Brown Miller Wealth Management, LLC Q1 2024 Filing

Filed April 17, 2024

Portfolio Value

$226.8M

Holdings

122

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORP
29,124$26.3M11.60%
2
AAPLAPPLE INC
111,471$19.1M8.43%
3
MSFTMICROSOFT CORP
37,813$15.9M7.01%
4
JPMJPMORGAN CHASE & CO
45,284$9.1M4.00%
5
ABTABBOTT LABORATORIES
41,798$4.8M2.09%
6
GOOGLALPHABET INC VOTING CAP STK CL A
30,510$4.6M2.03%
7
LOWLOWES COMPANIES INC
17,401$4.4M1.95%
8
DISDISNEY WALT COMPANY
32,602$4.0M1.76%
9
SBUXSTARBUCKS CORP
41,410$3.8M1.67%
10
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
7,050$3.7M1.63%
11
CGXUCAPITAL GRP INTL ETF FOCUS EQUITY
143,137$3.7M1.63%
12
AMZNAMAZON COM INC
18,968$3.4M1.51%
13
QCOMQUALCOMM INC
19,809$3.4M1.48%
14
CBCHUBB LTD
12,610$3.3M1.44%
15
PGPROCTER & GAMBLE CO
19,936$3.2M1.43%
16
CSCOCISCO SYSTEMS INC
62,653$3.1M1.38%
17
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
12,015$3.1M1.38%
18
LINLINDE PLC NEW
6,619$3.1M1.36%
19
JNJJOHNSON & JOHNSON
18,822$3.0M1.31%
20
ABBVABBVIE INC
16,268$3.0M1.31%
21
UNHUNITEDHEALTH GROUP INC
5,916$2.9M1.29%
22
VVISA INC CLASS A
10,270$2.9M1.26%
23
NEENEXTERA ENERGY INC
44,269$2.8M1.25%
24
VOVANGUARD MID CAP ETF
11,152$2.8M1.23%
25
MRKMERCK & CO INC NEW
21,008$2.8M1.22%
26
ACNACCENTURE PLC IRELAND SHARES CLASS A
7,551$2.6M1.15%
27
SYKSTRYKER CORP
6,978$2.5M1.10%
28
IBMINTERNATIONAL BUSINESS MACHINE CORP
12,756$2.4M1.07%
29
BLKCHFBLACKROCK INC
2,907$2.4M1.07%
30
RTXRTX CORP
24,538$2.4M1.06%
31
AMTAMERICAN TOWER CORP REIT
11,855$2.3M1.03%
32
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
52,697$2.2M0.97%
33
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
5,227$2.2M0.97%
34
AVGOBROADCOM INC
1,629$2.2M0.95%
35
ICEINTERCONTINENTAL EXCH EXCHANGE
15,526$2.1M0.94%
36
ADIANALOG DEVICES INC
10,571$2.1M0.92%
37
CVXCHEVRON CORPORATION
13,026$2.1M0.91%
38
TSCOTRACTOR SUPPLY COMPANY
7,695$2.0M0.89%
39
AMGNAMGEN INC
6,703$1.9M0.84%
40
CMCSACOMCAST CORP NEW CL A
42,097$1.8M0.80%
41
OREALTY INCOME CORP REIT
32,104$1.7M0.77%
42
PLDPROLOGIS INC
13,207$1.7M0.76%
43
IJHISHARES CORE S&P MID ETF ETF
28,083$1.7M0.75%
44
4I1PHILIP MORRIS INTERNATIONAL INC
17,461$1.6M0.71%
45
GDGENL DYNAMICS CORP
5,603$1.6M0.70%
46
XYLXYLEM INC
11,524$1.5M0.66%
47
IWMISHARES ETF RUSSELL 2000
7,007$1.5M0.65%
48
UPSUNITED PARCEL SERVICE-B
9,397$1.4M0.62%
49
MAMASTERCARD INC CL A
2,748$1.3M0.58%
50
ARCCARES CAPITAL CORP
63,086$1.3M0.58%
51
PEPPEPSICO INCORPORATED
6,865$1.2M0.53%
52
GLDMWORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW
26,657$1.2M0.52%
53
ACGLARCH CAP GROUP LTD
11,272$1.0M0.46%
54
BXBLACKSTONE GROUP INC COM
7,655$1.0M0.44%
55
VIGVANGUARD DIVIDEND ETF APPRECIATION
5,006$914K0.40%
56
SNOWSNOWFLAKE INC CL A
5,622$908K0.40%
57
BACVERIZON COMMUNICATIONS COM
21,158$887K0.39%
58
DHRDANAHER CORP
3,409$851K0.38%
59
VTVVANGUARD VALUE ETF
5,220$850K0.37%
60
SPYVSPDR PORTFOLIO ETF S&P 500 VALUE ETF
16,861$844K0.37%
61
MCDMCDONALDS CORP
2,899$817K0.36%
62
VUGVANGUARD GROWTH ETF
2,368$815K0.36%
63
VHTVANGUARD HEALTH CARE ETF
2,961$801K0.35%
64
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
3,545$738K0.33%
65
XLEENERGY SELECT ETF SECTOR SPDR
7,380$696K0.31%
66
CGGOCAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT
23,603$679K0.30%
67
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
12,837$647K0.29%
68
FASTFASTENAL CO
8,376$646K0.28%
69
COSTCOSTCO WHSL CORP NEW COM
861$631K0.28%
70
EPDENTERPRISE PRODUCTS PARTNERS
20,785$606K0.27%
71
RMERESMED INC
2,970$588K0.26%
72
DEDEERE & CO
1,413$580K0.26%
73
CGGRCAPITAL GRP GROWTH ETF SHS CREATION UNIT
17,989$575K0.25%
74
XLIINDUSTRIAL SELECT ETF SECTOR SPDR
4,443$559K0.25%
75
XIFRNEXTERA ENERGY PARTNERS LP
18,033$542K0.24%
76
WTMWHITE MOUNTAIN INS GRP
298$535K0.24%
77
NVONOVO NORDISK A S ADR
4,156$533K0.24%
78
HACKAMPLIFY CYBERSECURTY ETF
8,239$528K0.23%
79
IJKISHARES S&P MIDCAP ETF 400 GROWTH
5,778$527K0.23%
80
IVWISHARES S&P 500 ETF GROWTH
6,162$520K0.23%
81
INTCINTEL CORP
11,772$519K0.23%
82
MOALTRIA GROUP INC
11,800$514K0.23%
83
XLYSELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
2,763$508K0.22%
84
QUALISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
3,052$501K0.22%
85
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
16,823$483K0.21%
86
IVEISHARES S&P500 VALUE ETF
2,581$482K0.21%
87
GOOGALPHABET INC NON VOTING CAP STK CL C
3,067$466K0.21%
88
UBSIUNITED BANKSHARES INC W VA
11,770$421K0.19%
89
ITA*ISHARES ETF U.S. AEROSPACE & DEFENSE
3,181$419K0.18%
90
CSGPCOSTAR GROUP INC
4,329$418K0.18%
91
CVSCVS HEALTH CORPORATION
5,137$409K0.18%
92
EWJISHARES INC ETF MSCI JAPAN ETF NEW
5,649$403K0.18%
93
SYYSYSCO CORPORATION
4,832$392K0.17%
94
WMTWALMART INC
6,442$387K0.17%
95
MTUMISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
2,038$381K0.17%
96
CHHCHOICE HOTELS INTL INC
2,868$362K0.16%
97
DOWDOW INC
6,013$348K0.15%
98
HDHOME DEPOT INC
899$345K0.15%
99
XOMEXXON MOBIL CORP
2,817$327K0.14%
100
ADPAUTOMATIC DATA PROCESSING
1,303$325K0.14%
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