The Analysis of Brown Miller Wealth Management, LLC's Holdings

Currently, Brown Miller Wealth Management, LLC holds 191 types of securities in its portfolio with a total value $352.8M. In the most recent quarter, they have increased their positions in LLY (+3.6K shares, valued at $2.8M), XSMO (+25.2K shares, valued at $1.9M), UNH (+2.9K shares, valued at $1.0M); decreased their positions in NVDA (-9.4K shares, valued at $1.8M), JNJ (-2.8K shares, valued at $513.4K), PEP (-2.4K shares, valued at $335.5K); initiated new positions in XSMO (+25.2K shares, valued at $1.9M), BITB (+12.4K shares, valued at $773.5K), SPMO (+6.1K shares, valued at $733.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION277.3K shares-3.30%2025-09-302025-10-21

AAPL APPLE INC112.2K shares-0.27%2025-09-302025-10-21

MSFT MICROSOFT CORP40.8K shares0.84%2025-09-302025-10-21

JPM JPMORGAN CHASE & CO.45.4K shares0.66%2025-09-302025-10-21

GOOGL ALPHABET INC32.6K shares0.22%2025-09-302025-10-21

AVGO BROADCOM INC23.4K shares0.93%2025-09-302025-10-21

ABT ABBOTT LABS41.1K shares-2.62%2025-09-302025-10-21

AMZN AMAZON COM INC24.0K shares1.21%2025-09-302025-10-21

Sponsored

SPYM SPDR SERIES TRUST64.8K shares5.29%2025-09-302025-10-21

CSCO CISCO SYS INC73.5K shares1.09%2025-09-302025-10-21

CGXU CAPITAL GROUP INTL FOCUS EQT168.6K shares1.42%2025-09-302025-10-21

LOW LOWES COS INC19.1K shares1.93%2025-09-302025-10-21

NEE NEXTERA ENERGY INC61.0K shares3.12%2025-09-302025-10-21

LIN LINDE PLC9.4K shares1.63%2025-09-302025-10-21

CB CHUBB LIMITED15.4K shares1.69%2025-09-302025-10-21

VTI VANGUARD INDEX FDS13.1K shares4.65%2025-09-302025-10-21

Sponsored

DIS DISNEY WALT CO35.6K shares-0.02%2025-09-302025-10-21

SBUX STARBUCKS CORP47.7K shares2.39%2025-09-302025-10-21

V VISA INC11.3K shares2.26%2025-09-302025-10-21

RTX RTX CORPORATION23.1K shares0.30%2025-09-302025-10-21

BLK BLACKROCK INC3.2K shares-0.40%2025-09-302025-10-21

ABBV ABBVIE INC15.8K shares-3.21%2025-09-302025-10-21

PG PROCTER AND GAMBLE CO23.6K shares3.64%2025-09-302025-10-21

UNH UNITEDHEALTH GROUP INC10.2K shares40.47%2025-09-302025-10-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS12.2K shares-1.44%2025-09-302025-10-21

ADI ANALOG DEVICES INC13.4K shares1.35%2025-09-302025-10-21

GD GENERAL DYNAMICS CORP8.9K shares0.66%2025-09-302025-10-21

LLY ELI LILLY & CO4.0K shares1083.83%2025-09-302025-10-21

BRK.B BERKSHIRE HATHAWAY INC DEL5.7K shares0.23%2025-09-302025-10-21

SYK STRYKER CORPORATION7.4K shares-0.36%2025-09-302025-10-21

VWO VANGUARD INTL EQUITY INDEX F50.3K shares1.08%2025-09-302025-10-21

IJH ISHARES TR41.7K shares4.56%2025-09-302025-10-21

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN15.8K shares1.27%2025-09-302025-10-21

ACN ACCENTURE PLC IRELAND10.5K shares17.01%2025-09-302025-10-21

CVX CHEVRON CORP NEW16.4K shares0.27%2025-09-302025-10-21

QCOM QUALCOMM INC14.8K shares-2.02%2025-09-302025-10-21

PM PHILIP MORRIS INTL INC14.8K shares0.23%2025-09-302025-10-21

XYL XYLEM INC16.0K shares1.82%2025-09-302025-10-21

O REALTY INCOME CORP38.5K shares3.98%2025-09-302025-10-21

TSCO TRACTOR SUPPLY CO40.9K shares1.05%2025-09-302025-10-21

Sponsored

MA MASTERCARD INCORPORATED4.0K shares1.66%2025-09-302025-10-21

PLD PROLOGIS INC.18.7K shares6.17%2025-09-302025-10-21

QBTS D-WAVE QUANTUM INC86.3K shares0.00%2025-09-302025-10-21

MRK MERCK & CO INC23.0K shares1.16%2025-09-302025-10-21

GLDM WORLD GOLD TR24.5K shares2.99%2025-09-302025-10-21

IVV ISHARES TR2.8K shares-0.82%2025-09-302025-10-21

VO VANGUARD INDEX FDS6.3K shares0.25%2025-09-302025-10-21

XSMO INVESCO EXCHANGE TRADED FD T25.2K sharesnew addition2025-09-302025-10-21

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T16.8K shares5.89%2025-09-302025-10-21

ARCC ARES CAPITAL CORP83.4K shares2.97%2025-09-302025-10-21

LMT LOCKHEED MARTIN CORP3.1K shares0.32%2025-09-302025-10-21

CMCSA COMCAST CORP NEW48.7K shares1.45%2025-09-302025-10-21

SNOW SNOWFLAKE INC6.6K shares2.97%2025-09-302025-10-21

ZTS ZOETIS INC9.8K shares5.79%2025-09-302025-10-21

ACGL ARCH CAP GROUP LTD15.8K shares-1.45%2025-09-302025-10-21

BX BLACKSTONE INC8.3K shares3.32%2025-09-302025-10-21

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F24.2K shares30.00%2025-09-302025-10-21

FAST FASTENAL CO27.8K shares0.00%2025-09-302025-10-21

GABC GERMAN AMERN BANCORP INC34.4K shares0.00%2025-09-302025-10-21

GOOG ALPHABET INC5.2K shares-12.26%2025-09-302025-10-21

BIL SPDR SERIES TRUST13.1K shares8.13%2025-09-302025-10-21

JEPI J P MORGAN EXCHANGE TRADED F20.8K shares30.89%2025-09-302025-10-21

VUG VANGUARD INDEX FDS2.5K shares6.25%2025-09-302025-10-21

SHLD GLOBAL X FDS15.5K shares4.42%2025-09-302025-10-21

Sponsored

VTV VANGUARD INDEX FDS5.5K shares6.03%2025-09-302025-10-21

VZ VERIZON COMMUNICATIONS INC23.4K shares0.83%2025-09-302025-10-21

VIG VANGUARD SPECIALIZED FUNDS4.7K shares-7.60%2025-09-302025-10-21

QXO QXO INC50.5K shares83.94%2025-09-302025-10-21

MCD MCDONALDS CORP3.1K shares0.23%2025-09-302025-10-21

SPYV SPDR SERIES TRUST16.4K shares4.90%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW971 shares-22.07%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON4.8K shares-36.46%2025-09-302025-10-21

Sponsored

KMI KINDER MORGAN INC DEL30.3K shares7.33%2025-09-302025-10-21

CGGR CAPITAL GROUP GROWTH ETF18.7K shares0.00%2025-09-302025-10-21

SGOV ISHARES TR8.1K shares7.47%2025-09-302025-10-21

RMD RESMED INC3.0K shares0.00%2025-09-302025-10-21

CGGO CAPITAL GROUP GBL GROWTH EQT23.6K shares0.00%2025-09-302025-10-21

HD HOME DEPOT INC2.0K shares0.15%2025-09-302025-10-21

PEP PEPSICO INC5.7K shares-29.51%2025-09-302025-10-21

BITB BITWISE BITCOIN ETF TR12.4K sharesnew addition2025-09-302025-10-21

Sponsored

WMT WALMART INC7.5K shares6.98%2025-09-302025-10-21

NFLX NETFLIX INC617 shares4.22%2025-09-302025-10-21

SPMO INVESCO EXCH TRADED FD TR II6.1K sharesnew addition2025-09-302025-10-21

GILD GILEAD SCIENCES INC6.3K shares0.00%2025-09-302025-10-21

MO ALTRIA GROUP INC10.6K shares0.00%2025-09-302025-10-21

DHR DANAHER CORPORATION3.4K shares-2.60%2025-09-302025-10-21

EPD ENTERPRISE PRODS PARTNERS L20.9K shares0.07%2025-09-302025-10-21

DE DEERE & CO1.4K shares-3.33%2025-09-302025-10-21

Sponsored

SO SOUTHERN CO6.7K shares-2.97%2025-09-302025-10-21

WFC WELLS FARGO CO NEW7.4K shares70.12%2025-09-302025-10-21

BR BROADRIDGE FINL SOLUTIONS IN2.6K shares0.58%2025-09-302025-10-21

XLI SELECT SECTOR SPDR TR4.0K shares0.00%2025-09-302025-10-21

GEV GE VERNOVA INC980 shares8.65%2025-09-302025-10-21

IWM ISHARES TR2.5K shares0.70%2025-09-302025-10-21

SNA SNAP ON INC1.7K shares0.00%2025-09-302025-10-21

MPC MARATHON PETE CORP3.0K shares0.00%2025-09-302025-10-21

Sponsored

VHT VANGUARD WORLD FD2.2K shares-6.68%2025-09-302025-10-21

WEC WEC ENERGY GROUP INC5.0K shares0.26%2025-09-302025-10-21

PGR PROGRESSIVE CORP2.3K shares-0.74%2025-09-302025-10-21

APH AMPHENOL CORP NEW4.5K shares10.41%2025-09-302025-10-21

AXP AMERICAN EXPRESS CO1.6K shares0.37%2025-09-302025-10-21

MDLZ MONDELEZ INTL INC8.7K sharesnew addition2025-09-302025-10-21

HSY HERSHEY CO2.9K shares0.31%2025-09-302025-10-21

DBP INVESCO DB MULTI-SECTOR COMM6.1K shares0.00%2025-09-302025-10-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F10.6K shares9.08%2025-09-302025-10-21

ETR ENTERGY CORP NEW5.8K shares0.00%2025-09-302025-10-21

FNF FIDELITY NATIONAL FINANCIAL8.9K shares0.00%2025-09-302025-10-21

GLD SPDR GOLD TR1.5K shares0.00%2025-09-302025-10-21

EME EMCOR GROUP INC822 shares10.19%2025-09-302025-10-21

DEO DIAGEO PLC5.5K shares1.07%2025-09-302025-10-21

ORCL ORACLE CORP1.9K shares-8.38%2025-09-302025-10-21

IVW ISHARES TR4.3K sharesnew addition2025-09-302025-10-21

Sponsored

SLV ISHARES SILVER TR12.1K shares0.00%2025-09-302025-10-21

XLF SELECT SECTOR SPDR TR9.5K shares0.00%2025-09-302025-10-21

RCL ROYAL CARIBBEAN GROUP1.6K shares9.53%2025-09-302025-10-21

WMB WILLIAMS COS INC8.0K shares0.18%2025-09-302025-10-21

NTRS NORTHERN TR CORP3.7K shares0.00%2025-09-302025-10-21

WTM WHITE MTNS INS GROUP LTD298 shares0.00%2025-09-302025-10-21

PAYX PAYCHEX INC3.8K shares0.00%2025-09-302025-10-21

FDVV FIDELITY COVINGTON TRUST8.6K shares0.00%2025-09-302025-10-21

Sponsored

TT TRANE TECHNOLOGIES PLC1.1K shares10.87%2025-09-302025-10-21

MTUM ISHARES TR1.8K shares0.00%2025-09-302025-10-21

CL COLGATE PALMOLIVE CO5.9K shares0.00%2025-09-302025-10-21

IEV ISHARES TR7.1K shares0.00%2025-09-302025-10-21

XOM EXXON MOBIL CORP4.1K shares0.56%2025-09-302025-10-21

UBSI UNITED BANKSHARES INC WEST V12.5K shares1.02%2025-09-302025-10-21

AMT AMERICAN TOWER CORP NEW2.4K shares-41.28%2025-09-302025-10-21

BWXT BWX TECHNOLOGIES INC2.5K shares0.00%2025-09-302025-10-21

Sponsored

DWX SPDR INDEX SHS FDS10.8K shares0.00%2025-09-302025-10-21

PLTR PALANTIR TECHNOLOGIES INC2.5K shares-41.58%2025-09-302025-10-21

EZU ISHARES INC7.4K shares0.00%2025-09-302025-10-21

VB VANGUARD INDEX FDS1.8K shares8.50%2025-09-302025-10-21

FIX COMFORT SYS USA INC526 sharesnew addition2025-09-302025-10-21

AWK AMERICAN WTR WKS CO INC NEW3.1K shares0.00%2025-09-302025-10-21

USB US BANCORP DEL8.7K shares0.30%2025-09-302025-10-21

CLX CLOROX CO DEL3.2K shares0.00%2025-09-302025-10-21

Sponsored

CHRW C H ROBINSON WORLDWIDE INC3.0K shares0.00%2025-09-302025-10-21

SGI SOMNIGROUP INTERNATIONAL INC4.7K sharesnew addition2025-09-302025-10-21

ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.31%2025-09-302025-10-21

DASH DOORDASH INC1.4K sharesnew addition2025-09-302025-10-21

HON HONEYWELL INTL INC1.8K shares0.00%2025-09-302025-10-21

UPS UNITED PARCEL SERVICE INC4.5K shares0.26%2025-09-302025-10-21

CSGP COSTAR GROUP INC4.4K shares0.00%2025-09-302025-10-21

STT STATE STR CORP3.2K shares0.00%2025-09-302025-10-21

Sponsored

XLK SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-21

VXUS VANGUARD STAR FDS5.0K shares0.00%2025-09-302025-10-21

MP MP MATERIALS CORP5.3K sharesnew addition2025-09-302025-10-21

HLI HOULIHAN LOKEY INC1.7K shares10.47%2025-09-302025-10-21

NEM NEWMONT CORP4.2K sharesnew addition2025-09-302025-10-21

MEDP MEDPACE HLDGS INC673 sharesnew addition2025-09-302025-10-21

D DOMINION ENERGY INC5.6K shares-5.95%2025-09-302025-10-21

ORLY OREILLY AUTOMOTIVE INC3.2K shares0.00%2025-09-302025-10-21

Sponsored

CRS CARPENTER TECHNOLOGY CORP1.4K sharesnew addition2025-09-302025-10-21

NRG NRG ENERGY INC2.1K shares10.01%2025-09-302025-10-21

SYY SYSCO CORP4.0K shares-9.91%2025-09-302025-10-21

APD AIR PRODS & CHEMS INC1.2K shares0.00%2025-09-302025-10-21

CVS CVS HEALTH CORP4.3K shares0.07%2025-09-302025-10-21

TROW PRICE T ROWE GROUP INC3.1K shares0.00%2025-09-302025-10-21

SRE SEMPRA3.6K shares0.00%2025-09-302025-10-21

INTU INTUIT464 shares11.00%2025-09-302025-10-21

Sponsored

CPRT COPART INC7.0K shares38.87%2025-09-302025-10-21

CGDV CAPITAL GROUP DIVIDEND VALUE7.5K shares-2.53%2025-09-302025-10-21

CHH CHOICE HOTELS INTL INC2.9K shares0.00%2025-09-302025-10-21

VST VISTRA CORP1.6K sharesnew addition2025-09-302025-10-21

GLW CORNING INC3.7K sharesnew addition2025-09-302025-10-21

DOW DOW INC13.1K shares2.81%2025-09-302025-10-21

SAIC SCIENCE APPLICATIONS INTL CO3.0K shares0.00%2025-09-302025-10-21

GE GE AEROSPACE911 shares4.11%2025-09-302025-10-21

Sponsored

ENB ENBRIDGE INC5.4K shares0.00%2025-09-302025-10-21

EVR EVERCORE INC807 sharesnew addition2025-09-302025-10-21

VEA VANGUARD TAX-MANAGED FDS4.5K shares0.00%2025-09-302025-10-21

KEYS KEYSIGHT TECHNOLOGIES INC1.5K shares3.26%2025-09-302025-10-21

PAYC PAYCOM SOFTWARE INC1.2K shares-1.37%2025-09-302025-10-21

EMR EMERSON ELEC CO1.9K shares-14.75%2025-09-302025-10-21

VOO VANGUARD INDEX FDS404 shares0.00%2025-09-302025-10-21

VYMI VANGUARD WHITEHALL FDS2.8K shares0.00%2025-09-302025-10-21

Sponsored

AFL AFLAC INC2.1K shares0.00%2025-09-302025-10-21

PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-09-302025-10-21

VOT VANGUARD INDEX FDS778 shares0.00%2025-09-302025-10-21

UNP UNION PAC CORP964 shares0.21%2025-09-302025-10-21

INTC INTEL CORP6.7K sharesnew addition2025-09-302025-10-21

SPYD SPDR SERIES TRUST5.1K shares0.00%2025-09-302025-10-21

WY WEYERHAEUSER CO MTN BE9.0K shares0.00%2025-09-302025-10-21

DLTR DOLLAR TREE INC2.3K shares0.00%2025-09-302025-10-21

Sponsored

COP CONOCOPHILLIPS2.3K shares0.66%2025-09-302025-10-21

UBS UBS GROUP AG5.2K shares-13.10%2025-09-302025-10-21

CG CARLYLE GROUP INC3.4K sharesnew addition2025-09-302025-10-21

TOL TOLL BROTHERS INC1.5K sharesnew addition2025-09-302025-10-21

OKE ONEOK INC NEW2.8K shares0.00%2025-09-302025-10-21

JBTM JBT MAREL CORPORATION1.4K sharesnew addition2025-09-302025-10-21

TRIP TRIPADVISOR INC12.1K shares-1.40%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available