Brown Miller Wealth Management, LLC Incresed Positions in Q1 2025

Brown Miller Wealth Management, LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
2.08K
+ 16.14%
$257.71 - $301.99 $535K - $627K
14.9K $4.51M
GD
General Dynamics Corp

Industrials
2.94K
+ 51.0%
$241.94 - $272.58 $712K - $802K
8.71K $2.37M
ABT
Abbott Laboratories

Healthcare
174
+ 0.41%
$111.1 - $140.22 $19.3K - $24.4K
42.7K $5.66M
LMT
Lockheed Martin Corp

Industrials
2K
+ 172.41%
$423.19 - $506.29 $846K - $1.01M
3.16K $1.41M
NEE
Nextera Energy Inc

Utilities
12.1K
+ 26.6%
$66.96 - $76.16 $813K - $925K
57.8K $4.1M
CVX
Chevron Corp

Energy
3.1K
+ 24.48%
$146.71 - $167.97 $455K - $520K
15.8K $2.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
512
+ 9.8%
$442.66 - $534.52 $227K - $274K
5.74K $3.06M
CSCO
Cisco Systems, Inc.

Technology
7.57K
+ 11.41%
$58.74 - $64.87 $445K - $491K
73.9K $4.56M
GABC
German American Bancorp, Inc.

Financial Services
16.8K
+ 96.1%
$37.21 - $41.71 $627K - $703K
34.4K $1.29M
ABBV
Abb Vie Inc.

Healthcare
232
+ 1.44%
$169.2 - $216.66 $39.3K - $50.3K
16.4K $3.43M
GILD
Gilead Sciences, Inc.

Healthcare
3.83K
+ 123.41%
$89.14 - $117.41 $342K - $450K
6.94K $777K
FAST
Fastenal CO

Industrials
5.53K
+ 65.97%
$71.11 - $79.98 $393K - $442K
13.9K $1.08M
KMI
Kinder Morgan, Inc.

Energy
15.9K
+ 140.16%
$26.1 - $31.22 $415K - $496K
27.2K $777K
V
Visa Inc.

Financial Services
264
+ 2.44%
$306.92 - $362.71 $81K - $95.8K
11.1K $3.88M
AMGN
Amgen Inc

Healthcare
278
+ 3.84%
$258.59 - $327.36 $71.9K - $91K
7.53K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
1.28K
+ 173.78%
$347.25 - $424.87 $444K - $543K
2.02K $738K
AMT
American Tower Corp

Real Estate
183
+ 1.54%
$173.46 - $217.6 $31.7K - $39.8K
12K $2.62M
SBUX
Starbucks Corp

Consumer Cyclical
1.22K
+ 2.74%
$91.75 - $115.81 $112K - $141K
45.6K $4.47M
PLD
Prologis, Inc.

Real Estate
2.88K
+ 20.43%
$103.59 - $124.04 $298K - $357K
17K $1.9M
XLK
Technology Sector Spdr

ETFs
2.05K
+ 155.22%
$206.38 - $242.18 $423K - $497K
3.37K $696K
IBM
International Business Machines Corp

Technology
86
+ 0.68%
$217.4 - $264.74 $18.7K - $22.8K
12.7K $3.15M
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
ARCC
Ares Capital Corp

Financial Services
15K
+ 23.39%
$21.28 - $23.81 $320K - $358K
79.4K $1.76M
ADI
Analog Devices Inc

Technology
2.23K
+ 20.76%
$201.56 - $243.82 $450K - $545K
13K $2.62M
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
PG
Procter & Gamble CO

Consumer Defensive
1.49K
+ 7.11%
$158.56 - $176.26 $236K - $262K
22.4K $3.82M
MA
Mastercard Inc

Financial Services
434
+ 14.16%
$504.67 - $576.31 $219K - $250K
3.5K $1.92M
DOW
Dow Inc.

Basic Materials
8.19K
+ 163.21%
$34.36 - $41.92 $281K - $343K
13.2K $460K
SYK
Stryker Corp

Healthcare
387
+ 5.53%
$355.18 - $399.9 $137K - $155K
7.39K $2.75M
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
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
ACGL
Arch Capital Group Ltd.

Financial Services
798
+ 5.24%
$88.13 - $96.94 $70.3K - $77.4K
16K $1.54M
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
APD
Air Products & Chemicals, Inc.

Basic Materials
262
+ 27.49%
$283.24 - $338.07 $74.2K - $88.6K
1.22K $358K
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
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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