Briaud Financial Planning, Inc Portfolio Holdings

Briaud Financial Planning, Inc

  • $245 Million
  • Q4 2024

Briaud Financial Planning, Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Million distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $86.6M, Spdr Gold Trust with a value of $62.2M, Invesco Act Mge Et Cmdt Fd Tr with a value of $36.5M, Invesco Qqq Trust, Series 1 with a value of $31.2M, and Ishares Gold Trust with a value of $5.33M.

Examining the 13F form we can see an increase of $51.7M in the current position value, from $194M to 245M.

Briaud Financial Planning, Inc is based out at College Station, TX

Below you can find more details about Briaud Financial Planning, Inc portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
ETFs: $228 Million
Technology: $6.2 Million
Energy: $2.24 Million
Healthcare: $2.17 Million
Financial Services: $1.5 Million
Basic Materials: $936,000
Industrials: $913,000
Consumer Cyclical: $897,000
Other: $1.86 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.32B
$211,000 0.09% of portfolio
5,876
Q1 2024 New
$2.86B
$106,000 0.04% of portfolio
4,811
Q1 2024 New
$7.17B
$17,000 0.01% of portfolio
995
Q2 2024 New
$3.74B
$0 0.0% of portfolio
108
Q1 2024 New
$2.65B
$0 0.0% of portfolio
2
Q3 2024 New
$7.41B
$3,000 0.0% of portfolio
49
Q1 2024 New
$9.73B
$4,000 0.0% of portfolio
26
Q4 2024 New
$2.26B
$4,000 0.0% of portfolio
167
Q1 2024 New
$3.17B
$5,000 0.0% of portfolio
1,072
Q1 2024 New
$6.28B
$0 0.0% of portfolio
28
Q4 2024 New
$3.83B
$1,000 0.0% of portfolio
46
Q3 2024 New
$7.45B
$4,000 0.0% of portfolio
49
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $245 Million
  • Prior Value $194 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 83 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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