Brown Miller Wealth Management, LLC Purchases in Q1 2025

Brown Miller Wealth Management, LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
12.1K
New
$26.93 - $31.32 $325K - $379K
12.1K $374K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.17K
New
$44.92 - $48.18 $367K - $393K
8.17K $373K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.84K
New
$196.12 - $229.48 $361K - $423K
1.84K $372K
USB
Us Bancorp \De\

Financial Services
8.63K
New
$40.92 - $50.9 $353K - $439K
8.63K $364K
XYL
Xylem Inc.

Industrials
2.7K
+ 21.96%
$114.02 - $132.04 $308K - $356K
15K $1.79M
UNH
Unitedhealth Group Inc

Healthcare
470
+ 7.69%
$461.52 - $548.18 $217K - $258K
6.58K $3.45M
NTRS
Northern Trust Corp

Financial Services
3.55K
New
$96.09 - $113.81 $342K - $404K
3.55K $350K
ARCC
Ares Capital Corp

Financial Services
15K
+ 23.39%
$21.28 - $23.81 $320K - $358K
79.4K $1.76M
PWR
Quanta Services, Inc.

Industrials
1.33K
New
$236.71 - $358.03 $315K - $477K
1.33K $338K
ADI
Analog Devices Inc

Technology
2.23K
+ 20.76%
$201.56 - $243.82 $450K - $545K
13K $2.62M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.18K
New
$132.75 - $177.12 $290K - $387K
2.18K $333K
PLTR
Palantir Technologies Inc.

Technology
3.89K
New
$64.98 - $124.62 $253K - $485K
3.89K $328K
JPM
Jpmorgan Chase & CO

Financial Services
304
+ 0.68%
$225.19 - $279.95 $68.5K - $85.1K
45.1K $11.1M
GOOG
Alphabet Inc.

Communication Services
2.7K
+ 88.28%
$156.06 - $207.71 $421K - $560K
5.75K $898K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.04K
New
$58.01 - $64.46 $292K - $325K
5.04K $314K
PG
Procter & Gamble CO

Consumer Defensive
1.49K
+ 7.11%
$158.56 - $176.26 $236K - $262K
22.4K $3.82M
TT
Trane Technologies PLC

Industrials
911
New
$332.0 - $400.86 $302K - $365K
911 $306K
TDG
Trans Digm Group Inc

Industrials
221
New
$1251.32 - $1394.11 $277K - $308K
221 $305K
MA
Mastercard Inc

Financial Services
434
+ 14.16%
$504.67 - $576.31 $219K - $250K
3.5K $1.92M
TROW
Price T Rowe Group Inc

Financial Services
3.14K
New
$91.57 - $116.93 $288K - $367K
3.14K $288K
LLY
Eli Lilly & CO

Healthcare
348
New
$725.72 - $929.72 $253K - $324K
348 $287K
ORCL
Oracle Corp

Technology
2.03K
New
$139.81 - $186.47 $283K - $378K
2.03K $283K
OKE
Oneok Inc

Energy
2.82K
New
$89.57 - $109.85 $253K - $310K
2.82K $279K
PAYC
Paycom Software, Inc.

Technology
1.25K
New
$199.42 - $225.82 $249K - $282K
1.25K $272K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.3K
New
$203.38 - $274.79 $264K - $356K
1.3K $266K
WY
Weyerhaeuser CO

Real Estate
8.98K
New
$27.29 - $31.39 $245K - $282K
8.98K $262K
DOW
Dow Inc.

Basic Materials
8.19K
+ 163.21%
$34.36 - $41.92 $281K - $343K
13.2K $460K
CVS
Cvs Health Corp

Healthcare
3.78K
New
$44.22 - $68.64 $167K - $260K
3.78K $256K
GWW
W.W. Grainger, Inc.

Industrials
252
New
$953.54 - $1132.42 $240K - $285K
252 $248K
EME
Emcor Group, Inc.

Industrials
664
New
$361.16 - $535.99 $240K - $356K
664 $245K
APH
Amphenol Corp

Technology
3.69K
New
$61.62 - $78.55 $228K - $290K
3.69K $242K
COP
Conocophillips

Energy
2.29K
New
$88.6 - $105.85 $203K - $242K
2.29K $240K
ENB
Enbridge Inc

Energy
5.41K
New
$41.54 - $45.45 $225K - $246K
5.41K $239K
AWK
American Water Works Company, Inc.

Utilities
1.62K
New
$121.01 - $149.31 $196K - $241K
1.62K $238K
SYK
Stryker Corp

Healthcare
387
+ 5.53%
$355.18 - $399.9 $137K - $155K
7.39K $2.75M
CEG
Constellation Energy Corp

Utilities
1.11K
New
$201.63 - $347.44 $224K - $387K
1.11K $224K
HLI
Houlihan Lokey, Inc.

Financial Services
1.39K
New
$154.43 - $187.4 $214K - $260K
1.39K $223K
GE
General Electric CO

Industrials
1.11K
New
$168.59 - $212.13 $186K - $235K
1.11K $221K
BRP
Brp Group, Inc.

Financial Services
5.28K
New
N/A
5.28K $211K
GTES
Gates Industrial Corp PLC

Industrials
11.2K
New
$18.41 - $23.51 $207K - $264K
11.2K $207K
KEYS
Keysight Technologies, Inc.

Technology
1.36K
New
$148.16 - $185.11 $201K - $251K
1.36K $203K
MORN
Morningstar, Inc.

Financial Services
669
New
$282.49 - $334.73 $189K - $224K
669 $200K
O
Realty Income Corp

Real Estate
736
+ 2.15%
$51.67 - $58.49 $38K - $43K
35K $2.03M
AXP
American Express CO

Financial Services
820
+ 100.0%
$255.39 - $325.87 $209K - $267K
1.64K $441K
XOM
Exxon Mobil Corp

Energy
1.3K
+ 46.01%
$105.44 - $118.93 $137K - $154K
4.11K $489K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
11.5K
New
$13.31 - $18.41 $154K - $212K
11.5K $163K
VZ
Verizon Communications Inc

Communication Services
752
+ 3.47%
$37.81 - $46.49 $28.4K - $35K
22.4K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
126
+ 14.45%
$890.62 - $1076.86 $112K - $136K
998 $943K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.59K
+ 20.88%
$56.17 - $59.71 $145K - $154K
15K $848K
Activity Summary
Buys All Purchases 144 New Holdings 65 Increased Positions 79 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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