Brown Financial Advisors Purchases in Q1 2025

Brown Financial Advisors

  • $243 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
118K
New
$32.64 - $36.08 $3.86M - $4.26M
118K $3.92B
BBUS
J P Morgan Exchg Traded Fd

ETFs
31.6K
New
$99.5 - $110.97 $3.14M - $3.51M
31.6K $3.19B
Doubleline ETF Trust
59.4K
New
N/A
59.4K $2.98B
AVDE
American Centy ETF Tr Avantis

ETFs
29.9K
+ 68.83%
$60.63 - $68.55 $1.82M - $2.05M
73.4K $4.87B
Bondbloxx ETF Trust
37.8K
New
N/A
37.8K $1.92B
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.1K
New
$169.43 - $182.84 $1.72M - $1.85M
10.1K $1.75B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
57.4K
New
$27.64 - $28.58 $1.59M - $1.64M
57.4K $1.64B
AVEM
American Centy ETF Tr Avantis

ETFs
25.1K
+ 72.69%
$57.11 - $62.4 $1.44M - $1.57M
59.7K $3.59B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
31.7K
+ 36.04%
$40.24 - $40.65 $1.28M - $1.29M
120K $4.87B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
25.7K
+ 36.07%
$50.03 - $50.27 $1.28M - $1.29M
96.9K $4.86B
Cohen & Steers ETF Trust
37.5K
New
N/A
37.5K $934M
TOLZ
Dj Brookfield Global

ETFs
17.6K
New
$48.2 - $52.75 $849K - $929K
17.6K $927M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
14.9K
+ 39.09%
N/A
53.1K $2.54B
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 21.59%
$461.52 - $548.18 $467K - $555K
5.7K $2.99B
SPTS
Spdr Portfolio Short Term Trea

ETFs
20.8K
New
$28.92 - $29.24 $603K - $609K
20.8K $609M
CVX
Chevron Corp

Energy
838
+ 5.99%
$146.71 - $167.97 $123K - $141K
14.8K $2.48B
Bondbloxx ETF Trust
8.27K
+ 22.8%
N/A
44.5K $2.21B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
6.31K
+ 9.33%
N/A
73.9K $3.63B
AZEK
Azek CO Inc.

Industrials
7.19K
+ 32.11%
$39.61 - $52.0 $285K - $374K
29.6K $1.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 2.41%
$442.66 - $534.52 $42.1K - $50.8K
4.03K $2.15B
URI
United Rentals, Inc.

Industrials
804
+ 43.96%
$594.17 - $789.56 $478K - $635K
2.63K $1.65B
COP
Conocophillips

Energy
2.43K
+ 16.96%
$88.6 - $105.85 $215K - $257K
16.7K $1.76B
COST
Costco Wholesale Corp

Consumer Defensive
281
+ 24.87%
$890.62 - $1076.86 $250K - $303K
1.41K $1.33B
LOW
Lowes Companies Inc

Consumer Cyclical
1.56K
+ 27.5%
$222.66 - $268.42 $347K - $418K
7.23K $1.69B
JPM
Jpmorgan Chase & CO

Financial Services
881
+ 9.74%
$225.19 - $279.95 $198K - $247K
9.92K $2.43B
JNJ
Johnson & Johnson

Healthcare
239
+ 2.33%
$142.06 - $167.7 $34K - $40.1K
10.5K $1.74B
MSFT
Microsoft Corp

Technology
2.27K
+ 17.47%
$375.39 - $447.2 $852K - $1.01M
15.3K $5.73B
AAPL
Apple Inc.

Technology
3.49K
+ 18.65%
$209.68 - $247.1 $731K - $861K
22.2K $4.93B
KO
Coca Cola CO

Consumer Defensive
142
+ 0.57%
$60.81 - $72.32 $8.64K - $10.3K
25.1K $1.8B
EXR
Extra Space Storage Inc.

Real Estate
1.71K
+ 17.73%
$143.8 - $161.28 $246K - $276K
11.4K $1.69B
MDT
Medtronic PLC

Healthcare
339
+ 1.59%
$79.84 - $94.5 $27.1K - $32K
21.7K $1.95B
WCN
Waste Connections, Inc.

Industrials
584
+ 11.5%
$169.89 - $195.19 $99.2K - $114K
5.66K $1.1B
SLB
Schlumberger Limited

Energy
2.91K
+ 9.03%
$38.4 - $43.74 $112K - $127K
35.2K $1.47B
WMT
Walmart Inc.

Consumer Defensive
3.26K
+ 15.28%
$84.5 - $105.05 $275K - $342K
24.6K $2.16B
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.92K
+ 14.76%
N/A
30.5K $1.42B
CTAS
Cintas Corp

Industrials
1.08K
New
$182.09 - $208.14 $197K - $225K
1.08K $222M
SBUX
Starbucks Corp

Consumer Cyclical
1.18K
+ 7.59%
$91.75 - $115.81 $108K - $136K
16.7K $1.64B
BALT
Innovator Etfs Tr
6.59K
New
$31.31 - $31.89 $206K - $210K
6.59K $207M
PG
Procter & Gamble CO

Consumer Defensive
890
+ 4.54%
$158.56 - $176.26 $141K - $157K
20.5K $3.49B
INTU
Intuit Inc

Technology
359
+ 19.73%
$555.63 - $630.23 $199K - $226K
2.18K $1.34B
ECL
Ecolab Inc.

Basic Materials
378
+ 8.88%
$229.72 - $269.82 $86.8K - $102K
4.64K $1.18B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
909
+ 9.19%
$98.98 - $113.18 $90K - $103K
10.8K $1.22B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.87K
+ 26.28%
$91.45 - $91.75 $171K - $172K
9K $826M
GS
Goldman Sachs Group Inc

Financial Services
502
+ 12.81%
$524.81 - $672.19 $263K - $337K
4.42K $2.41B
APH
Amphenol Corp

Technology
3.46K
+ 22.45%
$61.62 - $78.55 $213K - $271K
18.9K $1.24B
MS
Morgan Stanley

Financial Services
2.61K
+ 16.72%
$111.68 - $141.08 $292K - $369K
18.2K $2.13B
MCD
Mcdonalds Corp

Consumer Cyclical
116
+ 2.06%
$279.74 - $321.29 $32.4K - $37.3K
5.75K $1.8B
META
Meta Platforms, Inc.

Communication Services
366
+ 5.68%
$576.36 - $736.67 $211K - $270K
6.81K $3.93B
NEE
Nextera Energy Inc

Utilities
2.26K
+ 12.86%
$66.96 - $76.16 $151K - $172K
19.8K $1.4B
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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