Brio Consultants, LLC Purchases in Q3 2025

Brio Consultants, LLC

  • $706 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
392
+ 4.96%
$211.65 - $238.24 $83K - $93.4K
8.29K $1.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.33K
+ 13.34%
$48.5 - $50.19 $64.5K - $66.7K
11.3K $565K
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 16.9%
$357.4 - $423.42 $34.7K - $41.1K
671 $271K
SCHX
Schwab Strategic Tr Us Large C

ETFs
817
+ 4.04%
$24.46 - $26.5 $20K - $21.7K
21K $553K
BAC
Bank Of America Corp

Financial Services
387
+ 4.43%
$44.92 - $52.42 $17.4K - $20.3K
9.12K $470K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
294
+ 7.13%
$107.5 - $115.86 $31.6K - $34.1K
4.42K $505K
IGF
Ishares Global Infrastructure

ETFs
117
+ 0.51%
$58.29 - $61.43 $6.82K - $7.19K
23.2K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.62%
$546.99 - $602.2 $3.28K - $3.61K
981 $588K
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 7.65%
$617.65 - $666.84 $24.1K - $26K
549 $365K
AOR
Ishares Tr Core Growth Allocat

ETFs
99
+ 0.84%
$60.99 - $64.39 $6.04K - $6.37K
11.8K $762K
MA
Mastercard Inc

Financial Services
51
+ 11.33%
$550.18 - $598.96 $28.1K - $30.5K
501 $284K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
568
+ 10.97%
$45.6 - $46.92 $25.9K - $26.7K
5.75K $268K
SCHW
Schwab Charles Corp

Financial Services
162
+ 5.65%
$91.03 - $98.69 $14.7K - $16K
3.03K $289K
LLY
Eli Lilly & CO

Healthcare
45
+ 12.13%
$625.65 - $812.69 $28.2K - $36.6K
416 $317K
PSR
Invesco Actively

ETFs
148
+ 2.76%
$89.62 - $94.13 $13.3K - $13.9K
5.5K $509K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
139
+ 1.44%
$76.16 - $78.59 $10.6K - $10.9K
9.77K $763K
XOM
Exxon Mobil Corp

Energy
3
+ 0.14%
$105.83 - $117.22 $317 - $352
2.1K $237K
NFLX
Netflix Inc

Communication Services
37
+ 15.04%
$1147.87 - $1297.18 $42.5K - $48K
283 $339K
LYG
Lloyds Banking Group PLC

Financial Services
435
+ 2.47%
$4.03 - $4.63 $1.75K - $2.01K
18.1K $82K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.2%
$136.48 - $142.97 $409 - $429
1.54K $215K
ILCG
Ishares Morningstar Growth ETF
175
+ 2.07%
N/A
8.64K $0
Lam Research Corp
112
+ 3.78%
N/A
3.07K $0
Vanguard Mun Bd Fds
1.81K
+ 5.77%
N/A
33.1K $0
IBM
International Business Machines Corp

Technology
42
+ 4.55%
$234.77 - $292.47 $9.86K - $12.3K
965 $272K
ADP
Automatic Data Processing Inc

Industrials
25
+ 1.97%
$288.69 - $310.94 $7.22K - $7.77K
1.29K $379K
CRM
Salesforce, Inc.

Technology
83
+ 7.89%
$231.66 - $273.65 $19.2K - $22.7K
1.14K $268K
V
Visa Inc.

Financial Services
38
+ 1.3%
$332.09 - $358.86 $12.6K - $13.6K
2.96K $1.01M
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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