Brown Miller Wealth Management, LLC Sells in Q4 2024

Brown Miller Wealth Management, LLC

  • $254 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-305
- 2.51%
$179.4 - $232.01 $54.7K - $70.8K
11.8K $2.17M
MSFT
Microsoft Corp

Technology
-531
- 1.37%
$406.35 - $454.46 $216K - $241K
38.2K $16.1M
UNH
Unitedhealth Group Inc

Healthcare
-26
- 0.42%
$485.52 - $625.25 $12.6K - $16.3K
6.11K $3.09M
ABBV
Abb Vie Inc.

Healthcare
-261
- 1.59%
$164.99 - $203.87 $43.1K - $53.2K
16.1K $2.87M
PLD
Prologis, Inc.

Real Estate
-527
- 3.6%
$101.4 - $126.96 $53.4K - $66.9K
14.1K $1.49M
SBUX
Starbucks Corp

Consumer Cyclical
-263
- 0.59%
$87.44 - $102.5 $23K - $27K
44.4K $4.05M
PEP
Pepsico Inc

Consumer Defensive
-1.11K
- 19.34%
$151.29 - $176.1 $168K - $196K
4.64K $704K
NEP
Nextera Energy Partners, LP

Utilities
-3.83K
- 20.74%
$15.87 - $26.96 $60.8K - $103K
14.6K $260K
XLK
Technology Sector Spdr

ETFs
-1.06K
- 44.48%
$220.26 - $241.44 $233K - $256K
1.32K $307K
DHR
Danaher Corp

Healthcare
-180
- 5.19%
$226.16 - $274.52 $40.7K - $49.4K
3.29K $755K
RTX
Raytheon Technologies Corp

Industrials
-106
- 0.43%
$114.45 - $127.21 $12.1K - $13.5K
24.5K $2.83M
CVX
Chevron Corp

Energy
-641
- 4.82%
$141.15 - $162.53 $90.5K - $104K
12.7K $1.83M
DOW
Dow Inc.

Basic Materials
-723
- 12.6%
$39.1 - $55.34 $28.3K - $40K
5.02K $201K
PM
Philip Morris International Inc.

Consumer Defensive
-745
- 4.23%
$118.38 - $133.06 $88.2K - $99.1K
16.9K $2.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.39K
- 11.6%
$50.37 - $50.6 $70.1K - $70.4K
10.6K $534K
ABT
Abbott Laboratories

Healthcare
-141
- 0.33%
$111.93 - $119.39 $15.8K - $16.8K
42.5K $4.81M
HD
Home Depot, Inc.

Consumer Cyclical
-76
- 9.36%
$385.02 - $431.37 $29.3K - $32.8K
736 $286K
XOM
Exxon Mobil Corp

Energy
-128
- 4.35%
$105.51 - $125.37 $13.5K - $16K
2.82K $303K
IBM
International Business Machines Corp

Technology
-37
- 0.29%
$204.9 - $238.04 $7.58K - $8.81K
12.6K $2.77M
FDVV
Fidelity High Dividend ETF

ETFs
-300
- 3.19%
$49.66 - $52.63 $14.9K - $15.8K
9.1K $454K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-59
- 5.17%
$178.39 - $215.0 $10.5K - $12.7K
1.08K $208K
MO
Altria Group, Inc.

Consumer Defensive
-298
- 2.73%
$49.06 - $57.74 $14.6K - $17.2K
10.6K $554K
CPRT
Copart Inc

Consumer Cyclical
-472
- 8.95%
$51.36 - $63.8 $24.2K - $30.1K
4.8K $275K
DE
Deere & CO

Industrials
-3
- 0.21%
$389.45 - $466.0 $1.17K - $1.4K
1.41K $597K
GILD
Gilead Sciences, Inc.

Healthcare
-216
- 6.5%
$83.95 - $97.9 $18.1K - $21.1K
3.11K $286K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 1.69%
$873.59 - $994.69 $13.1K - $14.9K
872 $798K
NFLX
Netflix Inc

Communication Services
-29
- 8.31%
$687.65 - $936.56 $19.9K - $27.2K
320 $285K
WMB
Williams Companies, Inc.

Energy
-281
- 3.98%
$46.37 - $59.74 $13K - $16.8K
6.78K $366K
WMT
Walmart Inc.

Consumer Defensive
-127
- 1.97%
$79.1 - $95.7 $10K - $12.2K
6.32K $570K
GOOG
Alphabet Inc.

Communication Services
-72
- 2.3%
$163.08 - $198.16 $11.7K - $14.3K
3.05K $581K
BX
Blackstone Inc.

Financial Services
-211
- 2.74%
$148.45 - $199.05 $31.3K - $42K
7.48K $1.29M
AVGO
Broadcom Inc.

Technology
-2.43K
- 14.28%
$159.67 - $250.0 $388K - $608K
14.6K $3.38M
JPM
Jpmorgan Chase & CO

Financial Services
-581
- 1.28%
$205.18 - $250.29 $119K - $145K
44.8K $10.7M
NVDA
Nvidia Corp

Technology
-1.27K
- 0.45%
$117.0 - $148.88 $148K - $189K
281K $37.8M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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