Brown Financial Advisors New Holdings in Q2 2024

Brown Financial Advisors

  • $224 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FFIV
F5, Inc.

Technology
384
New
$165.31 - $196.07 $63.5K - $75.3K
384 $66.1M
Tidal Tr Ii
1.28K
New
N/A
1.28K $47.8M
MLPA
Global X Mlp ETF

ETFs
882
New
$46.2 - $48.98 $40.7K - $43.2K
882 $42.8M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
952
New
$40.82 - $44.8 $38.9K - $42.6K
952 $40.3M
LEGR
First Tr ETF Indxx Innovation

ETFs
888
New
$41.08 - $44.64 $36.5K - $39.6K
888 $38.6M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
350
New
$100.4 - $109.05 $35.1K - $38.2K
350 $38.1M
PPLT
Abrdn Platinum ETF Trust

ETFs
338
New
$82.88 - $99.8 $28K - $33.7K
338 $30.9M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.29K
New
$22.25 - $22.94 $28.7K - $29.6K
1.29K $29.3M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.15K
New
$23.85 - $23.98 $27.5K - $27.7K
1.15K $27.7M
SIVR
Abrdn Silver ETF Trust

ETFs
963
New
$23.91 - $30.63 $23K - $29.5K
963 $26.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.06K
New
$20.38 - $20.52 $21.7K - $21.8K
1.06K $21.7M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.01K
New
$20.97 - $21.11 $21.1K - $21.3K
1.01K $21.2M
SU
Suncor Energy Inc

Energy
448
New
$36.37 - $41.05 $16.3K - $18.4K
448 $17.1M
CLOI
Vaneck ETF Tr

ETFs
313
New
$52.56 - $52.96 $16.5K - $16.6K
313 $16.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
375
New
$39.75 - $43.15 $14.9K - $16.2K
375 $15.6M
CNQ
Canadian Natural Resources LTD

Energy
424
New
$33.69 - $82.32 $14.3K - $34.9K
424 $15.1M
Series Portfolios Tr
548
New
N/A
548 $14.8M
MRO
Marathon Oil Corp

Energy
480
New
$25.56 - $29.69 $12.3K - $14.3K
480 $13.8M
VLO
Valero Energy Corp

Energy
85
New
$148.38 - $183.39 $12.6K - $15.6K
85 $13.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
262
New
$47.37 - $50.09 $12.4K - $13.1K
262 $12.8M
FANG
Diamondback Energy, Inc.

Energy
63
New
$185.97 - $208.26 $11.7K - $13.1K
63 $12.6M
AR
Antero Resources Corp

Energy
377
New
$28.86 - $35.63 $10.9K - $13.4K
377 $12.3M
MPC
Marathon Petroleum Corp

Energy
70
New
$168.76 - $219.13 $11.8K - $15.3K
70 $12.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
303
New
$35.3 - $38.79 $10.7K - $11.8K
303 $11.4M
EOG
Eog Resources Inc

Energy
81
New
$118.24 - $137.95 $9.58K - $11.2K
81 $10.2M
LNG
Cheniere Energy, Inc.

Energy
57
New
$153.87 - $174.83 $8.77K - $9.97K
57 $9.97M
WMB
Williams Companies, Inc.

Energy
220
New
$37.58 - $43.11 $8.27K - $9.48K
220 $9.35M
JPRE
J P Morgan Exchange Traded Fd

ETFs
198
New
$40.42 - $44.21 $8K - $8.75K
198 $8.73M
HAL
Halliburton CO

Energy
258
New
$32.92 - $41.24 $8.49K - $10.6K
258 $8.72M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
502
New
$16.14 - $17.38 $8.1K - $8.72K
502 $8.59M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
758
New
$10.38 - $11.53 $7.87K - $8.74K
758 $8.48M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
553
New
$14.55 - $15.75 $8.05K - $8.71K
553 $8.32M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
89
New
$91.3 - $93.01 $8.13K - $8.28K
89 $8.25M
FPE
First Tr Pfd Secs & Income ETF

ETFs
475
New
$16.96 - $17.44 $8.06K - $8.28K
475 $8.25M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
152
New
$41.64 - $42.32 $6.33K - $6.43K
152 $6.41M
LVHD
Franklin U.S. Low Volatility H

ETFs
162
New
$34.89 - $36.95 $5.65K - $5.99K
162 $5.8M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
208
New
$22.69 - $22.82 $4.72K - $4.75K
208 $4.73M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
202
New
$22.87 - $23.06 $4.62K - $4.66K
202 $4.63M
REET
Ishares Global Reit ETF

ETFs
186
New
$21.86 - $23.58 $4.07K - $4.39K
186 $4.33M
IAI
Ishares Tr Us Broker Dealers &

ETFs
36
New
$109.7 - $120.13 $3.95K - $4.32K
36 $4.21M
EBND
Spdr Bloomberg Emerging Market

ETFs
134
New
$19.77 - $20.53 $2.65K - $2.75K
134 $2.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
New
$127.7 - $179.69 $1.4K - $1.98K
11 $1.91M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
141
New
$11.1 - $13.41 $1.57K - $1.89K
141 $1.89M
AZN
Astrazeneca PLC

Healthcare
23
New
$66.81 - $80.83 $1.54K - $1.86K
23 $1.79M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
86
New
$19.08 - $20.4 $1.64K - $1.75K
86 $1.73M
RY
Royal Bank Of Canada

Financial Services
16
New
$96.4 - $109.27 $1.54K - $1.75K
16 $1.7M
HSBC
Hsbc Holdings PLC

Financial Services
39
New
$39.31 - $45.4 $1.53K - $1.77K
39 $1.7M
SHEL
Shell PLC

Energy
23
New
$67.92 - $74.17 $1.56K - $1.71K
23 $1.66M
RELX
Relx PLC

Communication Services
35
New
$41.07 - $46.15 $1.44K - $1.62K
35 $1.61M
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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