Brown Miller Wealth Management, LLC Portfolio Holdings
Brown Miller Wealth Management, LLC
- $257 Million
- Q3 2024
Brown Miller Wealth Management, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $257 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.3M, Apple Inc. with a value of $26.3M, Microsoft Corp with a value of $16.7M, Jpmorgan Chase & CO with a value of $9.56M, and Ishares Core S&P 500 ETF with a value of $5.17M.
Examining the 13F form we can see an increase of $16.5M in the current position value, from $241M to 257M.
Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
Technology: $96.1 Million
ETFs: $35.8 Million
Financial Services: $31.2 Million
Healthcare: $25.2 Million
Consumer Cyclical: $17.5 Million
Communication Services: $12 Million
Industrials: $10.8 Million
Consumer Defensive: $9.12 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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