Brown Financial Advisors Purchases in Q3 2025

Brown Financial Advisors

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
50
+ 1.26%
$372.29 - $421.68 $18.6K - $21.1K
4.01K $1.66B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.05K
+ 4.71%
$50.53 - $50.82 $154K - $155K
67.7K $3.44B
WMT
Walmart Inc.

Consumer Defensive
250
+ 1.09%
$94.4 - $104.27 $23.6K - $26.1K
23.2K $2.39B
Bondbloxx ETF Trust
2.46K
+ 4.6%
N/A
55.9K $2.89B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
2.49K
+ 4.84%
N/A
54K $2.6B
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.36K
+ 35.86%
$56.05 - $67.13 $76.3K - $91.4K
5.16K $346M
ARKW
Ark Next Generation Internet E

ETFs
489
+ 32.3%
$144.46 - $174.76 $70.6K - $85.5K
2K $350M
Doubleline ETF Trust
2.02K
+ 3.43%
N/A
60.9K $3.11B
NEE
Nextera Energy Inc

Utilities
10
+ 0.05%
$69.77 - $77.54 $698 - $775
20.3K $1.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
+ 1.67%
$459.11 - $506.91 $34K - $37.5K
4.51K $2.27B
Aim ETF Products Trust
2.09K
+ 13.55%
N/A
17.5K $649M
Bondbloxx ETF Trust
2.06K
+ 4.67%
N/A
46.1K $2.3B
Bondbloxx ETF Trust
1.8K
+ 4.8%
N/A
39.4K $1.99B
CRPT
First Tr ETF Fd Viii Skybridge
4.58K
+ 32.71%
$19.92 - $25.22 $91.3K - $116K
18.6K $414M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
61
+ 0.56%
$90.62 - $107.71 $5.53K - $6.57K
10.9K $1.08B
Innovator Etfs Trust
800
+ 0.79%
N/A
102K $2.97B
Pimco ETF Tr
1.03K
+ 3.21%
N/A
33.2K $1.72B
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.59K
+ 11.86%
$25.67 - $27.21 $66.6K - $70.6K
24.5K $659M
ALL
Allstate Corp

Financial Services
232
+ 11.56%
$192.0 - $214.65 $44.5K - $49.8K
2.24K $481M
TOLZ
Dj Brookfield Global

ETFs
1.32K
+ 7.67%
$52.67 - $54.58 $69.7K - $72.2K
18.6K $1B
COP
Conocophillips

Energy
94
+ 0.68%
$91.0 - $98.99 $8.55K - $9.31K
13.8K $1.31B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.22K
+ 3.9%
$28.38 - $29.05 $63.1K - $64.6K
59.2K $1.71B
UBER
Uber Technologies, Inc

Technology
145
+ 1.3%
$86.91 - $99.57 $12.6K - $14.4K
11.3K $1.11B
PANW
Palo Alto Networks Inc

Technology
325
+ 3.85%
$167.06 - $208.19 $54.3K - $67.7K
8.77K $1.79B
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
823
+ 12.32%
N/A
7.5K $329M
Innovator Etfs Trust
1.32K
+ 15.46%
N/A
9.84K $313M
AMZN
Amazon Com Inc

Consumer Cyclical
191
+ 0.63%
$211.65 - $238.24 $40.4K - $45.5K
30.7K $6.75B
CSHI
Shp ETF Tr Neos Enhanced Incom
952
+ 5.61%
N/A
17.9K $891M
META
Meta Platforms, Inc.

Communication Services
96
+ 1.39%
$695.21 - $791.73 $66.7K - $76K
6.98K $5.13B
ECL
Ecolab Inc.

Basic Materials
66
+ 1.35%
$259.39 - $285.47 $17.1K - $18.8K
4.95K $1.36B
XOM
Exxon Mobil Corp

Energy
27
+ 0.66%
$105.83 - $117.22 $2.86K - $3.16K
4.14K $467M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
201
+ 1.52%
$91.44 - $91.77 $18.4K - $18.4K
13.5K $1.23B
AMGN
Amgen Inc

Healthcare
29
+ 1.95%
$271.18 - $309.22 $7.86K - $8.97K
1.52K $428M
Doubleline ETF Trust
227
+ 2.04%
N/A
11.4K $592M
LUV
Southwest Airlines CO

Industrials
464
+ 1.45%
$29.06 - $37.7 $13.5K - $17.5K
32.5K $1.04B
PODD
Insulet Corp

Healthcare
40
+ 1.21%
$277.3 - $352.82 $11.1K - $14.1K
3.34K $1.03B
T
At&T Inc.

Communication Services
22
+ 0.15%
$26.94 - $29.62 $593 - $652
15.1K $427M
ABT
Abbott Laboratories

Healthcare
137
+ 0.98%
$120.51 - $136.62 $16.5K - $18.7K
14.1K $1.88B
EQIX
Equinix Inc

Real Estate
6
+ 0.41%
$756.7 - $811.13 $4.54K - $4.87K
1.47K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 3.23%
$915.95 - $994.57 $38.5K - $41.8K
1.34K $1.24B
WCN
Waste Connections, Inc.

Industrials
161
+ 2.37%
$171.32 - $191.84 $27.6K - $30.9K
6.95K $1.22B
ACN
Accenture PLC

Technology
79
+ 5.53%
$232.56 - $304.78 $18.4K - $24.1K
1.51K $372M
V
Visa Inc.

Financial Services
30
+ 0.42%
$332.09 - $358.86 $9.96K - $10.8K
7.16K $2.44B
BSX
Boston Scientific Corp

Healthcare
250
+ 2.13%
$97.03 - $108.14 $24.3K - $27K
12K $1.17B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
76
+ 3.37%
$366.54 - $479.53 $27.9K - $36.4K
2.33K $912M
NOW
Service Now, Inc.

Technology
59
+ 4.38%
$850.86 - $1044.69 $50.2K - $61.6K
1.41K $1.29B
KO
Coca Cola CO

Consumer Defensive
235
+ 0.94%
$65.67 - $71.67 $15.4K - $16.8K
25.3K $1.68B
PYPL
Pay Pal Holdings, Inc.

Financial Services
407
+ 2.28%
$65.64 - $78.22 $26.7K - $31.8K
18.3K $1.22B
TGT
Target Corp

Consumer Defensive
269
+ 1.71%
$86.56 - $107.43 $23.3K - $28.9K
16K $1.43B
Activity Summary
Buys All Purchases 102 New Holdings 33 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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