Brown Miller Wealth Management, LLC Portfolio Holdings

Brown Miller Wealth Management, LLC

  • $254 Million
  • Q4 2024

Brown Miller Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $37.8M, Apple Inc. with a value of $28.5M, Microsoft Corp with a value of $16.1M, Jpmorgan Chase & CO with a value of $10.7M, and Alphabet Inc. with a value of $5.89M.

Examining the 13F form we can see an decrease of $3.61M in the current position value, from $257M to 254M.

Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
Technology: $102 Million
ETFs: $33.9 Million
Financial Services: $31.1 Million
Healthcare: $22.7 Million
Consumer Cyclical: $17.3 Million
Communication Services: $13.4 Million
Industrials: $10.7 Million
Consumer Defensive: $8.82 Million
Other: $13.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$325B
$37.8 Million 14.9% of portfolio
281,394
Q4 2022 Reduced 89.4%
$3.97T
$28.5 Million 11.24% of portfolio
113,873
Q4 2022 Added 1.72%
$3.01T
$16.1 Million 6.35% of portfolio
38,239
Q4 2022 Reduced 4.86%
$767B
$10.7 Million 4.23% of portfolio
44,771
Q4 2022 Added 4.34%
$1.07T
$5.89 Million 2.32% of portfolio
31,090
Q4 2022 Reduced 9.34%
$236B
$4.81 Million 1.9% of portfolio
42,512
Q4 2022 Reduced 2.78%
$2.17T
$4.47 Million 1.76% of portfolio
20,352
Q4 2022 Reduced 20.44%
$147B
$4.36 Million 1.72% of portfolio
17,654
Q4 2022 Reduced 8.34%
$131B
$4.05 Million 1.6% of portfolio
44,399
Q4 2022 Reduced 14.34%
$260B
$3.93 Million 1.55% of portfolio
66,330
Q4 2022 Reduced 9.56%
$203B
$3.82 Million 1.51% of portfolio
34,290
Q4 2022 Reduced 29.3%
$113B
$3.55 Million 1.4% of portfolio
12,864
Q4 2022 Reduced 19.0%
$404B
$3.51 Million 1.38% of portfolio
20,915
Q4 2022 Reduced 13.48%
$572B
$3.42 Million 1.35% of portfolio
10,810
Q4 2022 Reduced 84.41%
$84.2B
$3.38 Million 1.33% of portfolio
14,590
Q4 2022 Reduced 96.13%
$139B
$3.27 Million 1.29% of portfolio
45,653
Q4 2022 Reduced 35.6%
$181B
$3.07 Million 1.21% of portfolio
20,014
Q4 2022 Reduced 2.34%
$229B
$3.02 Million 1.19% of portfolio
8,581
Q4 2022 Reduced 13.97%
$428B
$2.93 Million 1.15% of portfolio
20,242
Q4 2022 Reduced 14.53%
$361B
$2.87 Million 1.13% of portfolio
16,130
Q4 2022 Reduced 0.37%
$184B
$2.83 Million 1.12% of portfolio
24,476
Q4 2022 Reduced 15.83%
$235B
$2.77 Million 1.09% of portfolio
12,578
Q4 2022 Reduced 35.82%
$147B
$2.52 Million 0.99% of portfolio
7,000
Q4 2022 Reduced 6.41%
$94.1B
$2.36 Million 0.93% of portfolio
15,858
Q4 2022 Reduced 10.78%
$623B
$2.37 Million 0.93% of portfolio
5,227
Q4 2022 Added 0.34%
$122B
$2.29 Million 0.9% of portfolio
10,763
Q4 2022 Added 32.5%
$89.4B
$2.17 Million 0.86% of portfolio
11,847
Q4 2022 Added 49.27%
$231B
$2.15 Million 0.85% of portfolio
21,630
Q4 2022 Added 2.54%
$6.22B
$2.09 Million 0.82% of portfolio
39,441
Q4 2023 Reduced 63.08%
$242B
$2.03 Million 0.8% of portfolio
16,853
Q4 2022 Added 2.17%
$166B
$1.89 Million 0.74% of portfolio
7,249
Q4 2022 Reduced 12.94%
$35.4B
$1.83 Million 0.72% of portfolio
34,309
Q4 2022 Reduced 90.55%
$309B
$1.83 Million 0.72% of portfolio
12,656
Q4 2022 Reduced 8.77%
$160B
$1.71 Million 0.67% of portfolio
45,459
Q4 2022 Reduced 12.7%
$533B
$1.61 Million 0.64% of portfolio
3,064
Q4 2022 Reduced 13.12%
$67.6B
$1.52 Million 0.6% of portfolio
5,767
Q4 2022 Reduced 9.85%
$111B
$1.49 Million 0.59% of portfolio
14,100
Q4 2023 Reduced 60.01%
$23.1B
$1.43 Million 0.56% of portfolio
12,284
Q4 2022 Reduced 17.77%
$0
$1.41 Million 0.56% of portfolio
64,324
Q4 2022 Reduced 16.84%
$33.1B
$1.41 Million 0.55% of portfolio
15,216
Q4 2023 Added 11.36%
$84.7B
$1.4 Million 0.55% of portfolio
11,088
Q4 2022 Reduced 32.55%
$111B
$1.29 Million 0.51% of portfolio
7,478
Q4 2022 Reduced 0.32%
$54.7B
$941,000 0.37% of portfolio
6,098
Q4 2023 Added 56.16%
$182B
$866,000 0.34% of portfolio
21,678
Q4 2022 Added 329.76%
$226B
$841,000 0.33% of portfolio
2,904
Q4 2022 Added 1.76%
$458B
$798,000 0.31% of portfolio
872
Q4 2022 Added 13.3%
$154B
$755,000 0.3% of portfolio
3,290
Q4 2022 Added 1.06%
$204B
$706,000 0.28% of portfolio
8,216
Q1 2024 Reduced 49.42%
$1.17B
$708,000 0.28% of portfolio
17,526
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $254 Million
  • Prior Value $257 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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