Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2025)

About Brown Miller Wealth Management, LLC

Investment Activity

Brown Miller Wealth Management, LLC has $321.87 million in total holdings as of June 30, 2025.
Brown Miller Wealth Management, LLC owns shares of 189 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 4.37% of the portfolio was purchased this quarter.
About 2.84% of the portfolio was sold this quarter.
This quarter, Brown Miller Wealth Management, LLC has purchased 180 new stocks and bought additional shares in 81 stocks.
Brown Miller Wealth Management, LLC sold shares of 49 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

NVIDIA: $45,304,705
Apple: $23,084,718
Microsoft: $20,147,232
JPMorgan Chase & Co.: $13,071,813
Broadcom: $6,382,792

Largest New Holdings this Quarter

78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF: $1,111,217 Holding
78464A508 - SPDR Portfolio S&P 500 Value ETF: $820,482 Holding
81369Y308 - Consumer Staples Select Sector SPDR Fund: $663,846 Holding
82846H405 - QXO INC: $591,919 Holding
78463X772 - SPDR S&P International Dividend ETF: $457,328 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 12,114 shares (about $1.11M)
Broadcom: 3,602 shares (about $992.91K)
SPDR Portfolio S&P 500 Value ETF: 15,676 shares (about $820.48K)
Consumer Staples Select Sector SPDR Fund: 8,199 shares (about $663.85K)
QXO INC: 27,480 shares (about $591.92K)

Largest Sales this Quarter

American Tower: 7,909 shares (about $1.75M)
QUALCOMM: 4,895 shares (about $779.60K)
Technology Select Sector SPDR Fund: 2,052 shares (about $519.63K)
D-Wave Quantum: 28,200 shares (about $412.85K)
iShares Core S&P 500 ETF: 582 shares (about $361.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$45,304,705	$60,352 ▲	0.1%	286,757	14.1%	Computer and Technology
AAPL Apple	$23,084,718	$296,061 ▼	-1.3%	112,515	7.2%	Computer and Technology
MSFT Microsoft	$20,147,232	$18,404 ▲	0.1%	40,505	6.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,071,813	$4,059 ▲	0.0%	45,089	4.1%	Finance
AVGO Broadcom	$6,382,792	$992,909 ▲	18.4%	23,155	2.0%	Computer and Technology
ABT Abbott Laboratories	$5,735,362	$70,317 ▼	-1.2%	42,169	1.8%	Medical
GOOGL Alphabet	$5,730,974	$17,799 ▼	-0.3%	32,520	1.8%	Computer and Technology
AMZN Amazon.com	$5,206,124	$30,495 ▲	0.6%	23,730	1.6%	Retail/Wholesale
CSCO Cisco Systems	$5,043,669	$83,464 ▼	-1.6%	72,696	1.6%	Computer and Technology
CGXU Capital Group International Focus Equity ETF	$4,509,005	$152,715 ▲	3.5%	166,200	1.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$4,471,391	$115,141 ▼	-2.5%	61,513	1.4%	ETF
DIS Walt Disney	$4,415,939	$39,187 ▼	-0.9%	35,610	1.4%	Consumer Discretionary
CB Chubb	$4,398,970	$70,689 ▲	1.6%	15,184	1.4%	Finance
LINDE PLC	$4,328,858	$30,029 ▲	0.7%	9,226	1.3%	SHS
SBUX Starbucks	$4,270,494	$90,805 ▲	2.2%	46,606	1.3%	Retail/Wholesale
LOW Lowe's Companies	$4,147,198	$101,617 ▲	2.5%	18,692	1.3%	Retail/Wholesale
NEE NextEra Energy	$4,108,212	$95,939 ▲	2.4%	59,179	1.3%	Utilities
V Visa	$3,935,278	$3,550 ▲	0.1%	11,084	1.2%	Business Services
VTI Vanguard Total Stock Market ETF	$3,809,158	$170,809 ▲	4.7%	12,533	1.2%	ETF
IBM International Business Machines	$3,656,554	$76,645 ▼	-2.1%	12,404	1.1%	Computer and Technology
PG Procter & Gamble	$3,633,339	$64,207 ▲	1.8%	22,805	1.1%	Consumer Staples
BLACKROCK INC	$3,372,939	$6,295 ▲	0.2%	3,215	1.0%	COM
RTX RTX	$3,365,424	$104,257 ▼	-3.0%	23,048	1.0%	Aerospace
ADI Analog Devices	$3,151,978	$58,317 ▲	1.9%	13,242	1.0%	Computer and Technology
ABBV AbbVie	$3,028,749	$8,353 ▼	-0.3%	16,317	0.9%	Medical
SYK Stryker	$2,934,212	$11,474 ▲	0.4%	7,416	0.9%	Medical
ICE Intercontinental Exchange	$2,865,446	$31,740 ▼	-1.1%	15,618	0.9%	Finance
BRK.B Berkshire Hathaway	$2,748,001	$39,833 ▼	-1.4%	5,657	0.9%	Finance
PM Philip Morris International	$2,693,706	$332,752 ▼	-11.0%	14,790	0.8%	Consumer Staples
ACN Accenture	$2,686,703	$66,353 ▲	2.5%	8,989	0.8%	Computer and Technology
GD General Dynamics	$2,567,321	$27,417 ▲	1.1%	8,802	0.8%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$2,470,643	$212,048 ▲	9.4%	39,836	0.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,462,235	$69,838 ▲	2.9%	49,782	0.8%	ETF
QCOM QUALCOMM	$2,409,039	$779,601 ▼	-24.4%	15,126	0.7%	Computer and Technology
CVX Chevron	$2,340,727	$84,912 ▲	3.8%	16,347	0.7%	Energy
UNH UnitedHealth Group	$2,254,953	$202,160 ▲	9.8%	7,228	0.7%	Medical
MA Mastercard	$2,229,525	$264,082 ▲	13.4%	3,968	0.7%	Business Services
AMGN Amgen	$2,190,192	$88,512 ▲	4.2%	7,844	0.7%	Medical
TSCO Tractor Supply	$2,138,301	$35,937 ▲	1.7%	40,521	0.7%	Retail/Wholesale
O Realty Income	$2,125,474	$115,944 ▲	5.8%	37,067	0.7%	Finance
XYL Xylem	$2,038,043	$99,994 ▲	5.2%	15,755	0.6%	Business Services
PLD Prologis	$1,852,675	$67,594 ▲	3.8%	17,624	0.6%	Finance
MRK Merck & Co., Inc.	$1,799,782		0.0%	22,736	0.6%	Medical
ARCC Ares Capital	$1,779,270	$36,366 ▲	2.1%	81,023	0.6%	Finance
VO Vanguard Mid-Cap ETF	$1,764,825	$175,167 ▼	-9.0%	6,307	0.5%	ETF
IVV iShares Core S&P 500 ETF	$1,744,309	$361,405 ▼	-17.2%	2,809	0.5%	ETF
CMCSA Comcast	$1,712,458	$8,494 ▼	-0.5%	47,981	0.5%	Consumer Discretionary
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,581,035	$186,164 ▲	13.3%	37,113	0.5%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$1,557,384	$86,156 ▲	5.9%	15,853	0.5%	ETF
GLDM SPDR Gold MiniShares Trust	$1,556,296	$3,014 ▲	0.2%	23,753	0.5%	Finance
ACGL Arch Capital Group	$1,458,803	$728 ▲	0.0%	16,022	0.5%	Finance
ZTS Zoetis	$1,450,179	$27,759 ▲	2.0%	9,299	0.5%	Medical
LMT Lockheed Martin	$1,448,787	$14,821 ▼	-1.0%	3,128	0.5%	Aerospace
SNOW Snowflake	$1,440,407	$60,865 ▲	4.4%	6,437	0.4%	Computer and Technology
GABC German American Bancorp	$1,323,550		0.0%	34,369	0.4%	Finance
QBTS D-Wave Quantum	$1,262,949	$412,848 ▼	-24.6%	86,267	0.4%	Computer and Technology
COST Costco Wholesale	$1,233,165	$245,445 ▲	24.8%	1,246	0.4%	Retail/Wholesale
BX Blackstone	$1,204,349	$48,312 ▲	4.2%	8,052	0.4%	Finance
FAST Fastenal	$1,167,768	$583,884 ▲	100.0%	27,804	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$1,160,119	$14,053 ▲	1.2%	7,595	0.4%	Medical
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,111,217	$1,111,217 ▲	New Holding	12,114	0.3%	ETF
PEP PepsiCo	$1,068,904	$42,254 ▼	-3.8%	8,095	0.3%	Consumer Staples
GOOG Alphabet	$1,050,871	$30,866 ▲	3.0%	5,924	0.3%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,037,101	$12,076 ▲	1.2%	5,067	0.3%	ETF
VUG Vanguard Growth ETF	$1,016,650		0.0%	2,319	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,014,392	$46,349 ▲	4.8%	18,647	0.3%	ETF
VZ Verizon Communications	$1,003,366	$32,799 ▲	3.4%	23,188	0.3%	Computer and Technology
NVO Novo Nordisk A/S	$942,683	$156,263 ▲	19.9%	13,658	0.3%	Medical
VTV Vanguard Value ETF	$922,583		0.0%	5,220	0.3%	ETF
AMT American Tower	$910,765	$1,747,935 ▼	-65.7%	4,121	0.3%	Finance
JEPI JPMorgan Equity Premium Income ETF	$902,956	$52,246 ▲	6.1%	15,883	0.3%	ETF
MCD McDonald's	$899,797	$584 ▲	0.1%	3,080	0.3%	Retail/Wholesale
GLOBAL X FDS	$895,375	$1,747 ▼	-0.2%	14,861	0.3%	DEFENSE TECH ETF
KMI Kinder Morgan	$831,074	$30,105 ▲	3.8%	28,268	0.3%	Energy
SPYV SPDR Portfolio S&P 500 Value ETF	$820,482	$820,482 ▲	New Holding	15,676	0.3%	ETF
NFLX Netflix	$792,765	$326,748 ▲	70.1%	592	0.2%	Consumer Discretionary
RMD ResMed	$766,260		0.0%	2,970	0.2%	Medical
CGGR Capital Group Growth ETF	$758,785		0.0%	18,666	0.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$758,021	$92,940 ▲	14.0%	7,528	0.2%	ETF
CGGO Capital Group Global Growth Equity ETF	$754,588		0.0%	23,603	0.2%	ETF
DE Deere & Company	$732,734	$1,525 ▼	-0.2%	1,441	0.2%	Industrials
HD Home Depot	$726,141	$12,463 ▼	-1.7%	1,981	0.2%	Retail/Wholesale
GILD Gilead Sciences	$699,691	$69,625 ▼	-9.1%	6,311	0.2%	Medical
DHR Danaher	$683,581	$9,483 ▼	-1.4%	3,460	0.2%	Medical
WMT Walmart	$680,905	$17,502 ▼	-2.5%	6,964	0.2%	Retail/Wholesale
XLP Consumer Staples Select Sector SPDR Fund	$663,846	$663,846 ▲	New Holding	8,199	0.2%	ETF
EPD Enterprise Products Partners	$646,832	$465 ▲	0.1%	20,859	0.2%	Energy
SO Southern	$630,230	$18,733 ▲	3.1%	6,863	0.2%	Utilities
BR Broadridge Financial Solutions	$625,751	$1,944 ▲	0.3%	2,575	0.2%	Computer and Technology
MO Altria Group	$621,478		0.0%	10,600	0.2%	Consumer Staples
PGR Progressive	$616,869	$8,271 ▼	-1.3%	2,312	0.2%	Finance
QXO INC	$591,919	$591,919 ▲	New Holding	27,480	0.2%	COM NEW
PALANTIR TECHNOLOGIES INC	$591,492	$61,208 ▲	11.5%	4,339	0.2%	CL A
XLI Industrial Select Sector SPDR Fund	$587,277		0.0%	3,981	0.2%	ETF
VHT Vanguard Health Care ETF	$583,847	$151,487 ▼	-20.6%	2,351	0.2%	ETF
PAYX Paychex	$557,682	$24,000 ▼	-4.1%	3,834	0.2%	Computer and Technology
DEO Diageo	$553,723	$81,379 ▲	17.2%	5,491	0.2%	Consumer Staples
WTM White Mountains Insurance Group	$535,906		0.0%	298	0.2%	Finance
CL Colgate-Palmolive	$533,129		0.0%	5,865	0.2%	Consumer Staples
SNA Snap-On	$527,761	$7,779 ▼	-1.5%	1,696	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2025)

About Brown Miller Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2025)

About Brown Miller Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrown Miller Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools