Brown Financial Advisors New Holdings in Q2 2024

Brown Financial Advisors

  • $224 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.65K
New
$396.73 - $420.24 $1.45M - $1.54M
3.65K $1.49B
TGT
Target Corp

Consumer Defensive
10K
New
$141.16 - $177.82 $1.42M - $1.78M
10K $1.49B
PYPL
Pay Pal Holdings, Inc.

Financial Services
25.1K
New
$58.03 - $67.92 $1.45M - $1.7M
25.1K $1.45B
BSX
Boston Scientific Corp

Healthcare
18.5K
New
$67.33 - $77.71 $1.24M - $1.44M
18.5K $1.42B
AVGO
Broadcom Inc.

Technology
886
New
$1204.71 - $1828.87 $1.07M - $1.62M
886 $1.42B
NOW
Service Now, Inc.

Technology
1.81K
New
$643.29 - $786.67 $1.16M - $1.42M
1.81K $1.42B
GLDM
World Gold Trust

ETFs
30K
New
$44.52 - $48.11 $1.34M - $1.45M
30K $1.38B
SBUX
Starbucks Corp

Consumer Cyclical
17.7K
New
$72.5 - $91.53 $1.28M - $1.62M
17.7K $1.38B
V
Visa Inc.

Financial Services
5.12K
New
$262.47 - $281.5 $1.34M - $1.44M
5.12K $1.34B
COST
Costco Wholesale Corp

Consumer Defensive
1.56K
New
$704.88 - $870.75 $1.1M - $1.36M
1.56K $1.33B
LOW
Lowes Companies Inc

Consumer Cyclical
5.62K
New
$214.27 - $249.28 $1.2M - $1.4M
5.62K $1.24B
DXCM
Dexcom Inc

Healthcare
10.9K
New
$110.31 - $140.45 $1.2M - $1.53M
10.9K $1.24B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.2K
New
$91.42 - $91.82 $1.21M - $1.21M
13.2K $1.21B
NFLX
Netflix Inc

Communication Services
1.78K
New
$550.64 - $686.12 $980K - $1.22M
1.78K $1.2B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
40.5K
New
$27.5 - $28.16 $1.11M - $1.14M
40.5K $1.14B
GPN
Global Payments Inc

Industrials
11.7K
New
$92.21 - $130.15 $1.08M - $1.52M
11.7K $1.13B
CSHI
Shp ETF Tr Neos Enhanced Incom
22.4K
New
N/A
22.4K $1.11B
URI
United Rentals, Inc.

Industrials
1.67K
New
$616.21 - $712.69 $1.03M - $1.19M
1.67K $1.08B
INTU
Intuit Inc

Technology
1.62K
New
$562.97 - $670.27 $914K - $1.09M
1.62K $1.07B
Doubleline ETF Trust
20.7K
New
N/A
20.7K $1.06B
SCHW
Schwab Charles Corp

Financial Services
13.4K
New
$70.03 - $78.9 $941K - $1.06M
13.4K $990M
ECL
Ecolab Inc.

Basic Materials
4K
New
$218.16 - $244.64 $872K - $977K
4K $951M
Innovator Etfs Trust
22.9K
New
N/A
22.9K $930M
MEM
Matthews Asia Fds Emerging Mar
30.3K
New
N/A
30.3K $925M
PFEB
Innovator U.S. Equity Power Bu

ETFs
25.7K
New
$33.41 - $35.14 $860K - $904K
25.7K $904M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.21K
New
$106.25 - $130.01 $872K - $1.07M
8.21K $890M
ORCL
Oracle Corp

Technology
6.12K
New
$113.75 - $144.64 $696K - $885K
6.12K $864M
AVY
Avery Dennison Corp

Industrials
3.89K
New
$208.92 - $229.52 $813K - $894K
3.89K $851M
EXR
Extra Space Storage Inc.

Real Estate
5.4K
New
$132.46 - $159.33 $716K - $861K
5.4K $840M
Pimco ETF Tr
16.8K
New
N/A
16.8K $834M
PWR
Quanta Services, Inc.

Industrials
3.23K
New
$243.26 - $283.43 $785K - $915K
3.23K $820M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.8K
New
$62.41 - $3427.61 $801K - $44M
12.8K $804M
SLB
Schlumberger Limited

Energy
16.7K
New
$43.0 - $55.22 $718K - $923K
16.7K $788M
EQIX
Equinix Inc

Real Estate
1.03K
New
$692.71 - $809.68 $714K - $835K
1.03K $780M
XOM
Exxon Mobil Corp

Energy
6.72K
New
$108.36 - $122.2 $728K - $821K
6.72K $773M
LUV
Southwest Airlines CO

Industrials
26.7K
New
$25.51 - $29.73 $681K - $794K
26.7K $764M
NYT
New York Times CO

Communication Services
14.8K
New
$41.61 - $51.21 $617K - $760K
14.8K $760M
AMGN
Amgen Inc

Healthcare
2.42K
New
$262.75 - $319.31 $635K - $772K
2.42K $755M
WCN
Waste Connections, Inc.

Industrials
4.3K
New
$160.43 - $175.78 $690K - $756K
4.3K $754M
LHX
L3 Harris Technologies, Inc.

Industrials
3.33K
New
$200.34 - $226.69 $667K - $755K
3.33K $748M
HD
Home Depot, Inc.

Consumer Cyclical
2.17K
New
$325.1 - $368.03 $704K - $798K
2.17K $746M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.85K
New
$230.52 - $265.19 $658K - $757K
2.85K $740M
AXP
American Express CO

Financial Services
3.15K
New
$217.5 - $243.08 $685K - $766K
3.15K $730M
AMT
American Tower Corp

Real Estate
3.75K
New
$171.0 - $200.41 $642K - $752K
3.75K $729M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.3K
New
$126.54 - $138.72 $671K - $736K
5.3K $726M
ABBV
Abb Vie Inc.

Healthcare
4.22K
New
$154.79 - $180.76 $654K - $763K
4.22K $724M
AMP
Ameriprise Financial Inc

Financial Services
1.69K
New
$407.69 - $442.22 $688K - $746K
1.69K $721M
BX
Blackstone Inc.

Financial Services
5.81K
New
$116.13 - $132.0 $675K - $767K
5.81K $720M
RTX
Raytheon Technologies Corp

Industrials
7.12K
New
$97.55 - $108.44 $694K - $772K
7.12K $715M
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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