Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2024) About Brown Miller Wealth Management, LLCInvestment ActivityBrown Miller Wealth Management, LLC has $257.24 thousand in total holdings as of September 30, 2024.Brown Miller Wealth Management, LLC owns shares of 127 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.80% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Brown Miller Wealth Management, LLC has purchased 122 new stocks and bought additional shares in 67 stocks.Brown Miller Wealth Management, LLC sold shares of 25 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $34,326Apple $26,267Microsoft $16,682JPMorgan Chase & Co. $9,563iShares Core S&P 500 ETF $5,172 Largest New Holdings this Quarter JPMorgan Nasdaq Equity Premium Income ETF $754 HoldingJPMorgan Equity Premium Income ETF $599 HoldingFidelity High Dividend ETF $476 HoldingSPDR Portfolio S&P 500 High Dividend ETF $232 HoldingToll Brothers $231 Holding Largest Purchases this Quarter Broadcom 15,389 shares (about $2.65K)iShares Core S&P 500 ETF 1,486 shares (about $857.10)JPMorgan Nasdaq Equity Premium Income ETF 13,737 shares (about $754.00)JPMorgan Equity Premium Income ETF 10,076 shares (about $599.00)Fidelity High Dividend ETF 9,400 shares (about $476.00) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 5,324 shares (about $269.86)iShares S&P 500 Growth ETF 2,629 shares (about $251.44)iShares MSCI USA Quality Factor ETF 1,269 shares (about $227.45)Technology Select Sector SPDR Fund 998 shares (about $225.08)Industrial Select Sector SPDR Fund 1,617 shares (about $218.98) 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$34,326$135 ▲0.4%282,66213.3%Computer and TechnologyAAPLApple$26,267$130 ▲0.5%112,73610.2%Computer and TechnologyMSFTMicrosoft$16,682$280 ▲1.7%38,7706.5%Computer and TechnologyJPMJPMorgan Chase & Co.$9,563$40 ▲0.4%45,3523.7%FinanceIVViShares Core S&P 500 ETF$5,172$857 ▲19.9%8,9672.0%ETFGOOGLAlphabet$5,077$18 ▲0.4%30,6132.0%Computer and TechnologyABTAbbott Laboratories$4,862$65 ▲1.4%42,6531.9%MedicalLOWLowe's Companies$4,765$51 ▲1.1%17,5941.9%Retail/WholesaleSBUXStarbucks$4,354$103 ▲2.4%44,6621.7%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$4,071$86 ▲2.2%150,9641.6%ETFNEENextEra Energy$3,840$35 ▲0.9%45,4321.5%UtilitiesAMZNAmazon.com$3,756$10 ▲0.3%20,1631.5%Retail/WholesaleCBChubb$3,691$40 ▲1.1%12,8001.4%FinanceUNHUnitedHealth Group$3,587$37 ▲1.1%6,1361.4%MedicalPGProcter & Gamble$3,580$50 ▲1.4%20,6731.4%Consumer StaplesCSCOCisco Systems$3,511$72 ▲2.1%65,9871.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,396$46 ▲1.4%11,9961.3%ETFQCOMQUALCOMM$3,376$8 ▲0.2%19,8551.3%Computer and TechnologyDISWalt Disney$3,259$127 ▲4.1%33,8851.3%Consumer DiscretionaryABBVAbbVie$3,237$3 ▲0.1%16,3911.3%MedicalLINDE PLC NEW$3,217$54 ▲1.7%6,7481.3%SHSJNJJohnson & Johnson$3,188$71 ▲2.3%19,6731.2%MedicalVOVanguard Mid-Cap ETF$3,073$15 ▲0.5%11,6481.2%ETFRTXRTX$2,978$19 ▲0.6%24,5821.2%AerospaceVVisa$2,969$79 ▲2.7%10,7981.2%Business ServicesAVGOBroadcom$2,936$2,654 ▲943.0%17,0211.1%Computer and TechnologyACNAccenture$2,829$73 ▲2.7%8,0031.1%Computer and TechnologyAMTAmerican Tower$2,826$56 ▲2.0%12,1521.1%FinanceBLKBlackRock$2,813$28 ▲1.0%2,9621.1%FinanceIBMInternational Business Machines$2,788$3 ▲0.1%12,6151.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,598$25 ▼-1.0%54,3131.0%ETFICEIntercontinental Exchange$2,549$22 ▲0.9%15,8711.0%FinanceSYKStryker$2,524$33 ▲1.3%6,9881.0%MedicalADIAnalog Devices$2,442$40 ▲1.7%10,6100.9%Computer and TechnologyBRK.BBerkshire Hathaway$2,4050.0%5,2270.9%FinanceMRKMerck & Co., Inc.$2,3850.0%21,0080.9%MedicalTSCOTractor Supply$2,270$43 ▲1.9%7,8030.9%Retail/WholesaleAMGNAmgen$2,210$24 ▲1.1%6,8600.9%MedicalPMPhilip Morris International$2,136$3 ▲0.1%17,5980.8%Consumer StaplesORealty Income$2,090$30 ▲1.5%33,1010.8%FinanceCVXChevron$1,958$17 ▲0.9%13,2970.8%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$1,902$37 ▼-1.9%30,5320.7%ETFCMCSAComcast$1,882$38 ▲2.1%45,0620.7%Consumer DiscretionaryPLDPrologis$1,847$46 ▲2.6%14,6270.7%FinanceGDGeneral Dynamics$1,696$29 ▲1.7%5,6150.7%AerospaceXYLXylem$1,580$40 ▲2.6%11,7020.6%Business ServicesIWMiShares Russell 2000 ETF$1,566$63 ▼-3.8%7,0900.6%FinanceUPSUnited Parcel Service$1,488$103 ▲7.5%10,9160.6%TransportationMAMastercard$1,442$57 ▲4.1%2,9200.6%Business ServicesACGLArch Capital Group$1,411$118 ▲9.1%12,6150.5%FinanceGLDMSPDR Gold MiniShares Trust$1,339$9 ▲0.7%25,6890.5%FinanceARCCAres Capital$1,329$8 ▲0.6%63,5000.5%FinanceBXBlackstone$1,177$7 ▲0.6%7,6890.5%FinanceVIGVanguard Dividend Appreciation ETF$1,011$15 ▼-1.4%5,1070.4%ETFPEPPepsiCo$977$0 ▼0.0%5,7460.4%Consumer StaplesVZVerizon Communications$965$7 ▲0.7%21,5010.4%Computer and TechnologyDHRDanaher$964$17 ▲1.8%3,4700.4%Multi-Sector ConglomeratesVTVVanguard Value ETF$9110.0%5,2200.4%ETFVUGVanguard Growth ETF$8900.0%2,3190.3%ETFMCDMcDonald's$883$0 ▲0.0%2,9020.3%Retail/WholesaleVHTVanguard Health Care ETF$8350.0%2,9610.3%ETFCOSTCostco Wholesale$786$38 ▲5.1%8870.3%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$754$754 ▲New Holding13,7370.3%ETFRMDResMed$7250.0%2,9700.3%MedicalCGGOCapital Group Global Growth Equity ETF$7110.0%23,6030.3%ETFXLEEnergy Select Sector SPDR Fund$693$6 ▲0.8%7,8980.3%ETFSNOWSnowflake$648$29 ▲4.7%5,6480.3%Computer and TechnologyCGGRCapital Group Growth ETF$625$0 ▲0.0%17,9920.2%ETFJPSTJPMorgan Ultra-Short Income ETF$608$270 ▼-30.7%11,9950.2%ETFEPDEnterprise Products Partners$605$0 ▲0.1%20,8150.2%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$599$599 ▲New Holding10,0760.2%ETFFASTFastenal$5980.0%8,3760.2%Retail/WholesaleAMPLIFY CYBERSECURTY ETF$597$2 ▼-0.4%8,7460.2%AMPLIFY CYBERSECDEDeere & Company$590$3 ▼-0.5%1,4130.2%Industrial ProductsMOAltria Group$556$46 ▼-7.6%10,8980.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$537$225 ▼-29.5%2,3810.2%ETFGOOGAlphabet$522$1 ▼-0.2%3,1260.2%Computer and TechnologyWMTWalmart$520$7 ▼-1.4%6,4440.2%Retail/WholesaleNVONovo Nordisk A/S$512$14 ▲2.9%4,3080.2%MedicalNEPNextEra Energy Partners$509$12 ▲2.4%18,4590.2%Oils/EnergyWTMWhite Mountains Insurance Group$5060.0%2980.2%FinanceITAiShares U.S. Aerospace & Defense ETF$487$12 ▼-2.4%3,2590.2%ETFFDVVFidelity High Dividend ETF$476$476 ▲New Holding9,4000.2%ETFARKGARK Genomic Revolution ETF$460$24 ▲5.5%17,9740.2%ETFUBSIUnited Bankshares$446$5 ▲1.1%12,0270.2%FinanceLLYEli Lilly and Company$394$105 ▲36.5%4450.2%MedicalCHHChoice Hotels International$3720.0%2,8680.1%Consumer DiscretionaryADPAutomatic Data Processing$3600.0%1,3030.1%Business ServicesSYYSysco$346$20 ▼-5.5%4,4380.1%Consumer StaplesXOMExxon Mobil$345$4 ▼-1.2%2,9450.1%Oils/EnergyDDominion Energy$344$1 ▲0.2%5,9600.1%UtilitiesCHRWC.H. Robinson Worldwide$3310.0%3,0000.1%TransportationHDHome Depot$329$1 ▼-0.4%8120.1%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$328$219 ▼-40.0%2,4220.1%ETFCSGPCoStar Group$3260.0%4,3290.1%Computer and TechnologyWMBWilliams Companies$322$1 ▲0.4%7,0610.1%Oils/EnergyDOWDOW$313$2 ▲0.5%5,7380.1%Basic MaterialsCVSCVS Health$303$1 ▲0.3%4,8230.1%Retail/WholesaleSTTState Street$2840.0%3,2430.1%FinanceIVWiShares S&P 500 Growth ETF$283$251 ▼-47.0%2,9590.1%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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