Brown Miller Wealth Management, LLC Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$260.8B

Holdings

120

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
281,394$37.8B14.49%
2
AAPLAPPLE INC
113,873$28.5B10.94%
3
MSFTMICROSOFT CORP
38,239$16.1B6.18%
4
JPMJPMORGAN CHASE & CO.
44,771$10.7B4.12%
5
GOOGLALPHABET INC
31,090$5.9B2.26%
6
IVVISHARES TR
9,247$5.4B2.09%
7
ABTABBOTT LABS
42,512$4.8B1.84%
8
AMZNAMAZON COM INC
20,352$4.5B1.71%
9
LOWLOWES COS INC
17,654$4.4B1.67%
10
SBUXSTARBUCKS CORP
44,399$4.1B1.55%
11
CSCOCISCO SYS INC
66,330$3.9B1.51%
12
CGXUCAPITAL GROUP INTL FOCUS EQT
157,361$3.9B1.49%
13
DISDISNEY WALT CO
34,290$3.8B1.46%
14
CBCHUBB LIMITED
12,864$3.6B1.36%
15
PGPROCTER AND GAMBLE CO
20,915$3.5B1.34%
16
VTIVANGUARD INDEX FDS
12,049$3.5B1.34%
17
VVISA INC
10,810$3.4B1.31%
18
AVGOBROADCOM INC
14,590$3.4B1.30%
19
NEENEXTERA ENERGY INC
45,653$3.3B1.26%
20
BLKBLACKROCK INC
3,158$3.2B1.24%
21
VOVANGUARD INDEX FDS
12,161$3.2B1.23%
22
UNHUNITEDHEALTH GROUP INC
6,110$3.1B1.19%
23
LINLINDE PLC
7,373$3.1B1.18%
24
QCOMQUALCOMM INC
20,014$3.1B1.18%
25
ACNACCENTURE PLC IRELAND
8,581$3.0B1.16%
26
JNJJOHNSON & JOHNSON
20,242$2.9B1.12%
27
ABBVABBVIE INC
16,130$2.9B1.10%
28
RTXRTX CORPORATION
24,476$2.8B1.09%
29
IBMINTERNATIONAL BUSINESS MACHS
12,578$2.8B1.06%
30
SYKSTRYKER CORPORATION
7,000$2.5B0.97%
31
VWOVANGUARD INTL EQUITY INDEX F
56,228$2.5B0.95%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
5,227$2.4B0.91%
33
ICEINTERCONTINENTAL EXCHANGE IN
15,858$2.4B0.91%
34
ADIANALOG DEVICES INC
10,763$2.3B0.88%
35
AMTAMERICAN TOWER CORP NEW
11,847$2.2B0.83%
36
MRKMERCK & CO INC
21,630$2.2B0.83%
37
TSCOTRACTOR SUPPLY CO
39,441$2.1B0.80%
38
4I1PHILIP MORRIS INTL INC
16,853$2.0B0.78%
39
IJHISHARES TR
32,163$2.0B0.77%
40
AMGNAMGEN INC
7,249$1.9B0.72%
41
CVXCHEVRON CORP NEW
12,656$1.8B0.70%
42
OREALTY INCOME CORP
34,309$1.8B0.70%
43
CMCSACOMCAST CORP NEW
45,459$1.7B0.65%
44
IWMISHARES TR
7,463$1.6B0.63%
45
MAMASTERCARD INCORPORATED
3,064$1.6B0.62%
46
GDGENERAL DYNAMICS CORP
5,767$1.5B0.58%
47
PLDPROLOGIS INC.
14,100$1.5B0.57%
48
XYLXYLEM INC
12,284$1.4B0.55%
49
ARCCARES CAPITAL CORP
64,324$1.4B0.54%
50
ACGLARCH CAP GROUP LTD
15,216$1.4B0.54%
51
UPSUNITED PARCEL SERVICE INC
11,088$1.4B0.54%
52
GLDMWORLD GOLD TR
26,460$1.4B0.53%
53
BXBLACKSTONE INC
7,478$1.3B0.49%
54
VIGVANGUARD SPECIALIZED FUNDS
5,825$1.1B0.44%
55
VUGVANGUARD INDEX FDS
2,319$951.8M0.36%
56
SNOWSNOWFLAKE INC
6,098$941.6M0.36%
57
VTVVANGUARD INDEX FDS
5,220$883.7M0.34%
58
BACVERIZON COMMUNICATIONS INC
21,678$866.9M0.33%
59
JEPQJ P MORGAN EXCHANGE TRADED F
15,289$862.0M0.33%
60
MCDMCDONALDS CORP
2,904$842.0M0.32%
61
COSTCOSTCO WHSL CORP NEW
872$799.6M0.31%
62
XLESELECT SECTOR SPDR TR
9,283$795.3M0.30%
63
DHRDANAHER CORPORATION
3,290$755.3M0.29%
64
VHTVANGUARD WORLD FD
2,961$751.2M0.29%
65
JEPIJ P MORGAN EXCHANGE TRADED F
12,379$712.2M0.27%
66
NVONOVO-NORDISK A S
8,216$706.7M0.27%
67
PEPPEPSICO INC
4,635$704.9M0.27%
68
GABCGERMAN AMERN BANCORP INC
17,526$704.9M0.27%
69
CGGRCAPITAL GROUP GROWTH ETF
18,666$693.8M0.27%
70
CGGOCAPITAL GROUP GBL GROWTH EQT
23,603$689.7M0.26%
71
RMERESMED INC
2,970$679.2M0.26%
72
HACKAMPLIFY ETF TR
9,102$678.0M0.26%
73
EPDENTERPRISE PRODS PARTNERS L
20,830$653.2M0.25%
74
FASTFASTENAL CO
8,376$602.3M0.23%
75
DEDEERE & CO
1,410$597.5M0.23%
76
GOOGALPHABET INC
3,054$581.6M0.22%
77
WTMWHITE MTNS INS GROUP LTD
298$580.5M0.22%
78
WMTWALMART INC
6,317$570.8M0.22%
79
LMTLOCKHEED MARTIN CORP
1,160$563.7M0.22%
80
MOALTRIA GROUP INC
10,600$554.3M0.21%
81
JPSTJ P MORGAN EXCHANGE TRADED F
10,604$534.1M0.20%
82
ITA*ISHARES TR
3,390$492.8M0.19%
83
UBSIUNITED BANKSHARES INC WEST V
12,148$456.2M0.17%
84
FDVVFIDELITY COVINGTON TRUST
9,100$454.5M0.17%
85
CHHCHOICE HOTELS INTL INC
2,868$407.2M0.16%
86
ADPAUTOMATIC DATA PROCESSING IN
1,303$381.5M0.15%
87
WMBWILLIAMS COS INC
6,780$366.9M0.14%
88
SYYSYSCO CORP
4,438$339.3M0.13%
89
DDOMINION ENERGY INC
5,973$321.7M0.12%
90
HONHONEYWELL INTL INC
1,421$321.0M0.12%
91
KOCOCA COLA CO
5,118$318.7M0.12%
92
STTSTATE STR CORP
3,243$318.3M0.12%
93
KMIKINDER MORGAN INC DEL
11,344$310.8M0.12%
94
CHRWC H ROBINSON WORLDWIDE INC
3,000$310.0M0.12%
95
CSGPCOSTAR GROUP INC
4,329$309.9M0.12%
96
XLKSELECT SECTOR SPDR TR
1,322$307.4M0.12%
97
EMREMERSON ELEC CO
2,462$305.2M0.12%
98
XOMEXXON MOBIL CORP
2,817$303.1M0.12%
99
TSLATESLA INC
742$299.6M0.11%
100
VBVANGUARD INDEX FDS
1,214$291.8M0.11%
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