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
MU
Micron Technology Inc

Technology
200
New
$84.16 - $113.41 $16.8K - $22.7K
200 $16K
ETR
Entergy Corp

Utilities
524
+ 100.0%
$73.19 - $156.4 $38.4K - $82K
1.05K $79K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
40
New
$278.19 - $315.36 $11.1K - $12.6K
40 $11K
BP
Bp PLC

Energy
435
+ 41.83%
$28.16 - $33.14 $12.2K - $14.4K
1.48K $43K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
89
New
$115.08 - $119.55 $10.2K - $10.6K
89 $10K
IWP
Ishares Russell Mid Cap Growth

ETFs
68
New
$116.4 - $138.52 $7.92K - $9.42K
68 $8K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
60
New
$121.89 - $135.52 $7.31K - $8.13K
60 $7K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
72
New
$100.24 - $101.35 $7.22K - $7.3K
72 $7K
GLW
Corning Inc

Technology
146
New
$44.11 - $49.76 $6.44K - $7.26K
146 $6K
VIG
Vanguard Dividend Appreciation

ETFs
41
+ 5.5%
N/A
786 $153K
Ishares Bitcoin Trust ETF
100
New
N/A
100 $5K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.05K
+ 300.0%
$25.93 - $105.3 $53.2K - $216K
2.74K $76K
NOW
Service Now, Inc.

Technology
5
New
$867.18 - $1148.42 $4.34K - $5.74K
5 $5K
INTU
Intuit Inc

Technology
8
New
$602.01 - $706.25 $4.82K - $5.65K
8 $5K
KKR
Kkr & Co. Inc.

Financial Services
35
New
$129.87 - $162.87 $4.55K - $5.7K
35 $5K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
60
New
$75.22 - $82.17 $4.51K - $4.93K
60 $4K
GOOGL
Alphabet Inc.

Communication Services
26
New
$161.86 - $196.66 $4.21K - $5.11K
26 $4K
USB
Us Bancorp \De\

Financial Services
90
New
$43.98 - $53.66 $3.96K - $4.83K
90 $4K
SONY
Sony Group Corp

Technology
230
New
$17.53 - $96.8 $4.03K - $22.3K
230 $4K
GNRC
Generac Holdings Inc.

Industrials
26
New
$154.28 - $195.11 $4.01K - $5.07K
26 $4K
ORCL
Oracle Corp

Technology
26
+ 20.8%
$165.41 - $192.43 $4.3K - $5K
151 $25K
LII
Lennox International Inc

Industrials
7
New
$589.36 - $678.43 $4.13K - $4.75K
7 $4K
OEC
Orion Engineered Carbons S.A.

Basic Materials
282
New
$14.98 - $19.3 $4.22K - $5.44K
282 $4K
SPG
Simon Property Group Inc

Real Estate
26
New
$167.23 - $183.84 $4.35K - $4.78K
26 $4K
IBM
International Business Machines Corp

Technology
19
+ 6.69%
$204.9 - $238.04 $3.89K - $4.52K
303 $66K
PH
Parker Hannifin Corp

Industrials
7
New
$621.74 - $709.46 $4.35K - $4.97K
7 $4K
BPOP
Popular, Inc.

Financial Services
49
New
$88.46 - $102.59 $4.33K - $5.03K
49 $4K
Coherent Corp
50
New
N/A
50 $4K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27
New
$113.92 - $127.38 $3.08K - $3.44K
27 $3K
GE
General Electric CO

Industrials
23
New
$159.95 - $194.23 $3.68K - $4.47K
23 $3K
GBIL
Goldman Sachs Access Treasury

ETFs
39
New
$99.85 - $100.22 $3.89K - $3.91K
39 $3K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
50
New
$47.29 - $84.74 $2.36K - $4.24K
50 $3K
LUV
Southwest Airlines CO

Industrials
100
New
$28.99 - $34.84 $2.9K - $3.48K
100 $3K
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.86%
$22.59 - $28.54 $67.8 - $85.6
353 $9K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44
New
$26.93 - $84.95 $1.18K - $3.74K
44 $1K
Ge Vernova Inc
5
New
N/A
5 $1K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1
+ 3.03%
$54.89 - $64.32 $54.9 - $64.3
34 $2K
PEAK
Healthpeak Properties, Inc.

Real Estate
54
New
N/A
54 $1K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
New
$126.68 - $134.74 $1.27K - $1.35K
10 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
0
New
$61.68 - $67.87 $0 - $0
0 $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
0
New
$49.79 - $51.14 $0 - $0
0 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
602
+ 200.0%
$22.4 - $68.28 $13.5K - $41.1K
903 $20K
VGIT
Vanguard Intermediate Term Tre

ETFs
0
New
$57.78 - $60.4 $0 - $0
0 $0
BA
Boeing CO

Industrials
5
New
$138.14 - $180.72 $691 - $904
5 $0
ALLO
Allogene Therapeutics, Inc.

Healthcare
0
New
$1.84 - $3.22 $0 - $0
0 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
0
New
$25.74 - $53.78 $0 - $0
0 $0
META
Meta Platforms, Inc.

Communication Services
0
New
$554.08 - $632.68 $0 - $0
0 $0
CRBU
Caribou Biosciences, Inc.

Healthcare
0
New
$1.59 - $2.79 $0 - $0
0 $0
TCRX
T Scan Therapeutics, Inc.

Healthcare
0
New
$2.93 - $5.94 $0 - $0
0 $0
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