Brown Financial Advisors New Holdings in Q2 2024

Brown Financial Advisors

  • $224 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
202K
New
$58.24 - $64.51 $11.7M - $13M
202K $12.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
203K
New
$34.2 - $36.64 $6.94M - $7.44M
203K $7.12B
Doubleline ETF Trust
146K
New
N/A
146K $7.03B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
111K
New
$50.02 - $51.62 $5.54M - $5.71M
111K $5.67B
MSFT
Microsoft Corp

Technology
12K
New
$389.33 - $452.85 $4.67M - $5.43M
12K $5.36B
AMZN
Amazon Com Inc

Consumer Cyclical
24.7K
New
$173.67 - $197.85 $4.29M - $4.88M
24.7K $4.77B
J P Morgan Exchange Traded F
76K
New
N/A
76K $4.45B
AAPL
Apple Inc.

Technology
20.9K
New
$165.0 - $216.67 $3.45M - $4.53M
20.9K $4.41B
GOOG
Alphabet Inc.

Communication Services
23.4K
New
$151.94 - $186.86 $3.55M - $4.37M
23.4K $4.29B
Aim ETF Products Trust
129K
New
N/A
129K $3.79B
NVDA
Nvidia Corp

Technology
29.9K
New
$118.11 - $1224.4 $3.53M - $36.6M
29.9K $3.7B
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.3K
New
$154.56 - $173.19 $3.3M - $3.7M
21.3K $3.64B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
84.4K
New
$40.27 - $40.47 $3.4M - $3.42M
84.4K $3.42B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
68.3K
New
$49.77 - $50.09 $3.4M - $3.42M
68.3K $3.41B
Janus Detroit Str Tr
63.1K
New
N/A
63.1K $3.26B
JEPI
J P Morgan Exchange Traded Fd

ETFs
57.6K
New
$55.45 - $57.39 $3.19M - $3.3M
57.6K $3.26B
UNH
Unitedhealth Group Inc

Healthcare
5.69K
New
$439.2 - $524.63 $2.5M - $2.99M
5.69K $2.9B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
56.8K
New
$50.49 - $50.93 $2.87M - $2.89M
56.8K $2.89B
GBUY
Goldman Sachs ETF Tr Future CO
87.4K
New
N/A
87.4K $2.89B
SMOT
Vaneck ETF Tr Morningstar Smid
89.9K
New
N/A
89.9K $2.87B
JMBS
Janus Detroit Str Tr Henderson

ETFs
63.8K
New
$43.55 - $45.05 $2.78M - $2.87M
63.8K $2.85B
Angel Oak Funds Trust
305K
New
N/A
305K $2.59B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
52.4K
New
N/A
52.4K $2.53B
IQLT
Ishares Msci Intl Quality Fact

ETFs
64.5K
New
$37.62 - $40.69 $2.43M - $2.62M
64.5K $2.52B
TFJL
Innovator 20+ Year Treasury Bo
119K
New
N/A
119K $2.36B
META
Meta Platforms, Inc.

Communication Services
4.63K
New
$430.17 - $527.34 $1.99M - $2.44M
4.63K $2.33B
CVX
Chevron Corp

Energy
14.9K
New
$152.57 - $166.33 $2.27M - $2.48M
14.9K $2.33B
JPM
Jpmorgan Chase & CO

Financial Services
10.9K
New
$180.08 - $204.79 $1.96M - $2.23M
10.9K $2.2B
GS
Goldman Sachs Group Inc

Financial Services
4.67K
New
$389.49 - $470.41 $1.82M - $2.19M
4.67K $2.11B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
43.1K
New
N/A
43.1K $2.02B
AVEM
American Centy ETF Tr Avantis

ETFs
33.1K
New
$56.42 - $62.42 $1.87M - $2.07M
33.1K $2.02B
PG
Procter & Gamble CO

Consumer Defensive
12.1K
New
$155.33 - $168.56 $1.89M - $2.05M
12.1K $2B
JNJ
Johnson & Johnson

Healthcare
13.5K
New
$144.38 - $157.78 $1.95M - $2.13M
13.5K $1.97B
MS
Morgan Stanley

Financial Services
20.1K
New
$86.19 - $101.53 $1.74M - $2.05M
20.1K $1.96B
PANW
Palo Alto Networks Inc

Technology
5.39K
New
$265.2 - $340.82 $1.43M - $1.84M
5.39K $1.83B
MDT
Medtronic PLC

Healthcare
22.3K
New
$78.71 - $87.02 $1.75M - $1.94M
22.3K $1.75B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
28.8K
New
$59.55 - $59.81 $1.71M - $1.72M
28.8K $1.71B
WMT
Walmart Inc.

Consumer Defensive
25.2K
New
$58.85 - $68.9 $1.48M - $1.74M
25.2K $1.71B
CI
Cigna Corp

Healthcare
5.14K
New
$330.57 - $364.08 $1.7M - $1.87M
5.14K $1.7B
ADP
Automatic Data Processing Inc

Industrials
7.12K
New
$237.3 - $254.02 $1.69M - $1.81M
7.12K $1.7B
MCD
Mcdonalds Corp

Consumer Cyclical
6.33K
New
$249.37 - $280.22 $1.58M - $1.77M
6.33K $1.61B
KO
Coca Cola CO

Consumer Defensive
25.2K
New
$58.06 - $64.15 $1.46M - $1.61M
25.2K $1.6B
BAC
Bank Of America Corp

Financial Services
40K
New
$34.68 - $40.02 $1.39M - $1.6M
40K $1.59B
ABT
Abbott Laboratories

Healthcare
15.2K
New
$100.73 - $112.44 $1.53M - $1.71M
15.2K $1.58B
AMD
Advanced Micro Devices Inc

Technology
9.57K
New
$144.27 - $183.34 $1.38M - $1.75M
9.57K $1.55B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
61.8K
New
$24.54 - $25.28 $1.52M - $1.56M
61.8K $1.55B
Bondbloxx ETF Trust
31K
New
N/A
31K $1.51B
NEE
Nextera Energy Inc

Utilities
21K
New
$61.7 - $80.02 $1.3M - $1.68M
21K $1.49B
LRCX
Lam Research Corp

Technology
1.4K
New
$868.07 - $1089.58 $1.21M - $1.52M
1.4K $1.49B
Activity Summary
Buys All Purchases 219 New Holdings 219 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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