Brio Consultants, LLC Sells in Q4 2024

Brio Consultants, LLC

  • $636 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEMV
Ishares Msci Emerging Markets

ETFs
-52.6K
- 18.69%
$57.85 - $63.11 $3.04M - $3.32M
229K $13.3M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-46K
- 19.24%
$23.41 - $25.88 $1.08M - $1.19M
193K $4.52M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-6.28K
- 3.84%
$36.15 - $41.9 $227K - $263K
157K $5.71M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-17.3K
- 14.77%
$47.26 - $48.18 $819K - $835K
100K $4.74M
VIG
Vanguard Dividend Appreciation

ETFs
-1.98K
- 4.07%
N/A
46.7K $8.51M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.1K
- 2.99%
$47.58 - $48.56 $195K - $199K
133K $6.34M
GNR
Spdr S&P Global Natural Resour

ETFs
-2.84K
- 16.76%
$48.67 - $58.43 $138K - $166K
14.1K $702K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-3.03K
- 5.71%
$50.23 - $50.47 $152K - $153K
50K $2.51M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.87K
- 4.76%
$60.73 - $64.94 $114K - $122K
37.5K $2.3M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-434
- 19.97%
$313.15 - $374.28 $136K - $162K
1.74K $571K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-242
- 25.53%
$442.29 - $483.08 $107K - $117K
706 $320K
VO
Vanguard Mid Cap ETF

ETFs
-441
- 3.51%
$261.5 - $284.63 $115K - $126K
12.1K $3.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-694
- 6.37%
$74.5 - $78.37 $51.7K - $54.4K
10.2K $762K
MQ
Marqeta, Inc.

Technology
-6.26K
- 20.73%
$3.42 - $5.95 $21.4K - $37.2K
23.9K $90K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3
- 0.02%
$113.92 - $127.38 $342 - $382
17.8K $2.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-484
- 3.72%
$44.33 - $49.55 $21.5K - $24K
12.5K $563K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-318
- 8.09%
$370.24 - $418.94 $118K - $133K
3.62K $1.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-286
- 5.5%
$51.09 - $55.27 $14.6K - $15.8K
4.91K $251K
XOM
Exxon Mobil Corp

Energy
-6
- 0.29%
$105.51 - $125.37 $633 - $752
2.1K $225K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.54K
- 0.46%
$66.67 - $74.08 $103K - $114K
331K $22.5M
WMT
Walmart Inc.

Consumer Defensive
-384
- 14.14%
$79.1 - $95.7 $30.4K - $36.7K
2.33K $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.08%
$126.68 - $134.74 $507 - $539
5K $637K
META
Meta Platforms, Inc.

Communication Services
-24
- 2.82%
$554.08 - $632.68 $13.3K - $15.2K
826 $487K
CSCO
Cisco Systems, Inc.

Technology
-449
- 7.17%
$52.45 - $60.02 $23.6K - $26.9K
5.81K $344K
IVW
Ishares S&P 500 Growth ETF

ETFs
-147
- 2.5%
$94.43 - $105.47 $13.9K - $15.5K
5.72K $581K
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.64K
- 2.86%
$63.1 - $67.29 $167K - $178K
89.7K $5.9M
VUG
Vanguard Growth ETF

ETFs
-318
- 1.53%
$378.79 - $428.11 $120K - $136K
20.5K $8.4M
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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