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Brophy Wealth Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$279.41M
# of Holdings
389
Performance Rank
N/A
Allocation (Top 20)
N/A

Brophy Wealth Management, Llc Holdings Map

Top 50 Brophy Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MGK
VANGUARD WORLD FD
8.01%69.5K$22.4Mnew2024-Q3: 69.5K shares2024-09-30
MGV
VANGUARD WORLD FD
5.99%130.5K$16.7Mnew2024-Q3: 130.5K shares2024-09-30
AAPL
APPLE INC
3.48%41.7K$9.7Mnew2024-Q3: 41.7K shares2024-09-30
MSFT
MICROSOFT CORP
3.47%22.6K$9.7Mnew2024-Q3: 22.6K shares2024-09-30
GOVT
ISHARES TR
3.1%368.8K$8.6Mnew2024-Q3: 368.8K shares2024-09-30
VOE
VANGUARD INDEX FDS
2.83%47.2K$7.9Mnew2024-Q3: 47.2K shares2024-09-30
VBR
VANGUARD INDEX FDS
2.6%36.2K$7.3Mnew2024-Q3: 36.2K shares2024-09-30
NVDA
NVIDIA CORPORATION
2.56%58.9K$7.2Mnew2024-Q3: 58.9K shares2024-09-30
VOT
VANGUARD INDEX FDS
2.45%28.1K$6.8Mnew2024-Q3: 28.1K shares2024-09-30
VMBS
VANGUARD SCOTTSDALE FDS
2.33%137.8K$6.5Mnew2024-Q3: 137.8K shares2024-09-30

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