Briaud Financial Planning, Inc Purchases in Q4 2024

Briaud Financial Planning, Inc

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
99K
+ 49.55%
$280.04 - $302.45 $27.7M - $29.9M
299K $86.6M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.16M
+ 70.2%
$12.74 - $14.23 $14.8M - $16.5M
2.81M $36.5M
ADI
Analog Devices Inc

Technology
6.52K
New
$206.35 - $236.48 $1.34M - $1.54M
6.52K $1.38M
NVDA
Nvidia Corp

Technology
8.22K
New
$117.0 - $148.88 $962K - $1.22M
8.22K $1.1M
AAPL
Apple Inc.

Technology
3.87K
+ 59.87%
$221.69 - $259.02 $857K - $1M
10.3K $2.58M
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 717.81%
$727.2 - $932.06 $762K - $977K
1.19K $921K
AMZN
Amazon Com Inc

Consumer Cyclical
2.04K
+ 3401.67%
$180.88 - $232.93 $369K - $475K
2.1K $460K
ELV
Elevance Health, Inc.

Healthcare
501
New
$365.96 - $514.62 $183K - $258K
501 $184K
V
Visa Inc.

Financial Services
515
New
$273.87 - $320.91 $141K - $165K
515 $162K
MSFT
Microsoft Corp

Technology
374
+ 37.51%
$406.35 - $454.46 $152K - $170K
1.37K $578K
STZ
Constellation Brands, Inc.

Consumer Defensive
500
New
$219.66 - $257.62 $110K - $129K
500 $110K
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 3.48%
$570.51 - $610.59 $57.6K - $61.7K
3K $1.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
227
New
$370.24 - $418.94 $84K - $95.1K
227 $91K
MUB
Ishares National Muni Bond ETF

ETFs
830
New
$105.78 - $108.7 $87.8K - $90.2K
830 $88K
GLD
Spdr Gold Trust

ETFs
1.36K
+ 0.53%
$236.59 - $257.5 $321K - $350K
257K $62.2M
HBAN
Huntington Bancshares Inc

Financial Services
4.8K
New
$14.18 - $18.2 $68K - $87.3K
4.8K $78K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
140
+ 2800.0%
$521.84 - $558.82 $73.1K - $78.2K
145 $78K
INTC
Intel Corp

Technology
3.81K
New
$19.07 - $26.23 $72.6K - $99.9K
3.81K $76K
HOLX
Hologic Inc

Healthcare
1K
New
$70.76 - $83.72 $70.8K - $83.7K
1K $72K
PAYX
Paychex Inc

Industrials
500
New
$135.86 - $148.73 $67.9K - $74.4K
500 $70K
EPD
Enterprise Products Partners L.P.

Energy
2K
New
$28.66 - $34.43 $57.3K - $68.9K
2K $62K
J P Morgan Exchange Traded F
760
New
N/A
760 $57K
FANG
Diamondback Energy, Inc.

Energy
348
New
$153.06 - $199.5 $53.3K - $69.4K
348 $57K
XLF
Financial Sector Spdr

ETFs
1.01K
+ 102.44%
$44.89 - $51.34 $45.2K - $51.7K
1.99K $96K
WMT
Walmart Inc.

Consumer Defensive
333
+ 15.25%
$79.1 - $95.7 $26.3K - $31.9K
2.52K $227K
SABR
Sabre Corp

Consumer Cyclical
14K
New
$3.18 - $4.1 $44.5K - $57.4K
14K $51K
MRVL
Marvell Technology, Inc.

Technology
248
+ 41.33%
$70.31 - $124.78 $17.4K - $30.9K
848 $93K
CSCO
Cisco Systems, Inc.

Technology
529
+ 27.84%
$52.45 - $60.02 $27.7K - $31.8K
2.43K $143K
MCD
Mcdonalds Corp

Consumer Cyclical
140
+ 73.68%
$288.47 - $316.54 $40.4K - $44.3K
330 $95K
MO
Altria Group, Inc.

Consumer Defensive
710
New
$49.06 - $57.74 $34.8K - $41K
710 $37K
NEXT
Next Decade Corp.

Energy
2.11K
+ 29.19%
$4.64 - $7.71 $9.79K - $16.3K
9.33K $71K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
500
New
$70.31 - $77.39 $35.2K - $38.7K
500 $35K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 7.3%
$442.29 - $483.08 $44.2K - $48.3K
1.47K $665K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
517
New
$65.67 - $69.79 $34K - $36.1K
517 $34K
CL
Colgate Palmolive CO

Consumer Defensive
361
New
$90.22 - $102.31 $32.6K - $36.9K
361 $32K
VGT
Vanguard Information Technolog

ETFs
50
New
$571.78 - $647.97 $28.6K - $32.4K
50 $31K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
712
New
$37.46 - $43.08 $26.7K - $30.7K
712 $27K
KIE
Spdr S&P Insurance ETF

ETFs
491
New
$55.65 - $62.03 $27.3K - $30.5K
491 $27K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
244
New
$105.85 - $112.84 $25.8K - $27.5K
244 $26K
AMD
Advanced Micro Devices Inc

Technology
200
New
$118.88 - $172.8 $23.8K - $34.6K
200 $24K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
409
New
$53.94 - $58.15 $22.1K - $23.8K
409 $23K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2K
+ 258.06%
$7.33 - $12.37 $14.7K - $24.7K
2.78K $29K
IJK
Ishares S&P Midcap 400 Growth

ETFs
259
New
$90.66 - $99.46 $23.5K - $25.8K
259 $23K
AVGO
Broadcom Inc.

Technology
100
New
$159.67 - $250.0 $16K - $25K
100 $23K
EFA
Ishares Tr Msci Eafe ETF

ETFs
296
New
$75.1 - $82.99 $22.2K - $24.6K
296 $22K
QUAL
Ishares Msci Usa Quality Facto

ETFs
127
New
$176.42 - $186.91 $22.4K - $23.7K
127 $22K
XLC
Select Sector Spdr Tr Communic

ETFs
224
New
$89.66 - $102.16 $20.1K - $22.9K
224 $21K
IAU
Ishares Gold Trust

ETFs
768
+ 0.72%
$48.37 - $52.65 $37.1K - $40.4K
108K $5.33M
ONON
On Holding Ag

Consumer Cyclical
300
New
$46.3 - $59.54 $13.9K - $17.9K
300 $16K
Activity Summary
Buys All Purchases 115 New Holdings 83 Increased Positions 32 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc 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 Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email