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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
AMZNAmazon Com Inc
Recent Activity
Increased 0.98%
1.92%
$4.644M
24,922 shares@ $186.33 avg price
AAPLApple Inc
Recent Activity
Decreased -6.53%
1.88%
$4.555M
19,548 shares@ $233.0 avg price
NVDANvidia Corporation
Recent Activity
Increased 16.38%
1.75%
$4.229M
34,822 shares@ $121.45 avg price
BBBSBondbloxx Etf Trust
Recent Activity
Increased 5.26%
1.67%
$4.037M
78,393 shares@ $51.51 avg price
QUALIshares Tr
Recent Activity
Increased 5.3%
1.66%
$4.029M
22,472 shares@ $179.3 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.45%
1.65%
$4.005M
23,956 shares@ $167.2 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 5.97%
1.5%
$3.631M
61,007 shares@ $59.52 avg price
ULSTSsga Active Etf Tr
Recent Activity
Increased 4.96%
1.49%
$3.614M
88,624 shares@ $40.79 avg price
GSYInvesco Actively Managed Exc
Recent Activity
Increased 4.79%
1.48%
$3.592M
71,578 shares@ $50.18 avg price
METAMeta Platforms Inc
Recent Activity
Increased 34.45%
1.47%
$3.561M
6,221 shares@ $572.44 avg price