Brown Miller Wealth Management, LLC Q1 2021 Filing

Filed April 21, 2021

Portfolio Value

$141.5M

Holdings

115

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (115 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
114,338$14.0M9.87%
2
MSFTMICROSOFT CORP
34,720$8.2M5.79%
3
NVDANVIDIA CORP
12,059$6.4M4.55%
4
JPMJPMORGAN CHASE & CO
40,126$6.1M4.32%
5
BACVERIZON COMMUNICATIONS COM
99,125$5.8M4.07%
6
ABTABBOTT LABORATORIES
32,413$3.9M2.75%
7
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
76,069$3.9M2.73%
8
AMTAMERICAN TOWER CORP REIT
14,412$3.4M2.44%
9
SBUXSTARBUCKS CORP
31,529$3.4M2.44%
10
CSCOCISCO SYSTEMS INC
57,757$3.0M2.11%
11
QCOMQUALCOMM INC
20,111$2.7M1.89%
12
GOOGLALPHABET INC VOTING CAP STK CL A
1,278$2.6M1.86%
13
DISDISNEY WALT COMPANY
13,145$2.4M1.71%
14
JNJJOHNSON & JOHNSON
14,358$2.4M1.67%
15
LOWLOWES COMPANIES INC
11,818$2.2M1.59%
16
IBMINTERNATIONAL BUSINESS MACHINE CORP
15,438$2.1M1.45%
17
PGPROCTER & GAMBLE CO
15,026$2.0M1.44%
18
AMZNAMAZON COM INC
627$1.9M1.37%
19
UNHUNITEDHEALTH GROUP INC
5,184$1.9M1.36%
20
PEPPEPSICO INCORPORATED
13,468$1.9M1.35%
21
NEENEXTERA ENERGY INC
24,589$1.9M1.31%
22
RTXRAYTHEON TECHNOLOGIES CORP
24,012$1.9M1.31%
23
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
34,992$1.8M1.29%
24
BLKCHFBLACKROCK INC
2,355$1.8M1.26%
25
ABBVABBVIE INC
16,379$1.8M1.25%
26
MRKMERCK & CO INC NEW
22,811$1.8M1.24%
27
ADIANALOG DEVICES INC
10,148$1.6M1.11%
28
ACNACCENTURE PLC IRELAND SHARES CLASS A
5,217$1.4M1.02%
29
INTCINTEL CORP
21,140$1.4M0.96%
30
DOWDOW INC
19,925$1.3M0.90%
31
CVXCHEVRON CORPORATION
11,650$1.2M0.86%
32
CMCSACOMCAST CORP NEW CL A
22,480$1.2M0.86%
33
CBCHUBB LTD
7,672$1.2M0.86%
34
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
5,742$1.2M0.84%
35
AMGNAMGEN INC
4,716$1.2M0.83%
36
VFCV F CORPORATION
14,087$1.1M0.80%
37
ARCCARES CAPITAL CORP
59,287$1.1M0.78%
38
SYKSTRYKER CORP
4,307$1.0M0.74%
39
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
2,616$1.0M0.74%
40
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
20,459$1.0M0.71%
41
SIRIEURSIRIUS XM HOLDINGS INC
163,750$997K0.70%
42
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
7,242$962K0.68%
43
ICEINTERCONTINENTAL EXCH EXCHANGE
8,580$958K0.68%
44
DDOMINION ENERGY INC
12,526$952K0.67%
45
UPSUNITED PARCEL SERVICE-B
5,469$930K0.66%
46
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
3,618$924K0.65%
47
IWMISHARES ETF RUSSELL 2000
4,016$888K0.63%
48
DHRDANAHER CORP
3,732$840K0.59%
49
4I1PHILIP MORRIS INTERNATIONAL INC
8,842$785K0.55%
50
IJHISHARES CORE S&P MID ETF ETF
2,872$748K0.53%
51
GDGENL DYNAMICS CORP
4,079$741K0.52%
52
MCDMCDONALDS CORP
3,111$697K0.49%
53
XYLXYLEM INC
6,569$691K0.49%
54
MAMASTERCARD INC CL A
1,842$656K0.46%
55
VOVANGUARD MID CAP ETF
2,960$655K0.46%
56
XLBSELECT SECTOR SPDR F ETF MATERIALS
7,341$579K0.41%
57
RMERESMED INC
2,970$576K0.41%
58
DEDEERE & CO
1,534$574K0.41%
59
VIGVANGUARD DIVIDEND ETF APPRECIATION
3,898$573K0.41%
60
EPDENTERPRISE PRODUCTS PARTNERS
25,060$552K0.39%
61
UBSIUNITED BANKSHARES INC W VA
13,873$535K0.38%
62
IPINTERNATIONAL PAPER CO
9,778$529K0.37%
63
COSTCOSTCO WHSL CORP NEW COM
1,409$497K0.35%
64
IJKISHARES S&P MIDCAP ETF 400 GROWTH
6,324$496K0.35%
65
GOOGALPHABET INC NON VOTING CAP STK CL C
231$478K0.34%
66
XLFSELECT SECTOR SPDR ETF TR FINANCIAL
13,710$467K0.33%
67
IJSISHARES ETF S&P SMALL CAP 600 VALUE
4,427$446K0.32%
68
SYYSYSCO CORPORATION
5,425$427K0.30%
69
GILDGILEAD SCIENCES INC
6,524$422K0.30%
70
FASTFASTENAL CO
8,376$421K0.30%
71
HDHOME DEPOT INC
1,373$419K0.30%
72
EEMISHARES MSCI ETF EMERGING MARKETS
7,805$416K0.29%
73
CVSCVS HEALTH CORPORATION
5,514$415K0.29%
74
FNXFIRST TRUST MID CAP ETF CORE ALPHADEX FUND
4,421$415K0.29%
75
IJTISHARES ETF S&P SMALL CAP 600 GROWTH
3,135$402K0.28%
76
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
4,490$398K0.28%
77
DOCUDOCUSIGN INC
1,903$385K0.27%
78
DBOINVESCO DB MULTI ETF COMMODITY TR OIL FD
36,414$383K0.27%
79
APDAIR PRODUCTS & CHEMICALS INC
1,358$382K0.27%
80
TAT & T INC
12,613$382K0.27%
81
FYXFIRST TRUST SMALL ETF CAP CORE ALPHADEX FUND
4,160$377K0.27%
82
MTCHMATCH GROUP INC NEW
2,664$366K0.26%
83
CSGPCOSTAR GROUP INC
433$356K0.25%
84
VHTVANGUARD HEALTH CARE ETF
1,524$349K0.25%
85
WMTWALMART INC
2,477$337K0.24%
86
WTMWHITE MOUNTAIN INS GRP
299$334K0.24%
87
NKENIKE INC CLASS B
2,474$329K0.23%
88
VOXVANGUARD ETF COMMUNICATION SERVICES
2,512$327K0.23%
89
VVISA INC CLASS A
1,478$313K0.22%
90
BABOEING CO
1,218$310K0.22%
91
STTSTATE STR CORP
3,635$305K0.22%
92
ADPAUTOMATIC DATA PROCESSING
1,582$298K0.21%
93
CHRWC H ROBINSON WORLDWIDE INC
3,000$286K0.20%
94
AVGOBROADCOM INC
614$285K0.20%
95
XIFRNEXTERA ENERGY PARTNERS LP
3,909$285K0.20%
96
NFLXNETFLIX.COM INC
537$280K0.20%
97
PYPLPAYPAL HOLDINGS INC
1,132$275K0.19%
98
BXBLACKSTONE GROUP INC COM
3,550$265K0.19%
99
VGTVANGUARD INFORMATION ETF TECHNOLOGY
730$262K0.19%
100
XLYSELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
1,499$252K0.18%
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