Brown Financial Advisory Incresed Positions in Q2 2025

Brown Financial Advisory

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
66.4K
+ 6.89%
$58.41 - $72.69 $3.88M - $4.83M
1.03M $74.9M
VB
Vanguard Small Cap ETF

ETFs
16.7K
+ 16.66%
$193.73 - $237.37 $3.24M - $3.98M
117K $27.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
71.4K
+ 453.15%
$24.98 - $25.66 $1.78M - $1.83M
87.1K $2.23M
MSFT
Microsoft Corp

Technology
1.05K
+ 48.82%
$354.56 - $497.45 $374K - $524K
3.21K $1.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
98
+ 2.05%
$320.42 - $424.58 $31.4K - $41.6K
4.87K $2.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 112.99%
$167.32 - $223.3 $226K - $301K
2.54K $557K
AAPL
Apple Inc.

Technology
1.92K
+ 50.82%
$172.42 - $223.89 $330K - $429K
5.69K $1.17M
NVDA
Nvidia Corp

Technology
1.05K
+ 37.63%
$94.31 - $157.99 $99.2K - $166K
3.85K $607K
MGC
Vanguard Mega Cap ETF

ETFs
1.14K
+ 94.82%
$179.23 - $224.92 $204K - $256K
2.33K $524K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.83K
+ 28.52%
$114.78 - $133.31 $210K - $244K
8.25K $1.1M
FNDX
Schwab Fundamental U S Large C

ETFs
8.42K
+ 49.81%
$20.84 - $24.54 $175K - $207K
25.3K $621K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.18K
+ 34.92%
$85.42 - $94.39 $186K - $205K
8.41K $789K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.53K
+ 40.34%
$18.28 - $18.7 $119K - $122K
22.7K $425K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.95K
+ 40.2%
$20.16 - $20.49 $120K - $122K
20.7K $424K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.18K
+ 40.18%
$19.49 - $19.66 $120K - $121K
21.5K $423K
VEA
Vanguard Ftse Developed Market

ETFs
1.43K
+ 22.13%
$45.65 - $57.01 $65.4K - $81.6K
7.9K $450K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.59K
+ 18.87%
$44.68 - $45.96 $115K - $119K
16.3K $745K
JPM
Jpmorgan Chase & CO

Financial Services
265
+ 28.87%
$210.28 - $289.91 $55.7K - $76.8K
1.18K $342K
SO
Southern CO

Utilities
1.24K
+ 44.24%
$84.91 - $92.56 $105K - $115K
4.04K $371K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
804
+ 23.47%
$82.17 - $99.96 $66.1K - $80.4K
4.23K $415K
HD
Home Depot, Inc.

Consumer Cyclical
250
+ 31.13%
$335.24 - $380.78 $83.8K - $95.2K
1.05K $386K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.7K
+ 6.84%
$22.4 - $23.8 $60.5K - $64.3K
42.1K $1M
VGSH
Vanguard

ETFs
1.33K
+ 28.36%
$58.32 - $58.95 $77.5K - $78.3K
6.02K $353K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.1K
+ 14.82%
$35.9 - $43.76 $39.6K - $48.2K
8.54K $369K
ABBV
Abb Vie Inc.

Healthcare
662
+ 21.7%
$170.16 - $206.27 $113K - $137K
3.71K $689K
Dimensional ETF Trust
14.2K
+ 4.24%
N/A
349K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 4.05%
$483.48 - $539.8 $81.7K - $91.2K
4.35K $2.11M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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