Brown Financial Advisors New Holdings in Q3 2025

Brown Financial Advisors

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UYLD
Angel Oak Fds Tr Ultrashort In
70.2K
New
N/A
70.2K $3.59B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$225.11 - $247.9 $3.15M - $3.47M
14K $3.46B
Aim ETF Products Trust
103K
New
N/A
103K $2.92B
IETC
Ishares U S ETF Tr

ETFs
28.1K
New
$92.7 - $103.65 $2.61M - $2.92M
28.1K $2.87B
XLF
Financial Sector Spdr

ETFs
48.5K
New
$51.37 - $54.25 $2.49M - $2.63M
48.5K $2.61B
MLM
Martin Marietta Materials Inc

Basic Materials
2.36K
New
$546.36 - $631.12 $1.29M - $1.49M
2.36K $1.49B
Ssga Active Tr
47.2K
New
N/A
47.2K $1.2B
James Hardie Inds PLC
37.9K
New
N/A
37.9K $727M
WELL
Welltower Inc.

Real Estate
2.96K
New
$150.71 - $178.14 $446K - $527K
2.96K $527M
MO
Altria Group, Inc.

Consumer Defensive
7.64K
New
$57.75 - $67.68 $441K - $517K
7.64K $505M
Innovator Etfs Trust
23.5K
New
N/A
23.5K $481M
SJM
J M Smucker CO

Consumer Defensive
4.38K
New
$102.24 - $113.2 $448K - $495K
4.38K $475M
USB
Us Bancorp \De\

Financial Services
9.74K
New
$43.94 - $50.41 $428K - $491K
9.74K $471M
PRU
Prudential Financial Inc

Financial Services
4.52K
New
$100.68 - $109.89 $455K - $497K
4.52K $469M
ROK
Rockwell Automation, Inc

Industrials
1.31K
New
$328.67 - $358.52 $431K - $470K
1.31K $459M
KMI
Kinder Morgan, Inc.

Energy
16.2K
New
$26.23 - $28.5 $424K - $461K
16.2K $458M
Innovator Etfs Trust
15.6K
New
N/A
15.6K $452M
CME
Cme Group Inc.

Financial Services
1.65K
New
$258.83 - $287.1 $428K - $474K
1.65K $446M
PZZA
Papa Johns International Inc

Consumer Cyclical
9.19K
New
$40.08 - $50.41 $368K - $463K
9.19K $442M
WFC
Wells Fargo & Company

Financial Services
5.24K
New
$77.05 - $85.16 $404K - $446K
5.24K $439M
GIS
General Mills Inc

Consumer Defensive
8.58K
New
$48.44 - $53.83 $416K - $462K
8.58K $433M
MOS
Mosaic CO

Basic Materials
12.4K
New
$30.93 - $37.81 $385K - $470K
12.4K $431M
DIS
Walt Disney CO

Communication Services
3.71K
New
$112.25 - $124.0 $416K - $459K
3.71K $424M
MCO
Moodys Corp

Financial Services
884
New
$472.69 - $521.32 $418K - $461K
884 $421M
TXN
Texas Instruments Inc

Technology
2.15K
New
N/A
2.15K $396M
IBM
International Business Machines Corp

Technology
1.39K
New
$234.77 - $292.47 $325K - $405K
1.39K $391M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.98K
New
$50.81 - $51.07 $253K - $254K
4.98K $254M
Tidal Trust Ii
3.86K
New
N/A
3.86K $237M
QQQ
Invesco Qqq Trust, Series 1

ETFs
380
New
$546.99 - $602.2 $208K - $229K
380 $228M
IVV
Ishares Core S&P 500 ETF

ETFs
340
New
$620.67 - $670.08 $211K - $228K
340 $228M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
2.98K
New
$61.01 - $75.47 $182K - $225K
2.98K $220M
QTUM
ETF Ser Solutions Defiance Qua
1.99K
New
N/A
1.99K $208M
Activity Summary
Buys All Purchases 102 New Holdings 33 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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