Brown Wealth Management, LLC Incresed Positions in Q4 2024

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
PSEP
Innovator U.S. Equity Power Bu
5.34K
+ 17.28%
N/A
36.2K $1.42B
VBK
Vanguard Small Cap Growth ETF

ETFs
310
+ 3.03%
$264.18 - $304.19 $81.9K - $94.3K
10.5K $2.95B
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
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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.01%
$69.58 - $74.87 $139 - $150
14.8K $1.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
356
+ 2.97%
$44.04 - $49.49 $15.7K - $17.6K
12.3K $544M
IGOV
Ishares 1 3 International Trea

ETFs
4.3K
+ 7.25%
$38.42 - $41.79 $165K - $179K
63.5K $2.44B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
899
+ 1.54%
$23.11 - $25.17 $20.8K - $22.6K
59.4K $1.37B
IDEV
Ishares Core Msci Intl Develop

ETFs
7.37K
+ 6.13%
$64.18 - $70.42 $473K - $519K
128K $8.22B
EEM
Ishares Msci Emerging Markets

ETFs
5.79K
+ 3.87%
$41.82 - $47.36 $242K - $274K
155K $6.5B
VEA
Vanguard Ftse Developed Market

ETFs
25.1K
+ 7.02%
$47.57 - $52.44 $1.2M - $1.32M
383K $18.3B
VTV
Vanguard Value ETF

ETFs
1.2K
+ 0.74%
$168.32 - $181.87 $202K - $218K
164K $27.7B
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
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