Brown Miller Wealth Management, LLC Purchases in Q3 2025

Brown Miller Wealth Management, LLC

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
3.62K
+ 1083.83%
$625.65 - $812.69 $2.26M - $2.94M
3.95K $3.02M
GOOGL
Alphabet Inc.

Communication Services
71
+ 0.22%
$174.36 - $254.72 $12.4K - $18.1K
32.6K $7.92M
XSMO
Invesco S&P Smallcap Momentum

ETFs
25.2K
New
$67.1 - $74.29 $1.69M - $1.87M
25.2K $1.86M
AVGO
Broadcom Inc.

Technology
215
+ 0.93%
$264.74 - $369.57 $56.9K - $79.5K
23.4K $7.71M
UNH
Unitedhealth Group Inc

Healthcare
2.93K
+ 40.47%
$237.77 - $353.61 $695K - $1.03M
10.2K $3.51M
JPM
Jpmorgan Chase & CO

Financial Services
299
+ 0.66%
$282.78 - $316.06 $84.6K - $94.5K
45.4K $14.3M
MSFT
Microsoft Corp

Technology
340
+ 0.84%
$491.09 - $535.64 $167K - $182K
40.8K $21.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.06K
New
$110.74 - $122.12 $671K - $740K
6.06K $733K
LOW
Lowes Companies Inc

Consumer Cyclical
361
+ 1.93%
$215.01 - $273.02 $77.6K - $98.6K
19.1K $4.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.25K
+ 5.29%
$72.65 - $78.68 $236K - $256K
64.8K $5.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.32K
New
$108.97 - $121.65 $471K - $526K
4.32K $521K
RTX
Raytheon Technologies Corp

Industrials
70
+ 0.3%
$144.19 - $167.33 $10.1K - $11.7K
23.1K $3.87M
NEE
Nextera Energy Inc

Utilities
1.85K
+ 3.12%
$69.77 - $77.54 $129K - $143K
61K $4.61M
VTI
Vanguard Total Stock Market Et

ETFs
583
+ 4.65%
$303.93 - $329.86 $177K - $192K
13.1K $4.3M
CGXU
Capital Group Intl Focus Equit

ETFs
2.35K
+ 1.42%
$26.49 - $29.62 $62.3K - $69.7K
169K $4.99M
GD
General Dynamics Corp

Industrials
58
+ 0.66%
$293.92 - $341.0 $17K - $19.8K
8.86K $3.02M
FIX
Comfort Systems Usa Inc

Industrials
526
New
$521.66 - $825.18 $274K - $434K
526 $434K
DASH
Door Dash, Inc.

Communication Services
1.4K
New
$234.5 - $272.5 $329K - $382K
1.4K $381K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.59K
+ 30.0%
$53.81 - $57.52 $301K - $322K
24.2K $1.39M
MP
Mp Materials Corp.

Basic Materials
5.34K
New
$30.03 - $77.13 $160K - $412K
5.34K $358K
NEM
Newmont Corp

Basic Materials
4.16K
New
$57.35 - $85.25 $238K - $354K
4.16K $350K
MEDP
Medpace Holdings, Inc.

Healthcare
673
New
$308.88 - $514.16 $208K - $346K
673 $346K
CRS
Carpenter Technology Corp

Industrials
1.38K
New
$232.4 - $287.42 $320K - $396K
1.38K $338K
XYL
Xylem Inc.

Industrials
287
+ 1.82%
$129.67 - $147.5 $37.2K - $42.3K
16K $2.37M
GLDM
World Gold Trust

ETFs
710
+ 2.99%
$64.73 - $76.45 $46K - $54.3K
24.5K $1.87M
VST
Vistra Corp.

Utilities
1.56K
New
$182.0 - $217.92 $283K - $339K
1.56K $305K
GLW
Corning Inc

Technology
3.67K
New
$51.6 - $82.03 $189K - $301K
3.67K $300K
PLD
Prologis, Inc.

Real Estate
1.09K
+ 6.17%
$104.08 - $115.35 $113K - $125K
18.7K $2.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.91K
+ 30.89%
$55.61 - $57.37 $273K - $282K
20.8K $1.19M
WFC
Wells Fargo & Company

Financial Services
3.06K
+ 70.12%
$77.05 - $85.16 $236K - $261K
7.42K $622K
EVR
Evercore Inc.

Financial Services
807
New
$276.5 - $362.79 $223K - $293K
807 $272K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.71K
New
N/A
4.71K $271K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
540
+ 1.08%
$49.43 - $54.52 $26.7K - $29.4K
50.3K $2.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.82K
+ 4.56%
$62.09 - $66.51 $113K - $121K
41.7K $2.72M
INTC
Intel Corp

Technology
6.74K
New
$19.31 - $35.5 $130K - $239K
6.74K $226K
BX
Blackstone Inc.

Financial Services
267
+ 3.32%
$152.77 - $188.68 $40.8K - $50.4K
8.32K $1.42M
CG
Carlyle Group Inc.

Financial Services
3.38K
New
$52.82 - $69.35 $178K - $234K
3.38K $211K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.5K
New
$113.78 - $148.0 $171K - $222K
1.5K $207K
O
Realty Income Corp

Real Estate
1.47K
+ 3.98%
$56.13 - $60.79 $82.7K - $89.6K
38.5K $2.34M
CVX
Chevron Corp

Energy
44
+ 0.27%
$145.57 - $161.83 $6.41K - $7.12K
16.4K $2.55M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
933
+ 5.89%
$98.53 - $107.1 $91.9K - $99.9K
16.8K $1.76M
TSCO
Tractor Supply CO

Consumer Cyclical
426
+ 1.05%
$54.08 - $62.65 $23K - $26.7K
40.9K $2.33M
JBT
John Bean Technologies Corp

Industrials
1.44K
New
N/A
1.44K $181K
VUG
Vanguard Growth ETF

ETFs
145
+ 6.25%
$433.97 - $484.08 $62.9K - $70.2K
2.46K $1.18M
APH
Amphenol Corp

Technology
428
+ 10.41%
$97.39 - $125.4 $41.7K - $53.7K
4.54K $561K
ADI
Analog Devices Inc

Technology
179
+ 1.35%
$220.68 - $255.63 $39.5K - $45.8K
13.4K $3.3M
EME
Emcor Group, Inc.

Industrials
76
+ 10.19%
$530.88 - $655.83 $40.3K - $49.8K
822 $533K
MRK
Merck & Co., Inc.

Healthcare
263
+ 1.16%
$77.6 - $87.37 $20.4K - $23K
23K $1.93M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.32%
$410.74 - $499.21 $4.11K - $4.99K
3.14K $1.57M
Activity Summary
Buys All Purchases 108 New Holdings 19 Increased Positions 89 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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