Brown Financial Advisory Reduced Holdings in Q3 2025

Brown Financial Advisory

  • $171 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-71.4K
- 81.92%
$25.21 - $25.99 $1.8M - $1.86M
15.8K $407K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-20.9K
- 12.53%
$22.9 - $24.1 $477K - $503K
146K $3.47M
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.58K
- 37.66%
$55.64 - $59.37 $144K - $153K
4.27K $250K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2K
- 12.29%
$45.26 - $46.63 $90.6K - $93.4K
14.3K $660K
SO
Southern CO

Utilities
-1K
- 24.73%
$90.83 - $96.0 $90.8K - $96K
3.04K $288K
MGV
Vanguard Mega Cap Value

ETFs
-504
- 24.1%
$129.46 - $137.85 $65.2K - $69.5K
1.59K $218K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.6K
- 10.86%
$42.67 - $46.91 $196K - $216K
37.7K $1.77M
USFR
Wisdomtree Floating Rate Treas

ETFs
-540
- 11.57%
$50.23 - $50.48 $27.1K - $27.3K
4.13K $207K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-219
- 12.73%
$161.6 - $171.2 $35.4K - $37.5K
1.5K $256K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-374
- 8.84%
$98.53 - $107.1 $36.9K - $40.1K
3.86K $404K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.67K
- 6.59%
$24.38 - $26.34 $40.6K - $43.9K
23.6K $621K
NVDA
Nvidia Corp

Technology
-550
- 14.29%
$153.3 - $186.58 $84.3K - $103K
3.3K $615K
IWD
Ishares Russell 1000 Val ETF

ETFs
-35
- 0.68%
$192.76 - $203.86 $6.75K - $7.14K
5.08K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 0.86%
$303.93 - $329.86 $6.08K - $6.6K
2.32K $761K
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 0.67%
$620.67 - $670.08 $9.93K - $10.7K
2.38K $1.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 0.8%
$420.11 - $472.68 $16.4K - $18.4K
4.83K $2.26M
VONE
Vanguard Russell 1000 ETF

ETFs
-175
- 1.46%
$280.68 - $303.97 $49.1K - $53.2K
11.8K $3.57M
AAPL
Apple Inc.

Technology
-100
- 1.76%
$202.38 - $256.87 $20.2K - $25.7K
5.59K $1.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.16K
- 1.41%
$39.8 - $42.86 $126K - $135K
220K $9.42M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-167
- 0.57%
$339.37 - $366.46 $56.7K - $61.2K
29.2K $10.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.12K
- 0.4%
$72.65 - $78.68 $299K - $324K
1.03M $80.4M
Activity Summary
Buys All Purchases 8 New Holdings 1 Increased Positions 7 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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