Brown Miller Wealth Management, LLC Q2 2022 Filing

Filed July 18, 2022

Portfolio Value

$147.0M

Holdings

114

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
114,273$15.6M10.63%
2
MSFTMICROSOFT CORP
34,854$9.0M6.09%
3
BACVERIZON COMMUNICATIONS COM
108,564$5.5M3.75%
4
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
101,396$5.1M3.45%
5
JPMJPMORGAN CHASE & CO
44,323$5.0M3.40%
6
NVDANVIDIA CORP
29,568$4.5M3.05%
7
AMTAMERICAN TOWER CORP REIT
16,065$4.1M2.79%
8
ABTABBOTT LABORATORIES
37,068$4.0M2.74%
9
UNHUNITEDHEALTH GROUP INC
5,826$3.0M2.04%
10
GOOGLALPHABET INC VOTING CAP STK CL A
1,352$2.9M2.00%
11
JNJJOHNSON & JOHNSON
16,159$2.9M1.95%
12
SBUXSTARBUCKS CORP
35,626$2.7M1.85%
13
LOWLOWES COMPANIES INC
14,664$2.6M1.74%
14
ABBVABBVIE INC
16,284$2.5M1.70%
15
QCOMQUALCOMM INC
19,305$2.5M1.68%
16
PGPROCTER & GAMBLE CO
16,742$2.4M1.64%
17
CSCOCISCO SYSTEMS INC
54,320$2.3M1.58%
18
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
51,409$2.1M1.46%
19
NEENEXTERA ENERGY INC
26,861$2.1M1.41%
20
MRKMERCK & CO INC NEW
22,416$2.0M1.39%
21
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
10,106$1.9M1.30%
22
BLKCHFBLACKROCK INC
3,077$1.9M1.27%
23
ADIANALOG DEVICES INC
12,648$1.8M1.26%
24
CBCHUBB LTD
9,388$1.8M1.26%
25
RTXRAYTHEON TECHNOLOGIES CORP
19,146$1.8M1.25%
26
DISDISNEY WALT COMPANY
19,120$1.8M1.23%
27
ACNACCENTURE PLC IRELAND SHARES CLASS A
6,331$1.8M1.20%
28
AMZNAMAZON COM INC
15,312$1.6M1.11%
29
CVXCHEVRON CORPORATION
11,087$1.6M1.09%
30
TXNTEXAS INSTRUMENTS INC
9,834$1.5M1.03%
31
AMGNAMGEN INC
6,080$1.5M1.01%
32
IBMINTERNATIONAL BUSINESS MACHINE CORP
10,156$1.4M0.97%
33
LINLINDE PLC
4,914$1.4M0.96%
34
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
3,668$1.4M0.95%
35
IWMISHARES ETF RUSSELL 2000
7,498$1.3M0.86%
36
VOVANGUARD MID CAP ETF
6,067$1.2M0.81%
37
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
29,133$1.2M0.81%
38
UPSUNITED PARCEL SERVICE-B
6,502$1.2M0.81%
39
CMCSACOMCAST CORP NEW CL A
30,111$1.2M0.80%
40
SYKSTRYKER CORP
5,662$1.1M0.77%
41
ICEINTERCONTINENTAL EXCH EXCHANGE
11,416$1.1M0.73%
42
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
3,921$1.1M0.73%
43
GDGENL DYNAMICS CORP
4,788$1.1M0.72%
44
VFCV F CORPORATION
23,823$1.1M0.72%
45
PEPPEPSICO INCORPORATED
6,262$1.0M0.71%
46
ARCCARES CAPITAL CORP
53,412$957K0.65%
47
IJHISHARES CORE S&P MID ETF ETF
4,179$945K0.64%
48
4I1PHILIP MORRIS INTERNATIONAL INC
9,172$905K0.62%
49
DDOMINION ENERGY INC
10,849$865K0.59%
50
DHRDANAHER CORP
3,325$843K0.57%
51
MAMASTERCARD INC CL A
2,665$841K0.57%
52
INTCINTEL CORP
20,883$781K0.53%
53
MCDMCDONALDS CORP
3,071$758K0.52%
54
XYLXYLEM INC
9,091$710K0.48%
55
EPDENTERPRISE PRODUCTS PARTNERS
28,738$700K0.48%
56
VIGVANGUARD DIVIDEND ETF APPRECIATION
4,402$631K0.43%
57
RMERESMED INC
2,970$622K0.42%
58
DBOINVESCO DB MULTI ETF COMMODITY TR OIL FD
32,402$591K0.40%
59
DOWDOW INC
11,010$568K0.39%
60
DBCINVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT
20,428$544K0.37%
61
DBEINVESCO DB MULTI ETF SECTOR COMMODITY TR ENERGY FD
18,870$493K0.34%
62
COSTCOSTCO WHSL CORP NEW COM
970$465K0.32%
63
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
3,542$450K0.31%
64
SYYSYSCO CORPORATION
5,293$448K0.30%
65
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
13,847$436K0.30%
66
BXBLACKSTONE GROUP INC COM
4,656$424K0.29%
67
CVSCVS HEALTH CORPORATION
4,557$422K0.29%
68
DEDEERE & CO
1,411$422K0.29%
69
FASTFASTENAL CO
8,376$418K0.28%
70
IWVISHARES ETF RUSSELL 3000
1,855$403K0.27%
71
XLEENERGY SELECT ETF SECTOR SPDR
5,568$398K0.27%
72
GILDGILEAD SCIENCES INC
6,353$392K0.27%
73
VOXVANGUARD ETF COMMUNICATION SERVICES
4,105$386K0.26%
74
UBSIUNITED BANKSHARES INC W VA
10,931$383K0.26%
75
GOOGALPHABET INC NON VOTING CAP STK CL C
174$380K0.26%
76
WTMWHITE MOUNTAIN INS GRP
298$371K0.25%
77
VXUSVANGUARD TOTAL INTL ETF STOCK INDEX FUND
6,995$361K0.25%
78
WMBWILLIAMS COMPANIES INC
11,547$360K0.24%
79
XIFRNEXTERA ENERGY PARTNERS LP
4,837$358K0.24%
80
XLFSELECT SECTOR SPDR ETF TR FINANCIAL
11,409$358K0.24%
81
HDHOME DEPOT INC
1,294$355K0.24%
82
XLUSELECT SECTOR SPDR T ETF UTILITIES SELECT SECTOR
5,033$352K0.24%
83
ICFISHARES COHEN&STEERS ETF REIT
5,719$347K0.24%
84
UUPINVESCO DB US DLR ETF INDEX TRUST BULLISH FUND
12,330$344K0.23%
85
DTDWISDOMTREE TOTAL DIV ETF
5,851$338K0.23%
86
ADPAUTOMATIC DATA PROCESSING
1,599$335K0.23%
87
VVISA INC CLASS A
1,685$331K0.23%
88
PEYINVESCO ETF HIGH YIELD EQUITY DIVID ACHIEVERS
15,867$326K0.22%
89
CHHCHOICE HOTELS INTL INC
2,868$320K0.22%
90
APDAIR PRODUCTS & CHEMICALS INC
1,306$314K0.21%
91
XLBSELECT SECTOR SPDR F ETF MATERIALS
4,259$313K0.21%
92
AQLTISHARES SELECT ETF DIVIDEND
2,599$305K0.21%
93
CHRWC H ROBINSON WORLDWIDE INC
3,000$304K0.21%
94
WMTWALMART INC
2,473$300K0.20%
95
SIRIEURSIRIUS XM HOLDINGS INC
44,995$275K0.19%
96
AVGOBROADCOM INC
561$272K0.19%
97
VGTVANGUARD INFORMATION ETF TECHNOLOGY
805$262K0.18%
98
CSGPCOSTAR GROUP INC
4,330$261K0.18%
99
PFEPFIZER INCORPORATED
4,974$260K0.18%
100
NKENIKE INC CLASS B
2,447$250K0.17%
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