BM
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Brown Miller Wealth Management, LLC13F | |
| Brown Miller Wealth Management, LLC | |
| Last update 2025-07-22 | 189 Stocks (17 new) |
| Value $322.00 Mil | Turnover 4 % |
Brown Miller Wealth Management... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 286,757 | 45,304.7 | +0.13% | 14.080 | +0.02% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 112,515 | 23,084.7 | -1.27% | 7.170 | -0.11% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 40,505 | 20,147.2 | +0.09% | 6.260 | +0.01% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
JPM | JPMorgan Chase & Co | 45,089 | 13,071.8 | +0.03% | 4.060 | 0% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
AVGO | Broadcom Inc | 23,155 | 6,382.8 | +18.42% | 1.980 | +0.31% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
ABT | Abbott Laboratories | 42,169 | 5,735.4 | -1.21% | 1.780 | -0.02% | 0.000 | -2.45% | +12.68% | 218,593.1 | Medical Devices & Instruments | |
GOOGL | Alphabet Inc | 32,520 | 5,731.0 | -0.31% | 1.780 | -0.01% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AMZN | Amazon.com Inc | 23,730 | 5,206.1 | +0.59% | 1.620 | +0.01% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
CSCO | Cisco Systems Inc | 72,696 | 5,043.7 | -1.63% | 1.570 | -0.03% | 0.000 | +22.05% | +17.62% | 270,428.3 | Hardware | |
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 166,200 | 4,509.0 | +3.51% | 1.400 | +0.05% | 0.120 | +14.07% | +13.05% | 3,821.1 |
Brown Miller Wealth Management, LLC's Historical Top Holdings Breakdowns
Brown Miller Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMT | American Tower Corp | 2025-06-30 | Reduce Reduce | -0.60% | 203.96 ($215.92) 228.19 | $231.24 | 7.10% | Reduce -65.74% | 4,121 | -7,909 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | New Buy New Buy | +0.35% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | New holding | 12,114 | 12,114 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.31% | 146.29 ($216.36) 275.65 | $288.71 | 33.44% | Add 18.42% | 23,155 | 3,602 | |
QCOM | Qualcomm Inc | 2025-06-30 | Reduce Reduce | -0.26% | 124.66 ($147.32) 159.48 | $158.84 | 7.82% | Reduce -24.45% | 15,126 | -4,895 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-06-30 | New Buy New Buy | +0.25% | 45.11 ($49.99) 52.34 | $53.60 | 7.22% | New holding | 15,676 | 15,676 | |
HACK | Amplify Cybersecurity ETF | 2025-06-30 | Sold Out Sold Out | -0.23% | 64.68 ($77.77) 86.37 | $85.87 | 10.42% | Sold Out | 0 | -9,096 | |
XLP | Consumer Staples Select Sector SPDR | 2025-06-30 | New Buy New Buy | +0.21% | 76.35 ($81.14) 82.88 | $81.36 | 0.27% | New holding | 8,199 | 8,199 | |
QXO | QXO Inc | 2025-06-30 | New Buy New Buy | +0.18% | 12.2 ($16.37) 24.12 | $21.90 | 33.78% | New holding | 27,480 | 27,480 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Sold Out Sold Out | -0.18% | 82.96 ($98.88) 110.1 | $113.29 | 14.57% | Sold Out | 0 | -5,498 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-06-30 | Sold Out Sold Out | -0.16% | 152.42 ($172.55) 182.82 | $186.15 | 7.88% | Sold Out | 0 | -2,780 |
Brown Miller Wealth Management, LLC Total Holding History ($B)
Brown Miller Wealth Management, LLC's Asset Allocation
Brown Miller Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Brown Miller Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Brown Miller Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Brown Miller Wealth Management, LLC's Holdings Heat Map
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Brown Miller Wealth Management, LLC's Holdings Bubble Chart
Brown Miller Wealth Management, LLC News
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