Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $224 Billion
  • Q2 2024

Brown Financial Advisors has filed its 13F form on August 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 219 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 $12.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.12B, Doubleline ETF Trust with a value of $7.03B, Ishares Trust Ishares 5 10 Yea with a value of $5.67B, and Microsoft Corp with a value of $5.36B.

Examining the 13F form we can see an increase of $224B in the current position value.

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 $224 Billion
ETFs: $59 Billion
Technology: $24.1 Billion
Financial Services: $20.5 Billion
Healthcare: $19.6 Billion
Consumer Cyclical: $13.9 Billion
Communication Services: $9.61 Billion
Consumer Defensive: $9.51 Billion
Industrials: $9.33 Billion
Other: $12.1 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.68B
$760 Million 0.34% of portfolio
14,836
Q2 2024 New
$4.2B
$677 Million 0.3% of portfolio
39,943
Q2 2024 New
$7.35B
$331 Million 0.15% of portfolio
3,838
Q2 2024 New
$7.85B
$292 Million 0.13% of portfolio
43,455
Q2 2024 New
$6.76B
$270 Million 0.12% of portfolio
6,401
Q2 2024 New
$5.27B
$222 Million 0.1% of portfolio
2,039
Q2 2024 New
$7.97B
$12.3 Million 0.01% of portfolio
377
Q2 2024 New
$3.12B
$1.42 Million 0.0% of portfolio
21
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $224 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 219 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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