Brio Consultants, LLC Purchases in Q4 2024

Brio Consultants, LLC

  • $636 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.93M
+ 298.91%
$25.93 - $105.3 $50.2M - $204M
2.58M $72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.18K
+ 2.92%
$521.84 - $558.82 $1.66M - $1.78M
112K $60.5M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
51.7K
+ 7.03%
N/A
787K $24.8M
AAPL
Apple Inc.

Technology
3.49K
+ 9.91%
$221.69 - $259.02 $773K - $904K
38.7K $9.69M
HTRB
Hartford Fds Total Return Bd E

ETFs
57.8K
+ 15.02%
$33.33 - $35.01 $1.93M - $2.02M
443K $14.8M
MUB
Ishares National Muni Bond ETF

ETFs
10.6K
+ 31.45%
$105.78 - $108.7 $1.12M - $1.15M
44.4K $4.73M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.76K
+ 3.04%
$129.96 - $144.97 $358K - $400K
93.3K $13M
GTO
Invesco Actively Managed ETF T

ETFs
52.4K
+ 6.06%
$46.33 - $48.41 $2.43M - $2.54M
917K $42.6M
NANR
Spdr Index Shs Fds S&P North A

ETFs
17.5K
+ 55.7%
$50.02 - $58.31 $876K - $1.02M
49K $2.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.99K
+ 7.72%
$107.41 - $115.71 $429K - $462K
55.7K $6.14M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
7.62K
+ 7.49%
$52.71 - $56.65 $402K - $432K
109K $5.9M
NVDA
Nvidia Corp

Technology
1.44K
+ 7.85%
$117.0 - $148.88 $168K - $214K
19.7K $2.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.2K
+ 5.27%
$71.75 - $75.11 $2.74M - $2.87M
762K $54.8M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
40.9K
+ 5.23%
$18.41 - $18.97 $753K - $776K
823K $15.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.6K
+ 21.99%
$49.79 - $51.14 $428K - $440K
47.7K $2.39M
AMZN
Amazon Com Inc

Consumer Cyclical
785
+ 12.77%
$180.88 - $232.93 $142K - $183K
6.93K $1.52M
GOOG
Alphabet Inc.

Communication Services
684
+ 6.5%
$163.08 - $198.16 $112K - $136K
11.2K $2.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.4K
+ 16.58%
$58.88 - $64.8 $848K - $933K
101K $5.97M
GOOGL
Alphabet Inc.

Communication Services
864
+ 11.47%
$161.86 - $196.66 $140K - $170K
8.4K $1.59M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10K
+ 16.1%
$46.33 - $48.6 $463K - $486K
72.1K $3.35M
AVUS
American Centy ETF Tr Avantis

ETFs
1.82K
+ 2.31%
$94.36 - $102.06 $172K - $186K
80.8K $7.83M
NYF
Ishares New York Muni Bond ETF

ETFs
5.89K
New
$52.85 - $54.34 $311K - $320K
5.89K $313K
VGT
Vanguard Information Technolog

ETFs
496
New
$571.78 - $647.97 $284K - $321K
496 $308K
TSLA
Tesla, Inc.

Consumer Cyclical
753
New
$213.65 - $479.86 $161K - $361K
753 $304K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.97K
+ 6.08%
N/A
69.2K $5.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.5K
+ 302.5%
$22.01 - $66.82 $781K - $2.37M
47.2K $1.07M
SUB
Ishares Short Term National Mu

ETFs
3.01K
+ 5.34%
$104.94 - $106.2 $316K - $320K
59.4K $6.26M
DIS
Walt Disney CO

Communication Services
2.43K
New
$92.39 - $117.6 $224K - $285K
2.43K $270K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.42K
New
$100.18 - $109.1 $242K - $264K
2.42K $253K
MATX
Matson, Inc.

Industrials
1.86K
New
$131.18 - $167.37 $244K - $311K
1.86K $250K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.3K
+ 5.59%
$49.87 - $52.46 $763K - $802K
289K $14.4M
V
Visa Inc.

Financial Services
136
+ 2.92%
$273.87 - $320.91 $37.2K - $43.6K
4.8K $1.52M
CMCSA
Comcast Corp

Communication Services
6.81K
+ 92.96%
$37.39 - $45.14 $255K - $307K
14.1K $530K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
10.6K
+ 11.01%
$24.61 - $25.12 $261K - $266K
107K $2.64M
UNH
Unitedhealth Group Inc

Healthcare
427
New
$485.52 - $625.25 $207K - $267K
427 $216K
FDN
First Tr Fd Dow Jones

ETFs
880
New
$210.5 - $257.24 $185K - $226K
880 $213K
LLY
Eli Lilly & CO

Healthcare
264
New
$727.2 - $932.06 $192K - $246K
264 $203K
VXF
Vanguard Extended Market ETF

ETFs
1.06K
New
$179.17 - $207.15 $190K - $220K
1.06K $201K
VEA
Vanguard Ftse Developed Market

ETFs
5.78K
+ 38.42%
$47.57 - $52.44 $275K - $303K
20.8K $996K
SCHW
Schwab Charles Corp

Financial Services
2.73K
New
$63.31 - $82.85 $173K - $226K
2.73K $201K
CRM
Salesforce, Inc.

Technology
170
+ 7.91%
$270.87 - $367.87 $46K - $62.5K
2.32K $775K
MSFT
Microsoft Corp

Technology
468
+ 16.03%
$406.35 - $454.46 $190K - $213K
3.39K $1.43M
AVGO
Broadcom Inc.

Technology
345
+ 24.66%
$159.67 - $250.0 $55.1K - $86.3K
1.74K $404K
QQQ
Invesco Qqq Trust, Series 1

ETFs
270
+ 26.81%
$481.22 - $538.17 $130K - $145K
1.28K $652K
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.53K
+ 11.41%
$41.74 - $46.2 $189K - $209K
44.3K $1.86M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.67K
+ 30.66%
$28.89 - $33.95 $135K - $158K
19.9K $577K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.32K
+ 15.56%
$46.52 - $48.32 $108K - $112K
17.3K $804K
IFRA
Ishares Tr

ETFs
4.24K
+ 2.43%
$45.94 - $51.71 $195K - $219K
179K $8.29M
VB
Vanguard Small Cap ETF

ETFs
149
+ 1.41%
$233.76 - $261.58 $34.8K - $39K
10.7K $2.58M
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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