Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2025) About Brown Miller Wealth Management, LLCInvestment ActivityBrown Miller Wealth Management, LLC has $288.97 million in total holdings as of March 31, 2025.Brown Miller Wealth Management, LLC owns shares of 180 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 17.26% of the portfolio was purchased this quarter.About 3.99% of the portfolio was sold this quarter.This quarter, Brown Miller Wealth Management, LLC has purchased 120 new stocks and bought additional shares in 79 stocks.Brown Miller Wealth Management, LLC sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $31,037,309Apple $25,313,457Microsoft $15,191,004JPMorgan Chase & Co. $11,056,805Abbott Laboratories $5,662,362 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $4,149,245 Holding98978V103 - Zoetis $1,501,773 Holding46137V472 - Invesco S&P MidCap Quality ETF $1,370,690 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $1,334,622 Holding26740W109 - D-Wave Quantum $869,949 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 63,097 shares (about $4.15M)Zoetis 9,121 shares (about $1.50M)Invesco S&P MidCap Quality ETF 14,976 shares (about $1.37M)SPDR Portfolio S&P 600 Small Cap ETF 32,743 shares (about $1.33M)Lockheed Martin 2,000 shares (about $893.47K) Largest Sales this Quarter iShares Core S&P 500 ETF 5,856 shares (about $3.29M)Johnson & Johnson 12,739 shares (about $2.11M)Vanguard Mid-Cap ETF 5,228 shares (about $1.35M)iShares Russell 2000 ETF 4,655 shares (about $928.54K)United Parcel Service 6,401 shares (about $704.02K) 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$31,037,309$539,841 ▲1.8%286,37510.7%Computer and TechnologyAAPLApple$25,313,457$18,881 ▲0.1%113,9588.8%Computer and TechnologyMSFTMicrosoft$15,191,004$836,729 ▲5.8%40,4685.3%Computer and TechnologyJPMJPMorgan Chase & Co.$11,056,805$74,571 ▲0.7%45,0753.8%FinanceABTAbbott Laboratories$5,662,362$23,081 ▲0.4%42,6862.0%MedicalGOOGLAlphabet$5,044,556$236,756 ▲4.9%32,6211.7%Computer and TechnologyCSCOCisco Systems$4,560,322$467,084 ▲11.4%73,8991.6%Computer and TechnologyCBChubb$4,511,731$626,931 ▲16.1%14,9401.6%FinanceAMZNAmazon.com$4,488,423$616,252 ▲15.9%23,5911.6%Retail/WholesaleSBUXStarbucks$4,474,375$119,277 ▲2.7%45,6151.5%Retail/WholesaleLINDE PLC$4,266,399$833,070 ▲24.3%9,1621.5%SHSLOWLowe's Companies$4,252,533$135,268 ▲3.3%18,2341.5%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$4,149,245$4,149,245 ▲New Holding63,0971.4%ETFNEENextEra Energy$4,097,208$860,884 ▲26.6%57,7971.4%UtilitiesCGXUCapital Group International Focus Equity ETF$3,930,777$78,581 ▲2.0%160,5711.4%ETFVVisa$3,881,052$92,523 ▲2.4%11,0741.3%Business ServicesPGProcter & Gamble$3,817,724$253,413 ▲7.1%22,4021.3%Consumer StaplesDISWalt Disney$3,545,851$161,471 ▲4.8%35,9261.2%Consumer DiscretionaryUNHUnitedHealth Group$3,446,314$246,165 ▲7.7%6,5801.2%MedicalABBVAbbVie$3,428,239$48,610 ▲1.4%16,3621.2%MedicalVTIVanguard Total Stock Market ETF$3,290,112$21,438 ▼-0.6%11,9711.1%ETFAVGOBroadcom$3,273,764$830,956 ▲34.0%19,5531.1%Computer and TechnologyIBMInternational Business Machines$3,149,079$21,385 ▲0.7%12,6641.1%Computer and TechnologyRTXRTX$3,147,497$94,576 ▼-2.9%23,7621.1%AerospaceQCOMQUALCOMM$3,075,421$1,075 ▲0.0%20,0211.1%Computer and TechnologyBRK.BBerkshire Hathaway$3,056,477$272,681 ▲9.8%5,7391.1%FinanceBLACKROCK INC$3,036,949$48,266 ▲1.6%3,2091.1%COMSYKStryker$2,749,784$144,059 ▲5.5%7,3871.0%MedicalACNAccenture$2,735,635$58,039 ▲2.2%8,7670.9%Computer and TechnologyICEIntercontinental Exchange$2,723,895$11,557 ▼-0.4%15,7910.9%FinancePMPhilip Morris International$2,637,632$37,461 ▼-1.4%16,6170.9%Consumer StaplesCVXChevron$2,635,458$518,259 ▲24.5%15,7540.9%EnergyADIAnalog Devices$2,621,114$450,532 ▲20.8%12,9970.9%Computer and TechnologyAMTAmerican Tower$2,617,789$39,822 ▲1.5%12,0300.9%FinanceGDGeneral Dynamics$2,373,589$801,645 ▲51.0%8,7080.8%AerospaceAMGNAmgen$2,345,096$86,613 ▲3.8%7,5270.8%MedicalTSCOTractor Supply$2,195,192$21,985 ▲1.0%39,8400.8%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$2,189,247$355,656 ▼-14.0%48,3700.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,124,943$248,222 ▲13.2%36,4170.7%ETFMRKMerck & Co., Inc.$2,040,783$99,275 ▲5.1%22,7360.7%MedicalORealty Income$2,023,555$42,498 ▲2.1%35,0450.7%FinanceMAMastercard$1,917,464$237,901 ▲14.2%3,4980.7%Business ServicesIVViShares Core S&P 500 ETF$1,905,432$3,290,537 ▼-63.3%3,3910.7%ETFPLDPrologis$1,898,328$322,071 ▲20.4%16,9810.7%FinanceVOVanguard Mid-Cap ETF$1,793,030$1,352,079 ▼-43.0%6,9330.6%ETFXYLXylem$1,789,701$322,294 ▲22.0%14,9820.6%Business ServicesCMCSAComcast$1,779,282$101,844 ▲6.1%48,2190.6%Consumer DiscretionaryARCCAres Capital$1,758,774$333,353 ▲23.4%79,3670.6%FinanceACGLArch Capital Group$1,540,227$76,752 ▲5.2%16,0140.5%FinanceZTSZoetis$1,501,773$1,501,773 ▲New Holding9,1210.5%MedicalGLDMSPDR Gold MiniShares Trust$1,467,226$170,383 ▼-10.4%23,7070.5%FinanceLMTLockheed Martin$1,411,685$893,472 ▲172.4%3,1600.5%AerospaceXMHQInvesco S&P MidCap Quality ETF$1,370,690$1,370,690 ▲New Holding14,9760.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,334,622$1,334,622 ▲New Holding32,7430.5%ETFGABCGerman American Bancorp$1,288,838$631,613 ▲96.1%34,3690.4%FinancePEPPepsiCo$1,261,819$566,806 ▲81.6%8,4150.4%Consumer StaplesJNJJohnson & Johnson$1,244,272$2,112,592 ▼-62.9%7,5030.4%MedicalBXBlackstone$1,080,371$35,085 ▲3.4%7,7290.4%FinanceFASTFastenal$1,078,100$428,541 ▲66.0%13,9020.4%Retail/WholesaleVZVerizon Communications$1,017,419$34,111 ▲3.5%22,4300.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$971,417$158,476 ▼-14.0%5,0080.3%ETFMCDMcDonald's$961,509$54,354 ▲6.0%3,0780.3%Retail/WholesaleCOSTCostco Wholesale$943,602$119,132 ▲14.4%9980.3%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$921,404$129,758 ▲16.4%17,7950.3%ETFVTVVanguard Value ETF$901,7030.0%5,2200.3%ETFSNOWSnowflake$901,076$9,793 ▲1.1%6,1650.3%Computer and TechnologyGOOGAlphabet$898,311$421,191 ▲88.3%5,7500.3%Computer and TechnologyQBTSD-Wave Quantum$869,949$869,949 ▲New Holding114,4670.3%Computer and TechnologyVUGVanguard Growth ETF$859,9320.0%2,3190.3%ETFJEPIJPMorgan Equity Premium Income ETF$855,027$147,704 ▲20.9%14,9640.3%ETFNVONovo Nordisk A/S$791,202$220,681 ▲38.7%11,3940.3%MedicalVHTVanguard Health Care ETF$783,8660.0%2,9610.3%ETFGILDGilead Sciences$777,505$429,482 ▲123.4%6,9390.3%MedicalKMIKinder Morgan$777,262$453,622 ▲140.2%27,2440.3%EnergyHDHome Depot$738,558$468,792 ▲173.8%2,0150.3%Retail/WholesaleDHRDanaher$719,205$44,694 ▲6.6%3,5080.2%MedicalEPDEnterprise Products Partners$711,614$478 ▲0.1%20,8440.2%EnergyXLKTechnology Select Sector SPDR Fund$696,664$423,697 ▲155.2%3,3740.2%ETFGLOBAL X FDS$693,130$693,130 ▲New Holding14,8900.2%DEFENSE TECH ETFDEDeere & Company$677,950$15,963 ▲2.4%1,4440.2%IndustrialsCGGOCapital Group Global Growth Equity ETF$668,6730.0%23,6030.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$664,948$664,948 ▲New Holding6,6050.2%ETFRMDResMed$664,8350.0%2,9700.2%MedicalPGRProgressive$662,961$662,961 ▲New Holding2,3430.2%FinanceAMPLIFY ETF TR$653,057$431 ▼-0.1%9,0960.2%AMPLIFY CYBERSECCGGRCapital Group Growth ETF$639,3200.0%18,6660.2%ETFMOAltria Group$636,2120.0%10,6000.2%Consumer StaplesBROBrown & Brown$630,918$630,918 ▲New Holding5,0710.2%FinanceWMTWalmart$627,055$72,511 ▲13.1%7,1430.2%Retail/WholesaleBRBroadridge Financial Solutions$622,428$622,428 ▲New Holding2,5670.2%Business ServicesPAYXPaychex$616,954$616,954 ▲New Holding3,9990.2%Business ServicesSOSouthern$612,295$612,295 ▲New Holding6,6590.2%UtilitiesSNASnap-on$579,994$579,994 ▲New Holding1,7210.2%Consumer DiscretionaryFNFFidelity National Financial$577,585$577,585 ▲New Holding8,8750.2%FinanceWTMWhite Mountains Insurance Group$574,7290.0%2980.2%FinanceIWMiShares Russell 2000 ETF$560,119$928,545 ▼-62.4%2,8080.2%FinanceCLColgate-Palmolive$549,551$549,551 ▲New Holding5,8650.2%Consumer StaplesWECWEC Energy Group$538,361$538,361 ▲New Holding4,9400.2%UtilitiesXLIIndustrial Select Sector SPDR Fund$521,790$521,790 ▲New Holding3,9810.2%ETFUPSUnited Parcel Service$515,504$704,020 ▼-57.7%4,6870.2%TransportationShowing 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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