Brown Miller Wealth Management, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$321.9M
Holdings
189
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 286,757 | $45.3M | 14.08% | |
| 2 | AAPLAPPLE INC | 112,515 | $23.1M | 7.17% | |
| 3 | MSFTMICROSOFT CORP | 40,505 | $20.1M | 6.26% | |
| 4 | JPMJPMORGAN CHASE & CO. | 45,089 | $13.1M | 4.06% | |
| 5 | AVGOBROADCOM INC | 23,155 | $6.4M | 1.98% | |
| 6 | ABTABBOTT LABS | 42,169 | $5.7M | 1.78% | |
| 7 | GOOGLALPHABET INC | 32,520 | $5.7M | 1.78% | |
| 8 | AMZNAMAZON COM INC | 23,730 | $5.2M | 1.62% | |
| 9 | CSCOCISCO SYS INC | 72,696 | $5.0M | 1.57% | |
| 10 | CGXUCAPITAL GROUP INTL FOCUS EQT | 166,200 | $4.5M | 1.40% | |
| 11 | SPYMSPDR SERIES TRUST | 61,513 | $4.5M | 1.39% | |
| 12 | DISDISNEY WALT CO | 35,610 | $4.4M | 1.37% | |
| 13 | CBCHUBB LIMITED | 15,184 | $4.4M | 1.37% | |
| 14 | LINLINDE PLC | 9,226 | $4.3M | 1.34% | |
| 15 | SBUXSTARBUCKS CORP | 46,606 | $4.3M | 1.33% | |
| 16 | LOWLOWES COS INC | 18,692 | $4.1M | 1.29% | |
| 17 | NEENEXTERA ENERGY INC | 59,179 | $4.1M | 1.28% | |
| 18 | VVISA INC | 11,084 | $3.9M | 1.22% | |
| 19 | VTIVANGUARD INDEX FDS | 12,533 | $3.8M | 1.18% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 12,404 | $3.7M | 1.14% | |
| 21 | PGPROCTER AND GAMBLE CO | 22,805 | $3.6M | 1.13% | |
| 22 | BLKBLACKROCK INC | 3,215 | $3.4M | 1.05% | |
| 23 | RTXRTX CORPORATION | 23,048 | $3.4M | 1.05% | |
| 24 | ADIANALOG DEVICES INC | 13,242 | $3.2M | 0.98% | |
| 25 | ABBVABBVIE INC | 16,317 | $3.0M | 0.94% | |
| 26 | SYKSTRYKER CORPORATION | 7,416 | $2.9M | 0.91% | |
| 27 | ICEINTERCONTINENTAL EXCHANGE IN | 15,618 | $2.9M | 0.89% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,657 | $2.7M | 0.85% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 14,790 | $2.7M | 0.84% | |
| 30 | ACNACCENTURE PLC IRELAND | 8,989 | $2.7M | 0.83% | |
| 31 | GDGENERAL DYNAMICS CORP | 8,802 | $2.6M | 0.80% | |
| 32 | IJHISHARES TR | 39,836 | $2.5M | 0.77% | |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 49,782 | $2.5M | 0.76% | |
| 34 | QCOMQUALCOMM INC | 15,126 | $2.4M | 0.75% | |
| 35 | CVXCHEVRON CORP NEW | 16,347 | $2.3M | 0.73% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 7,228 | $2.3M | 0.70% | |
| 37 | MAMASTERCARD INCORPORATED | 3,968 | $2.2M | 0.69% | |
| 38 | AMGNAMGEN INC | 7,844 | $2.2M | 0.68% | |
| 39 | TSCOTRACTOR SUPPLY CO | 40,521 | $2.1M | 0.66% | |
| 40 | OREALTY INCOME CORP | 37,067 | $2.1M | 0.66% | |
| 41 | XYLXYLEM INC | 15,755 | $2.0M | 0.63% | |
| 42 | PLDPROLOGIS INC. | 17,624 | $1.9M | 0.58% | |
| 43 | MRKMERCK & CO INC | 22,736 | $1.8M | 0.56% | |
| 44 | ARCCARES CAPITAL CORP | 81,023 | $1.8M | 0.55% | |
| 45 | VOVANGUARD INDEX FDS | 6,307 | $1.8M | 0.55% | |
| 46 | IVVISHARES TR | 2,809 | $1.7M | 0.54% | |
| 47 | CMCSACOMCAST CORP NEW | 47,981 | $1.7M | 0.53% | |
| 48 | SPSMSPDR SERIES TRUST | 37,113 | $1.6M | 0.49% | |
| 49 | XMHQINVESCO EXCHANGE TRADED FD T | 15,853 | $1.6M | 0.48% | |
| 50 | GLDMWORLD GOLD TR | 23,753 | $1.6M | 0.48% | |
| 51 | ACGLARCH CAP GROUP LTD | 16,022 | $1.5M | 0.45% | |
| 52 | ZTSZOETIS INC | 9,299 | $1.4M | 0.45% | |
| 53 | LMTLOCKHEED MARTIN CORP | 3,128 | $1.4M | 0.45% | |
| 54 | SNOWSNOWFLAKE INC | 6,437 | $1.4M | 0.45% | |
| 55 | GABCGERMAN AMERN BANCORP INC | 34,369 | $1.3M | 0.41% | |
| 56 | QBTSD-WAVE QUANTUM INC | 86,267 | $1.3M | 0.39% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 1,246 | $1.2M | 0.38% | |
| 58 | BXBLACKSTONE INC | 8,052 | $1.2M | 0.37% | |
| 59 | FASTFASTENAL CO | 27,804 | $1.2M | 0.36% | |
| 60 | JNJJOHNSON & JOHNSON | 7,595 | $1.2M | 0.36% | |
| 61 | BILSPDR SERIES TRUST | 12,114 | $1.1M | 0.35% | |
| 62 | PEPPEPSICO INC | 8,095 | $1.1M | 0.33% | |
| 63 | GOOGALPHABET INC | 5,924 | $1.0M | 0.33% | |
| 64 | VIGVANGUARD SPECIALIZED FUNDS | 5,067 | $1.0M | 0.32% | |
| 65 | VUGVANGUARD INDEX FDS | 2,319 | $1.0M | 0.32% | |
| 66 | JEPQJ P MORGAN EXCHANGE TRADED F | 18,647 | $1.0M | 0.32% | |
| 67 | BACVERIZON COMMUNICATIONS INC | 23,188 | $1.0M | 0.31% | |
| 68 | NVONOVO-NORDISK A S | 13,658 | $941K | 0.29% | |
| 69 | VTVVANGUARD INDEX FDS | 5,220 | $922K | 0.29% | |
| 70 | AMTAMERICAN TOWER CORP NEW | 4,121 | $910K | 0.28% | |
| 71 | JEPIJ P MORGAN EXCHANGE TRADED F | 15,883 | $902K | 0.28% | |
| 72 | MCDMCDONALDS CORP | 3,080 | $899K | 0.28% | |
| 73 | SHLDGLOBAL X FDS | 14,861 | $895K | 0.28% | |
| 74 | KMIKINDER MORGAN INC DEL | 28,268 | $830K | 0.26% | |
| 75 | SPYVSPDR SERIES TRUST | 15,676 | $820K | 0.25% | |
| 76 | NFLXNETFLIX INC | 592 | $792K | 0.25% | |
| 77 | RMERESMED INC | 2,970 | $766K | 0.24% | |
| 78 | SGOVISHARES TR | 7,528 | $758K | 0.24% | |
| 79 | CGGRCAPITAL GROUP GROWTH ETF | 18,666 | $758K | 0.24% | |
| 80 | CGGOCAPITAL GROUP GBL GROWTH EQT | 23,603 | $754K | 0.23% | |
| 81 | DEDEERE & CO | 1,441 | $732K | 0.23% | |
| 82 | HDHOME DEPOT INC | 1,981 | $724K | 0.22% | |
| 83 | GILDGILEAD SCIENCES INC | 6,311 | $698K | 0.22% | |
| 84 | DHRDANAHER CORPORATION | 3,460 | $682K | 0.21% | |
| 85 | WMTWALMART INC | 6,964 | $680K | 0.21% | |
| 86 | XLFISELECT SECTOR SPDR TR | 8,199 | $663K | 0.21% | |
| 87 | EPDENTERPRISE PRODS PARTNERS L | 20,859 | $646K | 0.20% | |
| 88 | SOSOUTHERN CO | 6,863 | $628K | 0.20% | |
| 89 | BRBROADRIDGE FINL SOLUTIONS IN | 2,575 | $625K | 0.19% | |
| 90 | MOALTRIA GROUP INC | 10,600 | $621K | 0.19% | |
| 91 | PGRPROGRESSIVE CORP | 2,312 | $616K | 0.19% | |
| 92 | QXOQXO INC | 27,480 | $591K | 0.18% | |
| 93 | PLTRPALANTIR TECHNOLOGIES INC | 4,339 | $591K | 0.18% | |
| 94 | XLISELECT SECTOR SPDR TR | 3,981 | $586K | 0.18% | |
| 95 | VHTVANGUARD WORLD FD | 2,351 | $583K | 0.18% | |
| 96 | PAYXPAYCHEX INC | 3,834 | $557K | 0.17% | |
| 97 | DEODIAGEO PLC | 5,491 | $553K | 0.17% | |
| 98 | WTMWHITE MTNS INS GROUP LTD | 298 | $535K | 0.17% | |
| 99 | CLCOLGATE PALMOLIVE CO | 5,865 | $532K | 0.17% | |
| 100 | SNASNAP ON INC | 1,696 | $527K | 0.16% |
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