Brown Financial Advisory Portfolio Holdings by Sector
Brown Financial Advisory
- $129 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VB DFAR IWB SPDW SPEM VONE AVEM 24 stocks |
$124,205
96.53% of portfolio
|
  2  
|
  15  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,685
1.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SXT 1 stocks |
$885
0.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$616
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$321
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$264
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$259
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$225
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$216
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|