4.07%	N/A	46.7K $8.51M
ISTB	-4.1K - 2.99%	$47.58 - $48.56 $195K - $199K	133K $6.34M

Activity Summary All Purchases 84 New Holdings 13 Increased Positions 71 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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