The Analysis of BROWN WEALTH MANAGEMENT, LLC's Holdings
Currently, BROWN WEALTH MANAGEMENT, LLC holds 99 types of securities in its portfolio with a total value $356.1M. In the most recent quarter, they have increased their positions in AIQ (+95.7K shares, valued at $4.7M), BIV (+29.8K shares, valued at $2.3M), JBTM (+16.5K shares, valued at $2.3M); decreased their positions in SCHH (-79.3K shares, valued at $1.7M), PDEC (-40.4K shares, valued at $1.7M), IVV (-1.4K shares, valued at $968.5K); initiated new positions in JBTM (+16.5K shares, valued at $2.3M), PAPR (+43.6K shares, valued at $1.7M), GOOG (+5.3K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS188.0K shares3.88%2025-09-302025-11-04
VUG VANGUARD INDEX FDS69.0K shares-1.69%2025-09-302025-11-04 IVV ISHARES TR47.5K shares-2.96%2025-09-302025-11-04 BIV VANGUARD BD INDEX FDS234.7K shares14.52%2025-09-302025-11-04 MUB ISHARES TR136.8K shares11.99%2025-09-302025-11-04 SUB ISHARES TR135.0K shares7.15%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS234.4K shares-3.27%2025-09-302025-11-04 SCHO SCHWAB STRATEGIC TR482.2K shares14.04%2025-09-302025-11-04 PSTP INNOVATOR ETFS TRUST277.9K shares23.03%2025-09-302025-11-04 EEM ISHARES TR163.5K shares0.88%2025-09-302025-11-04 JAAA JANUS DETROIT STR TR145.7K shares9.65%2025-09-302025-11-04 SCHM SCHWAB STRATEGIC TR248.9K shares0.24%2025-09-302025-11-04 IDEV ISHARES TR89.9K shares0.88%2025-09-302025-11-04 SCHH SCHWAB STRATEGIC TR281.1K shares-22.01%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR216.4K shares-2.18%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS120.5K shares-3.02%2025-09-302025-11-04 VWOB VANGUARD WHITEHALL FDS88.1K shares4.28%2025-09-302025-11-04 NOBL PROSHARES TR54.8K shares20.23%2025-09-302025-11-04 AIQ GLOBAL X FDS101.1K shares1758.51%2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR152.3K shares-1.25%2025-09-302025-11-04 BALT INNOVATOR ETFS TRUST144.2K shares8.05%2025-09-302025-11-04 VTIP VANGUARD MALVERN FDS89.4K shares34.38%2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR153.1K shares1.03%2025-09-302025-11-04 GLTR ABRDN PRECIOUS METALS BASKET26.6K shares2.34%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF63.3K shares-0.57%2025-09-302025-11-04 AAPL APPLE INC15.6K shares19.24%2025-09-302025-11-04 QAI NEW YORK LIFE INVESTMENTS ET114.6K shares5.59%2025-09-302025-11-04 USMV ISHARES TR34.4K shares-0.80%2025-09-302025-11-04 IGOV ISHARES TR74.3K shares21.12%2025-09-302025-11-04 TLT ISHARES TR34.3K shares15.70%2025-09-302025-11-04 NVDA NVIDIA CORPORATION16.0K shares-4.55%2025-09-302025-11-04 SCHP SCHWAB STRATEGIC TR109.1K shares13.05%2025-09-302025-11-04 VBK VANGUARD INDEX FDS9.1K shares0.10%2025-09-302025-11-04 VBR VANGUARD INDEX FDS12.9K shares0.67%2025-09-302025-11-04 MSFT MICROSOFT CORP4.6K shares15.25%2025-09-302025-11-04 JBTM JBT MAREL CORPORATION16.5K sharesnew addition2025-09-302025-11-04 IEFA ISHARES TR26.5K shares3.04%2025-09-302025-11-04 VTES VANGUARD WELLINGTON FD22.7K shares-5.23%2025-09-302025-11-04 HOOD ROBINHOOD MKTS INC14.0K shares-21.80%2025-09-302025-11-04 AMZN AMAZON COM INC8.5K shares10.71%2025-09-302025-11-04 EFAV ISHARES TR20.7K shares-0.37%2025-09-302025-11-04 PAPR INNOVATOR ETFS TRUST43.6K sharesnew addition2025-09-302025-11-04 HYD VANECK ETF TRUST32.6K shares-7.03%2025-09-302025-11-04 PSEP INNOVATOR ETFS TRUST34.9K shares0.00%2025-09-302025-11-04 LLY ELI LILLY & CO1.8K shares-1.80%2025-09-302025-11-04 PJUN INNOVATOR ETFS TRUST32.5K shares0.93%2025-09-302025-11-04 VTI VANGUARD INDEX FDS4.1K shares0.22%2025-09-302025-11-04 GOOG ALPHABET INC5.3K sharesnew addition2025-09-302025-11-04 PDEC INNOVATOR ETFS TRUST30.3K shares-57.11%2025-09-302025-11-04 PMAR INNOVATOR ETFS TRUST28.2K shares0.00%2025-09-302025-11-04 IWO ISHARES TR3.7K shares-2.63%2025-09-302025-11-04 TSLA TESLA INC2.5K shares8.43%2025-09-302025-11-04 SPLV INVESCO EXCH TRADED FD TR II14.6K shares0.02%2025-09-302025-11-04 IWN ISHARES TR5.8K shares-2.44%2025-09-302025-11-04 ZMAR INNOVATOR ETFS TRUST35.3K shares-32.10%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.3.0K shares5.95%2025-09-302025-11-04 META META PLATFORMS INC1.2K shares42.20%2025-09-302025-11-04 ALT ALTIMMUNE INC233.7K shares1.12%2025-09-302025-11-04 IWV ISHARES TR2.1K shares2.95%2025-09-302025-11-04 HYMB SPDR SERIES TRUST30.9K shares-1.60%2025-09-302025-11-04 AVGO BROADCOM INC2.2K shares19.73%2025-09-302025-11-04 SHM SPDR SERIES TRUST15.3K shares0.00%2025-09-302025-11-04 ZJUL INNOVATOR ETFS TRUST25.6K shares-32.86%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F12.8K shares-1.42%2025-09-302025-11-04 VOO VANGUARD INDEX FDS1.1K shares9.82%2025-09-302025-11-04 XDSQ INNOVATOR ETFS TRUST15.9K shares16.84%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR848 shares-1.40%2025-09-302025-11-04 TRV TRAVELERS COMPANIES INC2.0K shares1.14%2025-09-302025-11-04 IVW ISHARES TR4.4K shares-0.11%2025-09-302025-11-04 GOOGL ALPHABET INC2.1K shares20.48%2025-09-302025-11-04 DTE DTE ENERGY CO3.1K shares-0.79%2025-09-302025-11-04 ORCL ORACLE CORP1.6K shares13.09%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR15.8K shares0.00%2025-09-302025-11-04 IDLV INVESCO EXCH TRADED FD TR II12.4K shares-0.20%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO2.6K shares11.73%2025-09-302025-11-04 MGK VANGUARD WORLD FD982 shares26.38%2025-09-302025-11-04 NFLX NETFLIX INC325 shares22.18%2025-09-302025-11-04 ABBV ABBVIE INC1.5K shares13.61%2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR13.0K shares25.96%2025-09-302025-11-04 IVE ISHARES TR1.6K shares0.00%2025-09-302025-11-04 IEMG ISHARES INC4.9K shares-1.06%2025-09-302025-11-04 PAUG INNOVATOR ETFS TRUST7.1K shares0.00%2025-09-302025-11-04 EMB ISHARES TR3.1K shares-4.69%2025-09-302025-11-04 PJUL INNOVATOR ETFS TRUST6.4K shares0.03%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW305 shares3.74%2025-09-302025-11-04 CVX CHEVRON CORP NEW1.8K shares17.58%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-04 CVS CVS HEALTH CORP3.6K shares-1.89%2025-09-302025-11-04 ZAUG INNOVATOR ETFS TRUST10.3K shares0.00%2025-09-302025-11-04 AGG ISHARES TR2.6K shares-43.43%2025-09-302025-11-04 FSEP FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL475 sharesnew addition2025-09-302025-11-04 MS MORGAN STANLEY1.5K sharesnew addition2025-09-302025-11-04 MGV VANGUARD WORLD FD1.6K shares0.92%2025-09-302025-11-04 CHAT TIDAL TR II3.4K sharesnew addition2025-09-302025-11-04 QQQ INVESCO QQQ TR348 shares-7.20%2025-09-302025-11-04 INTU INTUIT299 shares-2.92%2025-09-302025-11-04 CAT CATERPILLAR INC423 sharesnew addition2025-09-302025-11-04 BDTX BLACK DIAMOND THERAPEUTICS I20.9K shares-79.07%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available