Brown Miller Wealth Management, LLC New Holdings in Q1 2025

Brown Miller Wealth Management, LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
63.1K
New
$64.88 - $72.1 $4.09M - $4.55M
63.1K $4.12M
ZTS
Zoetis Inc.

Healthcare
9.12K
New
$156.48 - $175.67 $1.43M - $1.6M
9.12K $1.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15K
New
$89.18 - $104.04 $1.34M - $1.56M
15K $1.37M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
32.7K
New
$40.03 - $46.81 $1.31M - $1.53M
32.7K $1.33M
QBTS
D Wave Quantum Inc.

Technology
114K
New
$3.83 - $11.18 $438K - $1.28M
114K $869K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.61K
New
$100.34 - $100.68 $663K - $665K
6.61K $664K
PGR
Progressive Corp

Financial Services
2.34K
New
$235.61 - $291.22 $552K - $682K
2.34K $663K
BRO
Brown & Brown, Inc.

Financial Services
5.07K
New
$100.54 - $124.4 $510K - $631K
5.07K $630K
BR
Broadridge Financial Solutions, Inc.

Technology
2.57K
New
$221.46 - $244.83 $568K - $628K
2.57K $622K
PAYX
Paychex Inc

Industrials
4K
New
$136.06 - $154.52 $544K - $618K
4K $616K
SNA
Snap On Inc

Industrials
1.72K
New
$324.09 - $358.62 $558K - $617K
1.72K $579K
FNF
Fidelity National Financial, Inc.

Financial Services
8.88K
New
$54.25 - $65.27 $481K - $579K
8.88K $577K
CL
Colgate Palmolive CO

Consumer Defensive
5.87K
New
$85.68 - $97.5 $503K - $572K
5.87K $549K
WEC
Wec Energy Group, Inc.

Utilities
4.94K
New
$92.12 - $108.98 $455K - $538K
4.94K $538K
XLI
Industrial Sector Spdr

ETFs
3.98K
New
$128.78 - $141.67 $513K - $564K
3.98K $518K
IVW
Ishares S&P 500 Growth ETF

ETFs
5.5K
New
$92.45 - $106.69 $508K - $587K
5.5K $510K
ETR
Entergy Corp

Utilities
5.77K
New
$75.26 - $87.89 $434K - $507K
5.77K $492K
DEO
Diageo PLC

Consumer Defensive
4.68K
New
$104.79 - $126.12 $491K - $591K
4.68K $490K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.78K
New
$168.16 - $186.21 $467K - $518K
2.78K $475K
XLF
Financial Sector Spdr

ETFs
9.46K
New
$47.32 - $52.19 $448K - $494K
9.46K $465K
DBP
Invesco Db Precious Metals Fund

ETFs
6.07K
New
$61.03 - $71.45 $370K - $434K
6.07K $433K
GLD
Spdr Gold Trust

ETFs
1.5K
New
$243.19 - $288.14 $366K - $433K
1.5K $433K
HSY
Hershey CO

Consumer Defensive
2.5K
New
$144.74 - $186.36 $361K - $465K
2.5K $426K
CLX
Clorox CO

Consumer Defensive
2.71K
New
$141.76 - $162.89 $384K - $442K
2.71K $399K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.12K
New
$275.89 - $345.24 $310K - $388K
1.12K $387K
TRGP
Targa Resources Corp.

Energy
1.92K
New
$178.44 - $217.22 $343K - $418K
1.92K $385K
MPC
Marathon Petroleum Corp

Energy
2.62K
New
$134.72 - $159.03 $354K - $417K
2.62K $382K
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
NTRS
Northern Trust Corp

Financial Services
3.55K
New
$96.09 - $113.81 $342K - $404K
3.55K $350K
PWR
Quanta Services, Inc.

Industrials
1.33K
New
$236.71 - $358.03 $315K - $477K
1.33K $338K
SAIC
Science Applications International Corp

Technology
2.98K
New
$95.77 - $119.82 $286K - $357K
2.98K $334K
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.04K
New
$58.01 - $64.46 $292K - $325K
5.04K $314K
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
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
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
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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