Brown Miller Wealth Management, LLC Purchases in Q4 2024

Brown Miller Wealth Management, LLC

  • $254 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.14K
+ 1.01%
$221.69 - $259.02 $252K - $295K
114K $28.5M
GOOGL
Alphabet Inc.

Communication Services
477
+ 1.56%
$161.86 - $196.66 $77.2K - $93.8K
31.1K $5.89M
AMZN
Amazon Com Inc

Consumer Cyclical
189
+ 0.94%
$180.88 - $232.93 $34.2K - $44K
20.4K $4.47M
GABC
German American Bancorp, Inc.

Financial Services
17.5K
New
$37.49 - $46.57 $657K - $816K
17.5K $708K
LMT
Lockheed Martin Corp

Industrials
1.16K
New
$479.66 - $614.62 $556K - $713K
1.16K $563K
DIS
Walt Disney CO

Communication Services
405
+ 1.2%
$92.39 - $117.6 $37.4K - $47.6K
34.3K $3.82M
V
Visa Inc.

Financial Services
12
+ 0.11%
$273.87 - $320.91 $3.29K - $3.85K
10.8K $3.42M
CSCO
Cisco Systems, Inc.

Technology
343
+ 0.52%
$52.45 - $60.02 $18K - $20.6K
66.3K $3.93M
TSLA
Tesla, Inc.

Consumer Cyclical
742
New
$213.65 - $479.86 $159K - $356K
742 $299K
SNOW
Snowflake Inc.

Technology
450
+ 7.97%
$109.65 - $186.51 $49.3K - $83.9K
6.1K $941K
IVV
Ishares Core S&P 500 ETF

ETFs
280
+ 3.12%
$570.51 - $610.59 $160K - $171K
9.25K $5.44M
AXP
American Express CO

Financial Services
820
New
$267.35 - $305.57 $219K - $251K
820 $243K
OMC
Omnicom Group Inc.

Communication Services
2.55K
New
$85.82 - $105.47 $218K - $268K
2.55K $218K
SRE
Sempra Energy

Utilities
2.29K
New
$80.81 - $94.77 $185K - $217K
2.29K $200K
NVO
Novo Nordisk A S

Healthcare
3.91K
+ 90.71%
$85.0 - $120.04 $332K - $469K
8.22K $706K
ACN
Accenture PLC

Technology
578
+ 7.22%
$343.9 - $376.86 $199K - $218K
8.58K $3.02M
MA
Mastercard Inc

Financial Services
144
+ 4.93%
$491.3 - $536.15 $70.7K - $77.2K
3.06K $1.61M
VO
Vanguard Mid Cap ETF

ETFs
513
+ 4.4%
$261.5 - $284.63 $134K - $146K
12.2K $3.21M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.3K
+ 22.86%
$57.53 - $60.83 $132K - $140K
12.4K $712K
HON
Honeywell International Inc

Industrials
400
+ 39.18%
$202.84 - $236.0 $81.1K - $94.4K
1.42K $320K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.55K
+ 11.3%
$53.94 - $58.15 $83.7K - $90.2K
15.3K $861K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.63K
+ 5.34%
$61.68 - $67.87 $101K - $111K
32.2K $2M
XLE
Energy Sector Spdr

ETFs
1.39K
+ 17.54%
$83.32 - $97.27 $115K - $135K
9.28K $795K
KO
Coca Cola CO

Consumer Defensive
2.07K
+ 67.97%
$61.74 - $71.71 $128K - $149K
5.12K $318K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 0.44%
$280.04 - $302.45 $14.8K - $16K
12K $3.49M
IWM
Ishares Russell 2000 ETF

ETFs
373
+ 5.26%
$216.13 - $242.4 $80.6K - $90.4K
7.46K $1.65M
ARCC
Ares Capital Corp

Financial Services
824
+ 1.3%
$20.74 - $22.27 $17.1K - $18.4K
64.3K $1.41M
KMI
Kinder Morgan, Inc.

Energy
781
+ 7.39%
$22.59 - $28.54 $17.6K - $22.3K
11.3K $310K
CGGR
Capital Group Growth ETF Shs C

ETFs
674
+ 3.75%
$34.49 - $39.24 $23.2K - $26.4K
18.7K $693K
VIG
Vanguard Dividend Appreciation

ETFs
718
+ 14.06%
N/A
5.83K $1.06M
EPD
Enterprise Products Partners L.P.

Energy
15
+ 0.07%
$28.66 - $34.43 $430 - $516
20.8K $653K
GLDM
World Gold Trust

ETFs
771
+ 3.0%
$50.76 - $55.23 $39.1K - $42.6K
26.5K $1.38M
VB
Vanguard Small Cap ETF

ETFs
60
+ 5.2%
$233.76 - $261.58 $14K - $15.7K
1.21K $291K
CGDV
Capital Group Divid Value ETF

ETFs
688
+ 9.89%
$35.16 - $37.12 $24.2K - $25.5K
7.64K $269K
UBSI
United Bankshares Inc

Financial Services
121
+ 1.01%
$35.53 - $43.29 $4.3K - $5.24K
12.1K $456K
ITA
Ishares Tr

ETFs
131
+ 4.02%
$144.31 - $157.31 $18.9K - $20.6K
3.39K $492K
Blackrock Inc
3.16K
New
N/A
3.16K $0
SYK
Stryker Corp

Healthcare
12
+ 0.17%
$345.14 - $392.15 $4.14K - $4.71K
7K $2.52M
ACGL
Arch Capital Group Ltd.

Financial Services
2.6K
+ 20.62%
$88.71 - $114.86 $231K - $299K
15.2K $1.41M
UNP
Union Pacific Corp

Industrials
3
+ 0.31%
$223.15 - $249.32 $669 - $748
958 $218K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$47.57 - $52.44 $47.6 - $52.4
4.49K $214K
D
Dominion Energy, Inc

Utilities
13
+ 0.22%
$52.63 - $60.92 $684 - $792
5.97K $321K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.07%
$288.47 - $316.54 $577 - $633
2.9K $841K
PG
Procter & Gamble CO

Consumer Defensive
242
+ 1.17%
$161.05 - $179.7 $39K - $43.5K
20.9K $3.51M
UPS
United Parcel Service Inc

Industrials
172
+ 1.58%
$122.65 - $138.35 $21.1K - $23.8K
11.1K $1.4M
VZ
Verizon Communications Inc

Communication Services
177
+ 0.82%
$39.6 - $45.21 $7.01K - $8K
21.7K $866K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.92K
+ 3.53%
$44.04 - $49.49 $84.3K - $94.8K
56.2K $2.48M
CB
Chubb LTD

Financial Services
64
+ 0.5%
$271.57 - $301.89 $17.4K - $19.3K
12.9K $3.55M
XYL
Xylem Inc.

Industrials
582
+ 4.97%
$116.02 - $137.45 $67.5K - $80K
12.3K $1.43M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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