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  Name: BROWN WEALTH MANAGEMENT LLC
  City: Naperville
  State: IL
  Zip: 60563
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $241,802,000
  Total Value Change : $15,803,000
  Securities Held Change : 1
   
All Securities Held : 90
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 30
  Unchanged Positions : 17
  Decreased Positions : 33

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 35 - $0.00 $1,235,000 33,748 0.51% 50,000 0 0.15    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 39 - $262.30 $1,041,000 4,006 0.43% 91,000 0 0    Closed - End Fund - E...
   (IDLV)1 Year Chart         IDLV Invesco S&P Intl Dev Low Vo... 45 - $27.03 $678,000 24,148 0.28% -2,000 0 0.086    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 52 - $204.79 $527,000 2,629 0.22% 80,000 0 0    Domestic Money Center...
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 61 - $0.00 $370,000 8,878 0.15% 18,000 0 0.101    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 64 - $529.45 $347,000 664 0.14% 31,000 0 0    Closed - End Fund - E...
   (IOCT)1 Year Chart         IOCT Innovator Intl Developed Po... 67 - $0.00 $308,000 10,661 0.13% 10,000 0 0.185    N/A
   (TSVT)1 Year Chart         TSVT 2seventy Bio, Inc. 73 - $0.00 $268,000 50,000 0.11% 54,000 0 0.096    N/A
   (KOCT)1 Year Chart         KOCT Innovator Russell 2000 Powe... 76 - $0.00 $252,000 8,843 0.1% 9,000 0 0    N/A
   (NAPR)1 Year Chart         NAPR Innovator Nasdaq-100 Power ... 78 - $0.00 $242,000 5,313 0.1% 6,000 0 0.006    N/A
   (VFMV)1 Year Chart         VFMV Vanguard Us Minimum Volatil... 79 - $0.00 $241,000 2,150 0.1% 16,000 0 0.246    N/A
   (FULC)1 Year Chart         FULC Fulcrum Therapeutics, Inc. 83 - $0.00 $236,000 25,000 0.1% 67,000 0 0.04    N/A
   (FSEP)1 Year Chart         FSEP First Tr Exchng Traded Fd Vi 85 - $0.00 $217,000 5,100 0.09% 12,000 0 0.057    N/A
   (CLSD)1 Year Chart         CLSD Clearside Biomedical, Inc. 87 - $1.31 $168,000 110,000 0.07% 39,000 0 0.228    N/A
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 88 - $0.81 $71,000 61,000 0.03% -32,000 0 0.005    N/A
   (TLRY)1 Year Chart         TLRY Tilray Inc 89 - $1.98 $25,000 10,000 0.01% 2,000 0 0.009    N/A
   (LPTV)1 Year Chart         LPTV Loop Media, Inc 90 - $0.27 $12,000 33,118 0% -21,000 0 0.059    N/A
      17 Records Found
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