Brown Financial Advisors Incresed Positions in Q3 2024

Brown Financial Advisors

  • $243 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYI
Shp ETF Tr Neos S&P 500 High I
159K
+ 2856.63%
N/A
164K $8.42B
J P Morgan Exchange Traded F
53.4K
+ 70.23%
N/A
129K $7.91B
IGTR
Innovator Etfs Tr Gradient Tac
99.2K
+ 897.11%
N/A
110K $3.12B
Bondbloxx ETF Trust
31.5K
+ 101.72%
N/A
62.5K $3.13B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.5K
+ 5.19%
$60.84 - $67.51 $637K - $707K
212K $14.3B
META
Meta Platforms, Inc.

Communication Services
1.59K
+ 34.45%
$453.41 - $572.44 $723K - $912K
6.22K $3.56B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
38.9K
+ 63.06%
$24.86 - $26.33 $968K - $1.03M
101K $2.63B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 5.9%
$33.74 - $37.96 $404K - $454K
215K $8.07B
EXR
Extra Space Storage Inc.

Real Estate
3.73K
+ 69.05%
$151.92 - $183.06 $567K - $683K
9.13K $1.65B
PFE
Pfizer Inc

Healthcare
18.7K
+ 74.13%
$27.7 - $31.39 $518K - $586K
43.9K $1.27B
SMOT
Vaneck ETF Tr Morningstar Smid
5.23K
+ 5.81%
N/A
95.2K $3.33B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
+ 5.3%
$162.64 - $179.3 $184K - $203K
22.5K $4.03B
SLB
Schlumberger Limited

Energy
11.2K
+ 67.17%
$39.57 - $49.67 $444K - $557K
27.9K $1.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.44K
+ 5.97%
$54.98 - $59.51 $189K - $204K
61K $3.63B
URI
United Rentals, Inc.

Industrials
86
+ 5.15%
$627.41 - $814.1 $54K - $70K
1.76K $1.42B
GBUY
Goldman Sachs ETF Tr Future CO
4.93K
+ 5.64%
N/A
92.4K $3.23B
LOW
Lowes Companies Inc

Consumer Cyclical
171
+ 3.04%
$213.3 - $270.78 $36.5K - $46.3K
5.79K $1.57B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.88K
+ 6.01%
$37.37 - $41.82 $145K - $162K
68.4K $2.84B
Bondbloxx ETF Trust
3.91K
+ 5.26%
N/A
78.4K $4.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
171
+ 4.68%
$405.19 - $478.57 $69.3K - $81.8K
3.82K $1.76B
TFJL
Innovator 20+ Year Treasury Bo
5.5K
+ 4.61%
N/A
125K $2.63B
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.88K
+ 4.52%
$44.13 - $47.01 $127K - $136K
66.7K $3.11B
GLDM
World Gold Trust

ETFs
1.3K
+ 4.33%
$46.2 - $53.01 $60.2K - $69K
31.3K $1.63B
AVEM
American Centy ETF Tr Avantis

ETFs
1.95K
+ 5.88%
$57.2 - $65.59 $111K - $128K
35K $2.26B
Janus Detroit Str Tr
2.97K
+ 4.72%
N/A
66K $3.5B
V
Visa Inc.

Financial Services
554
+ 10.81%
$253.74 - $291.56 $141K - $162K
5.68K $1.56B
PWR
Quanta Services, Inc.

Industrials
224
+ 6.94%
$239.58 - $298.23 $53.7K - $66.8K
3.45K $1.03B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
4.19K
+ 4.96%
$40.28 - $40.8 $169K - $171K
88.6K $3.61B
EQIX
Equinix Inc

Real Estate
63
+ 6.11%
$749.0 - $890.01 $47.2K - $56.1K
1.09K $971M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.27K
+ 4.79%
$49.9 - $50.37 $163K - $165K
71.6K $3.59B
MA
Mastercard Inc

Financial Services
186
+ 12.19%
$429.6 - $500.99 $79.9K - $93.2K
1.71K $845M
IQV
Iqvia Holdings Inc.

Healthcare
396
+ 13.04%
$206.81 - $251.55 $81.9K - $99.6K
3.43K $813M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.25K
+ 5.72%
$50.52 - $50.95 $164K - $165K
60K $3.05B
Angel Oak Funds Trust
3.01K
+ 0.99%
N/A
308K $2.74B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.36K
+ 16.59%
$104.47 - $116.17 $142K - $158K
9.57K $1.03B
MEM
Matthews Asia Fds Emerging Mar
1.81K
+ 5.98%
N/A
32.1K $1.06B
AVGO
Broadcom Inc.

Technology
8.11K
+ 915.8%
$136.27 - $1745.86 $1.11M - $14.2M
9K $1.55B
LUV
Southwest Airlines CO

Industrials
3.21K
+ 12.0%
$23.7 - $29.93 $76K - $95.9K
29.9K $886M
Pimco ETF Tr
1.41K
+ 8.4%
N/A
18.2K $940M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.64K
+ 4.05%
$27.8 - $29.26 $45.6K - $48K
42.2K $1.22B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.35K
+ 4.69%
$59.61 - $60.15 $80.4K - $81.1K
30.1K $1.8B
AVY
Avery Dennison Corp

Industrials
310
+ 7.96%
$202.27 - $224.18 $62.7K - $69.5K
4.2K $928M
ECL
Ecolab Inc.

Basic Materials
5
+ 0.13%
$228.86 - $255.76 $1.14K - $1.28K
4K $1.02B
Doubleline ETF Trust
975
+ 4.72%
N/A
21.6K $1.12B
CSHI
Shp ETF Tr Neos Enhanced Incom
1.02K
+ 4.58%
N/A
23.4K $1.16B
PFEB
Innovator U.S. Equity Power Bu

ETFs
295
+ 1.15%
$34.29 - $36.04 $10.1K - $10.6K
26K $938M
CTAS
Cintas Corp

Industrials
810
+ 300.0%
$201.38 - $819.83 $163K - $664K
1.08K $222M
IJAN
Innovator Etfs Tr Intl Dev Pwr
112
+ 1.53%
N/A
7.42K $245M
COP
Conocophillips

Energy
1.11K
+ 9.9%
$102.3 - $116.61 $113K - $129K
12.3K $1.29B
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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