Brown Financial Advisors Portfolio Holdings

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.