Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2025) About Brown Miller Wealth Management, LLCInvestment ActivityBrown Miller Wealth Management, LLC has $352.84 million in total holdings as of September 30, 2025.Brown Miller Wealth Management, LLC owns shares of 191 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 4.01% of the portfolio was sold this quarter.This quarter, Brown Miller Wealth Management, LLC has purchased 189 new stocks and bought additional shares in 89 stocks.Brown Miller Wealth Management, LLC sold shares of 31 stocks and completely divested from 17 stocks this quarter.Largest Holdings NVIDIA $51,739,994Apple $28,571,784Microsoft $21,155,536JPMorgan Chase & Co. $14,316,823Alphabet $7,922,978 Largest New Holdings this Quarter 46137V498 - Invesco S&P SmallCap Momentum ETF $1,856,147 Holding09174C104 - BITWISE BITCOIN ETF TR $773,457 Holding46138E339 - Invesco S&P 500 Momentum ETF $733,758 Holding609207105 - Mondelez International $543,792 Holding464287309 - iShares S&P 500 Growth ETF $521,454 Holding Largest Purchases this Quarter Eli Lilly and Company 3,620 shares (about $2.76M)Invesco S&P SmallCap Momentum ETF 25,230 shares (about $1.86M)UnitedHealth Group 2,925 shares (about $1.01M)BITWISE BITCOIN ETF TR 12,431 shares (about $773.46K)Invesco S&P 500 Momentum ETF 6,061 shares (about $733.76K) Largest Sales this Quarter NVIDIA 9,450 shares (about $1.76M)Johnson & Johnson 2,769 shares (about $513.43K)PepsiCo 2,389 shares (about $335.50K)PALANTIR TECHNOLOGIES INC 1,804 shares (about $329.09K)American Tower 1,701 shares (about $327.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrown Miller Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$51,739,994$1,763,183 ▼-3.3%277,30714.7%Computer and TechnologyAAPLApple$28,571,784$77,917 ▼-0.3%112,2098.1%Computer and TechnologyMSFTMicrosoft$21,155,536$176,102 ▲0.8%40,8456.0%Computer and TechnologyJPMJPMorgan Chase & Co.$14,316,823$94,314 ▲0.7%45,3884.1%FinanceGOOGLAlphabet$7,922,978$17,260 ▲0.2%32,5912.2%Computer and TechnologyAVGOBroadcom$7,709,943$70,930 ▲0.9%23,3702.2%Computer and TechnologyABTAbbott Laboratories$5,500,368$147,735 ▼-2.6%41,0661.6%MedicalAMZNAmazon.com$5,273,632$63,236 ▲1.2%24,0181.5%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$5,073,821$254,917 ▲5.3%64,7671.4%ETFCSCOCisco Systems$5,027,940$54,052 ▲1.1%73,4861.4%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$4,992,513$69,666 ▲1.4%168,5521.4%ETFLOWLowe's Companies$4,788,200$90,723 ▲1.9%19,0531.4%Retail/WholesaleNEENextEra Energy$4,606,723$139,280 ▲3.1%61,0241.3%UtilitiesLINDE PLC$4,453,822$71,254 ▲1.6%9,3761.3%SHSCBChubb$4,357,922$72,256 ▲1.7%15,4401.2%FinanceVTIVanguard Total Stock Market ETF$4,304,326$191,325 ▲4.7%13,1161.2%ETFDISWalt Disney$4,076,426$916 ▼0.0%35,6021.2%Consumer DiscretionarySBUXStarbucks$4,037,105$94,244 ▲2.4%47,7201.1%Retail/WholesaleVVisa$3,869,706$85,690 ▲2.3%11,3351.1%Business ServicesRTXRTX$3,868,277$11,713 ▲0.3%23,1181.1%AerospaceBLACKROCK INC$3,733,667$15,159 ▼-0.4%3,2021.1%COMABBVAbbVie$3,656,728$121,328 ▼-3.2%15,7931.0%MedicalPGProcter & Gamble$3,631,747$127,686 ▲3.6%23,6361.0%Consumer StaplesUNHUnitedHealth Group$3,505,846$1,010,007 ▲40.5%10,1531.0%MedicalIBMInternational Business Machines$3,449,593$50,223 ▼-1.4%12,2261.0%Computer and TechnologyADIAnalog Devices$3,297,555$43,981 ▲1.4%13,4210.9%Computer and TechnologyGDGeneral Dynamics$3,021,317$19,778 ▲0.7%8,8600.9%AerospaceLLYEli Lilly and Company$3,017,265$2,762,392 ▲1,083.8%3,9540.9%MedicalBRK.BBerkshire Hathaway$2,850,536$6,536 ▲0.2%5,6700.8%FinanceSYKStryker$2,731,453$9,981 ▼-0.4%7,3890.8%MedicalVWOVanguard FTSE Emerging Markets ETF$2,726,441$29,257 ▲1.1%50,3220.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,718,244$118,576 ▲4.6%41,6530.8%ETFICEIntercontinental Exchange$2,664,612$33,358 ▲1.3%15,8160.8%FinanceACNAccenture$2,593,723$377,049 ▲17.0%10,5180.7%Computer and TechnologyCVXChevron$2,545,326$6,833 ▲0.3%16,3910.7%EnergyQCOMQUALCOMM$2,465,395$50,905 ▼-2.0%14,8200.7%Computer and TechnologyPMPhilip Morris International$2,404,372$5,515 ▲0.2%14,8240.7%Consumer StaplesXYLXylem$2,366,210$42,333 ▲1.8%16,0420.7%Business ServicesORealty Income$2,332,535$89,208 ▲4.0%38,5410.7%FinanceTSCOTractor Supply$2,328,638$24,226 ▲1.1%40,9470.7%Retail/WholesaleMAMastercard$2,294,418$37,539 ▲1.7%4,0340.7%Business ServicesPLDPrologis$2,142,781$124,483 ▲6.2%18,7110.6%FinanceQBTSD-Wave Quantum$2,131,6580.0%86,2670.6%Computer and TechnologyMRKMerck & Co., Inc.$1,930,306$22,074 ▲1.2%22,9990.5%MedicalGLDMSPDR Gold MiniShares Trust$1,870,196$54,279 ▲3.0%24,4630.5%FinanceIVViShares Core S&P 500 ETF$1,864,989$15,397 ▼-0.8%2,7860.5%ETFVOVanguard Mid-Cap ETF$1,857,460$4,700 ▲0.3%6,3230.5%ETFXSMOInvesco S&P SmallCap Momentum ETF$1,856,147$1,856,147 ▲New Holding25,2300.5%ETFXMHQInvesco S&P MidCap Quality ETF$1,761,902$97,930 ▲5.9%16,7860.5%ETFARCCAres Capital$1,702,798$49,127 ▲3.0%83,4300.5%FinanceLMTLockheed Martin$1,566,613$4,992 ▲0.3%3,1380.4%AerospaceCMCSAComcast$1,513,413$21,670 ▲1.5%48,6780.4%Consumer DiscretionarySNOWSnowflake$1,494,945$43,080 ▲3.0%6,6280.4%Computer and TechnologyZTSZoetis$1,439,348$78,720 ▲5.8%9,8370.4%MedicalACGLArch Capital Group$1,432,536$21,140 ▼-1.5%15,7890.4%FinanceBXBlackstone$1,421,365$45,619 ▲3.3%8,3190.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,394,327$321,763 ▲30.0%24,2410.4%ETFFASTFastenal$1,363,5080.0%27,8040.4%Retail/WholesaleGABCGerman American Bancorp$1,349,6710.0%34,3690.4%FinanceGOOGAlphabet$1,266,062$176,830 ▼-12.3%5,1980.4%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,201,825$90,373 ▲8.1%13,0990.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,187,112$280,190 ▲30.9%20,7900.3%ETFVUGVanguard Growth ETF$1,181,759$69,543 ▲6.3%2,4640.3%ETFGLOBAL X FDS$1,090,006$46,149 ▲4.4%15,5180.3%DEFENSE TECH ETFVTVVanguard Value ETF$1,032,222$58,744 ▲6.0%5,5350.3%ETFVZVerizon Communications$1,027,531$8,438 ▲0.8%23,3800.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,010,301$83,077 ▼-7.6%4,6820.3%ETFQXO INC$963,426$439,657 ▲83.9%50,5470.3%COM NEWMCDMcDonald's$938,201$2,127 ▲0.2%3,0870.3%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$909,851$42,494 ▲4.9%16,4440.3%ETFCOSTCostco Wholesale$898,507$254,469 ▼-22.1%9710.3%Retail/WholesaleJNJJohnson & Johnson$894,833$513,426 ▼-36.5%4,8260.3%MedicalKMIKinder Morgan$858,925$58,658 ▲7.3%30,3400.2%EnergyCGGRCapital Group Growth ETF$819,8230.0%18,6660.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$814,690$56,595 ▲7.5%8,0900.2%ETFRMDResMed$812,9780.0%2,9700.2%MedicalCGGOCapital Group Global Growth Equity ETF$806,5150.0%23,6030.2%ETFHDHome Depot$803,812$1,215 ▲0.2%1,9840.2%Retail/WholesalePEPPepsiCo$801,322$335,499 ▼-29.5%5,7060.2%Consumer StaplesBITWISE BITCOIN ETF TR$773,457$773,457 ▲New Holding12,4310.2%SHS BEN INTWMTWalmart$767,806$50,088 ▲7.0%7,4500.2%Retail/WholesaleNFLXNetflix$739,733$29,973 ▲4.2%6170.2%Consumer DiscretionarySPMOInvesco S&P 500 Momentum ETF$733,758$733,758 ▲New Holding6,0610.2%ETFGILDGilead Sciences$700,5110.0%6,3110.2%MedicalMOAltria Group$700,2360.0%10,6000.2%Consumer StaplesDHRDanaher$668,136$17,843 ▼-2.6%3,3700.2%MedicalEPDEnterprise Products Partners$652,737$469 ▲0.1%20,8740.2%EnergyDEDeere & Company$636,963$21,948 ▼-3.3%1,3930.2%IndustrialsSOSouthern$631,073$19,333 ▼-3.0%6,6590.2%UtilitiesWFCWells Fargo & Company$622,237$256,472 ▲70.1%7,4240.2%FinanceBRBroadridge Financial Solutions$616,810$3,572 ▲0.6%2,5900.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$613,9900.0%3,9810.2%ETFGE VERNOVA INC$602,353$47,942 ▲8.6%9800.2%COMIWMiShares Russell 2000 ETF$592,914$4,114 ▲0.7%2,4500.2%FinanceSNASnap-On$587,7150.0%1,6960.2%Consumer DiscretionaryMPCMarathon Petroleum$573,5940.0%2,9760.2%EnergyVHTVanguard Health Care ETF$569,562$40,757 ▼-6.7%2,1940.2%ETFWECWEC Energy Group$567,565$1,490 ▲0.3%4,9530.2%UtilitiesPGRProgressive$566,648$4,197 ▼-0.7%2,2950.2%FinanceAPHAmphenol$561,644$52,960 ▲10.4%4,5390.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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