Brown Wealth Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $242 Billion distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $23.1B, Vanguard Ftse Developed Market with a value of $20.3B, Vanguard Growth ETF with a value of $19.9B, Vanguard Bd Index Fd Inc Inter with a value of $17.2B, and Ishares Core S&P 500 ETF with a value of $13.8B.
Examining the 13F form we can see an increase of $15.8B in the current position value, from $226B to 242B.
Brown Wealth Management, LLC is based out at Naperville, IL
Below you can find more details about Brown Wealth Management, LLC portfolio as well as his latest detailed transactions.
