Brown Financial Advisory
Latest statistics and disclosures from Brown Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, VB, DFAR, IWB, SPDW, and represent 78.48% of Brown Financial Advisory's stock portfolio.
- Added to shares of these 5 stocks: VTI, SPLG, SXT, AAPL, SPY.
- Reduced shares in these 10 stocks: IWB, DFAR, SPEM, SPDW, IAGG, SPSM, VONE, BNDX, AVEM, SPHY.
- Brown Financial Advisory was a net seller of stock by $-2.5M.
- Brown Financial Advisory has $129M in assets under management (AUM), dropping by 4.79%.
- Central Index Key (CIK): 0001843853
Tip: Access up to 7 years of quarterly data
Positions held by Brown Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Brown Financial Advisory
Brown Financial Advisory holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Brown Financial Advisory
SEC 13F filings are viewable for Brown Financial Advisory going back to 2020
- Brown Financial Advisory 2024 Q1 filed April 25, 2024
- Brown Financial Advisory 2023 Q4 filed Jan. 26, 2024
- Brown Financial Advisory 2023 Q3 filed Oct. 25, 2023
- Brown Financial Advisory 2023 Q2 filed July 21, 2023
- Brown Financial Advisory 2023 Q1 filed April 24, 2023
- Brown Financial Advisory 2022 Q4 filed Jan. 25, 2023
- Brown Financial Advisory 2022 Q3 filed Oct. 21, 2022
- Brown Financial Advisory 2022 Q2 filed July 18, 2022
- Brown Financial Advisory 2022 Q1 filed April 29, 2022
- Brown Financial Advisory 2021 Q4 filed Jan. 27, 2022
- Brown Financial Advisory 2021 Q3 filed Oct. 20, 2021
- Brown Financial Advisory 2021 Q2 filed July 28, 2021
- Brown Financial Advisory 2021 Q1 filed April 28, 2021
- Brown Financial Advisory 2020 Q4 filed Feb. 11, 2021