Brown Financial Advisory Purchases in Q1 2025

Brown Financial Advisory

  • $144 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
16.6K
+ 19.74%
$217.89 - $252.64 $3.61M - $4.19M
101K $22.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.5K
+ 5.7%
$33.84 - $37.77 $423K - $473K
232K $8.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.42K
New
$126.11 - $135.06 $810K - $867K
6.42K $827K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.7K
New
$44.41 - $45.98 $609K - $630K
13.7K $625K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.24K
New
$87.68 - $94.52 $547K - $589K
6.24K $583K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52.4K
+ 5.75%
$64.88 - $72.1 $3.4M - $3.78M
964K $63.4M
MSFT
Microsoft Corp

Technology
1.51K
+ 233.18%
$375.39 - $447.2 $567K - $676K
2.16K $810K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
243
+ 6.18%
$442.66 - $534.52 $108K - $130K
4.18K $2.22M
FNDX
Schwab Fundamental U S Large C

ETFs
16.9K
New
$23.03 - $25.01 $389K - $423K
16.9K $398K
AAPL
Apple Inc.

Technology
1.97K
+ 109.68%
$209.68 - $247.1 $413K - $487K
3.77K $837K
NVDA
Nvidia Corp

Technology
2.8K
New
$106.98 - $149.43 $299K - $418K
2.8K $303K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.4K
New
$19.43 - $19.62 $299K - $302K
15.4K $301K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.8K
New
$20.05 - $20.4 $297K - $302K
14.8K $300K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.2K
New
$18.18 - $18.58 $294K - $301K
16.2K $300K
ABBV
Abb Vie Inc.

Healthcare
1.13K
+ 58.91%
$169.2 - $216.66 $191K - $245K
3.05K $639K
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.44K
New
$36.91 - $41.03 $274K - $305K
7.44K $295K
HD
Home Depot, Inc.

Consumer Cyclical
803
New
$347.25 - $424.87 $279K - $341K
803 $294K
VGSH
Vanguard

ETFs
4.69K
New
$58.07 - $58.69 $272K - $275K
4.69K $275K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.72K
New
$152.57 - $163.66 $262K - $281K
1.72K $269K
VXF
Vanguard Extended Market ETF

ETFs
1.49K
New
$170.36 - $201.04 $253K - $299K
1.49K $256K
MGC
Vanguard Mega Cap ETF

ETFs
1.2K
New
$199.2 - $222.69 $239K - $267K
1.2K $241K
WMT
Walmart Inc.

Consumer Defensive
2.74K
New
$84.5 - $105.05 $231K - $288K
2.74K $240K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.08K
+ 29.26%
$360.07 - $417.26 $389K - $451K
4.77K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
New
$190.26 - $242.06 $227K - $289K
1.19K $226K
JPM
Jpmorgan Chase & CO

Financial Services
918
New
$225.19 - $279.95 $207K - $257K
918 $225K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.99K
New
$39.4 - $42.61 $197K - $213K
4.99K $201K
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 32.64%
$551.42 - $612.93 $104K - $116K
768 $429K
SO
Southern CO

Utilities
316
+ 12.71%
$80.96 - $92.96 $25.6K - $29.4K
2.8K $257K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
779
+ 2.01%
$23.32 - $23.84 $18.2K - $18.6K
39.4K $923K
Dimensional ETF Trust
335K
New
N/A
335K $0
Activity Summary
Buys All Purchases 31 New Holdings 20 Increased Positions 11 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 1
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