Brown Miller Wealth Management, LLC Q3 2022 Filing

Filed October 11, 2022

Portfolio Value

$141.0M

Holdings

112

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
115,510$16.0M11.32%
2
MSFTMICROSOFT CORP
35,826$8.3M5.92%
3
JPMJPMORGAN CHASE & CO
46,066$4.8M3.41%
4
BACVERIZON COMMUNICATIONS COM
112,824$4.3M3.04%
5
ABTABBOTT LABORATORIES
39,076$3.8M2.68%
6
NVDANVIDIA CORP
29,893$3.6M2.57%
7
AMTAMERICAN TOWER CORP REIT
16,778$3.6M2.55%
8
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
65,954$3.3M2.35%
9
SBUXSTARBUCKS CORP
37,629$3.2M2.25%
10
UNHUNITEDHEALTH GROUP INC
6,106$3.1M2.19%
11
LOWLOWES COMPANIES INC
15,709$3.0M2.09%
12
JNJJOHNSON & JOHNSON
16,965$2.8M1.97%
13
GOOGLALPHABET INC VOTING CAP STK CL A
27,302$2.6M1.85%
14
CSCOCISCO SYSTEMS INC
59,136$2.4M1.68%
15
NEENEXTERA ENERGY INC
28,803$2.3M1.60%
16
PGPROCTER & GAMBLE CO
17,725$2.2M1.59%
17
QCOMQUALCOMM INC
19,408$2.2M1.55%
18
ABBVABBVIE INC
16,115$2.2M1.53%
19
DISDISNEY WALT COMPANY
21,736$2.0M1.45%
20
ADIANALOG DEVICES INC
13,795$1.9M1.36%
21
MRKMERCK & CO INC NEW
22,218$1.9M1.36%
22
CBCHUBB LTD
10,333$1.9M1.33%
23
BLKCHFBLACKROCK INC
3,385$1.9M1.32%
24
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
10,256$1.8M1.30%
25
ACNACCENTURE PLC IRELAND SHARES CLASS A
6,996$1.8M1.28%
26
AMZNAMAZON COM INC
15,543$1.8M1.25%
27
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
47,122$1.7M1.22%
28
TXNTEXAS INSTRUMENTS INC
10,844$1.7M1.19%
29
CVXCHEVRON CORPORATION
11,565$1.7M1.18%
30
RTXRAYTHEON TECHNOLOGIES CORP
20,272$1.7M1.18%
31
AMGNAMGEN INC
6,575$1.5M1.05%
32
LINLINDE PLC
5,439$1.5M1.04%
33
4I1PHILIP MORRIS INTERNATIONAL INC
17,195$1.4M1.01%
34
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
5,271$1.4M1.00%
35
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
3,659$1.3M0.93%
36
SYKSTRYKER CORP
6,321$1.3M0.91%
37
VOVANGUARD MID CAP ETF
6,521$1.2M0.87%
38
ICEINTERCONTINENTAL EXCH EXCHANGE
13,031$1.2M0.83%
39
UPSUNITED PARCEL SERVICE-B
7,167$1.2M0.82%
40
CMCSACOMCAST CORP NEW CL A
37,695$1.1M0.78%
41
GDGENL DYNAMICS CORP
5,135$1.1M0.77%
42
PEPPEPSICO INCORPORATED
6,252$1.0M0.72%
43
IBMINTERNATIONAL BUSINESS MACHINE CORP
8,248$979K0.69%
44
IWMISHARES ETF RUSSELL 2000
5,643$930K0.66%
45
VFCV F CORPORATION
30,813$921K0.65%
46
IJHISHARES CORE S&P MID ETF ETF
4,178$916K0.65%
47
ARCCARES CAPITAL CORP
53,450$902K0.64%
48
XYLXYLEM INC
9,997$873K0.62%
49
DHRDANAHER CORP
3,325$858K0.61%
50
VHTVANGUARD HEALTH CARE ETF
3,657$818K0.58%
51
MAMASTERCARD INC CL A
2,749$781K0.55%
52
MCDMCDONALDS CORP
2,953$681K0.48%
53
XLEENERGY SELECT ETF SECTOR SPDR
9,408$677K0.48%
54
RMERESMED INC
2,970$648K0.46%
55
DDOMINION ENERGY INC
9,314$643K0.46%
56
CGXUCAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT
34,225$640K0.45%
57
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
17,605$640K0.45%
58
VIGVANGUARD DIVIDEND ETF APPRECIATION
4,330$585K0.41%
59
VTVVANGUARD VALUE ETF
4,370$539K0.38%
60
INTCINTEL CORP
20,813$536K0.38%
61
EPDENTERPRISE PRODUCTS PARTNERS
21,453$510K0.36%
62
DBCINVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT
20,632$493K0.35%
63
DBOINVESCO DB MULTI ETF COMMODITY TR OIL FD
32,321$490K0.35%
64
XLFISELECT SECTOR SPDR T ETF CONSUMER STAPLES
7,311$487K0.35%
65
MOALTRIA GROUP INC
11,764$475K0.34%
66
DEDEERE & CO
1,411$471K0.33%
67
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
14,176$465K0.33%
68
COSTCOSTCO WHSL CORP NEW COM
970$458K0.32%
69
DBEINVESCO DB MULTI ETF SECTOR COMMODITY TR ENERGY FD
20,161$456K0.32%
70
CVSCVS HEALTH CORPORATION
4,562$435K0.31%
71
UBSIUNITED BANKSHARES INC W VA
11,043$394K0.28%
72
WTMWHITE MOUNTAIN INS GRP
298$388K0.28%
73
FASTFASTENAL CO
8,376$385K0.27%
74
IWVISHARES ETF RUSSELL 3000
1,856$384K0.27%
75
UUPINVESCO DB US DLR ETF INDEX TRUST BULLISH FUND
12,446$375K0.27%
76
SYYSYSCO CORPORATION
5,293$374K0.27%
77
XLVSELECT SECTOR SPDR F ETF HEALTH CARE
2,970$359K0.25%
78
XIFRNEXTERA ENERGY PARTNERS LP
4,812$347K0.25%
79
XLUSELECT SECTOR SPDR T ETF UTILITIES SELECT SECTOR
5,033$329K0.23%
80
DOWDOW INC
7,466$328K0.23%
81
GOOGALPHABET INC NON VOTING CAP STK CL C
3,399$326K0.23%
82
GILDGILEAD SCIENCES INC
5,226$322K0.23%
83
DTDWISDOMTREE TOTAL DIV ETF
5,921$321K0.23%
84
WMTWALMART INC
2,452$318K0.23%
85
CHHCHOICE HOTELS INTL INC
2,868$314K0.22%
86
HDHOME DEPOT INC
1,117$308K0.22%
87
APDAIR PRODUCTS & CHEMICALS INC
1,306$303K0.21%
88
ADPAUTOMATIC DATA PROCESSING
1,335$302K0.21%
89
CSGPCOSTAR GROUP INC
4,330$301K0.21%
90
CGGOCAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT
16,136$301K0.21%
91
VVISA INC CLASS A
1,685$299K0.21%
92
MGKVANGUARD MEGA CAP ETF GROWTH
1,694$295K0.21%
93
PEYINVESCO ETF HIGH YIELD EQUITY DIVID ACHIEVERS
15,867$294K0.21%
94
CHRWC H ROBINSON WORLDWIDE INC
3,000$288K0.20%
95
PDBCINVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1
17,749$287K0.20%
96
AQLTISHARES SELECT ETF DIVIDEND
2,670$286K0.20%
97
SPYVSPDR PORTFOLIO ETF S&P 500 VALUE ETF
8,140$280K0.20%
98
BXBLACKSTONE GROUP INC COM
3,145$263K0.19%
99
DOCUDOCUSIGN INC
4,854$259K0.18%
100
CGGRCAPITAL GRP GROWTH ETF SHS CREATION UNIT
13,260$258K0.18%
Page 1 of 2Next