Brown Miller Wealth Management, LLC Q4 2021 Filing

Filed January 25, 2022

Portfolio Value

$174.8M

Holdings

118

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
110,696$19.7M11.25%
2
MSFTMICROSOFT CORP
33,510$11.3M6.45%
3
NVDANVIDIA CORP
28,910$8.5M4.86%
4
JPMJPMORGAN CHASE & CO
39,558$6.3M3.58%
5
BACVERIZON COMMUNICATIONS COM
106,333$5.5M3.16%
6
ABTABBOTT LABORATORIES
35,770$5.0M2.88%
7
AMTAMERICAN TOWER CORP REIT
15,565$4.6M2.60%
8
SBUXSTARBUCKS CORP
33,949$4.0M2.27%
9
GOOGLALPHABET INC VOTING CAP STK CL A
1,302$3.8M2.16%
10
QCOMQUALCOMM INC
19,583$3.6M2.05%
11
CSCOCISCO SYSTEMS INC
56,103$3.6M2.03%
12
LOWLOWES COMPANIES INC
12,590$3.3M1.86%
13
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
60,253$3.0M1.74%
14
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
12,090$2.9M1.67%
15
IBMINTERNATIONAL BUSINESS MACHINE CORP
21,475$2.9M1.64%
16
UNHUNITEDHEALTH GROUP INC
5,531$2.8M1.59%
17
JNJJOHNSON & JOHNSON
15,617$2.7M1.53%
18
PGPROCTER & GAMBLE CO
16,317$2.7M1.53%
19
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
50,965$2.5M1.44%
20
DISDISNEY WALT COMPANY
15,712$2.4M1.39%
21
RTXRAYTHEON TECHNOLOGIES CORP
27,755$2.4M1.37%
22
ACNACCENTURE PLC IRELAND SHARES CLASS A
5,727$2.4M1.36%
23
NEENEXTERA ENERGY INC
25,423$2.4M1.36%
24
ABBVABBVIE INC
17,523$2.4M1.36%
25
BLKCHFBLACKROCK INC
2,545$2.3M1.33%
26
AMZNAMAZON COM INC
671$2.2M1.28%
27
ADIANALOG DEVICES INC
11,402$2.0M1.15%
28
CBCHUBB LTD
9,096$1.8M1.01%
29
MRKMERCK & CO INC NEW
22,412$1.7M0.98%
30
IWMISHARES ETF RUSSELL 2000
7,344$1.6M0.93%
31
LINLINDE PLC
4,474$1.6M0.89%
32
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
3,108$1.5M0.85%
33
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
28,934$1.5M0.84%
34
ICEINTERCONTINENTAL EXCH EXCHANGE
10,105$1.4M0.79%
35
CVXCHEVRON CORPORATION
11,312$1.3M0.76%
36
SYKSTRYKER CORP
4,957$1.3M0.76%
37
CMCSACOMCAST CORP NEW CL A
26,344$1.3M0.76%
38
VFCV F CORPORATION
17,722$1.3M0.74%
39
UPSUNITED PARCEL SERVICE-B
6,035$1.3M0.74%
40
VOVANGUARD MID CAP ETF
5,035$1.3M0.73%
41
AMGNAMGEN INC
5,674$1.3M0.73%
42
IJHISHARES CORE S&P MID ETF ETF
4,139$1.2M0.67%
43
PEPPEPSICO INCORPORATED
6,692$1.2M0.66%
44
DHRDANAHER CORP
3,526$1.2M0.66%
45
ARCCARES CAPITAL CORP
54,067$1.1M0.66%
46
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
6,240$1.1M0.62%
47
INTCINTEL CORP
21,016$1.1M0.62%
48
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
3,579$1.1M0.61%
49
DOWDOW INC
17,986$1.0M0.58%
50
GDGENL DYNAMICS CORP
4,596$958K0.55%
51
DDOMINION ENERGY INC
11,395$895K0.51%
52
XYLXYLEM INC
7,376$884K0.51%
53
MAMASTERCARD INC CL A
2,428$872K0.50%
54
4I1PHILIP MORRIS INTERNATIONAL INC
8,915$846K0.48%
55
MCDMCDONALDS CORP
3,068$822K0.47%
56
RMERESMED INC
2,970$773K0.44%
57
VIGVANGUARD DIVIDEND ETF APPRECIATION
4,402$756K0.43%
58
EPDENTERPRISE PRODUCTS PARTNERS
26,938$591K0.34%
59
HDHOME DEPOT INC
1,371$569K0.33%
60
COSTCOSTCO WHSL CORP NEW COM
975$553K0.32%
61
CVSCVS HEALTH CORPORATION
5,207$537K0.31%
62
FASTFASTENAL CO
8,376$536K0.31%
63
GILDGILEAD SCIENCES INC
7,280$528K0.30%
64
DEDEERE & CO
1,485$509K0.29%
65
VOXVANGUARD ETF COMMUNICATION SERVICES
3,710$502K0.29%
66
XLFSELECT SECTOR SPDR ETF TR FINANCIAL
12,791$499K0.29%
67
XLYSELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
2,385$487K0.28%
68
NKENIKE INC CLASS B
2,917$486K0.28%
69
GOOGALPHABET INC NON VOTING CAP STK CL C
159$460K0.26%
70
IVWISHARES S&P 500 ETF GROWTH
5,409$452K0.26%
71
VXUSVANGUARD TOTAL INTL ETF STOCK INDEX FUND
6,995$444K0.25%
72
DOCUDOCUSIGN INC
2,920$444K0.25%
73
DBOINVESCO DB MULTI ETF COMMODITY TR OIL FD
32,424$439K0.25%
74
RWRSPDR DOW JONES REIT ETF
3,600$439K0.25%
75
ICFISHARES COHEN&STEERS ETF REIT
5,707$434K0.25%
76
DBCINVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT
20,388$423K0.24%
77
FYXFIRST TRUST SMALL ETF CAP CORE ALPHADEX FUND
4,302$417K0.24%
78
SYYSYSCO CORPORATION
5,293$415K0.24%
79
XIFRNEXTERA ENERGY PARTNERS LP
4,837$408K0.23%
80
APDAIR PRODUCTS & CHEMICALS INC
1,336$406K0.23%
81
FNXFIRST TRUST MID CAP ETF CORE ALPHADEX FUND
3,870$397K0.23%
82
AVGOBROADCOM INC
594$395K0.23%
83
ADPAUTOMATIC DATA PROCESSING
1,595$393K0.22%
84
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
6,422$393K0.22%
85
UBSIUNITED BANKSHARES INC W VA
10,715$388K0.22%
86
MTCHMATCH GROUP INC NEW
2,854$377K0.22%
87
XLBSELECT SECTOR SPDR F ETF MATERIALS
4,006$363K0.21%
88
WMTWALMART INC
2,463$356K0.20%
89
VVISA INC CLASS A
1,616$350K0.20%
90
CSGPCOSTAR GROUP INC
4,330$342K0.20%
91
STTSTATE STR CORP
3,635$338K0.19%
92
VISVANGUARD INDUSTRIALS ETF
1,662$337K0.19%
93
VGTVANGUARD INFORMATION ETF TECHNOLOGY
730$334K0.19%
94
VBVANGUARD SMALL CAP ETF
1,437$324K0.19%
95
CHRWC H ROBINSON WORLDWIDE INC
3,000$322K0.18%
96
COINCOINBASE GLOBAL INC CL A
1,264$318K0.18%
97
NFLXNETFLIX.COM INC
520$313K0.18%
98
SIRIEURSIRIUS XM HOLDINGS INC
48,186$305K0.17%
99
BXBLACKSTONE GROUP INC COM
2,349$303K0.17%
100
WTMWHITE MOUNTAIN INS GRP
298$302K0.17%
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