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Gregory A. Brown

@Brown Financial Advisors

Latest period2024 - Q3ReportedManaged Assets$242.889MTotal holdings125
Assets growth rate8.55%Assets growth rate (2-Q avg)4.28%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Brown Financial Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Brown Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 242.889M in assets, with a quarterly growth rate of 8.55% and a 2-quarter average growth rate of 4.28%. The portfolio is managed by Gregory A. Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MARWAim Etf Products Trust
Recent Activity
Exited
0%
$3.793M
128,543 shares@ $29.51 avg price
ADPAutomatic Data Processing In
Recent Activity
Exited
0%
$1.698M
7,116 shares@ $238.68 avg price
SCHWSchwab Charles Corp
Recent Activity
Exited
0%
$990,467
13,441 shares@ $73.69 avg price
BFEBInnovator Etfs Trust
Recent Activity
Exited
0%
$929,871
22,880 shares@ $40.65 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Exited
0%
$803,674
12,828 shares@ $62.65 avg price
AJGGallagher Arthur J & Co
Recent Activity
Exited
0%
$740,071
2,854 shares@ $259.32 avg price
METMetlife Inc
Recent Activity
Exited
0%
$707,375
10,078 shares@ $70.2 avg price
ORLYOreilly Automotive Inc
Recent Activity
Exited
0%
$700,696
664 shares@ $1055.27 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$683,501
11,573 shares@ $59.06 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$670,513
1,213 shares@ $552.78 avg price