Brown Financial Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Brown Financial Advisors | Institutional Filer | ▼ 3.37% | $264.0M | 209 |
Current Portfolio Holdings
Showing all 209 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 208K | $15.9M | 6.04% |
| 2 | DMBS | DOUBLELINE ETF TRUST | — | 204K | $10.1M | 3.81% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 30K | $6.3M | 2.40% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 73K | $6.2M | 2.35% |
| 5 | NVDA | NVIDIA Corporation | Technology | 35K | $6.1M | 2.30% |
| 6 | MSFT | Microsoft Corporation | Technology | 16K | $5.7M | 2.17% |
| 7 | GOOG | Alphabet Inc. | Technology | 19K | $5.4M | 2.04% |
| 8 | AAPL | Apple Inc. | Technology | 20K | $5.2M | 1.96% |
| 9 | SPDW | SPDR INDEX SHS FDS | — | 111K | $5.1M | 1.92% |
| 10 | XFIV | BONDBLOXX ETF TRUST | — | 100K | $4.9M | 1.85% |
| 11 | AVEM | AMERICAN CENTY ETF TR | — | 57K | $4.6M | 1.73% |
| 12 | RECS | COLUMBIA ETF TR I | — | 115K | $4.5M | 1.69% |
| 13 | JMBS | JANUS DETROIT STR TR | — | 92K | $4.1M | 1.57% |
| 14 | JAAA | JANUS DETROIT STR TR | — | 79K | $4.0M | 1.51% |
| 15 | META | Meta Platforms, Inc. | Technology | 7K | $3.9M | 1.49% |
Showing 1 to 15 of 209 holdings