Brown Miller Wealth Management, LLC Purchases in Q1 2025

Brown Miller Wealth Management, LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
63.1K
New
$64.88 - $72.1 $4.09M - $4.55M
63.1K $4.12M
ZTS
Zoetis Inc.

Healthcare
9.12K
New
$156.48 - $175.67 $1.43M - $1.6M
9.12K $1.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15K
New
$89.18 - $104.04 $1.34M - $1.56M
15K $1.37M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
32.7K
New
$40.03 - $46.81 $1.31M - $1.53M
32.7K $1.33M
CB
Chubb LTD

Financial Services
2.08K
+ 16.14%
$257.71 - $301.99 $535K - $627K
14.9K $4.51M
QBTS
D Wave Quantum Inc.

Technology
114K
New
$3.83 - $11.18 $438K - $1.28M
114K $869K
GD
General Dynamics Corp

Industrials
2.94K
+ 51.0%
$241.94 - $272.58 $712K - $802K
8.71K $2.37M
ABT
Abbott Laboratories

Healthcare
174
+ 0.41%
$111.1 - $140.22 $19.3K - $24.4K
42.7K $5.66M
LMT
Lockheed Martin Corp

Industrials
2K
+ 172.41%
$423.19 - $506.29 $846K - $1.01M
3.16K $1.41M
NEE
Nextera Energy Inc

Utilities
12.1K
+ 26.6%
$66.96 - $76.16 $813K - $925K
57.8K $4.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
512
+ 9.8%
$442.66 - $534.52 $227K - $274K
5.74K $3.06M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.61K
New
$100.34 - $100.68 $663K - $665K
6.61K $664K
PGR
Progressive Corp

Financial Services
2.34K
New
$235.61 - $291.22 $552K - $682K
2.34K $663K
CSCO
Cisco Systems, Inc.

Technology
7.57K
+ 11.41%
$58.74 - $64.87 $445K - $491K
73.9K $4.56M
BRO
Brown & Brown, Inc.

Financial Services
5.07K
New
$100.54 - $124.4 $510K - $631K
5.07K $630K
BR
Broadridge Financial Solutions, Inc.

Technology
2.57K
New
$221.46 - $244.83 $568K - $628K
2.57K $622K
PAYX
Paychex Inc

Industrials
4K
New
$136.06 - $154.52 $544K - $618K
4K $616K
SO
Southern CO

Utilities
6.66K
New
$80.96 - $92.96 $539K - $619K
6.66K $612K
GABC
German American Bancorp, Inc.

Financial Services
16.8K
+ 96.1%
$37.21 - $41.71 $627K - $703K
34.4K $1.29M
SNA
Snap On Inc

Industrials
1.72K
New
$324.09 - $358.62 $558K - $617K
1.72K $579K
FNF
Fidelity National Financial, Inc.

Financial Services
8.88K
New
$54.25 - $65.27 $481K - $579K
8.88K $577K
ABBV
Abb Vie Inc.

Healthcare
232
+ 1.44%
$169.2 - $216.66 $39.3K - $50.3K
16.4K $3.43M
PEP
Pepsico Inc

Consumer Defensive
3.78K
+ 81.55%
$142.64 - $156.42 $539K - $591K
8.42K $1.26M
CL
Colgate Palmolive CO

Consumer Defensive
5.87K
New
$85.68 - $97.5 $503K - $572K
5.87K $549K
WEC
Wec Energy Group, Inc.

Utilities
4.94K
New
$92.12 - $108.98 $455K - $538K
4.94K $538K
XLI
Industrial Sector Spdr

ETFs
3.98K
New
$128.78 - $141.67 $513K - $564K
3.98K $518K
IVW
Ishares S&P 500 Growth ETF

ETFs
5.5K
New
$92.45 - $106.69 $508K - $587K
5.5K $510K
ETR
Entergy Corp

Utilities
5.77K
New
$75.26 - $87.89 $434K - $507K
5.77K $492K
GILD
Gilead Sciences, Inc.

Healthcare
3.83K
+ 123.41%
$89.14 - $117.41 $342K - $450K
6.94K $777K
DEO
Diageo PLC

Consumer Defensive
4.68K
New
$104.79 - $126.12 $491K - $591K
4.68K $490K
FAST
Fastenal CO

Industrials
5.53K
+ 65.97%
$71.11 - $79.98 $393K - $442K
13.9K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.78K
New
$168.16 - $186.21 $467K - $518K
2.78K $475K
KMI
Kinder Morgan, Inc.

Energy
15.9K
+ 140.16%
$26.1 - $31.22 $415K - $496K
27.2K $777K
XLF
Financial Sector Spdr

ETFs
9.46K
New
$47.32 - $52.19 $448K - $494K
9.46K $465K
V
Visa Inc.

Financial Services
264
+ 2.44%
$306.92 - $362.71 $81K - $95.8K
11.1K $3.88M
AMGN
Amgen Inc

Healthcare
278
+ 3.84%
$258.59 - $327.36 $71.9K - $91K
7.53K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
1.28K
+ 173.78%
$347.25 - $424.87 $444K - $543K
2.02K $738K
AMT
American Tower Corp

Real Estate
183
+ 1.54%
$173.46 - $217.6 $31.7K - $39.8K
12K $2.62M
GLD
Spdr Gold Trust

ETFs
1.5K
New
$243.19 - $288.14 $366K - $433K
1.5K $433K
DBP
Invesco Db Precious Metals Fund

ETFs
6.07K
New
$61.03 - $71.45 $370K - $434K
6.07K $433K
SBUX
Starbucks Corp

Consumer Cyclical
1.22K
+ 2.74%
$91.75 - $115.81 $112K - $141K
45.6K $4.47M
HSY
Hershey CO

Consumer Defensive
2.5K
New
$144.74 - $186.36 $361K - $465K
2.5K $426K
PLD
Prologis, Inc.

Real Estate
2.88K
+ 20.43%
$103.59 - $124.04 $298K - $357K
17K $1.9M
CLX
Clorox CO

Consumer Defensive
2.71K
New
$141.76 - $162.89 $384K - $442K
2.71K $399K
XLK
Technology Sector Spdr

ETFs
2.05K
+ 155.22%
$206.38 - $242.18 $423K - $497K
3.37K $696K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.12K
New
$275.89 - $345.24 $310K - $388K
1.12K $387K
TRGP
Targa Resources Corp.

Energy
1.92K
New
$178.44 - $217.22 $343K - $418K
1.92K $385K
IBM
International Business Machines Corp

Technology
86
+ 0.68%
$217.4 - $264.74 $18.7K - $22.8K
12.7K $3.15M
MPC
Marathon Petroleum Corp

Energy
2.62K
New
$134.72 - $159.03 $354K - $417K
2.62K $382K
Activity Summary
Buys All Purchases 144 New Holdings 65 Increased Positions 79 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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