Brown Financial Advisors Purchases in Q4 2024

Brown Financial Advisors

  • $249 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
81.6K
+ 38.45%
$66.77 - $71.52 $5.45M - $5.83M
294K $20.3B
Doubleline ETF Trust
76.4K
+ 81.71%
N/A
170K $8.17B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
96.4K
New
N/A
96.4K $3.43B
AVDE
American Centy ETF Tr Avantis

ETFs
43.5K
New
$60.9 - $66.69 $2.65M - $2.9M
43.5K $2.67B
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
18.9K
New
$92.26 - $103.02 $1.74M - $1.95M
18.9K $1.77B
SPYI
Shp ETF Tr Neos S&P 500 High I
33.8K
+ 20.52%
N/A
198K $10.1B
Janus Detroit Str Tr
29.7K
+ 45.01%
N/A
95.7K $4.96B
PG
Procter & Gamble CO

Consumer Defensive
8.91K
+ 83.26%
$161.05 - $179.7 $1.43M - $1.6M
19.6K $3.29B
AMZN
Amazon Com Inc

Consumer Cyclical
2.19K
+ 8.78%
$180.88 - $232.93 $396K - $509K
27.1K $5.95B
Pimco ETF Tr
25.9K
+ 142.5%
N/A
44.1K $2.22B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
25.9K
+ 61.94%
N/A
67.6K $3.24B
SPTL
Spdr Portfolio Long Term Treas

ETFs
43.2K
New
$26.05 - $29.17 $1.13M - $1.26M
43.2K $1.13B
APH
Amphenol Corp

Technology
15.4K
New
$62.07 - $75.35 $956K - $1.16M
15.4K $1.07B
AZEK
Azek CO Inc.

Industrials
22.4K
New
$42.23 - $54.76 $946K - $1.23M
22.4K $1.06B
Lam Research Corp
12.2K
New
N/A
12.2K $879M
NVDA
Nvidia Corp

Technology
3.07K
+ 8.82%
$117.0 - $148.88 $359K - $457K
37.9K $5.09B
XBJL
Innovator Etfs Tr Us Equity Ac
20.3K
+ 8.5%
$33.29 - $34.41 $675K - $698K
259K $8.83B
BKR
Baker Hughes CO

Energy
20K
New
$35.98 - $44.88 $719K - $897K
20K $820M
AVGO
Broadcom Inc.

Technology
1.13K
+ 12.5%
$159.67 - $250.0 $180K - $281K
10.1K $2.35B
SNPS
Synopsys Inc

Technology
1.56K
New
$485.36 - $588.0 $756K - $916K
1.56K $756M
V
Visa Inc.

Financial Services
1.63K
+ 28.75%
$273.87 - $320.91 $447K - $524K
7.31K $2.31B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
16.9K
+ 79.66%
N/A
38.2K $1.77B
MSFT
Microsoft Corp

Technology
1.77K
+ 15.75%
$406.35 - $454.46 $718K - $803K
13K $5.48B
Aim ETF Products Trust
16.1K
New
N/A
16.1K $483M
PEP
Pepsico Inc

Consumer Defensive
2.97K
New
$151.29 - $176.1 $450K - $524K
2.97K $452M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.58K
+ 14.29%
$50.62 - $50.97 $434K - $437K
68.6K $3.48B
DXCM
Dexcom Inc

Healthcare
3.84K
+ 35.57%
$65.68 - $81.01 $252K - $311K
14.6K $1.14B
Innovator Etfs Trust
11.8K
+ 5.67%
N/A
220K $6.11B
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
12K
New
$29.46 - $30.58 $353K - $367K
12K $362M
NFLX
Netflix Inc

Communication Services
11
+ 0.82%
$687.65 - $936.56 $7.56K - $10.3K
1.35K $1.2B
META
Meta Platforms, Inc.

Communication Services
223
+ 3.58%
$554.08 - $632.68 $124K - $141K
6.44K $3.77B
ARKW
Ark Next Generation Internet E

ETFs
1.87K
New
$82.66 - $120.04 $155K - $225K
1.87K $202M
Angel Oak Funds Trust
36.2K
+ 11.76%
N/A
344K $2.94B
CRPT
First Tr ETF Fd Viii Skybridge
11K
New
$11.77 - $22.57 $129K - $248K
11K $184M
BAC
Bank Of America Corp

Financial Services
1.12K
+ 3.69%
$39.22 - $47.77 $44.1K - $53.7K
31.6K $1.39B
TGT
Target Corp

Consumer Defensive
2.85K
+ 28.55%
$121.59 - $160.69 $346K - $457K
12.8K $1.73B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.79K
+ 15.22%
$51.54 - $52.55 $196K - $199K
28.7K $1.49B
COP
Conocophillips

Energy
2.04K
+ 16.62%
$95.12 - $114.72 $194K - $234K
14.3K $1.42B
INTU
Intuit Inc

Technology
181
+ 11.04%
$602.01 - $706.25 $109K - $128K
1.82K $1.14B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.37K
+ 23.73%
$91.29 - $91.8 $125K - $125K
7.13K $652M
PFE
Pfizer Inc

Healthcare
8.15K
+ 18.58%
$24.8 - $30.19 $202K - $246K
52K $1.38B
WCN
Waste Connections, Inc.

Industrials
798
+ 18.65%
$171.06 - $193.25 $137K - $154K
5.08K $871M
CVX
Chevron Corp

Energy
926
+ 7.09%
$141.15 - $162.53 $131K - $151K
14K $2.03B
ETN
Eaton Corp PLC

Industrials
235
+ 7.78%
$326.96 - $377.52 $76.8K - $88.7K
3.26K $1.08B
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.5K
+ 8.25%
$44.03 - $46.65 $242K - $257K
72.2K $3.19B
SLB
Schlumberger Limited

Energy
4.32K
+ 15.45%
$36.83 - $45.59 $159K - $197K
32.2K $1.24B
HON
Honeywell International Inc

Industrials
16
+ 0.77%
$202.84 - $236.0 $3.25K - $3.78K
2.09K $472M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.23K
+ 6.19%
$24.94 - $26.14 $155K - $163K
107K $2.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 2.88%
$442.29 - $483.08 $48.7K - $53.1K
3.93K $1.78B
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email