Brown Wealth Management, LLC Reduced Holdings in Q3 2025

Brown Wealth Management, LLC

  • $356 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-79.3K
- 22.01%
$20.76 - $21.78 $1.65M - $1.73M
281K $6.06B
PDEC
Innovator U.S. Equity Power Bu
-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
Ishares Core U.S. Aggregate Bo

ETFs
-2.01K
- 43.43%
$97.75 - $100.75 $196K - $202K
2.62K $262M
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
-79.1K
- 79.07%
$2.28 - $3.73 $180K - $295K
20.9K $79.3M
Vanguard Wellington Fd
-1.25K
- 5.23%
N/A
22.7K $2.31B
HYD
Vaneck High Yield Muni ETF

ETFs
-2.46K
- 7.03%
$48.85 - $50.94 $120K - $125K
32.6K $1.66B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.75K
- 3.02%
$48.5 - $50.19 $182K - $188K
121K $6.04B
LLY
Eli Lilly & CO

Healthcare
-33
- 1.8%
$625.65 - $812.69 $20.6K - $26.8K
1.8K $1.37B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-503
- 1.6%
$24.11 - $24.94 $12.1K - $12.5K
30.9K $770M
EMB
Ishares Tr

ETFs
-152
- 4.69%
$91.52 - $95.59 $13.9K - $14.5K
3.09K $294M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 7.2%
$546.99 - $602.2 $14.8K - $16.3K
348 $209M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-25
- 0.2%
$32.65 - $34.4 $816 - $860
12.4K $417M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-76
- 0.37%
$81.76 - $86.36 $6.21K - $6.56K
20.7K $1.75B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-278
- 0.8%
$92.18 - $95.14 $25.6K - $26.4K
34.4K $3.28B
CVS
Cvs Health Corp

Healthcare
-70
- 1.89%
$58.75 - $76.5 $4.11K - $5.36K
3.63K $274M
DTE
Dte Energy CO

Utilities
-25
- 0.79%
$130.26 - $141.49 $3.26K - $3.54K
3.13K $443M
IEMG
Ishares Inc

ETFs
-53
- 1.06%
N/A
4.93K $325M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 1.4%
$617.65 - $666.84 $7.41K - $8K
848 $565M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5
- 0.11%
$108.97 - $121.65 $545 - $608
4.41K $533M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-185
- 1.42%
$49.43 - $54.52 $9.14K - $10.1K
12.8K $696M
IWN
Ishares Russell2000 Val ETF

ETFs
-145
- 2.44%
$157.1 - $178.94 $22.8K - $25.9K
5.79K $1.02B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-99
- 2.63%
$284.45 - $324.95 $28.2K - $32.2K
3.67K $1.17B
Ishares Bitcoin Trust ETF
-360
- 0.57%
N/A
63.3K $4.11B
VEA
Vanguard Ftse Developed Market

ETFs
-7.93K
- 3.27%
$56.02 - $60.3 $444K - $478K
234K $14B
HOOD
Robinhood Markets, Inc.

Technology
-3.89K
- 21.8%
$91.27 - $143.18 $355K - $558K
14K $2B
NVDA
Nvidia Corp

Technology
-761
- 4.55%
$153.3 - $186.58 $117K - $142K
16K $2.98B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.93K
- 1.25%
$28.92 - $32.19 $55.9K - $62.2K
152K $4.86B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.81K
- 2.18%
$25.29 - $28.33 $122K - $136K
216K $6.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.45K
- 2.96%
$620.67 - $670.08 $898K - $970K
47.5K $31.8B
VUG
Vanguard Growth ETF

ETFs
-1.19K
- 1.69%
$433.97 - $484.08 $514K - $574K
69K $33.1B
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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