Brown Wealth Management, LLC Purchases in Q4 2024

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
174K
New
$31.29 - $32.43 $5.46M - $5.66M
174K $5.59B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
41K
New
$113.92 - $127.38 $4.67M - $5.22M
41K $4.73B
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.9K
+ 119.24%
$87.1 - $98.49 $2.61M - $2.95M
55K $4.8B
VUG
Vanguard Growth ETF

ETFs
1.65K
+ 2.66%
$378.79 - $428.11 $625K - $707K
63.8K $26.2B
BALT
Innovator Etfs Tr
34.4K
+ 33.1%
$30.76 - $31.55 $1.06M - $1.08M
138K $4.34B
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
+ 2.92%
$570.51 - $610.59 $618K - $662K
38.3K $22.5B
Innovator Etfs Trust
38.3K
New
N/A
38.3K $1.04B
SCHO
Schwab Short Term Us Treasury

ETFs
285K
+ 116.3%
$24.06 - $48.88 $6.85M - $13.9M
529K $12.7B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.5K
+ 8.37%
$74.5 - $78.37 $1.75M - $1.84M
304K $22.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.6K
+ 19.49%
$49.79 - $51.14 $725K - $745K
89.3K $4.48B
NVDA
Nvidia Corp

Technology
897
+ 6.23%
$117.0 - $148.88 $105K - $134K
15.3K $2.05B
Innovator Etfs Trust
11.6K
New
N/A
11.6K $288M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.2K
+ 32.19%
$25.3 - $26.31 $258K - $269K
41.9K $1.07B
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.22K
+ 17.88%
$39.04 - $40.41 $204K - $211K
34.4K $1.38B
AAPL
Apple Inc.

Technology
380
+ 4.71%
$221.69 - $259.02 $84.2K - $98.4K
8.44K $2.11B
PSEP
Innovator U.S. Equity Power Bu
5.34K
+ 17.28%
N/A
36.2K $1.42B
COIN
Coinbase Global, Inc.

Technology
906
New
$163.17 - $343.62 $148K - $311K
906 $225M
VBK
Vanguard Small Cap Growth ETF

ETFs
310
+ 3.03%
$264.18 - $304.19 $81.9K - $94.3K
10.5K $2.95B
META
Meta Platforms, Inc.

Communication Services
363
New
$554.08 - $632.68 $201K - $230K
363 $213M
PDEC
Innovator U.S. Equity Power Bu
5.42K
+ 19.23%
N/A
33.6K $1.29B
EMB
Ishares Tr

ETFs
2.51K
+ 86.68%
$88.94 - $93.46 $223K - $235K
5.41K $482M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.55K
New
$57.53 - $60.83 $204K - $216K
3.55K $204M
MGV
Vanguard Mega Cap Value

ETFs
1.62K
New
$124.06 - $133.48 $200K - $216K
1.62K $202M
CVX
Chevron Corp

Energy
1.39K
New
$141.15 - $162.53 $196K - $226K
1.39K $201M
EBND
Spdr Bloomberg Emerging Market

ETFs
10.2K
New
$19.53 - $21.1 $200K - $216K
10.2K $200M
PJUN
Innovator U.S. Equity Power Bu

ETFs
4.81K
+ 16.09%
$36.63 - $37.8 $176K - $182K
34.7K $1.3B
AMZN
Amazon Com Inc

Consumer Cyclical
235
+ 6.58%
$180.88 - $232.93 $42.5K - $54.7K
3.81K $835M
SCHG
Schwab Strategic Tr Us Large C

ETFs
78.9K
+ 295.57%
$25.93 - $105.3 $2.05M - $8.31M
106K $2.94B
SUB
Ishares Short Term National Mu

ETFs
2.2K
+ 1.94%
$104.94 - $106.2 $231K - $234K
116K $12.2B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
148K
+ 205.27%
$27.54 - $83.04 $4.07M - $12.3M
220K $6.09B
AVGO
Broadcom Inc.

Technology
114
+ 9.52%
$159.67 - $250.0 $18.2K - $28.5K
1.31K $304M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
147
+ 25.52%
$521.84 - $558.82 $76.7K - $82.1K
723 $390M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
910
+ 5.9%
$100.24 - $101.35 $91.2K - $92.2K
16.3K $1.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
119
+ 19.57%
$567.81 - $607.81 $67.6K - $72.3K
727 $426M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.13K
+ 6.26%
$48.33 - $49.08 $103K - $104K
36.1K $1.75B
Vanguard Wellington Fd
658
+ 33.17%
N/A
2.64K $265M
SCHA
Schwab Strategic Tr Us Small C

ETFs
95.7K
+ 101.51%
$25.33 - $51.16 $2.43M - $4.9M
190K $4.92B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.33K
+ 8.83%
$47.26 - $48.18 $62.8K - $64K
16.4K $776M
MGK
Vanguard Mega Cap Growth ETF

ETFs
91
+ 11.65%
$316.94 - $357.88 $28.8K - $32.6K
872 $299M
VBR
Vanguard Small Cap Value ETF

ETFs
406
+ 2.68%
$197.36 - $217.3 $80.1K - $88.2K
15.5K $3.08B
IWV
Ishares Russell 3000 ETF

ETFs
24
+ 1.18%
$323.08 - $349.08 $7.75K - $8.38K
2.06K $690M
MSFT
Microsoft Corp

Technology
86
+ 2.99%
$406.35 - $454.46 $34.9K - $39.1K
2.96K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.2%
$873.59 - $994.69 $2.62K - $2.98K
252 $231M
SCHV
Schwab Strategic Tr Us Large C

ETFs
61.2K
+ 208.55%
$25.79 - $80.4 $1.58M - $4.92M
90.5K $2.36B
ORCL
Oracle Corp

Technology
27
+ 2.04%
$165.41 - $192.43 $4.47K - $5.2K
1.35K $225M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.06K
+ 190.25%
$22.4 - $68.28 $158K - $482K
10.8K $250M
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.5%
$161.05 - $179.7 $2.09K - $2.34K
2.61K $438M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
+ 0.21%
$96.64 - $101.23 $870 - $911
4.37K $423M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.6K
+ 4.63%
N/A
81.3K $5.13B
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email