Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2023) About Brown Miller Wealth Management, LLCInvestment ActivityBrown Miller Wealth Management, LLC has $260.77 million in total holdings as of December 31, 2022.Brown Miller Wealth Management, LLC owns shares of 120 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 3.48% of the portfolio was sold this quarter.This quarter, Brown Miller Wealth Management, LLC has purchased 127 new stocks and bought additional shares in 56 stocks.Brown Miller Wealth Management, LLC sold shares of 35 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $37,788,516Apple $28,516,150Microsoft $16,117,820JPMorgan Chase & Co. $10,732,086Alphabet $5,885,514 Largest New Holdings this Quarter BLACKROCK INC $3,238,189 HoldingGerman American Bancorp $704,896 HoldingLockheed Martin $563,690 HoldingTesla $299,649 HoldingUBS Group $271,091 Holding Largest Purchases this Quarter BLACKROCK INC 3,158 shares (about $3.24M)Tractor Supply 31,638 shares (about $1.68M)German American Bancorp 17,526 shares (about $704.90K)Lockheed Martin 1,160 shares (about $563.69K)Novo Nordisk A/S 3,908 shares (about $336.17K) Largest Sales this Quarter Broadcom 2,431 shares (about $563.64K)Technology Select Sector SPDR Fund 1,059 shares (about $246.24K)Microsoft 531 shares (about $223.82K)NVIDIA 1,268 shares (about $170.28K)PepsiCo 1,111 shares (about $168.97K) 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$37,788,516$170,280 ▼-0.4%281,39414.5%Computer and TechnologyAAPLApple$28,516,150$284,728 ▲1.0%113,87310.9%Computer and TechnologyMSFTMicrosoft$16,117,820$223,818 ▼-1.4%38,2396.2%Computer and TechnologyJPMJPMorgan Chase & Co.$10,732,086$139,272 ▼-1.3%44,7714.1%FinanceGOOGLAlphabet$5,885,514$90,299 ▲1.6%31,0902.3%Computer and TechnologyIVViShares Core S&P 500 ETF$5,443,655$164,834 ▲3.1%9,2472.1%ETFABTAbbott Laboratories$4,808,608$15,949 ▼-0.3%42,5121.8%MedicalAMZNAmazon.com$4,465,025$41,465 ▲0.9%20,3521.7%Retail/WholesaleLOWLowe's Companies$4,357,226$14,809 ▲0.3%17,6541.7%Retail/WholesaleSBUXStarbucks$4,051,421$23,999 ▼-0.6%44,3991.6%Retail/WholesaleCSCOCisco Systems$3,926,760$20,306 ▲0.5%66,3301.5%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$3,882,120$157,815 ▲4.2%157,3611.5%ETFDISWalt Disney$3,818,258$45,098 ▲1.2%34,2901.5%Consumer DiscretionaryCBChubb$3,554,465$17,684 ▲0.5%12,8641.4%FinancePGProcter & Gamble$3,506,553$40,573 ▲1.2%20,9151.3%Consumer StaplesVTIVanguard Total Stock Market ETF$3,492,165$15,361 ▲0.4%12,0491.3%ETFVVisa$3,416,591$3,793 ▲0.1%10,8101.3%Business ServicesAVGOBroadcom$3,382,763$563,639 ▼-14.3%14,5901.3%Computer and TechnologyNEENextEra Energy$3,272,893$15,844 ▲0.5%45,6531.3%UtilitiesBLACKROCK INC$3,238,189$3,238,189 ▲New Holding3,1581.2%COMVOVanguard Mid-Cap ETF$3,212,346$135,510 ▲4.4%12,1611.2%ETFUNHUnitedHealth Group$3,091,029$13,153 ▼-0.4%6,1101.2%MedicalLINDE PLC$3,086,913$261,674 ▲9.3%7,3731.2%SHSQCOMQUALCOMM$3,074,675$24,427 ▲0.8%20,0141.2%Computer and TechnologyACNAccenture$3,018,798$203,341 ▲7.2%8,5811.2%Computer and TechnologyJNJJohnson & Johnson$2,927,449$82,290 ▲2.9%20,2421.1%MedicalABBVAbbVie$2,866,371$46,381 ▼-1.6%16,1301.1%MedicalRTXRTX$2,832,420$12,267 ▼-0.4%24,4761.1%AerospaceIBMInternational Business Machines$2,765,122$8,134 ▼-0.3%12,5781.1%Computer and TechnologySYKStryker$2,520,647$4,321 ▲0.2%7,0001.0%MedicalVWOVanguard FTSE Emerging Markets ETF$2,476,325$84,338 ▲3.5%56,2280.9%ETFBRK.BBerkshire Hathaway$2,369,2950.0%5,2270.9%FinanceICEIntercontinental Exchange$2,363,138$1,937 ▼-0.1%15,8580.9%FinanceADIAnalog Devices$2,286,797$32,508 ▲1.4%10,7630.9%Computer and TechnologyAMTAmerican Tower$2,172,917$55,942 ▼-2.5%11,8470.8%FinanceMRKMerck & Co., Inc.$2,151,752$61,877 ▲3.0%21,6300.8%MedicalTSCOTractor Supply$2,092,761$1,678,730 ▲405.5%39,4410.8%Retail/WholesalePMPhilip Morris International$2,028,288$89,662 ▼-4.2%16,8530.8%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$2,004,132$101,630 ▲5.3%32,1630.8%ETFAMGNAmgen$1,889,543$101,398 ▲5.7%7,2490.7%MedicalCVXChevron$1,833,127$92,844 ▼-4.8%12,6560.7%Oils/EnergyORealty Income$1,832,466$64,520 ▲3.6%34,3090.7%FinanceCMCSAComcast$1,706,078$14,899 ▲0.9%45,4590.7%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,649,237$82,429 ▲5.3%7,4630.6%FinanceMAMastercard$1,613,705$75,840 ▲4.9%3,0640.6%Business ServicesGDGeneral Dynamics$1,519,742$40,056 ▲2.7%5,7670.6%AerospacePLDPrologis$1,490,419$55,706 ▼-3.6%14,1000.6%FinanceXYLXylem$1,425,249$67,526 ▲5.0%12,2840.5%Business ServicesARCCAres Capital$1,408,054$18,037 ▲1.3%64,3240.5%FinanceACGLArch Capital Group$1,405,198$240,202 ▲20.6%15,2160.5%FinanceUPSUnited Parcel Service$1,398,222$21,690 ▲1.6%11,0880.5%TransportationGLDMSPDR Gold MiniShares Trust$1,375,655$40,084 ▲3.0%26,4600.5%FinanceBXBlackstone$1,289,433$36,383 ▼-2.7%7,4780.5%FinanceVIGVanguard Dividend Appreciation ETF$1,140,758$140,612 ▲14.1%5,8250.4%ETFVUGVanguard Growth ETF$951,8100.0%2,3190.4%ETFSNOWSnowflake$941,592$69,484 ▲8.0%6,0980.4%Computer and TechnologyVTVVanguard Value ETF$883,7460.0%5,2200.3%ETFVZVerizon Communications$866,906$7,078 ▲0.8%21,6780.3%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$862,007$87,503 ▲11.3%15,2890.3%ETFMCDMcDonald's$841,990$580 ▲0.1%2,9040.3%Retail/WholesaleCOSTCostco Wholesale$799,626$13,755 ▼-1.7%8720.3%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$795,255$118,650 ▲17.5%9,2830.3%ETFDHRDanaher$755,268$41,322 ▼-5.2%3,2900.3%MedicalVHTVanguard Health Care ETF$751,1760.0%2,9610.3%ETFJEPIJPMorgan Equity Premium Income ETF$712,192$132,497 ▲22.9%12,3790.3%ETFNVONovo Nordisk A/S$706,744$336,168 ▲90.7%8,2160.3%MedicalPEPPepsiCo$704,940$168,973 ▼-19.3%4,6350.3%Consumer StaplesGABCGerman American Bancorp$704,896$704,896 ▲New Holding17,5260.3%FinanceCGGRCapital Group Growth ETF$693,826$25,053 ▲3.7%18,6660.3%ETFCGGOCapital Group Global Growth Equity ETF$689,6800.0%23,6030.3%ETFRMDResMed$679,2090.0%2,9700.3%MedicalAMPLIFY ETF TR$678,046$26,520 ▲4.1%9,1020.3%AMPLIFY CYBERSECEPDEnterprise Products Partners$653,231$470 ▲0.1%20,8300.3%Oils/EnergyFASTFastenal$602,3180.0%8,3760.2%Retail/WholesaleDEDeere & Company$597,495$1,271 ▼-0.2%1,4100.2%Industrial ProductsGOOGAlphabet$581,610$13,712 ▼-2.3%3,0540.2%Computer and TechnologyWTMWhite Mountains Insurance Group$580,4740.0%2980.2%FinanceWMTWalmart$570,764$11,475 ▼-2.0%6,3170.2%Retail/WholesaleLMTLockheed Martin$563,690$563,690 ▲New Holding1,1600.2%AerospaceMOAltria Group$554,274$15,582 ▼-2.7%10,6000.2%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$534,141$70,067 ▼-11.6%10,6040.2%ETFITAiShares U.S. Aerospace & Defense ETF$492,813$19,044 ▲4.0%3,3900.2%ETFUBSIUnited Bankshares$456,182$4,544 ▲1.0%12,1480.2%FinanceFDVVFidelity High Dividend ETF$454,454$14,982 ▼-3.2%9,1000.2%ETFCHHChoice Hotels International$407,1990.0%2,8680.2%Consumer DiscretionaryADPAutomatic Data Processing$381,4920.0%1,3030.1%Business ServicesWMBWilliams Companies$366,938$15,208 ▼-4.0%6,7800.1%Oils/EnergySYYSysco$339,3290.0%4,4380.1%Consumer StaplesDDominion Energy$321,738$700 ▲0.2%5,9730.1%UtilitiesHONHoneywell International$320,990$90,356 ▲39.2%1,4210.1%Multi-Sector ConglomeratesKOCoca-Cola$318,666$128,948 ▲68.0%5,1180.1%Consumer StaplesSTTState Street$318,3000.0%3,2430.1%FinanceKMIKinder Morgan$310,847$21,401 ▲7.4%11,3440.1%Oils/EnergyCHRWC.H. Robinson Worldwide$309,9600.0%3,0000.1%TransportationCSGPCoStar Group$309,9130.0%4,3290.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$307,391$246,238 ▼-44.5%1,3220.1%ETFEMREmerson Electric$305,2380.0%2,4620.1%Industrial ProductsXOMExxon Mobil$303,078$13,771 ▼-4.3%2,8170.1%Oils/EnergyTSLATesla$299,649$299,649 ▲New Holding7420.1%Auto/Tires/TrucksVBVanguard Small-Cap ETF$291,754$14,419 ▲5.2%1,2140.1%ETFShowing 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. 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