Brown Miller Wealth Management, LLC Q4 2022 Filing

Filed January 12, 2023

Portfolio Value

$158.1M

Holdings

119

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (119 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
115,833$15.1M9.52%
2
MSFTMICROSOFT CORP
36,382$8.7M5.52%
3
JPMJPMORGAN CHASE & CO
46,714$6.3M3.96%
4
ABTABBOTT LABORATORIES
41,330$4.5M2.87%
5
NVDANVIDIA CORP
29,817$4.4M2.76%
6
SBUXSTARBUCKS CORP
38,031$3.8M2.39%
7
AMTAMERICAN TOWER CORP REIT
17,684$3.7M2.37%
8
BACVERIZON COMMUNICATIONS COM
93,164$3.7M2.32%
9
UNHUNITEDHEALTH GROUP INC
6,129$3.2M2.05%
10
LOWLOWES COMPANIES INC
16,181$3.2M2.04%
11
JNJJOHNSON & JOHNSON
17,301$3.1M1.93%
12
CSCOCISCO SYSTEMS INC
59,987$2.9M1.81%
13
PGPROCTER & GAMBLE CO
18,095$2.7M1.73%
14
ABBVABBVIE INC
16,070$2.6M1.64%
15
GOOGLALPHABET INC VOTING CAP STK CL A
28,187$2.5M1.57%
16
MRKMERCK & CO INC NEW
22,179$2.5M1.56%
17
NEENEXTERA ENERGY INC
29,399$2.5M1.55%
18
BLKCHFBLACKROCK INC
3,426$2.4M1.54%
19
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
12,611$2.4M1.52%
20
ADIANALOG DEVICES INC
14,261$2.3M1.48%
21
CBCHUBB LTD
10,420$2.3M1.45%
22
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
5,659$2.2M1.37%
23
QCOMQUALCOMM INC
19,546$2.1M1.36%
24
DISDISNEY WALT COMPANY
24,244$2.1M1.33%
25
RTXRAYTHEON TECHNOLOGIES CORP
20,601$2.1M1.31%
26
CVXCHEVRON CORPORATION
11,546$2.1M1.31%
27
ACNACCENTURE PLC IRELAND SHARES CLASS A
7,382$2.0M1.25%
28
TXNTEXAS INSTRUMENTS INC
11,360$1.9M1.19%
29
LINLINDE PLC
5,565$1.8M1.15%
30
4I1PHILIP MORRIS INTERNATIONAL INC
17,219$1.7M1.10%
31
VOVANGUARD MID CAP ETF
8,236$1.7M1.06%
32
AMGNAMGEN INC
6,311$1.7M1.05%
33
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
5,245$1.6M1.02%
34
SYKSTRYKER CORP
6,551$1.6M1.01%
35
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
40,263$1.6M0.99%
36
ICEINTERCONTINENTAL EXCH EXCHANGE
14,149$1.5M0.92%
37
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
28,424$1.4M0.90%
38
CMCSACOMCAST CORP NEW CL A
39,687$1.4M0.88%
39
VIGVANGUARD DIVIDEND ETF APPRECIATION
9,135$1.4M0.88%
40
AMZNAMAZON COM INC
16,192$1.4M0.86%
41
UPSUNITED PARCEL SERVICE-B
7,479$1.3M0.82%
42
GDGENL DYNAMICS CORP
5,199$1.3M0.82%
43
IYZISHARES ETF U.S. TELECOMMUNICATIONS
54,051$1.2M0.77%
44
IWMISHARES ETF RUSSELL 2000
6,680$1.2M0.74%
45
IBMINTERNATIONAL BUSINESS MACHINE CORP
8,072$1.1M0.72%
46
PEPPEPSICO INCORPORATED
6,252$1.1M0.71%
47
XYLXYLEM INC
10,101$1.1M0.71%
48
CGXUCAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT
53,214$1.1M0.70%
49
IJHISHARES CORE S&P MID ETF ETF
4,561$1.1M0.70%
50
ARCCARES CAPITAL CORP
53,493$988K0.62%
51
XLEENERGY SELECT ETF SECTOR SPDR
10,697$935K0.59%
52
MAMASTERCARD INC CL A
2,662$925K0.58%
53
DHRDANAHER CORP
3,325$882K0.56%
54
VHTVANGUARD HEALTH CARE ETF
3,232$801K0.51%
55
XLVSELECT SECTOR SPDR F ETF HEALTH CARE
5,837$793K0.50%
56
CGGOCAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT
37,573$789K0.50%
57
MCDMCDONALDS CORP
2,955$778K0.49%
58
VTVVANGUARD VALUE ETF
5,020$704K0.45%
59
RMERESMED INC
2,970$618K0.39%
60
DEDEERE & CO
1,411$605K0.38%
61
XLFISELECT SECTOR SPDR T ETF CONSUMER STAPLES
7,702$574K0.36%
62
BXBLACKSTONE GROUP INC COM
7,454$553K0.35%
63
CGGRCAPITAL GRP GROWTH ETF SHS CREATION UNIT
27,087$540K0.34%
64
MOALTRIA GROUP INC
11,764$537K0.34%
65
INTCINTEL CORP
20,080$530K0.34%
66
EPDENTERPRISE PRODUCTS PARTNERS
21,468$517K0.33%
67
DBCINVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT
20,674$509K0.32%
68
VUGVANGUARD GROWTH ETF
2,309$492K0.31%
69
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
11,454$480K0.30%
70
DDOMINION ENERGY INC
7,708$472K0.30%
71
VYMIVANGUARD INTERNATINL ETF HIGH DIVIDEND YIELD
7,758$462K0.29%
72
DBEINVESCO DB MULTI ETF SECTOR COMMODITY TR ENERGY FD
20,207$458K0.29%
73
COSTCOSTCO WHSL CORP NEW COM
988$451K0.29%
74
UBSIUNITED BANKSHARES INC W VA
11,153$451K0.29%
75
PDBCINVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1
29,226$431K0.27%
76
CVSCVS HEALTH CORPORATION
4,567$425K0.27%
77
WTMWHITE MOUNTAIN INS GRP
298$422K0.27%
78
SPYVSPDR PORTFOLIO ETF S&P 500 VALUE ETF
10,847$421K0.27%
79
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
14,371$405K0.26%
80
SYYSYSCO CORPORATION
5,293$404K0.26%
81
DOWDOW INC
7,997$402K0.25%
82
VFCV F CORPORATION
14,479$399K0.25%
83
FASTFASTENAL CO
8,376$396K0.25%
84
GILDGILEAD SCIENCES INC
4,616$396K0.25%
85
APDAIR PRODUCTS & CHEMICALS INC
1,274$392K0.25%
86
GLDMWORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW
9,805$354K0.22%
87
VVISA INC CLASS A
1,685$350K0.22%
88
UUPINVESCO DB US DLR ETF INDEX TRUST BULLISH FUND
12,533$348K0.22%
89
XIFRNEXTERA ENERGY PARTNERS LP
4,812$337K0.21%
90
IJJISHARES S&P MIDCAP ETF 400 VALUE
3,332$335K0.21%
91
CSGPCOSTAR GROUP INC
4,330$334K0.21%
92
CHHCHOICE HOTELS INTL INC
2,868$323K0.20%
93
AQLTISHARES SELECT ETF DIVIDEND
2,670$322K0.20%
94
ADPAUTOMATIC DATA PROCESSING
1,335$318K0.20%
95
AVGOBROADCOM INC
565$316K0.20%
96
WMTWALMART INC
2,152$305K0.19%
97
HDHOME DEPOT INC
928$293K0.19%
98
DOCUDOCUSIGN INC
5,233$290K0.18%
99
DTDWISDOMTREE TOTAL DIV ETF
4,743$287K0.18%
100
WMBWILLIAMS COMPANIES INC
8,629$283K0.18%
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