Brown Financial Advisors New Holdings in Q2 2024

Brown Financial Advisors

  • $224 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
2.76K
New
$243.97 - $268.34 $674K - $741K
2.76K $710M
CB
Chubb LTD

Financial Services
2.78K
New
$243.01 - $274.28 $675K - $762K
2.78K $709M
MET
Metlife Inc

Financial Services
10.1K
New
$68.55 - $74.22 $691K - $748K
10.1K $707M
PFE
Pfizer Inc

Healthcare
25.2K
New
$25.26 - $29.6 $637K - $746K
25.2K $705M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
664
New
$956.61 - $1140.21 $635K - $757K
664 $701M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.95K
New
$113.56 - $129.6 $676K - $771K
5.95K $696M
ARES
Ares Management Corp

Financial Services
5.19K
New
$129.3 - $149.82 $671K - $777K
5.19K $691M
BDX
Becton Dickinson & CO

Healthcare
2.95K
New
$225.07 - $246.17 $665K - $727K
2.95K $690M
XEL
Xcel Energy Inc

Utilities
12.9K
New
$52.53 - $56.74 $676K - $730K
12.9K $687M
CVS
Cvs Health Corp

Healthcare
11.6K
New
$53.63 - $79.56 $621K - $921K
11.6K $684M
WEN
Wendy'S CO

Consumer Cyclical
39.9K
New
$16.4 - $20.14 $655K - $804K
39.9K $677M
Kenvue Inc
37.2K
New
N/A
37.2K $676M
ACN
Accenture PLC

Technology
2.22K
New
$281.76 - $339.17 $627K - $754K
2.22K $675M
MA
Mastercard Inc

Financial Services
1.53K
New
$441.1 - $479.43 $673K - $732K
1.53K $673M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.21K
New
$541.52 - $599.02 $657K - $727K
1.21K $671M
SYY
Sysco Corp

Consumer Defensive
9.37K
New
$70.69 - $80.57 $662K - $755K
9.37K $669M
BALL
Ball Corp

Consumer Cyclical
11.1K
New
$60.02 - $70.72 $666K - $784K
11.1K $666M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
22.6K
New
$29.09 - $32.5 $656K - $733K
22.6K $656M
CME
Cme Group Inc.

Financial Services
3.28K
New
$194.1 - $216.77 $636K - $710K
3.28K $644M
IQV
Iqvia Holdings Inc.

Healthcare
3.04K
New
$211.18 - $248.87 $641K - $756K
3.04K $642M
NKE
Nike, Inc.

Consumer Cyclical
7.23K
New
$75.37 - $97.18 $545K - $702K
7.23K $545M
SNAP
Snap Inc

Communication Services
22.3K
New
$10.34 - $17.14 $230K - $382K
22.3K $370M
HQY
Healthequity, Inc.

Healthcare
3.84K
New
$75.85 - $86.94 $291K - $334K
3.84K $331M
INVH
Invitation Homes Inc.

Real Estate
8.95K
New
$33.04 - $35.89 $296K - $321K
8.95K $321M
SAIA
Saia Inc

Industrials
657
New
$377.26 - $598.0 $248K - $393K
657 $312M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.11K
New
$256.41 - $288.82 $285K - $321K
1.11K $310M
IGTR
Innovator Etfs Tr Gradient Tac
11.1K
New
N/A
11.1K $304M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
10.3K
New
$25.5 - $31.51 $263K - $325K
10.3K $295M
FTNT
Fortinet, Inc.

Technology
4.86K
New
$57.94 - $71.32 $282K - $347K
4.86K $293M
SWN
Southwestern Energy CO

Energy
43.5K
New
$6.67 - $7.75 $290K - $337K
43.5K $292M
SPYI
Shp ETF Tr Neos S&P 500 High I
5.56K
New
N/A
5.56K $279M
AZEK
Azek CO Inc.

Industrials
6.4K
New
$41.55 - $50.17 $266K - $321K
6.4K $270M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
695
New
$376.14 - $529.01 $261K - $368K
695 $268M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
871
New
$295.25 - $385.2 $257K - $336K
871 $260M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.26K
New
$94.27 - $104.77 $213K - $237K
2.26K $235M
IJAN
Innovator Etfs Tr Intl Dev Pwr
7.31K
New
N/A
7.31K $230M
FIVE
Five Below, Inc

Consumer Cyclical
2.04K
New
$108.97 - $178.88 $222K - $365K
2.04K $222M
CTAS
Cintas Corp

Industrials
270
New
$658.34 - $714.93 $178K - $193K
270 $189M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.91K
New
$47.87 - $53.62 $139K - $156K
2.91K $155M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.67K
New
$36.99 - $39.96 $136K - $147K
3.67K $141M
CRPT
First Tr ETF Fd Viii Skybridge
10.1K
New
$10.32 - $14.3 $105K - $145K
10.1K $136M
Innovator Etfs Trust
3.93K
New
N/A
3.93K $117M
Innovator Etfs Trust
3.28K
New
N/A
3.28K $114M
ARKW
Ark Next Generation Internet E

ETFs
1.38K
New
$72.82 - $82.11 $101K - $114K
1.38K $108M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
1.29K
New
$70.91 - $78.65 $91.8K - $102K
1.29K $101M
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.72K
New
$30.52 - $36.37 $83K - $99K
2.72K $96.5M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.2K
New
$76.13 - $79.59 $91.7K - $95.8K
1.2K $94.7M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.89K
New
$45.65 - $47.02 $86.1K - $88.7K
1.89K $87.9M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
406
New
$169.52 - $183.86 $68.8K - $74.6K
406 $74.4M
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
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors 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 Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email