Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $243 Billion
  • Q3 2024

Brown Financial Advisors has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14.3B, Shp ETF Tr Neos S&P 500 High I with a value of $8.42B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.07B, Innovator Etfs Tr Us Equity Ac with a value of $7.98B, and J P Morgan Exchange Traded F with a value of $7.91B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $224B to 243B.

Brown Financial Advisors is based out at Milford, OH

Below you can find more details about Brown Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
ETFs: $66.3 Billion
Technology: $22 Billion
Financial Services: $15.4 Billion
Healthcare: $15.1 Billion
Consumer Cyclical: $11.1 Billion
Communication Services: $9.48 Billion
Consumer Defensive: $9.09 Billion
Industrials: $9.04 Billion
Other: $11.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.11B
$490 Million 0.2% of portfolio
8,796
Q3 2024 Reduced 40.71%
$3.95B
$453 Million 0.19% of portfolio
25,849
Q3 2024 Reduced 35.29%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $243 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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