Brown Miller Wealth Management, LLC Q3 2023 Filing

Filed October 17, 2023

Portfolio Value

$179.0M

Holdings

118

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
114,458$19.6M10.95%
2
NVDANVIDIA CORP
29,534$12.8M7.18%
3
MSFTMICROSOFT CORP
36,690$11.6M6.47%
4
JPMJPMORGAN CHASE & CO
44,074$6.4M3.57%
5
ABTABBOTT LABORATORIES
44,167$4.3M2.39%
6
GOOGLALPHABET INC VOTING CAP STK CL A
28,945$3.8M2.12%
7
AMTAMERICAN TOWER CORP REIT
22,692$3.7M2.08%
8
SBUXSTARBUCKS CORP
39,507$3.6M2.01%
9
LOWLOWES COMPANIES INC
16,706$3.5M1.94%
10
CSCOCISCO SYSTEMS INC
62,844$3.4M1.89%
11
CGXUCAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT
132,027$2.9M1.60%
12
UNHUNITEDHEALTH GROUP INC
5,655$2.9M1.59%
13
JNJJOHNSON & JOHNSON
18,097$2.8M1.57%
14
PGPROCTER & GAMBLE CO
19,270$2.8M1.57%
15
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
12,505$2.7M1.48%
16
DISDISNEY WALT COMPANY
31,875$2.6M1.44%
17
CBCHUBB LTD
11,960$2.5M1.39%
18
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
5,661$2.4M1.36%
19
ABBVABBVIE INC
16,242$2.4M1.35%
20
LINLINDE PLC NEW
6,425$2.4M1.34%
21
BLKCHFBLACKROCK INC
3,693$2.4M1.33%
22
AMZNAMAZON COM INC
18,332$2.3M1.30%
23
MRKMERCK & CO INC NEW
22,185$2.3M1.28%
24
ACNACCENTURE PLC IRELAND SHARES CLASS A
7,290$2.2M1.25%
25
QCOMQUALCOMM INC
19,996$2.2M1.24%
26
VOVANGUARD MID CAP ETF
10,038$2.1M1.17%
27
TXNTEXAS INSTRUMENTS INC
12,700$2.0M1.13%
28
CVXCHEVRON CORPORATION
11,923$2.0M1.12%
29
NEENEXTERA ENERGY INC
35,010$2.0M1.12%
30
SYKSTRYKER CORP
6,884$1.9M1.05%
31
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
46,730$1.8M1.02%
32
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
5,227$1.8M1.02%
33
ADIANALOG DEVICES INC
10,367$1.8M1.01%
34
IBMINTERNATIONAL BUSINESS MACHINE CORP
12,644$1.8M0.99%
35
AMGNAMGEN INC
6,532$1.8M0.98%
36
CMCSACOMCAST CORP NEW CL A
39,350$1.7M0.97%
37
RTXRTX CORP
23,989$1.7M0.96%
38
ICEINTERCONTINENTAL EXCH EXCHANGE
15,092$1.7M0.93%
39
TSCOTRACTOR SUPPLY COMPANY
8,084$1.6M0.92%
40
4I1PHILIP MORRIS INTERNATIONAL INC
17,351$1.6M0.90%
41
PLDPROLOGIS INC
12,841$1.4M0.80%
42
IJHISHARES CORE S&P MID ETF ETF
5,574$1.4M0.78%
43
UPSUNITED PARCEL SERVICE-B
8,408$1.3M0.73%
44
GDGENL DYNAMICS CORP
5,547$1.2M0.68%
45
BACVERIZON COMMUNICATIONS COM
36,070$1.2M0.65%
46
MAMASTERCARD INC CL A
2,858$1.1M0.63%
47
IWMISHARES ETF RUSSELL 2000
6,201$1.1M0.61%
48
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
21,613$1.1M0.61%
49
ARCCARES CAPITAL CORP
55,249$1.1M0.60%
50
PEPPEPSICO INCORPORATED
6,263$1.1M0.59%
51
XYLXYLEM INC
11,364$1.0M0.58%
52
GLDMWORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW
24,653$903K0.50%
53
XLIINDUSTRIAL SELECT ETF SECTOR SPDR
8,787$890K0.50%
54
DHRDANAHER CORP
3,386$840K0.47%
55
BXBLACKSTONE GROUP INC COM
7,685$823K0.46%
56
ACGLARCH CAP GROUP LTD
9,823$782K0.44%
57
MCDMCDONALDS CORP
2,896$763K0.43%
58
VHTVANGUARD HEALTH CARE ETF
2,961$696K0.39%
59
VTVVANGUARD VALUE ETF
5,020$692K0.39%
60
VIGVANGUARD DIVIDEND ETF APPRECIATION
4,137$642K0.36%
61
VUGVANGUARD GROWTH ETF
2,254$613K0.34%
62
XLEENERGY SELECT ETF SECTOR SPDR
6,511$588K0.33%
63
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
3,557$583K0.33%
64
EPDENTERPRISE PRODUCTS PARTNERS
20,754$568K0.32%
65
COSTCOSTCO WHSL CORP NEW COM
981$554K0.31%
66
SPYVSPDR PORTFOLIO ETF S&P 500 VALUE ETF
13,390$552K0.31%
67
DEDEERE & CO
1,412$533K0.30%
68
INTCINTEL CORP
14,106$501K0.28%
69
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
17,767$495K0.28%
70
MOALTRIA GROUP INC
11,764$494K0.28%
71
SNOWSNOWFLAKE INC CL A
3,143$480K0.27%
72
CGGOCAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT
20,605$472K0.26%
73
FASTFASTENAL CO
8,376$457K0.26%
74
XMESPDR METALS & MINING ETF
8,511$446K0.25%
75
WTMWHITE MOUNTAIN INS GRP
298$446K0.25%
76
XLYSELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
2,769$445K0.25%
77
RMERESMED INC
2,970$439K0.25%
78
IVWISHARES S&P 500 ETF GROWTH
6,276$429K0.24%
79
OREALTY INCOME CORP REIT
8,550$426K0.24%
80
IJKISHARES S&P MIDCAP ETF 400 GROWTH
5,778$417K0.23%
81
AVGOBROADCOM INC
502$416K0.23%
82
CGGRCAPITAL GRP GROWTH ETF SHS CREATION UNIT
16,866$413K0.23%
83
GOOGALPHABET INC NON VOTING CAP STK CL C
3,061$403K0.23%
84
QUALISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
3,060$403K0.23%
85
IVEISHARES S&P500 VALUE ETF
2,620$403K0.23%
86
EZUISHARES MSCI ETF EUROZONE
8,882$375K0.21%
87
VVISA INC CLASS A
1,628$374K0.21%
88
CVSCVS HEALTH CORPORATION
5,195$362K0.20%
89
FNXFIRST TRUST MID CAP ETF CORE ALPHADEX FUND
3,832$352K0.20%
90
CHHCHOICE HOTELS INTL INC
2,868$351K0.20%
91
WMTWALMART INC
2,147$343K0.19%
92
XIFRNEXTERA ENERGY PARTNERS LP
11,473$340K0.19%
93
IEVISHARES EUROPE ETF
7,032$335K0.19%
94
CSGPCOSTAR GROUP INC
4,329$332K0.19%
95
XOMEXXON MOBIL CORP
2,817$331K0.18%
96
ITA*ISHARES ETF U.S. AEROSPACE & DEFENSE
3,050$323K0.18%
97
SYYSYSCO CORPORATION
4,832$319K0.18%
98
DOWDOW INC
6,181$318K0.18%
99
UBSIUNITED BANKSHARES INC W VA
11,504$317K0.18%
100
ADPAUTOMATIC DATA PROCESSING
1,303$313K0.17%
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