Brown Wealth Management, LLC Purchases and Sells in Q2 2025

Brown Wealth Management, LLC

$322 Billion
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	3.58K + 5.38%	$329.49 - $438.4 $1.18M - $1.57M	70.2K $30.8B
IVV	4.67K + 10.55%	$498.8 - $620.9 $2.33M - $2.9M	48.9K $30.4B
VTEB	55.5K + 80.67%	$48.13 - $49.85 $2.67M - $2.77M	124K $6.09B
BIV	28.8K + 16.36%	$75.05 - $77.34 $2.16M - $2.23M	205K $15.8B
VANGUARD WELLINGTON FD	21.3K + 806.09%	N/A	23.9K $2.42B
ISHARES BITCOIN TRUST ETF	24.6K + 63.18%	N/A	63.7K $3.9B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOBL	45.6K New	$90.85 - $102.31 $4.14M - $4.66M	45.6K $4.59B
SCHP	96.5K New	$26.18 - $26.93 $2.53M - $2.6M	96.5K $2.57B
INNOVATOR ETFS TRUST	52K New	N/A	52K $1.38B
REZOLVE AI LTD	200K New	N/A	200K $615M
FANG	2.25K New	$119.25 - $161.49 $268K - $363K	2.25K $309M
ORCL	1.39K New	$122.82 - $218.63 $171K - $304K	1.39K $304M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-37.1K - 89.11%	$90.56 - $109.49 $3.36M - $4.06M	4.53K $495M
SUB	-32.9K - 20.72%	$104.77 - $106.34 $3.45M - $3.5M	126K $13.4B
SCHO	-113K - 21.14%	$24.19 - $24.45 $2.74M - $2.77M	423K $10.3B
MUB	-15.2K - 11.05%	$102.31 - $105.8 $1.55M - $1.6M	122K $12.8B
HYD	-31K - 46.93%	$49.08 - $51.35 $1.52M - $1.59M	35K $1.76B
VBR	-6.87K - 34.83%	$162.76 - $195.77 $1.12M - $1.35M	12.9K $2.51B

Activity Summary All Purchases 56 New Holdings 11 Increased Positions 45 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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