Brown Wealth Management, LLC Purchases and Sells in Q3 2025

Brown Wealth Management, LLC

$356 Billion
Q3 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AIQ	95.7K + 1758.51%	$43.2 - $49.66 $4.13M - $4.75M	101K $4.99B
VTV	7.02K + 3.88%	$175.51 - $186.57 $1.23M - $1.31M	188K $35.1B
BIV	29.8K + 14.52%	$76.16 - $78.59 $2.27M - $2.34M	235K $18.3B
PSTP	52K + 23.03%	$33.4 - $34.78 $1.74M - $1.81M	278K $9.67B
MUB	14.6K + 11.99%	$103.24 - $106.68 $1.51M - $1.56M	137K $14.6B
SCHO	59.4K + 14.04%	$24.23 - $24.42 $1.44M - $1.45M	482K $11.8B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JBT	16.5K New	N/A	16.5K $2.32B
PAPR	43.6K New	$37.32 - $38.38 $1.63M - $1.68M	43.6K $1.67B
GOOG	5.26K New	$175.16 - $255.24 $922K - $1.34M	5.26K $1.28B
PLTR	1.51K New	$130.68 - $186.97 $198K - $283K	1.51K $276M
BRK-B	475 New	$459.11 - $506.91 $218K - $241K	475 $239M
MS	1.5K New	$139.09 - $161.16 $208K - $241K	1.5K $238M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHH	-79.3K - 22.01%	$20.76 - $21.78 $1.65M - $1.73M	281K $6.06B
PDEC	-40.4K - 57.11%	N/A	30.3K $1.27B
INNOVATOR ETFS TRUST	-16.7K - 32.1%	N/A	35.3K $957M
INNOVATOR ETFS TRUST	-12.5K - 32.86%	N/A	25.6K $735M
AGG	-2.01K - 43.43%	$97.75 - $100.75 $196K - $202K	2.62K $262M
BDTX	-79.1K - 79.07%	$2.28 - $3.73 $180K - $295K	20.9K $79.3M

Activity Summary All Purchases 58 New Holdings 8 Increased Positions 50 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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