Brown Financial Advisors
Latest statistics and disclosures from Brown Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DMBS, AMZN, AVDE, NVDA, and represent 16.90% of Brown Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: DMBS, XFIV, BBBS, XSVN, AZN, XTRE, PCMM, DABS, JAAA, XTEN.
- Started 63 new stock positions in LIN, TSM, AMCR, SHEL, UBS, MCHP, CRH, SMFG, DOV, AGCO.
- Reduced shares in these 10 stocks: XBJL, SPYI, TJUL, IGTR, UYLD, GSY, HELO, SPAB, NVDA, CVX.
- Sold out of its positions in AstraZeneca, TJUL, XBJL, HELO, PFE, SLB.
- Brown Financial Advisors was a net seller of stock by $-2.9M.
- Brown Financial Advisors has $264M in assets under management (AUM), dropping by -3.37%.
- Central Index Key (CIK): 0002035548
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Portfolio Holdings for Brown Financial Advisors
Brown Financial Advisors holds 209 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 6.0 | $16M | 208k | 76.54 |
|
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 3.8 | $10M | +24% | 204k | 49.38 |
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| Amazon (AMZN) | 2.4 | $6.3M | 31k | 208.27 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $6.2M | -2% | 73k | 84.84 |
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| NVIDIA Corporation (NVDA) | 2.3 | $6.1M | -11% | 35k | 174.40 |
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| Microsoft Corporation (MSFT) | 2.2 | $5.7M | +7% | 16k | 370.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.4M | -9% | 19k | 286.86 |
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| Apple (AAPL) | 2.0 | $5.2M | -9% | 20k | 253.79 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 1.9 | $5.1M | -2% | 111k | 45.65 |
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| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 1.9 | $4.9M | +30% | 100k | 49.16 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $4.6M | -2% | 57k | 80.58 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.7 | $4.5M | 115k | 38.98 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.6 | $4.1M | -3% | 92k | 45.18 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.5 | $4.0M | +16% | 79k | 50.37 |
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| Meta Platforms Cl A (META) | 1.5 | $3.9M | -7% | 6.9k | 572.13 |
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| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 1.4 | $3.8M | +30% | 74k | 51.15 |
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| Doubleline Etf Trust Asset Backed Sec (DABS) | 1.4 | $3.7M | +18% | 73k | 50.79 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 1.3 | $3.4M | +30% | 71k | 47.72 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $3.3M | 14k | 237.62 |
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| Procter & Gamble Company (PG) | 1.2 | $3.1M | +17% | 22k | 144.44 |
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| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 1.1 | $3.0M | +31% | 61k | 49.51 |
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| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.1 | $2.8M | 100k | 28.00 |
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| Broadcom (AVGO) | 1.1 | $2.8M | -6% | 9.0k | 309.51 |
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| Goldman Sachs (GS) | 1.0 | $2.7M | -10% | 3.2k | 845.99 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.0 | $2.7M | +9% | 29k | 92.69 |
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| Chevron Corporation (CVX) | 1.0 | $2.6M | -20% | 13k | 206.90 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $2.6M | -4% | 9.0k | 294.16 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.0 | $2.6M | +25% | 57k | 45.86 |
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| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 1.0 | $2.6M | +32% | 53k | 49.17 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.0 | $2.6M | +2% | 29k | 88.38 |
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| Morgan Stanley Com New (MS) | 0.9 | $2.5M | -5% | 15k | 164.56 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.9 | $2.4M | 49k | 49.37 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.2M | -15% | 18k | 124.28 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.8 | $2.2M | -43% | 44k | 50.12 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.8 | $2.2M | -43% | 43k | 51.03 |
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| Target Corporation (TGT) | 0.8 | $2.2M | -15% | 18k | 121.20 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $2.1M | -2% | 39k | 53.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.9M | -8% | 4.0k | 479.14 |
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| Visa Com Cl A (V) | 0.7 | $1.9M | -2% | 6.2k | 302.24 |
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| UnitedHealth (UNH) | 0.7 | $1.9M | +7% | 6.9k | 270.59 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.7 | $1.9M | -68% | 38k | 49.37 |
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| Medtronic SHS (MDT) | 0.7 | $1.9M | -4% | 21k | 86.65 |
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| Coca-Cola Company (KO) | 0.7 | $1.8M | -12% | 23k | 76.05 |
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| McDonald's Corporation (MCD) | 0.7 | $1.7M | -6% | 5.6k | 310.79 |
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| Abbott Laboratories (ABT) | 0.6 | $1.7M | +3% | 17k | 102.67 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.6 | $1.7M | 49k | 35.19 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.7M | -18% | 4.7k | 357.67 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.6 | $1.7M | 58k | 28.66 |
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| Pimco Etf Tr Preferred And Cp (PRFD) | 0.6 | $1.6M | -3% | 32k | 50.67 |
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| Netflix (NFLX) | 0.6 | $1.6M | +3% | 17k | 96.15 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.6M | -17% | 6.5k | 244.44 |
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| Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) | 0.6 | $1.6M | +6% | 24k | 67.47 |
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| Lowe's Companies (LOW) | 0.6 | $1.6M | -16% | 6.6k | 236.26 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.6 | $1.5M | +27% | 14k | 111.18 |
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| ConocoPhillips (COP) | 0.6 | $1.5M | -18% | 12k | 131.99 |
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| Bank of America Corporation (BAC) | 0.6 | $1.5M | 31k | 48.75 |
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| Ssga Active Tr State Street Ig (PRIV) | 0.6 | $1.5M | +25% | 59k | 25.23 |
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| Palo Alto Networks (PANW) | 0.5 | $1.4M | +2% | 9.0k | 160.31 |
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| Spdr Series Trust State Street Spd (BIL) | 0.5 | $1.4M | +3% | 15k | 91.64 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $1.4M | -4% | 23k | 59.78 |
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| Quanta Services (PWR) | 0.5 | $1.3M | -22% | 2.4k | 549.02 |
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| United Rentals (URI) | 0.5 | $1.3M | -14% | 1.8k | 728.36 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.3M | -14% | 15k | 89.59 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $1.3M | +45% | 13k | 106.15 |
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| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.5 | $1.3M | -2% | 35k | 37.58 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $1.3M | -26% | 6.0k | 213.66 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.5 | $1.3M | -37% | 50k | 25.62 |
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| Martin Marietta Materials (MLM) | 0.5 | $1.2M | -12% | 2.1k | 588.68 |
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| Waste Connections (WCN) | 0.5 | $1.2M | -5% | 7.4k | 162.43 |
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| Ecolab (ECL) | 0.5 | $1.2M | -16% | 4.5k | 266.02 |
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| Amphenol Corp Cl A (APH) | 0.4 | $1.2M | -11% | 9.3k | 126.35 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.4 | $1.1M | 19k | 59.98 |
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| Baker Hughes Company Cl A (BKR) | 0.4 | $1.1M | -26% | 18k | 61.05 |
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| Nextera Energy (NEE) | 0.4 | $1.1M | -15% | 12k | 92.88 |
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| Equinix (EQIX) | 0.4 | $1.1M | -22% | 1.1k | 980.24 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -22% | 1.1k | 995.96 |
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| Servicenow (NOW) | 0.4 | $1.1M | +29% | 10k | 104.55 |
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| Extra Space Storage (EXR) | 0.4 | $1.0M | -13% | 8.0k | 131.13 |
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| Cintas Corporation (CTAS) | 0.4 | $1.0M | -9% | 6.2k | 169.14 |
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| Paypal Holdings (PYPL) | 0.4 | $1.0M | +24% | 23k | 45.23 |
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| TJX Companies (TJX) | 0.4 | $1.0M | -6% | 6.5k | 159.70 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $956k | -9% | 2.1k | 446.54 |
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| Dex (DXCM) | 0.4 | $951k | -9% | 15k | 62.80 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $893k | +2% | 1.9k | 460.99 |
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| Synopsys (SNPS) | 0.3 | $888k | -2% | 2.2k | 396.48 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $836k | -4% | 17k | 49.78 |
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| Eli Lilly & Co. (LLY) | 0.3 | $831k | -11% | 903.00 | 919.77 |
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| Boston Scientific Corporation (BSX) | 0.3 | $824k | +13% | 13k | 62.75 |
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| Insulet Corporation (PODD) | 0.3 | $807k | +3% | 3.8k | 209.84 |
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| Southwest Airlines (LUV) | 0.3 | $797k | -20% | 21k | 37.57 |
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| Astrazeneca Ord (AZN) | 0.3 | $763k | NEW | 3.9k | 197.22 |
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| Rockwell Automation (ROK) | 0.3 | $735k | +66% | 2.0k | 358.88 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $705k | +22% | 534.00 | 1320.83 |
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| Key (KEY) | 0.3 | $675k | +13% | 34k | 20.05 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $659k | -16% | 8.2k | 80.56 |
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| EOG Resources (EOG) | 0.2 | $626k | -4% | 4.3k | 144.57 |
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| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.2 | $601k | -2% | 16k | 37.46 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.2 | $598k | -3% | 23k | 26.30 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $586k | -15% | 3.5k | 169.64 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.2 | $566k | -4% | 19k | 29.18 |
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| Edison International (EIX) | 0.2 | $563k | -13% | 7.7k | 73.18 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.2 | $556k | -3% | 11k | 51.96 |
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| Kinder Morgan (KMI) | 0.2 | $528k | -6% | 16k | 33.53 |
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| Citigroup Com New (C) | 0.2 | $520k | -10% | 4.6k | 113.41 |
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| American Electric Power Company (AEP) | 0.2 | $507k | 3.9k | 131.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $506k | +124% | 775.00 | 653.21 |
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| Huntington Ingalls Inds (HII) | 0.2 | $497k | -13% | 1.3k | 379.90 |
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| Altria (MO) | 0.2 | $492k | -3% | 7.4k | 65.99 |
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| Flextronics Intl Ord (FLEX) | 0.2 | $481k | 7.3k | 65.46 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $474k | -4% | 2.5k | 192.86 |
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| Allstate Corporation (ALL) | 0.2 | $473k | 2.3k | 207.34 |
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| Amgen (AMGN) | 0.2 | $468k | -10% | 1.3k | 351.85 |
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| Illinois Tool Works (ITW) | 0.2 | $468k | -13% | 1.8k | 260.29 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $463k | +47% | 9.1k | 50.98 |
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| M/I Homes (MHO) | 0.2 | $460k | +10% | 3.8k | 122.45 |
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| Innovator Etfs Trust Equity Dual Dirt (DDTL) | 0.2 | $456k | 22k | 20.68 |
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| Abbvie (ABBV) | 0.2 | $451k | 2.1k | 217.49 |
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| Cisco Systems (CSCO) | 0.2 | $448k | -8% | 5.8k | 77.59 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.2 | $447k | +46% | 3.8k | 117.18 |
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| Us Bancorp Com New (USB) | 0.2 | $433k | -13% | 8.3k | 52.01 |
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| Kraft Heinz (KHC) | 0.2 | $432k | +8% | 19k | 22.49 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $428k | -14% | 2.2k | 194.14 |
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| Prudential Financial (PRU) | 0.2 | $426k | +2% | 4.4k | 97.69 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.2 | $424k | NEW | 10k | 42.20 |
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| Innovator Etfs Trust Growth 100 Pwr B (NAUG) | 0.2 | $423k | 15k | 28.95 |
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| Smucker J M Com New (SJM) | 0.2 | $417k | -2% | 4.3k | 96.44 |
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| Wells Fargo & Company (WFC) | 0.2 | $413k | 5.2k | 79.61 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $409k | -16% | 4.2k | 98.38 |
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| Qualcomm (QCOM) | 0.2 | $408k | +22% | 3.2k | 128.78 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $402k | -4% | 8.7k | 46.42 |
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| Jefferies Finl Group (JEF) | 0.2 | $401k | 9.7k | 41.27 |
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| International Business Machines (IBM) | 0.1 | $390k | +10% | 1.6k | 242.39 |
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| Home Depot (HD) | 0.1 | $389k | -3% | 1.2k | 328.89 |
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| Suncor Energy (SU) | 0.1 | $372k | NEW | 5.6k | 66.11 |
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| Kla Corp Com New (KLAC) | 0.1 | $362k | -30% | 246.00 | 1472.41 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $358k | +45% | 3.1k | 116.29 |
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| Shell Spon Ads (SHEL) | 0.1 | $339k | NEW | 3.6k | 93.00 |
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| Raymond James Financial (RJF) | 0.1 | $339k | NEW | 2.3k | 144.79 |
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| Pinnacle Finl Partners (PNFP) | 0.1 | $337k | NEW | 3.9k | 86.14 |
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| Humana (HUM) | 0.1 | $318k | NEW | 1.8k | 173.39 |
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| Jd.com Spon Ads Cl A (JD) | 0.1 | $311k | NEW | 11k | 29.57 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.1 | $304k | 9.3k | 32.79 |
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| Aim Etf Products Trust Allianzim Us Eq (JULT) | 0.1 | $304k | -2% | 6.9k | 43.96 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $302k | NEW | 9.9k | 30.51 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $302k | +23% | 5.1k | 59.22 |
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| Linde SHS (LIN) | 0.1 | $296k | NEW | 597.00 | 495.76 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $293k | NEW | 10k | 29.29 |
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| Cibc Cad (CM) | 0.1 | $286k | NEW | 3.0k | 94.75 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $285k | +2% | 2.4k | 121.19 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $284k | NEW | 19k | 15.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $283k | +5% | 984.00 | 287.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $281k | +11% | 486.00 | 577.18 |
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| Canadian Natl Ry (CNI) | 0.1 | $280k | NEW | 2.7k | 102.77 |
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| Amplify Etf Tr Blockchain Techn (BLOK) | 0.1 | $279k | 5.6k | 49.81 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $279k | NEW | 1.8k | 152.75 |
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| Clean Harbors (CLH) | 0.1 | $276k | NEW | 964.00 | 286.73 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $273k | NEW | 3.2k | 84.60 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $273k | NEW | 2.0k | 137.18 |
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| Ubs Group SHS (UBS) | 0.1 | $273k | NEW | 7.0k | 39.07 |
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| Bwx Technologies (BWXT) | 0.1 | $273k | NEW | 1.3k | 204.49 |
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| Rbc Cad (RY) | 0.1 | $272k | NEW | 1.7k | 161.78 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $272k | NEW | 3.0k | 90.67 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $271k | NEW | 3.3k | 82.49 |
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| Cooper Cos (COO) | 0.1 | $270k | NEW | 3.8k | 71.50 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $269k | NEW | 1.3k | 209.02 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $269k | NEW | 2.0k | 133.46 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $266k | +3% | 2.2k | 120.61 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $264k | NEW | 2.7k | 99.73 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $264k | NEW | 18k | 14.90 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $262k | NEW | 776.00 | 337.95 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $262k | NEW | 52k | 5.03 |
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| Prudential Adr (PUK) | 0.1 | $261k | NEW | 9.2k | 28.43 |
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| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.1 | $260k | +11% | 22k | 11.64 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $258k | NEW | 15k | 16.97 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $256k | NEW | 9.8k | 26.05 |
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| Iron Mountain (IRM) | 0.1 | $254k | NEW | 2.5k | 102.14 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $253k | NEW | 2.6k | 97.55 |
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| Affiliated Managers (AMG) | 0.1 | $252k | NEW | 911.00 | 276.70 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $250k | NEW | 32k | 7.89 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $250k | NEW | 8.3k | 29.99 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $250k | NEW | 13k | 19.75 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $246k | -2% | 4.0k | 61.85 |
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| Fluor Corporation (FLR) | 0.1 | $244k | NEW | 5.2k | 46.65 |
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| Glacier Ban (GBCI) | 0.1 | $244k | NEW | 5.5k | 44.67 |
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| CRH Ord (CRH) | 0.1 | $242k | NEW | 2.3k | 105.12 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $242k | NEW | 4.1k | 59.34 |
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| Amcor Com New (AMCR) | 0.1 | $241k | NEW | 6.1k | 39.75 |
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| Barclays Adr (BCS) | 0.1 | $240k | NEW | 11k | 21.16 |
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| Hldgs (UAL) | 0.1 | $240k | NEW | 2.6k | 92.07 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $239k | NEW | 30k | 7.94 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $238k | NEW | 8.0k | 29.78 |
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| Core Natural Resources Com Shs (CNR) | 0.1 | $237k | NEW | 2.3k | 104.73 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $232k | NEW | 762.00 | 304.08 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $231k | NEW | 441.00 | 522.71 |
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| Unilever Spon Adr New (UL) | 0.1 | $230k | NEW | 4.0k | 56.97 |
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| Innovator Etfs Trust Gradient Tactic (IGTR) | 0.1 | $229k | -88% | 8.1k | 28.35 |
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| Dover Corporation (DOV) | 0.1 | $228k | NEW | 1.1k | 208.45 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $228k | NEW | 1.8k | 125.46 |
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| Cubesmart (CUBE) | 0.1 | $227k | NEW | 6.2k | 36.65 |
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| Textron (TXT) | 0.1 | $225k | NEW | 2.6k | 87.56 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $224k | -2% | 2.1k | 107.30 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $217k | NEW | 21k | 10.53 |
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| AGCO Corporation (AGCO) | 0.1 | $216k | NEW | 1.9k | 115.87 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $214k | NEW | 1.9k | 109.78 |
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| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.1 | $213k | -2% | 3.1k | 68.84 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $212k | NEW | 6.0k | 35.14 |
|
| Ross Stores (ROST) | 0.1 | $208k | NEW | 962.00 | 216.63 |
|
| Microchip Technology (MCHP) | 0.1 | $203k | NEW | 3.1k | 64.61 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $201k | NEW | 1.0k | 197.50 |
|
Past Filings by Brown Financial Advisors
SEC 13F filings are viewable for Brown Financial Advisors going back to 2024
- Brown Financial Advisors 2026 Q1 filed May 15, 2026
- Brown Financial Advisors 2025 Q4 filed Feb. 17, 2026
- Brown Financial Advisors 2025 Q3 filed Nov. 14, 2025
- Brown Financial Advisors 2025 Q2 filed Aug. 15, 2025
- Brown Financial Advisors 2025 Q1 filed May 12, 2025
- Brown Financial Advisors 2024 Q4 filed Feb. 4, 2025
- Brown Financial Advisors 2024 Q3 filed Nov. 18, 2024
- Brown Financial Advisors 2024 Q2 filed Aug. 30, 2024