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 | Value |
|---|---|
NVDANVIDIA CORPORATION | $45.3M |
AAPLAPPLE INC | $23.1M |
MSFTMICROSOFT CORP | $20.1M |
JPMJPMORGAN CHASE & CO. | $13.1M |
AVGOBROADCOM INC | $6.4M |
ABTABBOTT LABS | $5.7M |
GOOGLALPHABET INC | $5.7M |
AMZNAMAZON COM INC | $5.2M |
CSCOCISCO SYS INC | $5.0M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $4.5M |
SPYMSPDR SERIES TRUST | $4.5M |
DISDISNEY WALT CO | $4.4M |
CBCHUBB LIMITED | $4.4M |
LINLINDE PLC | $4.3M |
SBUXSTARBUCKS CORP | $4.3M |
LOWLOWES COS INC | $4.1M |
NEENEXTERA ENERGY INC | $4.1M |
VVISA INC | $3.9M |
VTIVANGUARD INDEX FDS | $3.8M |
IBMINTERNATIONAL BUSINESS MACHS | $3.7M |
PGPROCTER AND GAMBLE CO | $3.6M |
BLKBLACKROCK INC | $3.4M |
RTXRTX CORPORATION | $3.4M |
ADIANALOG DEVICES INC | $3.2M |
ABBVABBVIE INC | $3.0M |
SYKSTRYKER CORPORATION | $2.9M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
4I1PHILIP MORRIS INTL INC | $2.7M |
ACNACCENTURE PLC IRELAND | $2.7M |
GDGENERAL DYNAMICS CORP | $2.6M |
IJHISHARES TR | $2.5M |
VWOVANGUARD INTL EQUITY INDEX F | $2.5M |
QCOMQUALCOMM INC | $2.4M |
CVXCHEVRON CORP NEW | $2.3M |
UNHUNITEDHEALTH GROUP INC | $2.3M |
MAMASTERCARD INCORPORATED | $2.2M |
AMGNAMGEN INC | $2.2M |
TSCOTRACTOR SUPPLY CO | $2.1M |
OREALTY INCOME CORP | $2.1M |
XYLXYLEM INC | $2.0M |
PLDPROLOGIS INC. | $1.9M |
MRKMERCK & CO INC | $1.8M |
ARCCARES CAPITAL CORP | $1.8M |
VOVANGUARD INDEX FDS | $1.8M |
IVVISHARES TR | $1.7M |
CMCSACOMCAST CORP NEW | $1.7M |
SPSMSPDR SERIES TRUST | $1.6M |
XMHQINVESCO EXCHANGE TRADED FD T | $1.6M |
GLDMWORLD GOLD TR | $1.6M |
ACGLARCH CAP GROUP LTD | $1.5M |
ZTSZOETIS INC | $1.4M |
LMTLOCKHEED MARTIN CORP | $1.4M |
SNOWSNOWFLAKE INC | $1.4M |
GABCGERMAN AMERN BANCORP INC | $1.3M |
QBTSD-WAVE QUANTUM INC | $1.3M |
COSTCOSTCO WHSL CORP NEW | $1.2M |
BXBLACKSTONE INC | $1.2M |
FASTFASTENAL CO | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
BILSPDR SERIES TRUST | $1.1M |
PEPPEPSICO INC | $1.1M |
GOOGALPHABET INC | $1.0M |
VIGVANGUARD SPECIALIZED FUNDS | $1.0M |
VUGVANGUARD INDEX FDS | $1.0M |
JEPQJ P MORGAN EXCHANGE TRADED F | $1.0M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
NVONOVO-NORDISK A S | $941K |
VTVVANGUARD INDEX FDS | $922K |
AMTAMERICAN TOWER CORP NEW | $910K |
JEPIJ P MORGAN EXCHANGE TRADED F | $902K |
MCDMCDONALDS CORP | $899K |
SHLDGLOBAL X FDS | $895K |
KMIKINDER MORGAN INC DEL | $830K |
SPYVSPDR SERIES TRUST | $820K |
NFLXNETFLIX INC | $792K |
RMERESMED INC | $766K |
SGOVISHARES TR | $758K |
CGGRCAPITAL GROUP GROWTH ETF | $758K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $754K |
DEDEERE & CO | $732K |
HDHOME DEPOT INC | $724K |
GILDGILEAD SCIENCES INC | $698K |
DHRDANAHER CORPORATION | $682K |
WMTWALMART INC | $680K |
XLFISELECT SECTOR SPDR TR | $663K |
EPDENTERPRISE PRODS PARTNERS L | $646K |
SOSOUTHERN CO | $628K |
BRBROADRIDGE FINL SOLUTIONS IN | $625K |
MOALTRIA GROUP INC | $621K |
PGRPROGRESSIVE CORP | $616K |
QXOQXO INC | $591K |
PLTRPALANTIR TECHNOLOGIES INC | $591K |
XLISELECT SECTOR SPDR TR | $586K |
VHTVANGUARD WORLD FD | $583K |
PAYXPAYCHEX INC | $557K |
DEODIAGEO PLC | $553K |
WTMWHITE MTNS INS GROUP LTD | $535K |
CLCOLGATE PALMOLIVE CO | $532K |
SNASNAP ON INC | $527K |
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