Brown Wealth Management, LLC Portfolio Holdings

Brown Wealth Management, LLC

  • $248 Billion
  • Q2 2024

Brown Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $24B, Vanguard Growth ETF with a value of $22.1B, Vanguard Ftse Developed Market with a value of $18.9B, Vanguard Bd Index Fd Inc Inter with a value of $18B, and Ishares Core S&P 500 ETF with a value of $14.1B.

Examining the 13F form we can see an increase of $6.3B in the current position value, from $242B to 248B.

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.

Portfolio value $248 Billion
ETFs: $233 Billion
Technology: $4.65 Billion
Healthcare: $3.62 Billion
Consumer Cyclical: $645 Million
Communication Services: $632 Million
Consumer Defensive: $621 Million
Financial Services: $534 Million
Utilities: $345 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$304M
$333 Million 0.13% of portfolio
50,000
Q1 2024 Reduced 33.33%
$349M
$70.8 Million 0.03% of portfolio
30,000
Q2 2024 New
$990M
$16.6 Million 0.01% of portfolio
10,000
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $248 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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