Brio Consultants, LLC Purchases in Q3 2024

Brio Consultants, LLC

  • $624 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
724K
New
$71.45 - $75.64 $51.7M - $54.8M
724K $54.4M
CMF
Ishares California Muni Bond E

ETFs
67.3K
+ 19.74%
$56.65 - $58.17 $3.81M - $3.92M
408K $23.7M
GTO
Invesco Actively Managed ETF T

ETFs
47.4K
+ 5.8%
$46.22 - $48.77 $2.19M - $2.31M
865K $41.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.53K
+ 1.42%
$475.2 - $527.7 $726K - $806K
109K $57.5M
HTRB
Hartford Fds Total Return Bd E

ETFs
56.5K
+ 17.22%
$33.29 - $35.33 $1.88M - $2M
385K $13.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.5K
+ 0.64%
$33.74 - $37.96 $152K - $171K
712K $26.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.57K
+ 0.32%
$53.41 - $57.9 $83.7K - $90.7K
487K $28.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.17K
+ 2.18%
$38.04 - $45.36 $159K - $189K
196K $8.74M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.26K
+ 7.43%
$116.79 - $133.54 $731K - $836K
90.5K $11.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22K
+ 128.66%
$49.93 - $51.15 $1.1M - $1.13M
39.1K $2M
IFRA
Ishares Tr

ETFs
4.11K
+ 2.41%
$41.55 - $46.97 $171K - $193K
175K $8.21M
AAPL
Apple Inc.

Technology
873
+ 2.54%
$207.23 - $234.82 $181K - $205K
35.2K $8.2M
V
Visa Inc.

Financial Services
3.43K
+ 277.65%
$253.74 - $291.56 $870K - $1M
4.66K $1.28M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.23K
+ 1.95%
$49.77 - $51.95 $260K - $272K
274K $14.2M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
19.1K
+ 2.5%
$18.35 - $19.01 $350K - $362K
782K $14.8M
IEFA
Ishares Tr

ETFs
3.73K
+ 5.25%
$70.09 - $78.74 $261K - $294K
74.7K $5.83M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.48K
+ 4.17%
$58.03 - $65.37 $202K - $227K
86.8K $5.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.45K
+ 6.03%
$75.32 - $84.37 $260K - $291K
60.7K $5.08M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
16.2K
+ 2.26%
N/A
736K $23.2M
MUB
Ishares National Muni Bond ETF

ETFs
4.14K
+ 13.98%
$106.13 - $108.7 $440K - $450K
33.8K $3.67M
VB
Vanguard Small Cap ETF

ETFs
1.26K
+ 13.52%
$214.77 - $237.72 $271K - $300K
10.6K $2.51M
INTF
Ishares Tr

ETFs
2.01K
+ 1.13%
$28.08 - $31.79 $56.5K - $64K
181K $5.67M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.54K
+ 126.02%
$59.93 - $66.52 $392K - $435K
11.7K $780K
COST
Costco Wholesale Corp

Consumer Defensive
507
New
$801.83 - $917.05 $407K - $465K
507 $449K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.59K
+ 19.31%
$50.15 - $50.66 $431K - $435K
53K $2.69M
DGRO
Ishares Core Dividend Growth E

ETFs
3.68K
+ 10.33%
$57.47 - $62.76 $212K - $231K
39.3K $2.47M
NANR
Spdr Index Shs Fds S&P North A

ETFs
6.18K
+ 24.44%
$51.89 - $57.3 $321K - $354K
31.4K $1.78M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.16K
+ 2.3%
$97.81 - $108.79 $114K - $126K
51.7K $5.62M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.45K
+ 2.46%
$47.91 - $53.27 $117K - $130K
102K $5.42M
BOX
Box Inc

Technology
10K
New
$24.92 - $33.45 $249K - $335K
10K $327K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.22K
New
$100.3 - $100.74 $323K - $325K
3.22K $324K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.21K
+ 6.9%
$74.82 - $74.82 $315K - $315K
65.3K $4.88M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.17K
+ 3.55%
$60.73 - $63.8 $192K - $202K
92.3K $5.86M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.2K
+ 5.42%
$46.18 - $48.92 $148K - $156K
62.1K $3.02M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.51K
+ 8.47%
$24.38 - $25.2 $183K - $189K
96.2K $2.42M
VUG
Vanguard Growth ETF

ETFs
101
+ 0.49%
$341.08 - $391.94 $34.4K - $39.6K
20.8K $7.98M
AVGO
Broadcom Inc.

Technology
1.4K
New
$136.27 - $1745.86 $191K - $2.44M
1.4K $241K
NUDM
Nuveen Esg International Devel

ETFs
2.31K
+ 3.64%
$30.15 - $34.01 $69.8K - $78.7K
66K $2.22M
VTI
Vanguard Total Stock Market Et

ETFs
463
+ 6.88%
$255.18 - $283.2 $118K - $131K
7.19K $2.04M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.3K
+ 6.16%
$38.89 - $42.97 $89.6K - $99K
39.7K $1.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
983
+ 3.83%
$75.63 - $84.89 $74.3K - $83.4K
26.7K $2.24M
WMT
Walmart Inc.

Consumer Defensive
2.72K
New
$66.91 - $81.4 $182K - $221K
2.72K $219K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.54K
New
$55.06 - $62.25 $195K - $220K
3.54K $217K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.52K
New
$125.95 - $142.04 $192K - $216K
1.52K $216K
GUNR
Flexshares Tr Morningstar Glob

ETFs
679
+ 0.42%
$38.51 - $41.48 $26.1K - $28.2K
163K $6.74M
HD
Home Depot, Inc.

Consumer Cyclical
506
New
$333.64 - $405.2 $169K - $205K
506 $205K
VOT
Vanguard Mid Cap Growth Index

ETFs
828
New
$218.05 - $243.47 $181K - $202K
828 $201K
EMCR
Xtrackers Em Carbon Reduction

ETFs
1.82K
+ 3.8%
$28.46 - $32.85 $51.9K - $59.9K
49.8K $1.62M
IGF
Ishares Global Infrastructure

ETFs
569
+ 2.62%
$47.97 - $54.56 $27.3K - $31K
22.3K $1.21M
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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