Brown Financial Advisors

13F Filings History

Latest 13F report: Q3 2024 - Nov 18, 2024
Value $: $243M
Signature - Title: Gregory A. Brown - President/Principal
Location: Milford, OH
Summary: This page shows a list of all the recent 13F filings made by Brown Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brown Financial Advisors reported 125 stock holdings with total value $243M as of Q3 2024. Top holdings included SPLG, SPYI, SPDW, XBJL, and HELO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	125	$243M	+$52.2M	-$42.9M	+$9.28M	SPLG, SPYI, SPDW, XBJL, HELO	13F-HR	11/15/2024, 08:05 PM
Q2 2024	219	$224M	$0	$0		SPLG, SPDW, DMBS, IGIB, MSFT	13F-HR	8/30/2024, 02:02 PM