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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
NEENextera Energy Inc
Recent Activity
Decreased -23.9%
0.56%
$1.353M
16,004 shares@ $84.53 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -31.17%
0.53%
$1.268M
3,711 shares@ $341.76 avg price
BACBank America Corp
Recent Activity
Decreased -23.75%
0.5%
$1.209M
30,467 shares@ $39.68 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -14.07%
0.49%
$1.19M
1,343 shares@ $886.19 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -26.09%
0.48%
$1.16M
7,069 shares@ $164.09 avg price
NOWServicenow Inc
Recent Activity
Decreased -34.12%
0.44%
$1.063M
1,189 shares@ $894.4 avg price
XSVNBondbloxx Etf Trust
Recent Activity
Decreased -50.63%
0.43%
$1.043M
21,250 shares@ $49.06 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -33.05%
0.43%
$1.037M
12,374 shares@ $83.8 avg price
NFLXNetflix Inc
Recent Activity
Decreased -25.05%
0.39%
$946,166
1,334 shares@ $709.27 avg price
GPNGlobal Pmts Inc
Recent Activity
Decreased -26.89%
0.36%
$873,540
8,529 shares@ $102.42 avg price