Brown Miller Wealth Management, LLC Incresed Positions in Q3 2025

Brown Miller Wealth Management, LLC

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
3.62K
+ 1083.83%
$625.65 - $812.69 $2.26M - $2.94M
3.95K $3.02M
GOOGL
Alphabet Inc.

Communication Services
71
+ 0.22%
$174.36 - $254.72 $12.4K - $18.1K
32.6K $7.92M
AVGO
Broadcom Inc.

Technology
215
+ 0.93%
$264.74 - $369.57 $56.9K - $79.5K
23.4K $7.71M
UNH
Unitedhealth Group Inc

Healthcare
2.93K
+ 40.47%
$237.77 - $353.61 $695K - $1.03M
10.2K $3.51M
JPM
Jpmorgan Chase & CO

Financial Services
299
+ 0.66%
$282.78 - $316.06 $84.6K - $94.5K
45.4K $14.3M
MSFT
Microsoft Corp

Technology
340
+ 0.84%
$491.09 - $535.64 $167K - $182K
40.8K $21.2M
LOW
Lowes Companies Inc

Consumer Cyclical
361
+ 1.93%
$215.01 - $273.02 $77.6K - $98.6K
19.1K $4.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.25K
+ 5.29%
$72.65 - $78.68 $236K - $256K
64.8K $5.07M
RTX
Raytheon Technologies Corp

Industrials
70
+ 0.3%
$144.19 - $167.33 $10.1K - $11.7K
23.1K $3.87M
NEE
Nextera Energy Inc

Utilities
1.85K
+ 3.12%
$69.77 - $77.54 $129K - $143K
61K $4.61M
CGXU
Capital Group Intl Focus Equit

ETFs
2.35K
+ 1.42%
$26.49 - $29.62 $62.3K - $69.7K
169K $4.99M
GD
General Dynamics Corp

Industrials
58
+ 0.66%
$293.92 - $341.0 $17K - $19.8K
8.86K $3.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.59K
+ 30.0%
$53.81 - $57.52 $301K - $322K
24.2K $1.39M
XYL
Xylem Inc.

Industrials
287
+ 1.82%
$129.67 - $147.5 $37.2K - $42.3K
16K $2.37M
GLDM
World Gold Trust

ETFs
710
+ 2.99%
$64.73 - $76.45 $46K - $54.3K
24.5K $1.87M
PLD
Prologis, Inc.

Real Estate
1.09K
+ 6.17%
$104.08 - $115.35 $113K - $125K
18.7K $2.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.91K
+ 30.89%
$55.61 - $57.37 $273K - $282K
20.8K $1.19M
WFC
Wells Fargo & Company

Financial Services
3.06K
+ 70.12%
$77.05 - $85.16 $236K - $261K
7.42K $622K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
540
+ 1.08%
$49.43 - $54.52 $26.7K - $29.4K
50.3K $2.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.82K
+ 4.56%
$62.09 - $66.51 $113K - $121K
41.7K $2.72M
BX
Blackstone Inc.

Financial Services
267
+ 3.32%
$152.77 - $188.68 $40.8K - $50.4K
8.32K $1.42M
O
Realty Income Corp

Real Estate
1.47K
+ 3.98%
$56.13 - $60.79 $82.7K - $89.6K
38.5K $2.34M
CVX
Chevron Corp

Energy
44
+ 0.27%
$145.57 - $161.83 $6.41K - $7.12K
16.4K $2.55M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
933
+ 5.89%
$98.53 - $107.1 $91.9K - $99.9K
16.8K $1.76M
TSCO
Tractor Supply CO

Consumer Cyclical
426
+ 1.05%
$54.08 - $62.65 $23K - $26.7K
40.9K $2.33M
VUG
Vanguard Growth ETF

ETFs
145
+ 6.25%
$433.97 - $484.08 $62.9K - $70.2K
2.46K $1.18M
APH
Amphenol Corp

Technology
428
+ 10.41%
$97.39 - $125.4 $41.7K - $53.7K
4.54K $561K
ADI
Analog Devices Inc

Technology
179
+ 1.35%
$220.68 - $255.63 $39.5K - $45.8K
13.4K $3.3M
EME
Emcor Group, Inc.

Industrials
76
+ 10.19%
$530.88 - $655.83 $40.3K - $49.8K
822 $533K
MRK
Merck & Co., Inc.

Healthcare
263
+ 1.16%
$77.6 - $87.37 $20.4K - $23K
23K $1.93M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.32%
$410.74 - $499.21 $4.11K - $4.99K
3.14K $1.57M
VTV
Vanguard Value ETF

ETFs
315
+ 6.03%
$175.51 - $186.57 $55.3K - $58.8K
5.54K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.23%
$459.11 - $506.91 $5.97K - $6.59K
5.67K $2.85M
VO
Vanguard Mid Cap ETF

ETFs
16
+ 0.25%
$279.83 - $293.74 $4.48K - $4.7K
6.32K $1.86M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
985
+ 8.13%
$91.44 - $91.77 $90.1K - $90.4K
13.1K $1.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
768
+ 4.9%
$52.12 - $55.33 $40K - $42.5K
16.4K $909K
WMT
Walmart Inc.

Consumer Defensive
486
+ 6.98%
$94.4 - $104.27 $45.9K - $50.7K
7.45K $767K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.15%
$357.4 - $423.42 $1.07K - $1.27K
1.98K $803K
HLI
Houlihan Lokey, Inc.

Financial Services
163
+ 10.47%
$181.55 - $209.19 $29.6K - $34.1K
1.72K $353K
CPRT
Copart Inc

Consumer Cyclical
1.97K
+ 38.87%
$44.6 - $49.97 $87.9K - $98.5K
7.04K $316K
AMZN
Amazon Com Inc

Consumer Cyclical
288
+ 1.21%
$211.65 - $238.24 $61K - $68.6K
24K $5.27M
IWM
Ishares Russell 2000 ETF

ETFs
17
+ 0.7%
$214.92 - $244.84 $3.65K - $4.16K
2.45K $592K
MA
Mastercard Inc

Financial Services
66
+ 1.66%
$550.18 - $598.96 $36.3K - $39.5K
4.03K $2.29M
VB
Vanguard Small Cap ETF

ETFs
141
+ 8.5%
$237.58 - $259.17 $33.5K - $36.5K
1.8K $457K
HSY
Hershey CO

Consumer Defensive
9
+ 0.31%
$161.95 - $193.45 $1.46K - $1.74K
2.89K $539K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
137
+ 9.53%
$301.44 - $365.84 $41.3K - $50.1K
1.57K $509K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
562
+ 7.47%
$100.37 - $100.74 $56.4K - $56.6K
8.09K $814K
SNOW
Snowflake Inc.

Technology
191
+ 2.97%
$191.73 - $241.0 $36.6K - $46K
6.63K $1.49M
WEC
Wec Energy Group, Inc.

Utilities
13
+ 0.26%
$103.66 - $114.59 $1.35K - $1.49K
4.95K $567K
Activity Summary
Buys All Purchases 108 New Holdings 19 Increased Positions 89 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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