Brio Consultants, LLC Purchases in Q3 2025

Brio Consultants, LLC

  • $706 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.61K
+ 2.04%
$567.77 - $614.76 $1.48M - $1.6M
130K $79.8M
GTO
Invesco Actively Managed ETF T

ETFs
46.5K
+ 4.59%
$46.43 - $47.91 $2.16M - $2.23M
1.06M $50.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15K
+ 1.62%
$39.8 - $42.86 $597K - $642K
939K $40.2M
VONV
Vanguard Russell 1000 Value Et

ETFs
12.6K
+ 3.79%
$84.55 - $89.54 $1.07M - $1.13M
346K $30.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.4K
+ 2.79%
$72.57 - $74.72 $1.63M - $1.68M
827K $61.5M
VUG
Vanguard Growth ETF

ETFs
645
+ 2.99%
$433.97 - $484.08 $280K - $312K
22.2K $10.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.4K
New
$50.47 - $50.74 $977K - $983K
19.4K $982K
NVDA
Nvidia Corp

Technology
1.38K
+ 6.5%
$153.3 - $186.58 $211K - $257K
22.6K $4.21M
GUNR
Flexshares Tr Morningstar Glob

ETFs
5.46K
+ 3.24%
$40.15 - $43.86 $219K - $240K
174K $7.62M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.63K
+ 2.88%
$115.96 - $125.95 $189K - $206K
58.4K $7.36M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
3.58K
+ 3.22%
$56.67 - $61.35 $203K - $220K
115K $7.04M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
9.33K
+ 10.98%
N/A
94.3K $7.05M
IEFA
Ishares Tr

ETFs
4.77K
+ 7.09%
$81.7 - $87.53 $389K - $417K
72K $6.29M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
20.4K
+ 2.13%
N/A
980K $30.9M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
23.6K
+ 2.73%
$19.01 - $19.39 $449K - $458K
889K $17.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
10.3K
+ 2.22%
$33.47 - $34.58 $343K - $354K
473K $16.2M
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
21.2K
+ 82.09%
$21.14 - $21.81 $448K - $463K
47.1K $1.02M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.64K
+ 3.67%
$40.94 - $42.85 $313K - $327K
216K $9.08M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.14K
+ 2.34%
$50.85 - $51.35 $363K - $366K
312K $16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
978
+ 1.3%
$87.29 - $93.61 $85.4K - $91.6K
76.1K $7.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.58K
+ 8.64%
$46.86 - $48.27 $308K - $317K
82.7K $3.97M
NUDM
Nuveen Esg International Devel

ETFs
3.13K
+ 3.57%
$34.72 - $37.63 $109K - $118K
91K $3.42M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
12.5K
New
$23.69 - $24.32 $296K - $304K
12.5K $303K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
961
+ 0.65%
$23.82 - $25.84 $22.9K - $24.8K
149K $3.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.81K
+ 20.68%
$72.65 - $78.68 $204K - $221K
16.4K $1.28M
FNF
Fidelity National Financial, Inc.

Financial Services
4.8K
New
$51.22 - $61.07 $246K - $293K
4.8K $290K
MSFT
Microsoft Corp

Technology
372
+ 9.43%
$491.09 - $535.64 $183K - $199K
4.32K $2.24M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.49K
+ 4.39%
$87.05 - $93.19 $129K - $139K
35.3K $3.29M
SUB
Ishares Short Term National Mu

ETFs
2.18K
+ 3.43%
$106.17 - $107.3 $231K - $234K
65.7K $7.01M
ORCL
Oracle Corp

Technology
64
+ 1.8%
$218.96 - $328.33 $14K - $21K
3.63K $1.02M
EEMV
Ishares Msci Emerging Markets

ETFs
472
+ 0.24%
$61.94 - $64.63 $29.2K - $30.5K
197K $12.6M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.41K
+ 7.68%
$25.0 - $25.33 $210K - $213K
118K $2.98M
MGK
Vanguard Mega Cap Growth ETF

ETFs
538
New
$362.31 - $405.74 $195K - $218K
538 $216K
FNDF
Schwab Fundamental Intl Large

ETFs
4.99K
New
$39.84 - $43.15 $199K - $215K
4.99K $214K
TJX
Tjx Companies Inc

Consumer Cyclical
1.47K
New
$121.35 - $144.54 $179K - $213K
1.47K $212K
JPM
Jpmorgan Chase & CO

Financial Services
673
New
$282.78 - $316.06 $190K - $213K
673 $212K
FNDX
Schwab Fundamental U S Large C

ETFs
8.04K
New
$24.38 - $26.34 $196K - $212K
8.04K $211K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.59K
New
$53.36 - $59.69 $191K - $214K
3.59K $208K
VONE
Vanguard Russell 1000 ETF

ETFs
125
+ 1.62%
$280.68 - $303.97 $35.1K - $38K
7.83K $2.37M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
4.09K
+ 2.22%
$25.72 - $27.0 $105K - $110K
189K $5.02M
GNR
Spdr S&P Global Natural Resour

ETFs
579
+ 2.01%
$54.23 - $59.34 $31.4K - $34.4K
29.4K $1.74M
EMCR
Xtrackers Em Carbon Reduction

ETFs
726
+ 2.17%
$32.25 - $36.3 $23.4K - $26.4K
34.3K $1.24M
NFRA
Flexshares Stoxx Global Broad

ETFs
1.57K
+ 4.13%
$60.61 - $63.45 $95.3K - $99.8K
39.7K $2.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
567
+ 0.45%
$49.09 - $50.58 $27.8K - $28.7K
127K $6.41M
NYF
Ishares New York Muni Bond ETF

ETFs
2.06K
+ 28.66%
$51.6 - $53.44 $106K - $110K
9.23K $492K
CMCSA
Comcast Corp

Communication Services
5.58K
+ 37.94%
$31.41 - $36.33 $175K - $203K
20.3K $637K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.74K
+ 2.77%
$20.76 - $21.78 $56.8K - $59.6K
101K $2.19M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.79K
+ 9.87%
$47.21 - $48.3 $84.3K - $86.2K
19.9K $956K
SDG
Ishares Trust Ishares Msci Glo

ETFs
476
+ 6.54%
$75.87 - $83.26 $36.1K - $39.6K
7.75K $645K
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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