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)

StockValue
IWMISHARES TR
$524K
AXPAMERICAN EXPRESS CO
$523K
WECWEC ENERGY GROUP INC
$514K
WMBWILLIAMS COS INC
$499K
FNFFIDELITY NATIONAL FINANCIAL
$497K
XLFSELECT SECTOR SPDR TR
$494K
MPCMARATHON PETE CORP
$494K
JPSTJ P MORGAN EXCHANGE TRADED F
$492K
ETRENTERGY CORP NEW
$478K
GEVGE VERNOVA INC
$477K
HSYHERSHEY CO
$477K
NTRSNORTHERN TR CORP
$473K
GQ9SPDR GOLD TR
$458K
UPSUNITED PARCEL SERVICE INC
$457K
DWXSPDR INDEX SHS FDS
$457K
DBPINVESCO DB MULTI-SECTOR COMM
$455K
IEVISHARES TR
$451K
UBSIUNITED BANKSHARES INC WEST V
$451K
RCLROYAL CARIBBEAN GROUP
$450K
BROBROWN & BROWN INC
$449K
FDVVFIDELITY COVINGTON TRUST
$447K
TTTRANE TECHNOLOGIES PLC
$446K
MTUMISHARES TR
$442K
EZUISHARES INC
$442K
XOMEXXON MOBIL CORP
$442K
ORCLORACLE CORP
$442K
AWCAMERICAN WTR WKS CO INC NEW
$428K
HONHONEYWELL INTL INC
$420K
SPLVINVESCO EXCH TRADED FD TR II
$420K
AJGGALLAGHER ARTHUR J & CO
$418K
APHAMPHENOL CORP NEW
$405K
SFMSPROUTS FMRS MKT INC
$403K
ADPAUTOMATIC DATA PROCESSING IN
$401K
EMEEMCOR GROUP INC
$399K
SLVISHARES SILVER TR
$396K
VBVANGUARD INDEX FDS
$393K
USBUS BANCORP DEL
$389K
CLXCLOROX CO DEL
$387K
TRGPTARGA RES CORP
$376K
T7DTRANSDIGM GROUP INC
$367K
CHHCHOICE HOTELS INTL INC
$363K
BWXTBWX TECHNOLOGIES INC
$362K
CSGPCOSTAR GROUP INC
$357K
WFCWELLS FARGO CO NEW
$349K
VXUSVANGUARD STAR FDS
$348K
STTSTATE STR CORP
$342K
DDOMINION ENERGY INC
$339K
APDAIR PRODS & CHEMS INC
$339K
SYYSYSCO CORP
$336K
DOWDOW INC
$336K
SAICSCIENCE APPLICATIONS INTL CO
$335K
XLKSELECT SECTOR SPDR TR
$334K
INTUINTUIT
$329K
NRANRG ENERGY INC
$304K
TROWPRICE T ROWE GROUP INC
$303K
CGDGCAPITAL GROUP DIVIDEND VALUE
$301K
EMREMERSON ELEC CO
$301K
CVSCVS HEALTH CORP
$298K
GWWGRAINGER W W INC
$296K
ORLYOREILLY AUTOMOTIVE INC
$287K
CHRWC H ROBINSON WORLDWIDE INC
$287K
PAYCPAYCOM SOFTWARE INC
$286K
HLIHOULIHAN LOKEY INC
$280K
UNMUNUM GROUP
$274K
SRESEMPRA
$269K
LLYELI LILLY & CO
$260K
GTESGATES INDL CORP PLC
$256K
VEAVANGUARD TAX-MANAGED FDS
$255K
KOCOCA COLA CO
$252K
CPRTCOPART INC
$248K
ENBENBRIDGE INC
$245K
KEYSKEYSIGHT TECHNOLOGIES INC
$231K
WYWEYERHAEUSER CO MTN BE
$230K
OKEONEOK INC NEW
$230K
VOOVANGUARD INDEX FDS
$229K
DLTRDOLLAR TREE INC
$229K
BACBANK AMERICA CORP
$228K
GEGE AEROSPACE
$224K
BWINTHE BALDWIN INSURANCE GRP IN
$223K
VYMIVANGUARD WHITEHALL FDS
$222K
UNPUNION PAC CORP
$221K
VOTVANGUARD INDEX FDS
$221K
AFLAFLAC INC
$217K
SPYDSPDR SERIES TRUST
$215K
PNCPNC FINL SVCS GROUP INC
$211K
MORNMORNINGSTAR INC
$207K
COPCONOCOPHILLIPS
$205K
UBSUBS GROUP AG
$201K
TRIPTRIPADVISOR INC
$160K
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