Brown Miller Wealth Management, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$289.0B
Holdings
180
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (180 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 286,375 | $31.0B | 10.74% | |
| 2 | AAPLAPPLE INC | 113,958 | $25.3B | 8.76% | |
| 3 | MSFTMICROSOFT CORP | 40,468 | $15.2B | 5.26% | |
| 4 | JPMJPMORGAN CHASE & CO. | 45,075 | $11.1B | 3.83% | |
| 5 | ABTABBOTT LABS | 42,686 | $5.7B | 1.96% | |
| 6 | GOOGLALPHABET INC | 32,621 | $5.0B | 1.75% | |
| 7 | CSCOCISCO SYS INC | 73,899 | $4.6B | 1.58% | |
| 8 | CBCHUBB LIMITED | 14,940 | $4.5B | 1.56% | |
| 9 | AMZNAMAZON COM INC | 23,591 | $4.5B | 1.55% | |
| 10 | SBUXSTARBUCKS CORP | 45,615 | $4.5B | 1.55% | |
| 11 | LINLINDE PLC | 9,162 | $4.3B | 1.48% | |
| 12 | LOWLOWES COS INC | 18,234 | $4.3B | 1.47% | |
| 13 | SPYMSPDR SER TR | 63,097 | $4.1B | 1.44% | |
| 14 | NEENEXTERA ENERGY INC | 57,797 | $4.1B | 1.42% | |
| 15 | CGXUCAPITAL GROUP INTL FOCUS EQT | 160,571 | $3.9B | 1.36% | |
| 16 | VVISA INC | 11,074 | $3.9B | 1.34% | |
| 17 | PGPROCTER AND GAMBLE CO | 22,402 | $3.8B | 1.32% | |
| 18 | DISDISNEY WALT CO | 35,926 | $3.5B | 1.23% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 6,580 | $3.4B | 1.19% | |
| 20 | ABBVABBVIE INC | 16,362 | $3.4B | 1.19% | |
| 21 | VTIVANGUARD INDEX FDS | 11,971 | $3.3B | 1.14% | |
| 22 | AVGOBROADCOM INC | 19,553 | $3.3B | 1.13% | |
| 23 | IBMINTERNATIONAL BUSINESS MACHS | 12,664 | $3.1B | 1.09% | |
| 24 | RTXRTX CORPORATION | 23,762 | $3.1B | 1.09% | |
| 25 | QCOMQUALCOMM INC | 20,021 | $3.1B | 1.06% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,739 | $3.1B | 1.06% | |
| 27 | BLKBLACKROCK INC | 3,209 | $3.0B | 1.05% | |
| 28 | SYKSTRYKER CORPORATION | 7,387 | $2.7B | 0.95% | |
| 29 | ACNACCENTURE PLC IRELAND | 8,767 | $2.7B | 0.95% | |
| 30 | ICEINTERCONTINENTAL EXCHANGE IN | 15,791 | $2.7B | 0.94% | |
| 31 | 4I1PHILIP MORRIS INTL INC | 16,617 | $2.6B | 0.91% | |
| 32 | CVXCHEVRON CORP NEW | 15,754 | $2.6B | 0.91% | |
| 33 | ADIANALOG DEVICES INC | 12,997 | $2.6B | 0.91% | |
| 34 | AMTAMERICAN TOWER CORP NEW | 12,030 | $2.6B | 0.91% | |
| 35 | GDGENERAL DYNAMICS CORP | 8,708 | $2.4B | 0.82% | |
| 36 | AMGNAMGEN INC | 7,527 | $2.3B | 0.81% | |
| 37 | TSCOTRACTOR SUPPLY CO | 39,840 | $2.2B | 0.76% | |
| 38 | VWOVANGUARD INTL EQUITY INDEX F | 48,370 | $2.2B | 0.76% | |
| 39 | IJHISHARES TR | 36,417 | $2.1B | 0.74% | |
| 40 | MRKMERCK & CO INC | 22,736 | $2.0B | 0.71% | |
| 41 | OREALTY INCOME CORP | 35,045 | $2.0B | 0.70% | |
| 42 | MAMASTERCARD INCORPORATED | 3,498 | $1.9B | 0.66% | |
| 43 | IVVISHARES TR | 3,391 | $1.9B | 0.66% | |
| 44 | PLDPROLOGIS INC. | 16,981 | $1.9B | 0.66% | |
| 45 | VOVANGUARD INDEX FDS | 6,933 | $1.8B | 0.62% | |
| 46 | XYLXYLEM INC | 14,982 | $1.8B | 0.62% | |
| 47 | CMCSACOMCAST CORP NEW | 48,219 | $1.8B | 0.62% | |
| 48 | ARCCARES CAPITAL CORP | 79,367 | $1.8B | 0.61% | |
| 49 | ACGLARCH CAP GROUP LTD | 16,014 | $1.5B | 0.53% | |
| 50 | ZTSZOETIS INC | 9,121 | $1.5B | 0.52% | |
| 51 | GLDMWORLD GOLD TR | 23,707 | $1.5B | 0.51% | |
| 52 | LMTLOCKHEED MARTIN CORP | 3,160 | $1.4B | 0.49% | |
| 53 | XMHQINVESCO EXCHANGE TRADED FD T | 14,976 | $1.4B | 0.47% | |
| 54 | SPSMSPDR SER TR | 32,743 | $1.3B | 0.46% | |
| 55 | GABCGERMAN AMERN BANCORP INC | 34,369 | $1.3B | 0.45% | |
| 56 | PEPPEPSICO INC | 8,415 | $1.3B | 0.44% | |
| 57 | JNJJOHNSON & JOHNSON | 7,503 | $1.2B | 0.43% | |
| 58 | BXBLACKSTONE INC | 7,729 | $1.1B | 0.37% | |
| 59 | FASTFASTENAL CO | 13,902 | $1.1B | 0.37% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 22,430 | $1.0B | 0.35% | |
| 61 | VIGVANGUARD SPECIALIZED FUNDS | 5,008 | $971.4M | 0.34% | |
| 62 | MCDMCDONALDS CORP | 3,078 | $961.5M | 0.33% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 998 | $943.6M | 0.33% | |
| 64 | JEPQJ P MORGAN EXCHANGE TRADED F | 17,795 | $921.4M | 0.32% | |
| 65 | VTVVANGUARD INDEX FDS | 5,220 | $901.7M | 0.31% | |
| 66 | SNOWSNOWFLAKE INC | 6,165 | $901.1M | 0.31% | |
| 67 | GOOGALPHABET INC | 5,750 | $898.3M | 0.31% | |
| 68 | QBTSD-WAVE QUANTUM INC | 114,467 | $869.9M | 0.30% | |
| 69 | VUGVANGUARD INDEX FDS | 2,319 | $859.9M | 0.30% | |
| 70 | JEPIJ P MORGAN EXCHANGE TRADED F | 14,964 | $855.0M | 0.30% | |
| 71 | NVONOVO-NORDISK A S | 11,394 | $791.2M | 0.27% | |
| 72 | VHTVANGUARD WORLD FD | 2,961 | $783.9M | 0.27% | |
| 73 | GILDGILEAD SCIENCES INC | 6,939 | $777.5M | 0.27% | |
| 74 | KMIKINDER MORGAN INC DEL | 27,244 | $777.3M | 0.27% | |
| 75 | HDHOME DEPOT INC | 2,015 | $738.6M | 0.26% | |
| 76 | DHRDANAHER CORPORATION | 3,508 | $719.2M | 0.25% | |
| 77 | EPDENTERPRISE PRODS PARTNERS L | 20,844 | $711.6M | 0.25% | |
| 78 | XLKSELECT SECTOR SPDR TR | 3,374 | $696.7M | 0.24% | |
| 79 | SHLDGLOBAL X FDS | 14,890 | $693.1M | 0.24% | |
| 80 | DEDEERE & CO | 1,444 | $678.0M | 0.23% | |
| 81 | CGGOCAPITAL GROUP GBL GROWTH EQT | 23,603 | $668.7M | 0.23% | |
| 82 | SGOVISHARES TR | 6,605 | $664.9M | 0.23% | |
| 83 | RMERESMED INC | 2,970 | $664.8M | 0.23% | |
| 84 | PGRPROGRESSIVE CORP | 2,343 | $663.0M | 0.23% | |
| 85 | HACKAMPLIFY ETF TR | 9,096 | $653.1M | 0.23% | |
| 86 | CGGRCAPITAL GROUP GROWTH ETF | 18,666 | $639.3M | 0.22% | |
| 87 | MOALTRIA GROUP INC | 10,600 | $636.2M | 0.22% | |
| 88 | BROBROWN & BROWN INC | 5,071 | $630.9M | 0.22% | |
| 89 | WMTWALMART INC | 7,143 | $627.1M | 0.22% | |
| 90 | BRBROADRIDGE FINL SOLUTIONS IN | 2,567 | $622.4M | 0.22% | |
| 91 | PAYXPAYCHEX INC | 3,999 | $617.0M | 0.21% | |
| 92 | SOSOUTHERN CO | 6,659 | $612.3M | 0.21% | |
| 93 | SNASNAP ON INC | 1,721 | $580.0M | 0.20% | |
| 94 | FNFFIDELITY NATIONAL FINANCIAL | 8,875 | $577.6M | 0.20% | |
| 95 | WTMWHITE MTNS INS GROUP LTD | 298 | $574.7M | 0.20% | |
| 96 | IWMISHARES TR | 2,808 | $560.1M | 0.19% | |
| 97 | CLCOLGATE PALMOLIVE CO | 5,865 | $549.6M | 0.19% | |
| 98 | WECWEC ENERGY GROUP INC | 4,940 | $538.4M | 0.19% | |
| 99 | XLISELECT SECTOR SPDR TR | 3,981 | $521.8M | 0.18% | |
| 100 | UPSUNITED PARCEL SERVICE INC | 4,687 | $515.5M | 0.18% |
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