Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $224 Billion
  • Q2 2024

Brown Financial Advisors has filed its 13F form on August 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $12.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.12B, Doubleline ETF Trust with a value of $7.03B, Ishares Trust Ishares 5 10 Yea with a value of $5.67B, and Microsoft Corp with a value of $5.36B.

Examining the 13F form we can see an increase of $224B in the current position value.

Brown Financial Advisors is based out at Milford, OH

Below you can find more details about Brown Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $224 Billion
ETFs: $59 Billion
Technology: $24.1 Billion
Financial Services: $20.5 Billion
Healthcare: $19.6 Billion
Consumer Cyclical: $13.9 Billion
Communication Services: $9.61 Billion
Consumer Defensive: $9.51 Billion
Industrials: $9.33 Billion
Other: $12.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.4B
$890 Million 0.4% of portfolio
8,205
Q2 2024 New
$453B
$864 Million 0.39% of portfolio
6,121
Q2 2024 New
$16.8B
$851 Million 0.38% of portfolio
3,893
Q2 2024 New
$21.9B
$840 Million 0.38% of portfolio
5,403
Q2 2024 New
$43.1B
$820 Million 0.37% of portfolio
3,227
Q2 2024 New
$1.55B
$804 Million 0.36% of portfolio
12,828
Q2 2024 New
$56.8B
$788 Million 0.35% of portfolio
16,708
Q2 2024 New
$82.7B
$780 Million 0.35% of portfolio
1,031
Q2 2024 New
$487B
$773 Million 0.35% of portfolio
6,719
Q2 2024 New
$18.2B
$764 Million 0.34% of portfolio
26,714
Q2 2024 New
$45.5B
$754 Million 0.34% of portfolio
4,303
Q2 2024 New
$171B
$755 Million 0.34% of portfolio
2,417
Q2 2024 New
$9.24B
$760 Million 0.34% of portfolio
14,836
Q2 2024 New
$47.4B
$748 Million 0.33% of portfolio
3,329
Q2 2024 New
$59.1B
$740 Million 0.33% of portfolio
2,854
Q2 2024 New
$403B
$746 Million 0.33% of portfolio
2,167
Q2 2024 New
$99.4B
$729 Million 0.33% of portfolio
3,752
Q2 2024 New
$87B
$726 Million 0.32% of portfolio
5,304
Q2 2024 New
$119B
$720 Million 0.32% of portfolio
5,814
Q2 2024 New
$62.5B
$707 Million 0.32% of portfolio
10,078
Q2 2024 New
$54.4B
$721 Million 0.32% of portfolio
1,688
Q2 2024 New
$117B
$709 Million 0.32% of portfolio
2,779
Q2 2024 New
$360B
$724 Million 0.32% of portfolio
4,222
Q2 2024 New
$159B
$705 Million 0.32% of portfolio
25,204
Q2 2024 New
$178B
$715 Million 0.32% of portfolio
7,118
Q2 2024 New
$37.5B
$710 Million 0.32% of portfolio
2,761
Q2 2024 New
$28.8B
$691 Million 0.31% of portfolio
5,186
Q2 2024 New
$66.6B
$690 Million 0.31% of portfolio
2,954
Q2 2024 New
$74.1B
$684 Million 0.31% of portfolio
11,573
Q2 2024 New
$36.5B
$687 Million 0.31% of portfolio
12,869
Q2 2024 New
$72.4B
$701 Million 0.31% of portfolio
664
Q2 2024 New
$18.2B
$696 Million 0.31% of portfolio
5,952
Q2 2024 New
$477B
$673 Million 0.3% of portfolio
1,526
Q2 2024 New
$28.4B
$682 Million 0.3% of portfolio
6,938
Q2 2024 New
$214B
$671 Million 0.3% of portfolio
1,213
Q2 2024 New
$19B
$666 Million 0.3% of portfolio
11,090
Q2 2024 New
$38B
$669 Million 0.3% of portfolio
9,371
Q2 2024 New
$217B
$675 Million 0.3% of portfolio
2,224
Q2 2024 New
$4.07B
$677 Million 0.3% of portfolio
39,943
Q2 2024 New
$11.4B
$656 Million 0.29% of portfolio
22,558
Q2 2024 New
$38.2B
$642 Million 0.29% of portfolio
3,036
Q2 2024 New
$81B
$644 Million 0.29% of portfolio
3,276
Q2 2024 New
$97.2B
$545 Million 0.24% of portfolio
7,225
Q2 2024 New
$16.5B
$370 Million 0.17% of portfolio
22,291
Q2 2024 New
$7.21B
$331 Million 0.15% of portfolio
3,838
Q2 2024 New
$19.2B
$321 Million 0.14% of portfolio
8,949
Q2 2024 New
$22.5B
$310 Million 0.14% of portfolio
1,111
Q2 2024 New
$12.9B
$312 Million 0.14% of portfolio
657
Q2 2024 New
-
$304 Million 0.14% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $224 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 219 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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