Brown Miller Wealth Management, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$361.9M

Holdings

193

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
IWMISHARES TR
2,269$558K0.15%
102
SOSOUTHERN CO
6,381$555K0.15%
103
SNASNAP ON INC
1,612$555K0.15%
104
HSYHERSHEY CO
2,915$530K0.15%
105
PGRPROGRESSIVE CORP
2,281$518K0.14%
106
EMEEMCOR GROUP INC
845$517K0.14%
107
XLFSELECT SECTOR SPDR TR
9,458$517K0.14%
108
FIXCOMFORT SYS USA INC
544$507K0.14%
109
ETRENTERGY CORP NEW
5,439$501K0.14%
110
WECWEC ENERGY GROUP INC
4,690$494K0.14%
111
IEVISHARES TR
7,134$489K0.14%
112
NTRSNORTHERN TR CORP
3,573$488K0.13%
113
FDVVFIDELITY COVINGTON TRUST
8,600$487K0.13%
114
UBSIUNITED BANKSHARES INC WEST V
12,650$485K0.13%
115
MPCMARATHON PETE CORP
2,976$483K0.13%
116
FCGFIRST TR EXCHANGE-TRADED FD
20,600$482K0.13%
117
XOMEXXON MOBIL CORP
4,011$482K0.13%
118
WMBWILLIAMS COS INC
7,977$479K0.13%
119
EZUISHARES INC
7,446$477K0.13%
120
DWXSPDR INDEX SHS FDS
10,850$476K0.13%
121
PLTRPALANTIR TECHNOLOGIES INC
2,620$465K0.13%
122
VBVANGUARD INDEX FDS
1,800$464K0.13%
123
MTUMISHARES TR
1,842$461K0.13%
124
FNFFIDELITY NATIONAL FINANCIAL
8,387$457K0.13%
125
TTTRANE TECHNOLOGIES PLC
1,157$450K0.12%
126
ETHWBITWISE ETHEREUM ETF
21,069$448K0.12%
127
RCLROYAL CARIBBEAN GROUP
1,604$447K0.12%
128
CLCOLGATE PALMOLIVE CO
5,629$444K0.12%
129
CRSCARPENTER TECHNOLOGY CORP
1,411$444K0.12%
130
USBUS BANCORP DEL
8,300$442K0.12%
131
BWXTBWX TECHNOLOGIES INC
2,516$434K0.12%
132
TPDSOMNIGROUP INTERNATIONAL INC
4,820$430K0.12%
133
BILSPDR SERIES TRUST
4,678$427K0.12%
134
NEMNEWMONT CORP
4,268$426K0.12%
135
STTSTATE STR CORP
3,175$409K0.11%
136
PAYXPAYCHEX INC
3,507$392K0.11%
137
JPSTJ P MORGAN EXCHANGE TRADED F
7,719$390K0.11%
138
MEDPMEDPACE HLDGS INC
685$384K0.11%
139
AWCAMERICAN WTR WKS CO INC NEW
2,930$382K0.11%
140
XLKSELECT SECTOR SPDR TR
2,644$380K0.10%
141
VXUSVANGUARD STAR FDS
5,039$380K0.10%
142
FTITECHNIPFMC PLC
8,044$358K0.10%
143
CNXCNX RES CORP
9,739$358K0.10%
144
ORCLORACLE CORP
1,830$356K0.10%
145
THCTENET HEALTHCARE CORP
1,787$355K0.10%
146
ENSGENSIGN GROUP INC
2,036$354K0.10%
147
CVSCVS HEALTH CORP
4,342$343K0.09%
148
NRANRG ENERGY INC
2,148$342K0.09%
149
DDOMINION ENERGY INC
5,794$339K0.09%
150
VEAVANGUARD TAX-MANAGED FDS
5,396$337K0.09%
151
ADPAUTOMATIC DATA PROCESSING IN
1,303$335K0.09%
152
KEYSKEYSIGHT TECHNOLOGIES INC
1,618$328K0.09%
153
NFLXNETFLIX INC
3,480$326K0.09%
154
GLWCORNING INC
3,668$321K0.09%
155
SRESEMPRA
3,564$313K0.09%
156
HLIHOULIHAN LOKEY INC
1,761$306K0.08%
157
SAICSCIENCE APPLICATIONS INTL CO
2,983$300K0.08%
158
CSGPCOSTAR GROUP INC
4,444$298K0.08%
159
VOOVANGUARD INDEX FDS
471$295K0.08%
160
SYYSYSCO CORP
3,998$294K0.08%
161
ORLYOREILLY AUTOMOTIVE INC
3,195$291K0.08%
162
CPRTCOPART INC
7,310$284K0.08%
163
EVREVERCORE INC
827$281K0.08%
164
APDAIR PRODS & CHEMS INC
1,134$279K0.08%
165
CGDGCAPITAL GROUP DIVIDEND VALUE
6,284$274K0.08%
166
CHHCHOICE HOTELS INTL INC
2,868$273K0.08%
167
GEGE AEROSPACE
858$263K0.07%
168
ENBENBRIDGE INC
5,409$258K0.07%
169
EMREMERSON ELEC CO
1,932$256K0.07%
170
DLTRDOLLAR TREE INC
2,083$255K0.07%
171
MDLZMONDELEZ INTL INC
4,757$255K0.07%
172
VYMIVANGUARD WHITEHALL FDS
2,781$250K0.07%
173
CHRWC H ROBINSON WORLDWIDE INC
1,535$246K0.07%
174
DEODIAGEO PLC
2,848$245K0.07%
175
UNPUNION PAC CORP
1,060$244K0.07%
176
UBSUBS GROUP AG
5,176$239K0.07%
177
CRLCHARLES RIV LABS INTL INC
1,194$238K0.07%
178
PNCPNC FINL SVCS GROUP INC
1,141$237K0.07%
179
TROWPRICE T ROWE GROUP INC
2,227$228K0.06%
180
AFLAFLAC INC
2,060$227K0.06%
181
PAYCPAYCOM SOFTWARE INC
1,406$224K0.06%
182
SPYDSPDR SERIES TRUST
5,084$219K0.06%
183
ROKROCKWELL AUTOMATION INC
565$219K0.06%
184
COPCONOCOPHILLIPS
2,287$214K0.06%
185
TJXTJX COS INC NEW
1,386$212K0.06%
186
VOTVANGUARD INDEX FDS
743$207K0.06%
187
OKEONEOK INC NEW
2,822$207K0.06%
188
CSXCSX CORP
5,695$206K0.06%
189
TMOTHERMO FISHER SCIENTIFIC INC
356$206K0.06%
190
SPGIS&P GLOBAL INC
393$204K0.06%
191
TOLTOLL BROTHERS INC
1,500$202K0.06%
192
NDSNNORDSON CORP
834$200K0.06%
193
CGCARLYLE GROUP INC
3,400$200K0.06%
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