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
ACGL
Arch Capital Group Ltd.

Financial Services
798
+ 5.24%
$88.13 - $96.94 $70.3K - $77.4K
16K $1.54M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
13.6K
New
$7.89 - $12.48 $108K - $170K
13.6K $122K
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 5.99%
$279.74 - $321.29 $48.7K - $55.9K
3.08K $961K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.25K
+ 13.23%
$57.21 - $65.8 $243K - $280K
36.4K $2.12M
TSCO
Tractor Supply CO

Consumer Cyclical
399
+ 1.01%
$51.66 - $57.94 $20.6K - $23.1K
39.8K $2.2M
CGXU
Capital Group Intl Focus Equit

ETFs
3.21K
+ 2.04%
$24.48 - $26.59 $78.6K - $85.4K
161K $3.98M
HON
Honeywell International Inc

Industrials
540
+ 38.0%
$202.75 - $226.52 $109K - $122K
1.96K $415K
VB
Vanguard Small Cap ETF

ETFs
505
+ 41.6%
$217.89 - $252.64 $110K - $128K
1.72K $380K
NVO
Novo Nordisk A S

Healthcare
3.18K
+ 38.68%
$69.3 - $90.95 $220K - $289K
11.4K $791K
WMB
Williams Companies, Inc.

Energy
759
+ 11.19%
$54.02 - $61.09 $41K - $46.4K
7.54K $450K
DE
Deere & CO

Industrials
34
+ 2.41%
$408.57 - $509.27 $13.9K - $17.3K
1.44K $677K
CMCSA
Comcast Corp

Communication Services
2.76K
+ 6.07%
$33.19 - $38.23 $91.6K - $106K
48.2K $1.78M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.51K
+ 16.39%
$51.45 - $58.51 $129K - $147K
17.8K $921K
EPD
Enterprise Products Partners L.P.

Energy
14
+ 0.07%
$31.75 - $34.14 $445 - $478
20.8K $711K
WMT
Walmart Inc.

Consumer Defensive
826
+ 13.08%
$84.5 - $105.05 $69.8K - $86.8K
7.14K $627K
SRE
Sempra Energy

Utilities
1.28K
+ 55.91%
$67.85 - $87.67 $86.7K - $112K
3.56K $254K
CSGP
Costar Group, Inc.

Real Estate
115
+ 2.66%
$69.29 - $80.37 $7.97K - $9.24K
4.44K $352K
NFLX
Netflix Inc

Communication Services
28
+ 8.75%
$828.4 - $1058.6 $23.2K - $29.6K
348 $324K
AMZN
Amazon Com Inc

Consumer Cyclical
3.24K
+ 15.91%
$190.26 - $242.06 $616K - $784K
23.6K $4.49M
UNP
Union Pacific Corp

Industrials
44
+ 4.59%
$225.21 - $254.42 $9.91K - $11.2K
1K $236K
CPRT
Copart Inc

Consumer Cyclical
394
+ 8.21%
$52.3 - $59.83 $20.6K - $23.6K
5.19K $293K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$47.4 - $52.99 $47.4 - $53
4.49K $229K
D
Dominion Energy, Inc

Utilities
13
+ 0.22%
$52.85 - $57.43 $687 - $747
5.99K $335K
QCOM
Qualcomm Inc

Technology
7
+ 0.03%
$151.94 - $175.86 $1.06K - $1.23K
20K $3.08M
Global X Fds
14.9K
New
N/A
14.9K $0
Blackrock Inc
51
+ 1.61%
N/A
3.21K $0
Ge Vernova Inc
1.29K
New
N/A
1.29K $0
Linde PLC
1.79K
+ 24.26%
N/A
9.16K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
59
+ 5.45%
$168.84 - $202.89 $9.96K - $12K
1.14K $200K
UBSI
United Bankshares Inc

Financial Services
119
+ 0.98%
$34.03 - $39.27 $4.05K - $4.67K
12.3K $425K
EMR
Emerson Electric CO

Industrials
2
+ 0.08%
$108.64 - $131.17 $217 - $262
2.46K $270K
DHR
Danaher Corp

Healthcare
218
+ 6.63%
$201.62 - $250.59 $44K - $54.6K
3.51K $719K
SNOW
Snowflake Inc.

Technology
67
+ 1.1%
$146.16 - $192.78 $9.79K - $12.9K
6.17K $901K
LOW
Lowes Companies Inc

Consumer Cyclical
580
+ 3.29%
$222.66 - $268.42 $129K - $156K
18.2K $4.25M
AVGO
Broadcom Inc.

Technology
4.96K
+ 34.02%
$167.43 - $244.7 $831K - $1.21M
19.6K $3.27M
MRK
Merck & Co., Inc.

Healthcare
1.11K
+ 5.11%
$83.01 - $101.02 $91.8K - $112K
22.7K $2.04M
BX
Blackstone Inc.

Financial Services
251
+ 3.36%
$136.53 - $186.74 $34.3K - $46.9K
7.73K $1.08M
DIS
Walt Disney CO

Communication Services
1.64K
+ 4.77%
$96.87 - $114.0 $158K - $187K
35.9K $3.55M
ACN
Accenture PLC

Technology
186
+ 2.17%
$300.91 - $398.25 $56K - $74.1K
8.77K $2.74M
GOOGL
Alphabet Inc.

Communication Services
1.53K
+ 4.92%
$154.33 - $206.19 $236K - $316K
32.6K $5.04M
MSFT
Microsoft Corp

Technology
2.23K
+ 5.83%
$375.39 - $447.2 $837K - $997K
40.5K $15.2M
AAPL
Apple Inc.

Technology
85
+ 0.07%
$209.68 - $247.1 $17.8K - $21K
114K $25.3M
NVDA
Nvidia Corp

Technology
4.98K
+ 1.77%
$106.98 - $149.43 $533K - $744K
286K $31M
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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