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
$271B
$31 Million 11.1% of portfolio
286,375
Q1 2025 Added 1.77%
$3.42T
$25.3 Million 9.05% of portfolio
113,958
Q1 2025 Added 0.07%
$2.95T
$15.2 Million 5.43% of portfolio
40,468
Q1 2025 Added 5.83%
$718B
$11.1 Million 3.95% of portfolio
45,075
Q1 2025 Added 0.68%
$229B
$5.66 Million 2.02% of portfolio
42,686
Q1 2025 Added 0.41%
$957B
$5.04 Million 1.8% of portfolio
32,621
Q1 2025 Added 4.92%
$237B
$4.56 Million 1.63% of portfolio
73,899
Q1 2025 Added 11.41%
$119B
$4.51 Million 1.61% of portfolio
14,940
Q1 2025 Added 16.14%
$1.88T
$4.49 Million 1.6% of portfolio
23,591
Q1 2025 Added 15.91%
$97.4B
$4.47 Million 1.6% of portfolio
45,615
Q1 2025 Added 2.74%
$139B
$4.25 Million 1.52% of portfolio
18,234
Q1 2025 Added 3.29%
$0
$4.12 Million 1.47% of portfolio
63,097
Q1 2025 New
$131B
$4.1 Million 1.46% of portfolio
57,797
Q1 2025 Added 26.6%
$0
$3.98 Million 1.42% of portfolio
160,571
Q1 2025 Added 2.04%
$565B
$3.88 Million 1.39% of portfolio
11,074
Q1 2025 Added 2.44%
$385B
$3.82 Million 1.36% of portfolio
22,402
Q1 2025 Added 7.11%
$385B
$3.45 Million 1.23% of portfolio
6,580
Q1 2025 Added 7.69%
$345B
$3.43 Million 1.23% of portfolio
16,362
Q1 2025 Added 1.44%
$78B
$3.27 Million 1.17% of portfolio
19,553
Q1 2025 Added 34.02%
$0
$3.27 Million 1.17% of portfolio
11,971
Q1 2025 Reduced 0.65%
$185B
$3.15 Million 1.13% of portfolio
23,762
Q1 2025 Reduced 2.92%
$217B
$3.15 Million 1.13% of portfolio
12,664
Q1 2025 Added 0.68%
$167B
$3.08 Million 1.1% of portfolio
20,021
Q1 2025 Added 0.03%
$694B
$3.06 Million 1.09% of portfolio
5,739
Q1 2025 Added 9.8%
$188B
$2.74 Million 0.98% of portfolio
8,767
Q1 2025 Added 2.17%
$141B
$2.75 Million 0.98% of portfolio
7,387
Q1 2025 Added 5.53%
$93.8B
$2.72 Million 0.97% of portfolio
15,791
Q1 2025 Reduced 0.42%
$105B
$2.62 Million 0.94% of portfolio
12,030
Q1 2025 Added 1.54%
$266B
$2.64 Million 0.94% of portfolio
15,754
Q1 2025 Added 24.48%
$266B
$2.64 Million 0.94% of portfolio
16,617
Q1 2025 Reduced 1.4%
$100B
$2.62 Million 0.94% of portfolio
12,997
Q1 2025 Added 20.76%
$74.7B
$2.37 Million 0.85% of portfolio
8,708
Q1 2025 Added 51.0%
$156B
$2.35 Million 0.84% of portfolio
7,527
Q1 2025 Added 3.84%
$5.62B
$2.2 Million 0.78% of portfolio
39,840
Q1 2025 Added 1.01%
$0
$2.19 Million 0.78% of portfolio
48,370
Q1 2025 Reduced 13.98%
$0
$2.12 Million 0.76% of portfolio
36,417
Q1 2025 Added 13.23%
$216B
$2.04 Million 0.73% of portfolio
22,736
Q1 2025 Added 5.11%
$35.7B
$2.03 Million 0.73% of portfolio
35,045
Q1 2025 Added 2.15%
$523B
$1.92 Million 0.69% of portfolio
3,498
Q1 2025 Added 14.16%
$0
$1.91 Million 0.68% of portfolio
3,391
Q1 2025 Reduced 63.33%
$94.4B
$1.9 Million 0.68% of portfolio
16,981
Q1 2025 Added 20.43%
$21.7B
$1.79 Million 0.64% of portfolio
14,982
Q1 2025 Added 21.96%
$151B
$1.78 Million 0.64% of portfolio
48,219
Q1 2025 Added 6.07%
$0
$1.78 Million 0.64% of portfolio
6,933
Q1 2025 Reduced 42.99%
$0
$1.76 Million 0.63% of portfolio
79,367
Q1 2025 Added 23.39%
$33.5B
$1.54 Million 0.55% of portfolio
16,014
Q1 2025 Added 5.24%
$73.2B
$1.5 Million 0.54% of portfolio
9,121
Q1 2025 New
$9.66B
$1.47 Million 0.52% of portfolio
23,707
Q1 2025 Reduced 10.4%
$125B
$1.41 Million 0.5% of portfolio
3,160
Q1 2025 Added 172.41%

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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