Brown Miller Wealth Management, LLC Sells in Q3 2024

Brown Miller Wealth Management, LLC

  • $257 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.32K
- 30.74%
$50.25 - $50.74 $268K - $270K
12K $608K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.63K
- 47.05%
$84.77 - $97.13 $223K - $255K
2.96K $283K
XLK
Technology Sector Spdr

ETFs
-998
- 29.54%
$197.34 - $237.68 $197K - $237K
2.38K $537K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.27K
- 46.76%
$162.64 - $179.3 $206K - $228K
1.45K $259K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.08K
- 46.8%
$181.06 - $197.17 $196K - $214K
1.23K $242K
XLI
Industrial Sector Spdr

ETFs
-1.62K
- 40.03%
$120.56 - $135.44 $195K - $219K
2.42K $328K
XLF
Financial Sector Spdr

ETFs
-3.71K
- 39.01%
$40.84 - $45.74 $152K - $170K
5.8K $262K
GOOG
Alphabet Inc.

Communication Services
-6
- 0.19%
$149.54 - $192.66 $897 - $1.16K
3.13K $522K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-49
- 10.38%
$475.2 - $527.7 $23.3K - $25.9K
423 $223K
HON
Honeywell International Inc

Industrials
-8
- 0.78%
$196.73 - $220.21 $1.57K - $1.76K
1.02K $211K
XOM
Exxon Mobil Corp

Energy
-37
- 1.24%
$109.72 - $119.0 $4.06K - $4.4K
2.95K $345K
SYY
Sysco Corp

Consumer Defensive
-257
- 5.47%
$69.16 - $78.98 $17.8K - $20.3K
4.44K $346K
MO
Altria Group, Inc.

Consumer Defensive
-902
- 7.64%
$45.95 - $54.71 $41.4K - $49.3K
10.9K $556K
Amplify Cybersecurty ETF
-36
- 0.41%
N/A
8.75K $597K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.03%
$161.9 - $179.3 $324 - $359
5.75K $977K
GILD
Gilead Sciences, Inc.

Healthcare
-140
- 4.04%
$66.59 - $83.99 $9.32K - $11.8K
3.32K $278K
ITA
Ishares Tr

ETFs
-80
- 2.4%
$131.58 - $149.64 $10.5K - $12K
3.26K $487K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.37%
$333.64 - $405.2 $1K - $1.22K
812 $329K
DE
Deere & CO

Industrials
-7
- 0.49%
$344.84 - $418.0 $2.41K - $2.93K
1.41K $590K
VIG
Vanguard Dividend Appreciation

ETFs
-74
- 1.43%
$182.15 - $182.15 $13.5K - $13.5K
5.11K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
-283
- 3.84%
$200.87 - $224.6 $56.8K - $63.6K
7.09K $1.57M
WMT
Walmart Inc.

Consumer Defensive
-89
- 1.36%
$66.91 - $81.4 $5.95K - $7.24K
6.44K $520K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-591
- 1.9%
$57.32 - $62.65 $33.9K - $37K
30.5K $1.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-529
- 0.96%
$41.9 - $48.26 $22.2K - $25.5K
54.3K $2.6M
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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