BRIAUD FINANCIAL PLANNING, INC 13F Portfolio
BRIAUD FINANCIAL PLANNING, INC runs BRIAUD FINANCIAL PLANNING, INC and currently holds 42 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $380.23M. Their top holdings are VTI, GLD, PDBC, PDBA, SLV. The top five represent 91.0% of reported portfolio weight. BRIAUD FINANCIAL PLANNING, INC ranks #534 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BRIAUD FINANCIAL PLANNING, INC initiated 6 new positions. They added to 16 existing positions. They trimmed 6 positions. Their current best-performing preview position is JBL with returns of +45.12%.
Portfolio Value
$380.23M
Alpha Score
56.2
#534 of 1000
Holdings
42
BRIAUD FINANCIAL PLANNING, INC Current 13F Holdings
Reported holdings from BRIAUD FINANCIAL PLANNING, INC's latest SEC 13F filing, ranked by portfolio weight.
42 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 54.14% | $297.36 | $381.92 | +28.44% | Added +3.20% |
 GLD SPDR GOLD TR | 19.37% | $167.67 | $384.62 | +129.39% | Added +0.79% |
 PDBC INVESCO ACTVELY MNGD ETC FD | 6.98% | $13.55 | $19.66 | +45.09% | Trimmed -40.44% |
PD PDBA INVESCO ACTVELY MNGD ETC FD | 5.83% | $36.43 | $37.83 | +3.84% | Added +4.55% |
 SLV ISHARES SILVER TR | 4.71% | $42.43 | $54.79 | +29.13% | Added +1.79% |
 AAPL APPLE INC | 0.88% | $219.97 | $336.68 | +53.06% | Added +18.89% |
 IVV ISHARES TR | 0.77% | $548.90 | $781.99 | +42.46% | Added +0.23% |
 ADI ANALOG DEVICES INC | 0.62% | $212.46 | $406.19 | +91.18% | Trimmed -5.04% |
 QQQ INVESCO QQQ TR | 0.51% | $609.98 | $751.27 | +23.16% | Added +101.45% |
 NVDA NVIDIA CORPORATION | 0.46% | $137.36 | $229.28 | +66.92% | Trimmed -3.60% |
Showing 1-10 of 42