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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
PGProcter And Gamble Co
Recent Activity
Decreased -11.96%
0.77%
$1.852M
10,695 shares@ $173.2 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -15.36%
0.77%
$1.851M
11,425 shares@ $162.06 avg price
MSMorgan Stanley
Recent Activity
Decreased -15.92%
0.73%
$1.765M
16,936 shares@ $104.24 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -8.91%
0.73%
$1.755M
5,763 shares@ $304.51 avg price
MDTMedtronic Plc
Recent Activity
Decreased -14.29%
0.71%
$1.719M
19,099 shares@ $90.03 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -5.42%
0.68%
$1.629M
16,707 shares@ $97.49 avg price
KOCoca Cola Co
Recent Activity
Decreased -10.02%
0.67%
$1.626M
22,634 shares@ $71.86 avg price
ABTAbbott Labs
Recent Activity
Decreased -8.92%
0.65%
$1.578M
13,844 shares@ $114.01 avg price
TGTTarget Corp
Recent Activity
Decreased -0.65%
0.64%
$1.554M
9,971 shares@ $155.86 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -22.74%
0.63%
$1.511M
19,360 shares@ $78.04 avg price