Brown Miller Wealth Management, LLC Portfolio Holdings

Brown Miller Wealth Management, LLC

  • $280 Million
  • Q1 2025

Brown Miller Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 265 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31M, Apple Inc. with a value of $25.3M, Microsoft Corp with a value of $15.2M, Jpmorgan Chase & CO with a value of $11.1M, and Abbott Laboratories with a value of $5.66M.

Examining the 13F form we can see an increase of $26.1M in the current position value, from $254M to 280M.

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

Portfolio value $280 Million
Technology: $95 Million
Financial Services: $39.2 Million
ETFs: $38.3 Million
Healthcare: $25.9 Million
Consumer Cyclical: $18.5 Million
Industrials: $15.9 Million
Communication Services: $12.8 Million
Consumer Defensive: $12.7 Million
Other: $21.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$451B
$489,000 0.17% of portfolio
4,113
Q1 2025 Added 46.01%
$0
$486,000 0.17% of portfolio
9,614
Q1 2025 Reduced 9.34%
$0
$465,000 0.17% of portfolio
9,458
Q1 2025 New
$0
$451,000 0.16% of portfolio
9,100
Q3 2024 Added 3.3%
$20.4B
$460,000 0.16% of portfolio
13,200
Q1 2025 Added 163.21%
$70.9B
$450,000 0.16% of portfolio
7,539
Q1 2025 Added 11.19%
$189B
$441,000 0.16% of portfolio
1,640
Q1 2025 Added 100.0%
$176M
$433,000 0.15% of portfolio
6,068
Q1 2025 New
$4.43B
$425,000 0.15% of portfolio
12,267
Q1 2025 Added 0.98%
$107B
$433,000 0.15% of portfolio
1,503
Q1 2025 New
$24.6B
$426,000 0.15% of portfolio
2,496
Q1 2025 New
$133B
$415,000 0.15% of portfolio
1,961
Q1 2025 Added 38.0%
$69.6B
$387,000 0.14% of portfolio
1,123
Q1 2025 New
$65.5B
$382,000 0.14% of portfolio
2,624
Q1 2025 New
$0
$380,000 0.14% of portfolio
1,719
Q1 2025 Added 41.6%
$38.7B
$385,000 0.14% of portfolio
1,924
Q1 2025 New
$122B
$398,000 0.14% of portfolio
1,303
Q4 2022 Added 2.46%
$6.74B
$380,000 0.14% of portfolio
2,868
Q2 2022 New
$57.9B
$364,000 0.13% of portfolio
8,631
Q1 2025 New
$58.9B
$358,000 0.13% of portfolio
1,215
Q1 2025 Added 27.49%
$15.6B
$374,000 0.13% of portfolio
12,086
Q1 2025 New
$0
$373,000 0.13% of portfolio
8,165
Q1 2025 New
$0
$372,000 0.13% of portfolio
1,842
Q1 2025 New
$18.6B
$350,000 0.13% of portfolio
3,554
Q1 2025 New
$32.9B
$352,000 0.13% of portfolio
4,444
Q1 2025 Added 2.66%
$463B
$324,000 0.12% of portfolio
348
Q1 2025 Added 8.75%
$37.1B
$333,000 0.12% of portfolio
4,438
Q4 2022 Added 19.27%
$185B
$328,000 0.12% of portfolio
3,890
Q1 2025 New
$44.5B
$335,000 0.12% of portfolio
5,986
Q1 2025 Added 0.22%
$6.42B
$334,000 0.12% of portfolio
2,983
Q1 2025 New
$17B
$333,000 0.12% of portfolio
2,184
Q1 2025 New
$37.5B
$338,000 0.12% of portfolio
1,332
Q1 2025 New
$0
$314,000 0.11% of portfolio
5,039
Q1 2025 New
$77.1B
$306,000 0.11% of portfolio
911
Q1 2025 New
$11.2B
$307,000 0.11% of portfolio
3,000
Q4 2020 New
$87.5B
$305,000 0.11% of portfolio
213
Q4 2023 New
$70.9B
$305,000 0.11% of portfolio
221
Q1 2025 New
$30.8B
$290,000 0.1% of portfolio
3,243
Q4 2022 Added 12.09%
$786B
$287,000 0.1% of portfolio
348
Q1 2025 New
$59B
$270,000 0.1% of portfolio
2,464
Q1 2025 Added 0.08%
$0
$272,000 0.1% of portfolio
7,643
Q4 2023 Reduced 9.0%
$14.4B
$293,000 0.1% of portfolio
5,194
Q1 2025 Added 8.21%
$48.3B
$266,000 0.1% of portfolio
1,297
Q1 2025 New
$12.7B
$272,000 0.1% of portfolio
1,247
Q1 2025 New
$343B
$283,000 0.1% of portfolio
2,027
Q1 2025 New
$37.6B
$279,000 0.1% of portfolio
2,822
Q1 2025 New
$19.5B
$288,000 0.1% of portfolio
3,141
Q1 2025 New
$17.3B
$245,000 0.09% of portfolio
664
Q1 2025 New
$85.9B
$256,000 0.09% of portfolio
3,784
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $280 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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