Brown Miller Wealth Management, LLC Q3 2021 Filing

Filed October 20, 2021

Portfolio Value

$159.3M

Holdings

122

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
115,200$16.3M10.23%
2
MSFTMICROSOFT CORP
35,079$9.9M6.21%
3
NVDANVIDIA CORP
44,065$9.1M5.73%
4
JPMJPMORGAN CHASE & CO
41,066$6.7M4.22%
5
BACVERIZON COMMUNICATIONS COM
102,517$5.5M3.47%
6
ABTABBOTT LABORATORIES
34,007$4.0M2.52%
7
AMTAMERICAN TOWER CORP REIT
15,018$4.0M2.50%
8
SBUXSTARBUCKS CORP
33,187$3.7M2.30%
9
GOOGLALPHABET INC VOTING CAP STK CL A
1,278$3.4M2.14%
10
CSCOCISCO SYSTEMS INC
59,287$3.2M2.03%
11
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
61,930$3.1M1.97%
12
QCOMQUALCOMM INC
20,235$2.6M1.64%
13
LOWLOWES COMPANIES INC
12,495$2.5M1.59%
14
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
50,369$2.5M1.58%
15
DISDISNEY WALT COMPANY
14,634$2.5M1.55%
16
JNJJOHNSON & JOHNSON
14,979$2.4M1.52%
17
RTXRAYTHEON TECHNOLOGIES CORP
26,737$2.3M1.44%
18
IBMINTERNATIONAL BUSINESS MACHINE CORP
16,405$2.3M1.43%
19
PGPROCTER & GAMBLE CO
15,808$2.2M1.39%
20
UNHUNITEDHEALTH GROUP INC
5,459$2.1M1.34%
21
AMZNAMAZON COM INC
641$2.1M1.32%
22
BLKCHFBLACKROCK INC
2,489$2.1M1.31%
23
NEENEXTERA ENERGY INC
25,030$2.0M1.23%
24
ADIANALOG DEVICES INC
11,118$1.9M1.17%
25
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
8,188$1.8M1.14%
26
ABBVABBVIE INC
16,707$1.8M1.13%
27
ACNACCENTURE PLC IRELAND SHARES CLASS A
5,618$1.8M1.13%
28
MRKMERCK & CO INC NEW
22,751$1.7M1.07%
29
IWMISHARES ETF RUSSELL 2000
7,285$1.6M1.00%
30
CBCHUBB LTD
8,425$1.5M0.92%
31
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
28,717$1.4M0.91%
32
CMCSACOMCAST CORP NEW CL A
24,717$1.4M0.87%
33
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
3,185$1.4M0.86%
34
SYKSTRYKER CORP
4,685$1.2M0.78%
35
LINLINDE PLC
4,132$1.2M0.76%
36
ARCCARES CAPITAL CORP
58,640$1.2M0.75%
37
CVXCHEVRON CORPORATION
11,302$1.1M0.72%
38
INTCINTEL CORP
21,138$1.1M0.71%
39
IJHISHARES CORE S&P MID ETF ETF
4,252$1.1M0.70%
40
AMGNAMGEN INC
5,223$1.1M0.70%
41
ICEINTERCONTINENTAL EXCH EXCHANGE
9,660$1.1M0.70%
42
VFCV F CORPORATION
16,233$1.1M0.68%
43
DHRDANAHER CORP
3,533$1.1M0.67%
44
DOWDOW INC
18,458$1.1M0.67%
45
PEPPEPSICO INCORPORATED
6,957$1.0M0.66%
46
UPSUNITED PARCEL SERVICE-B
5,698$1.0M0.65%
47
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
6,674$996K0.63%
48
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
3,579$976K0.61%
49
VOVANGUARD MID CAP ETF
3,900$923K0.58%
50
DDOMINION ENERGY INC
12,557$916K0.57%
51
XYLXYLEM INC
7,031$869K0.55%
52
GDGENL DYNAMICS CORP
4,427$867K0.54%
53
4I1PHILIP MORRIS INTERNATIONAL INC
8,882$841K0.53%
54
RMERESMED INC
2,970$782K0.49%
55
MCDMCDONALDS CORP
3,067$739K0.46%
56
MAMASTERCARD INC CL A
2,001$695K0.44%
57
VIGVANGUARD DIVIDEND ETF APPRECIATION
4,402$676K0.42%
58
EPDENTERPRISE PRODUCTS PARTNERS
26,589$575K0.36%
59
DOCUDOCUSIGN INC
2,230$574K0.36%
60
XLIINDUSTRIAL SELECT ETF SECTOR SPDR
5,601$548K0.34%
61
XLFSELECT SECTOR SPDR ETF TR FINANCIAL
14,179$532K0.33%
62
GILDGILEAD SCIENCES INC
7,531$526K0.33%
63
VOXVANGUARD ETF COMMUNICATION SERVICES
3,733$525K0.33%
64
DEDEERE & CO
1,535$514K0.32%
65
IPINTERNATIONAL PAPER CO
9,575$506K0.32%
66
DBOINVESCO DB MULTI ETF COMMODITY TR OIL FD
36,428$499K0.31%
67
COSTCOSTCO WHSL CORP NEW COM
1,078$484K0.30%
68
DBCINVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT
23,250$469K0.29%
69
IVWISHARES S&P 500 ETF GROWTH
6,214$459K0.29%
70
HDHOME DEPOT INC
1,375$451K0.28%
71
XLYSELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
2,504$449K0.28%
72
FYXFIRST TRUST SMALL ETF CAP CORE ALPHADEX FUND
4,864$445K0.28%
73
VXUSVANGUARD TOTAL INTL ETF STOCK INDEX FUND
6,995$442K0.28%
74
CVSCVS HEALTH CORPORATION
5,166$438K0.27%
75
MTCHMATCH GROUP INC NEW
2,779$436K0.27%
76
FNXFIRST TRUST MID CAP ETF CORE ALPHADEX FUND
4,425$432K0.27%
77
FASTFASTENAL CO
8,376$432K0.27%
78
RWRSPDR DOW JONES REIT ETF
4,087$430K0.27%
79
ICFISHARES COHEN&STEERS ETF REIT
6,508$425K0.27%
80
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
5,692$425K0.27%
81
NKENIKE INC CLASS B
2,906$422K0.26%
82
SYYSYSCO CORPORATION
5,293$415K0.26%
83
UBSIUNITED BANKSHARES INC W VA
10,614$386K0.24%
84
CSGPCOSTAR GROUP INC
4,330$372K0.23%
85
XIFRNEXTERA ENERGY PARTNERS LP
4,849$365K0.23%
86
GOOGALPHABET INC NON VOTING CAP STK CL C
131$349K0.22%
87
WMTWALMART INC
2,463$343K0.22%
88
APDAIR PRODUCTS & CHEMICALS INC
1,336$342K0.21%
89
XLBSELECT SECTOR SPDR F ETF MATERIALS
4,197$332K0.21%
90
VVISA INC CLASS A
1,442$321K0.20%
91
WTMWHITE MOUNTAIN INS GRP
298$319K0.20%
92
VISVANGUARD INDUSTRIALS ETF
1,693$318K0.20%
93
ADPAUTOMATIC DATA PROCESSING
1,591$318K0.20%
94
NFLXNETFLIX.COM INC
512$312K0.20%
95
AVGOBROADCOM INC
636$308K0.19%
96
STTSTATE STR CORP
3,635$307K0.19%
97
SIRIEURSIRIUS XM HOLDINGS INC
48,185$293K0.18%
98
VGTVANGUARD INFORMATION ETF TECHNOLOGY
730$292K0.18%
99
PYPLPAYPAL HOLDINGS INC
1,108$288K0.18%
100
COINCOINBASE GLOBAL INC CL A
1,244$282K0.18%
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