Brown Miller Wealth Management, LLC Reduced Holdings in Q3 2025

Brown Miller Wealth Management, LLC

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-1.7K
- 41.28%
$192.32 - $232.35 $327K - $395K
2.42K $465K
DIS
Walt Disney CO

Communication Services
-8
- 0.02%
$112.25 - $124.0 $898 - $992
35.6K $4.08M
COST
Costco Wholesale Corp

Consumer Defensive
-275
- 22.07%
$915.95 - $994.57 $252K - $274K
971 $898K
PEP
Pepsico Inc

Consumer Defensive
-2.39K
- 29.51%
$133.81 - $152.16 $320K - $364K
5.71K $801K
JNJ
Johnson & Johnson

Healthcare
-2.77K
- 36.46%
$155.17 - $185.42 $430K - $513K
4.83K $894K
ABT
Abbott Laboratories

Healthcare
-1.1K
- 2.62%
$120.51 - $136.62 $133K - $151K
41.1K $5.5M
IBM
International Business Machines Corp

Technology
-178
- 1.44%
$234.77 - $292.47 $41.8K - $52.1K
12.2K $3.45M
SYK
Stryker Corp

Healthcare
-27
- 0.36%
$368.57 - $403.53 $9.95K - $10.9K
7.39K $2.73M
PLTR
Palantir Technologies Inc.

Technology
-1.8K
- 41.58%
$130.68 - $186.97 $236K - $337K
2.54K $462K
DE
Deere & CO

Industrials
-48
- 3.33%
$457.26 - $524.37 $21.9K - $25.2K
1.39K $636K
PGR
Progressive Corp

Financial Services
-17
- 0.74%
$238.61 - $264.3 $4.06K - $4.49K
2.3K $566K
EMR
Emerson Electric CO

Industrials
-334
- 14.75%
$128.6 - $149.63 $43K - $50K
1.93K $253K
PAYC
Paycom Software, Inc.

Technology
-17
- 1.37%
$208.14 - $238.8 $3.54K - $4.06K
1.22K $254K
ACGL
Arch Capital Group Ltd.

Financial Services
-233
- 1.45%
$85.61 - $93.54 $19.9K - $21.8K
15.8K $1.43M
DHR
Danaher Corp

Healthcare
-90
- 2.6%
$181.46 - $212.2 $16.3K - $19.1K
3.37K $668K
VHT
Vanguard Health Care ETF

ETFs
-157
- 6.68%
$239.12 - $259.95 $37.5K - $40.8K
2.19K $569K
SYY
Sysco Corp

Consumer Defensive
-440
- 9.91%
$76.33 - $82.51 $33.6K - $36.3K
4K $329K
Blackrock Inc
-13
- 0.4%
N/A
3.2K $0
SO
Southern CO

Utilities
-204
- 2.97%
$90.83 - $96.0 $18.5K - $19.6K
6.66K $631K
D
Dominion Energy, Inc

Utilities
-357
- 5.95%
$56.32 - $62.1 $20.1K - $22.2K
5.64K $345K
UBS
Ubs Group Ag

Financial Services
-780
- 13.1%
$33.77 - $42.38 $26.3K - $33.1K
5.18K $212K
CGDV
Capital Group Divid Value ETF

ETFs
-193
- 2.53%
$39.59 - $42.21 $7.64K - $8.15K
7.45K $313K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-173
- 1.4%
$13.87 - $19.14 $2.4K - $3.31K
12.1K $197K
QCOM
Qualcomm Inc

Technology
-306
- 2.02%
$145.84 - $173.55 $44.6K - $53.1K
14.8K $2.47M
ORCL
Oracle Corp

Technology
-170
- 8.38%
$218.96 - $328.33 $37.2K - $55.8K
1.86K $522K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.82%
$620.67 - $670.08 $14.3K - $15.4K
2.79K $1.86M
GOOG
Alphabet Inc.

Communication Services
-726
- 12.26%
$175.16 - $255.24 $127K - $185K
5.2K $1.27M
ABBV
Abb Vie Inc.

Healthcare
-524
- 3.21%
$184.85 - $231.54 $96.9K - $121K
15.8K $3.66M
AAPL
Apple Inc.

Technology
-306
- 0.27%
$202.38 - $256.87 $61.9K - $78.6K
112K $28.6M
NVDA
Nvidia Corp

Technology
-9.45K
- 3.3%
$153.3 - $186.58 $1.45M - $1.76M
277K $51.7M
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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