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Brown Miller Wealth Management

Latest statistics and disclosures from Brown Miller Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MSFT, JPM, ABT, and represent 33.14% of Brown Miller Wealth Management's stock portfolio.
Added to shares of these 10 stocks: V, AVGO, IJH, O, TSCO, PLD, DIS, IVV, NVO, NEE.
Started 6 new stock positions in NVO, EMR, LLY, HACK, BWXT, NFLX.
Reduced shares in these 10 stocks: DGRO, AMT, TXN, BLK, XLC, XLI, , NVDA, WFC, AAPL.
Sold out of its positions in FSRN, DGRO, XME, XLC, TXN, VYMI, WFC.
Brown Miller Wealth Management was a net buyer of stock by $6.2M.
Brown Miller Wealth Management has $227M in assets under management (AUM), dropping by 13.35%.
Central Index Key (CIK): 0001840084

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Portfolio Holdings for Brown Miller Wealth Management

Brown Miller Wealth Management holds 122 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	11.6	$26M		29k	903.55	View chart
Apple (AAPL)	8.4	$19M		112k	171.48	View chart
Microsoft Corporation (MSFT)	7.0	$16M		38k	420.70	View chart
JPMorgan Chase & Co. (JPM)	4.0	$9.1M	+3%	45k	200.29	View chart
Abbott Laboratories (ABT)	2.1	$4.7M	-5%	42k	113.64	View chart
Alphabet Inc Voting Cap Stk Cl A Cap Stk Cl A (GOOGL)	2.0	$4.6M		31k	150.90	View chart
Lowe's Companies (LOW)	2.0	$4.4M	+4%	17k	254.70	View chart
Walt Disney Company (DIS)	1.8	$4.0M	+27%	33k	122.35	View chart
Starbucks Corporation (SBUX)	1.7	$3.8M	+4%	41k	91.38	View chart
Ishares Core S&p 500 Etf S&p 500 Index Core S&p500 Etf (IVV)	1.6	$3.7M	+20%	7.1k	525.67	View chart
Capital Grp Intl Etf Focus Equity Shs Creation Uni (CGXU)	1.6	$3.7M	+4%	143k	25.78	View chart
Amazon (AMZN)	1.5	$3.4M		19k	180.36	View chart
Qualcomm (QCOM)	1.5	$3.4M		20k	169.27	View chart
Chubb (CB)	1.4	$3.3M	+3%	13k	259.08	View chart
Procter & Gamble Company (PG)	1.4	$3.2M	+2%	20k	162.22	View chart
Cisco Systems (CSCO)	1.4	$3.1M		63k	49.91	View chart
Vanguard Total Stock Etf Market Etf Total Stk Mkt (VTI)	1.4	$3.1M	-5%	12k	259.84	View chart
Linde SHS (LIN)	1.4	$3.1M	+2%	6.6k	464.27	View chart
Johnson & Johnson (JNJ)	1.3	$3.0M	+2%	19k	158.17	View chart
Abbvie (ABBV)	1.3	$3.0M		16k	182.08	View chart
UnitedHealth (UNH)	1.3	$2.9M	+3%	5.9k	494.59	View chart
Visa Inc Class A Com Cl A (V)	1.3	$2.9M	+530%	10k	279.07	View chart
Nextera Energy (NEE)	1.2	$2.8M	+23%	44k	63.90	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	1.2	$2.8M	+7%	11k	249.82	View chart
Merck & Co (MRK)	1.2	$2.8M	-4%	21k	131.95	View chart
Accenture Plc Ireland Shares Class A Shs Class A (ACN)	1.2	$2.6M	+2%	7.6k	346.58	View chart
Stryker Corporation (SYK)	1.1	$2.5M		7.0k	357.84	View chart
International Business Machines (IBM)	1.1	$2.4M	+3%	13k	190.89	View chart
BlackRock (BLK)	1.1	$2.4M	-21%	2.9k	833.51	View chart
Raytheon Technologies Corp (RTX)	1.1	$2.4M	+2%	25k	97.52	View chart
American Tower Reit (AMT)	1.0	$2.3M	-49%	12k	197.55	View chart
Vanguard Intl Equity Etf Index Fds Ftse Emerging Mkts Etf Ftse Emr Mkt Etf (VWO)	1.0	$2.2M	+7%	53k	41.77	View chart
Berkshire Hathaway Inc Series B CL B New (BRK.B)	1.0	$2.2M		5.2k	420.51	View chart
Broadcom (AVGO)	1.0	$2.2M	+340%	1.6k	1325.35	View chart
Intercontinental Exchange (ICE)	0.9	$2.1M		16k	137.38	View chart
Analog Devices (ADI)	0.9	$2.1M	+3%	11k	197.71	View chart
Chevron Corporation (CVX)	0.9	$2.1M	+6%	13k	157.68	View chart
Tractor Supply Company (TSCO)	0.9	$2.0M	+157%	7.7k	261.73	View chart
Amgen (AMGN)	0.8	$1.9M		6.7k	284.20	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.8	$1.8M	+4%	42k	43.33	View chart
Realty Income (O)	0.8	$1.7M	+272%	32k	54.07	View chart
Prologis (PLD)	0.8	$1.7M	+157%	13k	130.16	View chart
Ishares Core S&p Mid Etf Etf Core S&p Mcp Etf (IJH)	0.8	$1.7M	+387%	28k	60.71	View chart
Philip Morris International (PM)	0.7	$1.6M	-4%	18k	91.58	View chart
General Dynamics Corporation (GD)	0.7	$1.6M		5.6k	282.35	View chart
Xylem (XYL)	0.7	$1.5M		12k	129.21	View chart
Ishares Etf Russell 2000 Russell 2000 Etf (IWM)	0.6	$1.5M	+7%	7.0k	210.22	View chart
United Parcel Service-b CL B (UPS)	0.6	$1.4M	+10%	9.4k	148.56	View chart
Mastercard Inc Cl A Cl A (MA)	0.6	$1.3M	+2%	2.7k	481.44	View chart
Ares Capital Corporation (ARCC)	0.6	$1.3M	+3%	63k	20.81	View chart
Pepsi (PEP)	0.5	$1.2M	+25%	6.9k	174.95	View chart
World Gold Tr Spdr Etf Gold Minishares Tr Spdr Gld Minis (GLDM)	0.5	$1.2M	+4%	27k	44.04	View chart
Arch Cap Group Ord (ACGL)	0.5	$1.0M	+3%	11k	92.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.0M		7.7k	131.29	View chart
Vanguard Dividend Etf Appreciation Div App Etf (VIG)	0.4	$914k	+20%	5.0k	182.58	View chart
Snowflake Inc Cl A Cl A (SNOW)	0.4	$908k	+14%	5.6k	161.51	View chart
Verizon Communications (VZ)	0.4	$887k		21k	41.92	View chart
Danaher Corporation (DHR)	0.4	$851k		3.4k	249.63	View chart
Vanguard Value Etf Value Etf (VTV)	0.4	$850k	+3%	5.2k	162.84	View chart
Spdr Portfolio Etf S&p 500 Value Etf Prtflo S&p500 Vl (SPYV)	0.4	$844k	+21%	17k	50.06	View chart
McDonald's Corporation (MCD)	0.4	$817k		2.9k	281.82	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.4	$815k	+5%	2.4k	344.17	View chart
Vanguard Health Care Etf Health Car Etf (VHT)	0.4	$801k		3.0k	270.52	View chart
Sector Spdr Tr Etf Technology Select Sector Technology (XLK)	0.3	$738k		3.5k	208.18	View chart
Energy Select Etf Sector Spdr Energy (XLE)	0.3	$696k	+7%	7.4k	94.31	View chart
Capital Grp Global Etf Growth Equity Shs Creation Unit Shs Creation Uni (CGGO)	0.3	$679k		24k	28.77	View chart
Jpmorgan Etf Ultra-short Income Ultra Shrt Inc (JPST)	0.3	$647k	-28%	13k	50.40	View chart
Fastenal Company (FAST)	0.3	$646k		8.4k	77.13	View chart
Costco Wholesale Corporation (COST)	0.3	$631k	-6%	861.00	732.87	View chart
Enterprise Products Partners (EPD)	0.3	$606k		21k	29.16	View chart
ResMed (RMD)	0.3	$588k		3.0k	197.98	View chart
Deere & Company (DE)	0.3	$580k		1.4k	410.47	View chart
Capital Grp Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)	0.3	$575k		18k	31.96	View chart
Industrial Select Etf Sector Spdr Sbi Int-inds (XLI)	0.2	$559k	-50%	4.4k	125.82	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.2	$542k	+44%	18k	30.06	View chart
White Mountains Insurance Gp (WTM)	0.2	$535k		298.00	1795.30	View chart
Novo Nordisk A S Adr (NVO)	0.2	$533k	NEW	4.2k	128.25	View chart
Amplify Cybersecurty Etf Amplify Cybersec (HACK)	0.2	$528k	NEW	8.2k	64.09	View chart
Ishares S&p Midcap Etf 400 Growth S&p Mc 400gr Etf (IJK)	0.2	$527k		5.8k	91.21	View chart
Ishares S&p 500 Etf Growth S&p 500 Grwt Etf (IVW)	0.2	$520k		6.2k	84.39	View chart
Intel Corporation (INTC)	0.2	$519k	-12%	12k	44.09	View chart
Altria (MO)	0.2	$514k	+28%	12k	43.56	View chart
Select Sector Spdr F Etf Consumer Discretionary Sbi Cons Discr (XLY)	0.2	$508k		2.8k	183.86	View chart
Ishares Edge Msci Etf Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	0.2	$501k		3.1k	164.15	View chart
Ark Etf Tr Etf Genomic Revolution Multi Sector Etf Genomic Rev Etf (ARKG)	0.2	$483k	+4%	17k	28.71	View chart
Ishares S&p500 Value Etf S&p 500 Val Etf (IVE)	0.2	$482k		2.6k	186.75	View chart
Alphabet Inc Non Voting Cap Stk Cl C Cap Stk Cl C (GOOG)	0.2	$466k		3.1k	151.94	View chart
United Bankshares (UBSI)	0.2	$421k		12k	35.77	View chart
Ishares Etf U.s. Aerospace & Defense Us Aer Def Etf (ITA)	0.2	$419k	+2%	3.2k	131.72	View chart
CoStar (CSGP)	0.2	$418k		4.3k	96.56	View chart
CVS Caremark Corporation (CVS)	0.2	$409k		5.1k	79.62	View chart
Ishares Inc Etf Msci Japan Etf Msci Jpn Etf New (EWJ)	0.2	$403k		5.6k	71.34	View chart
SYSCO Corporation (SYY)	0.2	$392k		4.8k	81.13	View chart
Wal-Mart Stores (WMT)	0.2	$387k	+200%	6.4k	60.07	View chart
Ishares Etf Edge Msci Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.2	$381k		2.0k	186.95	View chart
Choice Hotels International (CHH)	0.2	$362k		2.9k	126.22	View chart
Dow (DOW)	0.2	$348k		6.0k	57.87	View chart
Home Depot (HD)	0.2	$345k		899.00	383.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$327k		2.8k	116.08	View chart
Automatic Data Processing (ADP)	0.1	$325k		1.3k	249.42	View chart
Copart (CPRT)	0.1	$305k		5.3k	57.85	View chart
Dominion Resources (D)	0.1	$301k	+22%	6.1k	49.07	View chart
Ishares Etf Latin America 40 Latn Amer 40 Etf (ILF)	0.1	$290k		10k	28.42	View chart
Emerson Electric (EMR)	0.1	$280k	NEW	2.5k	113.45	View chart
Williams Companies (WMB)	0.1	$273k		7.0k	38.91	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.1	$263k		1.2k	227.90	View chart
Bwx Technologies (BWXT)	0.1	$258k	NEW	2.5k	102.54	View chart
Gilead Sciences (GILD)	0.1	$253k		3.5k	73.08	View chart
Union Pacific Corporation (UNP)	0.1	$250k		1.0k	245.58	View chart
State Street Corporation (STT)	0.1	$250k		3.2k	77.09	View chart
Boeing Company (BA)	0.1	$246k		1.3k	192.49	View chart
Eli Lilly & Co. (LLY)	0.1	$243k	NEW	313.00	776.36	View chart
O'reilly Automotive (ORLY)	0.1	$240k		213.00	1126.76	View chart
Spdr S&p Midcap 400 Etf Trust Series N Utser1 S&pdcrp (MDY)	0.1	$234k		422.00	554.50	View chart
Air Products & Chemicals (APD)	0.1	$230k		953.00	241.34	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$228k		3.0k	76.00	View chart
Vanguard Index Fds Etf S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$226k	-15%	472.00	478.81	View chart
Capital Grp Dividend Etf Value Shs Creation Unit Shs Creation Uni (CGDV)	0.1	$226k		7.0k	32.49	View chart
Vanguard Ftse Etf Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.1	$224k		4.5k	49.96	View chart
Nike Inc Class B CL B (NKE)	0.1	$212k		2.3k	93.81	View chart
Netflix (NFLX)	0.1	$211k	NEW	349.00	604.58	View chart
Kinder Morgan (KMI)	0.1	$190k		10k	18.26	View chart

Past Filings by Brown Miller Wealth Management

SEC 13F filings are viewable for Brown Miller Wealth Management going back to 2020

Brown Miller Wealth Management 2024 Q1 filed April 17, 2024
Brown Miller Wealth Management 2023 Q4 filed Jan. 18, 2024
Brown Miller Wealth Management 2023 Q3 filed Oct. 17, 2023
Brown Miller Wealth Management 2023 Q2 filed July 18, 2023
Brown Miller Wealth Management 2023 Q1 filed April 10, 2023
Brown Miller Wealth Management 2022 Q4 filed Jan. 12, 2023
Brown Miller Wealth Management 2022 Q3 filed Oct. 11, 2022
Brown Miller Wealth Management 2022 Q2 filed July 18, 2022
Brown Miller Wealth Management 2022 Q1 filed April 14, 2022
Brown Miller Wealth Management 2021 Q4 filed Jan. 25, 2022
Brown Miller Wealth Management 2021 Q3 filed Oct. 20, 2021
Brown Miller Wealth Management 2021 Q2 filed July 26, 2021
Brown Miller Wealth Management 2021 Q1 filed April 21, 2021
Brown Miller Wealth Management 2020 Q4 amended filed April 19, 2021
Brown Miller Wealth Management 2020 Q4 filed Jan. 26, 2021

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