Brown Financial Advisory Portfolio Holdings
Brown Financial Advisory
- $130 Million
- Q2 2024
Brown Financial Advisory has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Million distributed in 32 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 $55.3M, Vanguard Small Cap ETF with a value of $17.1M, Dimensional ETF Tr Dimensional with a value of $13.1M, Ishares Tr Russell 1000 ETF with a value of $10.2M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.73M.
Examining the 13F form we can see an increase of $1.36M in the current position value, from $129M to 130M.
Below you can find more details about Brown Financial Advisory portfolio as well as his latest detailed transactions.