Brio Consultants, LLC Purchases in Q1 2025

Brio Consultants, LLC

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.4K
New
$49.25 - $50.66 $1.54M - $1.59M
31.4K $1.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.15K
New
$360.07 - $417.26 $1.49M - $1.73M
4.15K $1.5M
IGF
Ishares Global Infrastructure

ETFs
23.4K
New
$51.96 - $54.84 $1.22M - $1.28M
23.4K $1.28M
VEA
Vanguard Ftse Developed Market

ETFs
24.4K
New
$47.4 - $52.99 $1.16M - $1.29M
24.4K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
11.6K
New
$85.55 - $94.34 $991K - $1.09M
11.6K $1.05M
V
Visa Inc.

Financial Services
2.97K
New
$306.92 - $362.71 $912K - $1.08M
2.97K $1.04M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
18.1K
New
$46.26 - $47.48 $836K - $858K
18.1K $856K
GNR
Spdr S&P Global Natural Resour

ETFs
15K
New
$50.12 - $54.48 $753K - $819K
15K $800K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.67K
New
$73.78 - $76.59 $713K - $740K
9.67K $740K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.04K
New
$96.93 - $109.51 $682K - $771K
7.04K $689K
FNDE
Schwab Fundamental Emerging Mk

ETFs
21.1K
New
$28.11 - $32.0 $594K - $676K
21.1K $650K
SPYG
Spdr Portfolio

ETFs
7.69K
New
$80.05 - $92.39 $615K - $710K
7.69K $617K
AOR
Ishares Tr Core Growth Allocat

ETFs
10.4K
New
$56.63 - $59.39 $588K - $617K
10.4K $597K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.54K
New
$126.11 - $135.06 $572K - $612K
4.54K $584K
ADP
Automatic Data Processing Inc

Industrials
1.86K
New
$286.85 - $318.64 $533K - $592K
1.86K $567K
CMCSA
Comcast Corp

Communication Services
14.6K
New
$33.19 - $38.23 $484K - $558K
14.6K $538K
IVW
Ishares S&P 500 Growth ETF

ETFs
5.8K
New
$92.45 - $106.69 $536K - $619K
5.8K $538K
IVV
Ishares Core S&P 500 ETF

ETFs
898
New
$554.06 - $615.85 $498K - $553K
898 $504K
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.6K
New
$45.56 - $47.23 $481K - $499K
10.6K $496K
SDG
Ishares Trust Ishares Msci Glo

ETFs
6.63K
New
$69.64 - $76.33 $462K - $506K
6.63K $480K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.48K
New
$55.41 - $60.74 $470K - $515K
8.48K $479K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.88K
New
$113.22 - $126.36 $439K - $490K
3.88K $445K
GOOGL
Alphabet Inc.

Communication Services
2.87K
+ 53.58%
$154.33 - $206.19 $443K - $592K
8.23K $1.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.1K
New
$18.36 - $20.51 $369K - $412K
20.1K $397K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.54K
New
$40.03 - $46.81 $382K - $446K
9.54K $388K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.4K
New
$21.75 - $24.28 $379K - $423K
17.4K $384K
BAC
Bank Of America Corp

Financial Services
8.33K
New
$39.61 - $47.74 $330K - $398K
8.33K $347K
NYF
Ishares New York Muni Bond ETF

ETFs
6.42K
New
$52.33 - $53.92 $336K - $346K
6.42K $338K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.53K
New
$49.78 - $53.19 $325K - $347K
6.53K $333K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.3K
New
$243.0 - $367.0 $316K - $477K
1.3K $316K
CSCO
Cisco Systems, Inc.

Technology
5.13K
New
$58.74 - $64.87 $301K - $333K
5.13K $316K
PEP
Pepsico Inc

Consumer Defensive
2.04K
New
$142.64 - $156.42 $291K - $319K
2.04K $306K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.61K
New
$182.82 - $196.21 $294K - $316K
1.61K $302K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.97K
New
$55.47 - $61.45 $275K - $305K
4.97K $292K
DIS
Walt Disney CO

Communication Services
2.48K
New
$96.87 - $114.0 $240K - $282K
2.48K $244K
LLY
Eli Lilly & CO

Healthcare
289
New
$725.72 - $929.72 $210K - $269K
289 $238K
ED
Consolidated Edison Inc

Utilities
2.16K
New
$88.0 - $110.59 $190K - $239K
2.16K $238K
MATX
Matson, Inc.

Industrials
1.85K
New
$127.06 - $149.06 $235K - $276K
1.85K $237K
MA
Mastercard Inc

Financial Services
425
New
$504.67 - $576.31 $214K - $245K
425 $232K
VOT
Vanguard Mid Cap Growth Index

ETFs
944
New
$237.72 - $276.98 $224K - $261K
944 $230K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.76K
New
$42.5 - $46.71 $202K - $222K
4.76K $215K
IBM
International Business Machines Corp

Technology
850
New
$217.4 - $264.74 $185K - $225K
850 $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.53K
New
$128.74 - $138.67 $197K - $212K
1.53K $207K
SCHW
Schwab Charles Corp

Financial Services
2.64K
New
$71.24 - $83.64 $188K - $221K
2.64K $206K
ELV
Elevance Health, Inc.

Healthcare
461
New
$365.9 - $436.25 $169K - $201K
461 $200K
HD
Home Depot, Inc.

Consumer Cyclical
548
New
$347.25 - $424.87 $190K - $233K
548 $200K
LYG
Lloyds Banking Group PLC

Financial Services
20.4K
New
$2.58 - $3.9 $52.6K - $79.6K
20.4K $77K
MQ
Marqeta, Inc.

Technology
17.1K
New
$3.51 - $4.57 $60.2K - $78.4K
17.1K $70K
MFG
Mizuho Financial Group Inc

Financial Services
12K
New
$4.83 - $6.04 $58K - $72.5K
12K $66K
Activity Summary
Buys All Purchases 103 New Holdings 100 Increased Positions 3 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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