Brown Miller Wealth Management, LLC Purchases in Q2 2025

Brown Miller Wealth Management, LLC

  • $312 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
46
+ 0.19%
$58.96 - $67.97 $2.71K - $3.13K
23.8K $1.56M
FAST
Fastenal CO

Industrials
13.9K
+ 100.0%
$40.65 - $83.16 $565K - $1.16M
27.8K $1.17M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
268
+ 12.27%
$144.63 - $179.53 $38.8K - $48.1K
2.45K $403K
DEO
Diageo PLC

Consumer Defensive
807
+ 17.23%
$99.86 - $115.75 $80.6K - $93.4K
5.49K $553K
TDG
Trans Digm Group Inc

Industrials
21
+ 9.5%
$1231.75 - $1520.64 $25.9K - $31.9K
242 $367K
HLI
Houlihan Lokey, Inc.

Financial Services
172
+ 12.42%
$141.59 - $182.75 $24.4K - $31.4K
1.56K $280K
V
Visa Inc.

Financial Services
10
+ 0.09%
$308.27 - $373.31 $3.08K - $3.73K
11.1K $3.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
919
+ 6.14%
$51.14 - $57.0 $47K - $52.4K
15.9K $902K
KMI
Kinder Morgan, Inc.

Energy
1.02K
+ 3.76%
$25.21 - $29.4 $25.8K - $30.1K
28.3K $831K
HSY
Hershey CO

Consumer Defensive
381
+ 15.26%
$151.29 - $173.13 $57.6K - $66K
2.88K $477K
GWW
W.W. Grainger, Inc.

Industrials
33
+ 13.1%
$919.93 - $1101.66 $30.4K - $36.4K
285 $296K
CVS
Cvs Health Corp

Healthcare
552
+ 14.59%
$60.04 - $70.18 $33.1K - $38.7K
4.34K $299K
AJG
Arthur J. Gallagher & Co.

Financial Services
184
+ 16.38%
$310.86 - $348.77 $57.2K - $64.2K
1.31K $418K
KEYS
Keysight Technologies, Inc.

Technology
53
+ 3.91%
$127.02 - $165.4 $6.73K - $8.77K
1.41K $231K
UBSI
United Bankshares Inc

Financial Services
132
+ 1.08%
$31.5 - $37.32 $4.16K - $4.93K
12.4K $451K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$45.65 - $57.01 $45.7 - $57
4.49K $255K
ARCC
Ares Capital Corp

Financial Services
1.66K
+ 2.09%
$18.91 - $22.43 $31.3K - $37.1K
81K $1.78M
SO
Southern CO

Utilities
204
+ 3.06%
$84.91 - $92.56 $17.3K - $18.9K
6.86K $630K
NEE
Nextera Energy Inc

Utilities
1.38K
+ 2.39%
$64.11 - $75.0 $88.6K - $104K
59.2K $4.11M
VIG
Vanguard Dividend Appreciation

ETFs
59
+ 1.18%
N/A
5.07K $922K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
110
+ 1.14%
$50.36 - $50.68 $5.54K - $5.57K
9.72K $492K
D
Dominion Energy, Inc

Utilities
14
+ 0.23%
$49.66 - $58.0 $695 - $812
6K $339K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.31%
$217.22 - $246.25 $1.74K - $1.97K
2.58K $625K
Blackrock Inc
6
+ 0.19%
N/A
3.22K $0
Qxo Inc
27.5K
New
N/A
27.5K $0
Linde PLC
64
+ 0.7%
N/A
9.23K $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$68.37 - $73.9 $68.4 - $73.9
3.56K $252K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
781
+ 6.77%
$10.67 - $15.71 $8.33K - $12.3K
12.3K $160K
TRGP
Targa Resources Corp.

Energy
236
+ 12.27%
$157.32 - $205.72 $37.1K - $48.5K
2.16K $376K
CLX
Clorox CO

Consumer Defensive
513
+ 18.92%
$118.01 - $148.69 $60.5K - $76.3K
3.23K $387K
VZ
Verizon Communications Inc

Communication Services
758
+ 3.38%
$41.67 - $45.62 $31.6K - $34.6K
23.2K $1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.98K
+ 1400.0%
$87.84 - $1441.89 $262K - $4.3M
3.2K $287K
PLD
Prologis, Inc.

Real Estate
643
+ 3.79%
$89.76 - $112.34 $57.7K - $72.2K
17.6K $1.85M
ACN
Accenture PLC

Technology
222
+ 2.53%
$279.23 - $323.21 $62K - $71.8K
8.99K $2.69M
ZTS
Zoetis Inc.

Healthcare
178
+ 1.95%
$144.41 - $170.3 $25.7K - $30.3K
9.3K $1.45M
TSCO
Tractor Supply CO

Consumer Cyclical
681
+ 1.71%
$47.86 - $55.77 $32.6K - $38K
40.5K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.06%
$285.55 - $321.23 $571 - $642
3.08K $899K
EPD
Enterprise Products Partners L.P.

Energy
15
+ 0.07%
$28.95 - $34.22 $434 - $513
20.9K $646K
ACGL
Arch Capital Group Ltd.

Financial Services
8
+ 0.05%
$84.99 - $96.82 $680 - $775
16K $1.46M
JNJ
Johnson & Johnson

Healthcare
92
+ 1.23%
$146.36 - $159.82 $13.5K - $14.7K
7.6K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
458
+ 2.51%
$210.83 - $235.28 $96.6K - $108K
18.7K $4.15M
CB
Chubb LTD

Financial Services
244
+ 1.63%
$274.32 - $302.46 $66.9K - $73.8K
15.2K $4.4M
AMGN
Amgen Inc

Healthcare
317
+ 4.21%
$262.28 - $309.85 $83.1K - $98.2K
7.84K $2.19M
PG
Procter & Gamble CO

Consumer Defensive
403
+ 1.8%
$157.66 - $172.39 $63.5K - $69.5K
22.8K $3.63M
SBUX
Starbucks Corp

Consumer Cyclical
991
+ 2.17%
$79.69 - $99.41 $79K - $98.5K
46.6K $4.27M
CVX
Chevron Corp

Energy
593
+ 3.76%
$133.73 - $168.51 $79.3K - $99.9K
16.3K $2.34M
UNH
Unitedhealth Group Inc

Healthcare
648
+ 9.85%
$274.35 - $599.47 $178K - $388K
7.23K $2.25M
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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