Brown Miller Wealth Management, LLC Purchases in Q3 2024

Brown Miller Wealth Management, LLC

  • $257 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
560
+ 0.5%
$207.23 - $234.82 $116K - $131K
113K $26.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.49K
+ 19.86%
$520.18 - $576.82 $773K - $857K
8.97K $5.17M
SBUX
Starbucks Corp

Consumer Cyclical
1.06K
+ 2.43%
$72.51 - $98.6 $76.8K - $104K
44.7K $4.35M
LOW
Lowes Companies Inc

Consumer Cyclical
190
+ 1.09%
$213.3 - $270.78 $40.5K - $51.4K
17.6K $4.77M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.7K
New
$49.7 - $56.11 $683K - $771K
13.7K $754K
NEE
Nextera Energy Inc

Utilities
419
+ 0.93%
$69.9 - $84.97 $29.3K - $35.6K
45.4K $3.84M
IBM
International Business Machines Corp

Technology
15
+ 0.12%
$175.1 - $223.38 $2.63K - $3.35K
12.6K $2.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
New
$54.98 - $59.51 $554K - $600K
10.1K $599K
RTX
Raytheon Technologies Corp

Industrials
153
+ 0.63%
$99.55 - $123.34 $15.2K - $18.9K
24.6K $2.98M
AMT
American Tower Corp

Real Estate
241
+ 2.02%
$192.27 - $242.73 $46.3K - $58.5K
12.2K $2.83M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 1.05%
$488.01 - $604.18 $31.2K - $38.7K
6.14K $3.59M
ABT
Abbott Laboratories

Healthcare
574
+ 1.36%
$100.07 - $118.13 $57.4K - $67.8K
42.7K $4.86M
FDVV
Fidelity High Dividend ETF

ETFs
9.4K
New
$46.26 - $50.65 $435K - $476K
9.4K $476K
ACN
Accenture PLC

Technology
207
+ 2.66%
$295.44 - $355.81 $61.2K - $73.7K
8K $2.83M
CB
Chubb LTD

Financial Services
138
+ 1.09%
$252.51 - $292.2 $34.8K - $40.3K
12.8K $3.69M
CSCO
Cisco Systems, Inc.

Technology
1.36K
+ 2.1%
$44.74 - $53.22 $60.8K - $72.4K
66K $3.51M
JPM
Jpmorgan Chase & CO

Financial Services
189
+ 0.42%
$194.9 - $224.8 $36.8K - $42.5K
45.4K $9.56M
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.1%
$163.84 - $199.33 $2.79K - $3.39K
16.4K $3.24M
ICE
Intercontinental Exchange, Inc.

Financial Services
140
+ 0.89%
$136.93 - $162.81 $19.2K - $22.8K
15.9K $2.55M
JNJ
Johnson & Johnson

Healthcare
436
+ 2.27%
$145.48 - $167.38 $63.4K - $73K
19.7K $3.19M
O
Realty Income Corp

Real Estate
475
+ 1.46%
$52.36 - $63.42 $24.9K - $30.1K
33.1K $2.09M
PM
Philip Morris International Inc.

Consumer Defensive
24
+ 0.14%
$101.25 - $127.45 $2.43K - $3.06K
17.6K $2.14M
AVGO
Broadcom Inc.

Technology
15.4K
+ 942.95%
$136.27 - $1745.86 $2.1M - $26.9M
17K $2.94M
Linde PLC New
113
+ 1.7%
N/A
6.75K $3.22M
CGXU
Capital Group Intl Focus Equit

ETFs
3.19K
+ 2.16%
$24.27 - $27.46 $77.4K - $87.5K
151K $4.07M
VO
Vanguard Mid Cap ETF

ETFs
56
+ 0.48%
$237.84 - $263.83 $13.3K - $14.8K
11.6K $3.07M
PLD
Prologis, Inc.

Real Estate
364
+ 2.55%
$111.95 - $132.43 $40.7K - $48.2K
14.6K $1.85M
ACGL
Arch Capital Group Ltd.

Financial Services
1.06K
+ 9.13%
$94.47 - $114.25 $99.7K - $121K
12.6K $1.41M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.08K
New
$39.95 - $45.86 $203K - $233K
5.08K $232K
VTI
Vanguard Total Stock Market Et

ETFs
164
+ 1.39%
$255.18 - $283.2 $41.8K - $46.4K
12K $3.4M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.5K
New
$109.16 - $155.35 $164K - $233K
1.5K $231K
BX
Blackstone Inc.

Financial Services
48
+ 0.63%
$120.77 - $159.66 $5.8K - $7.66K
7.69K $1.18M
AFL
Aflac Inc

Financial Services
2.06K
New
$88.52 - $111.8 $182K - $230K
2.06K $230K
PG
Procter & Gamble CO

Consumer Defensive
288
+ 1.41%
$160.76 - $177.82 $46.3K - $51.2K
20.7K $3.58M
KO
Coca Cola CO

Consumer Defensive
3.05K
New
$62.69 - $73.01 $191K - $222K
3.05K $218K
EME
Emcor Group, Inc.

Industrials
500
New
$340.22 - $435.6 $170K - $218K
500 $215K
BAC
Bank Of America Corp

Financial Services
5.33K
New
$36.65 - $44.13 $195K - $235K
5.33K $211K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.14K
New
$156.14 - $187.2 $178K - $214K
1.14K $210K
V
Visa Inc.

Financial Services
286
+ 2.72%
$253.74 - $291.56 $72.6K - $83.4K
10.8K $2.97M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.23K
New
$58.03 - $65.37 $187K - $211K
3.23K $208K
MA
Mastercard Inc

Financial Services
115
+ 4.1%
$429.6 - $500.99 $49.4K - $57.6K
2.92K $1.44M
TSCO
Tractor Supply CO

Consumer Cyclical
147
+ 1.92%
$251.95 - $290.93 $37K - $42.8K
7.8K $2.27M
SYK
Stryker Corp

Healthcare
92
+ 1.33%
$315.94 - $371.96 $29.1K - $34.2K
6.99K $2.52M
GLDM
World Gold Trust

ETFs
177
+ 0.69%
$46.2 - $53.01 $8.18K - $9.38K
25.7K $1.34M
CMCSA
Comcast Corp

Communication Services
910
+ 2.06%
$37.33 - $41.78 $34K - $38K
45.1K $1.88M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$245.82 - $304.51 $246 - $305
2.9K $883K
DHR
Danaher Corp

Healthcare
60
+ 1.76%
$239.25 - $280.76 $14.4K - $16.8K
3.47K $964K
LLY
Eli Lilly & CO

Healthcare
119
+ 36.5%
$772.14 - $960.02 $91.9K - $114K
445 $394K
UPS
United Parcel Service Inc

Industrials
757
+ 7.45%
$123.32 - $147.38 $93.4K - $112K
10.9K $1.49M
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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