Brown Wealth Management, LLC Purchases in Q3 2025

Brown Wealth Management, LLC

  • $356 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
95.7K
+ 1758.51%
$43.2 - $49.66 $4.13M - $4.75M
101K $4.99B
VTV
Vanguard Value ETF

ETFs
7.02K
+ 3.88%
$175.51 - $186.57 $1.23M - $1.31M
188K $35.1B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29.8K
+ 14.52%
$76.16 - $78.59 $2.27M - $2.34M
235K $18.3B
JBT
John Bean Technologies Corp

Industrials
16.5K
New
N/A
16.5K $2.32B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
52K
+ 23.03%
$33.4 - $34.78 $1.74M - $1.81M
278K $9.67B
MUB
Ishares National Muni Bond ETF

ETFs
14.6K
+ 11.99%
$103.24 - $106.68 $1.51M - $1.56M
137K $14.6B
PAPR
Innovator U.S. Equity Power Bu

ETFs
43.6K
New
$37.32 - $38.38 $1.63M - $1.68M
43.6K $1.67B
SCHO
Schwab Short Term Us Treasury

ETFs
59.4K
+ 14.04%
$24.23 - $24.42 $1.44M - $1.45M
482K $11.8B
AAPL
Apple Inc.

Technology
2.52K
+ 19.24%
$202.38 - $256.87 $510K - $648K
15.6K $3.98B
GOOG
Alphabet Inc.

Communication Services
5.26K
New
$175.16 - $255.24 $922K - $1.34M
5.26K $1.28B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9.22K
+ 20.23%
$101.12 - $106.18 $933K - $979K
54.8K $5.65B
SUB
Ishares Short Term National Mu

ETFs
9.01K
+ 7.15%
$106.17 - $107.3 $957K - $967K
135K $14.4B
EEM
Ishares Msci Emerging Markets

ETFs
1.43K
+ 0.88%
$48.07 - $53.4 $68.6K - $76.3K
163K $8.73B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
608
+ 2.34%
$138.31 - $165.45 $84.1K - $101K
26.6K $4.4B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.8K
+ 9.65%
$50.53 - $50.82 $648K - $652K
146K $7.4B
IGOV
Ishares 1 3 International Trea

ETFs
13K
+ 21.12%
$41.44 - $43.19 $537K - $559K
74.3K $3.16B
BALT
Innovator Etfs Tr
10.7K
+ 8.05%
$32.11 - $32.82 $345K - $353K
144K $4.73B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.66K
+ 15.7%
$85.01 - $90.35 $396K - $421K
34.3K $3.07B
IDEV
Ishares Core Msci Intl Develop

ETFs
785
+ 0.88%
$74.68 - $80.26 $58.6K - $63K
89.9K $7.21B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
592
+ 0.24%
$28.15 - $30.13 $16.7K - $17.8K
249K $7.38B
MSFT
Microsoft Corp

Technology
608
+ 15.25%
$491.09 - $535.64 $299K - $326K
4.6K $2.38B
TSLA
Tesla, Inc.

Consumer Cyclical
191
+ 8.43%
$293.94 - $444.72 $56.1K - $84.9K
2.46K $1.09B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.61K
+ 4.28%
N/A
88.1K $5.89B
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.6K
+ 13.05%
$26.44 - $27.1 $333K - $341K
109K $2.94B
QAI
Iq Hedge Multi Strategy Compos

ETFs
6.07K
+ 5.59%
$32.26 - $33.68 $196K - $204K
115K $3.85B
PLTR
Palantir Technologies Inc.

Technology
1.51K
New
$130.68 - $186.97 $198K - $283K
1.51K $276M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.56K
+ 1.03%
$27.61 - $29.15 $43.1K - $45.5K
153K $4.46B
META
Meta Platforms, Inc.

Communication Services
357
+ 42.2%
$695.21 - $791.73 $248K - $283K
1.2K $884M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
475
New
$459.11 - $506.91 $218K - $241K
475 $239M
MS
Morgan Stanley

Financial Services
1.5K
New
$139.09 - $161.16 $208K - $241K
1.5K $238M
AVGO
Broadcom Inc.

Technology
370
+ 19.73%
$264.74 - $369.57 $98K - $137K
2.25K $741M
Tidal Tr Ii
3.41K
New
N/A
3.41K $210M
GOOGL
Alphabet Inc.

Communication Services
359
+ 20.48%
$174.36 - $254.72 $62.6K - $91.4K
2.11K $513M
CAT
Caterpillar Inc

Industrials
423
New
$390.92 - $477.15 $165K - $202K
423 $202M
VBR
Vanguard Small Cap Value ETF

ETFs
86
+ 0.67%
$195.41 - $212.37 $16.8K - $18.3K
12.9K $2.7B
VBK
Vanguard Small Cap Growth ETF

ETFs
9
+ 0.1%
$276.51 - $305.12 $2.49K - $2.75K
9.1K $2.71B
AMZN
Amazon Com Inc

Consumer Cyclical
822
+ 10.71%
$211.65 - $238.24 $174K - $196K
8.5K $1.87B
IEFA
Ishares Tr

ETFs
781
+ 3.04%
$81.7 - $87.53 $63.8K - $68.4K
26.5K $2.31B
ORCL
Oracle Corp

Technology
182
+ 13.09%
$218.96 - $328.33 $39.9K - $59.8K
1.57K $442M
XDSQ
Innovator Etfs Tr Us Equity Ac
2.3K
+ 16.84%
$37.5 - $39.86 $86.1K - $91.6K
15.9K $635M
JPM
Jpmorgan Chase & CO

Financial Services
167
+ 5.95%
$282.78 - $316.06 $47.2K - $52.8K
2.97K $938M
MGK
Vanguard Mega Cap Growth ETF

ETFs
205
+ 26.38%
$362.31 - $405.74 $74.3K - $83.2K
982 $395M
ABBV
Abb Vie Inc.

Healthcare
181
+ 13.61%
$184.85 - $231.54 $33.5K - $41.9K
1.51K $350M
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.22%
$303.93 - $329.86 $2.74K - $2.97K
4.06K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95
+ 9.82%
$567.77 - $614.76 $53.9K - $58.4K
1.06K $650M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.69K
+ 25.96%
$24.46 - $26.5 $65.7K - $71.2K
13K $343M
IWV
Ishares Russell 3000 ETF

ETFs
61
+ 2.95%
$351.04 - $379.81 $21.4K - $23.2K
2.13K $805M
CVX
Chevron Corp

Energy
270
+ 17.58%
$145.57 - $161.83 $39.3K - $43.7K
1.81K $280M
PJUN
Innovator U.S. Equity Power Bu

ETFs
299
+ 0.93%
$39.79 - $41.15 $11.9K - $12.3K
32.5K $1.34B
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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