Brown Miller Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $312 Million distributed in 273 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.3M, Apple Inc. with a value of $23.1M, Microsoft Corp with a value of $20.1M, Jpmorgan Chase & CO with a value of $13.1M, and Broadcom Inc. with a value of $6.38M.
Examining the 13F form we can see an increase of $32.2M in the current position value, from $280M to 312M.
Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$312 Million
Technology: $118 Million
ETFs: $44.7 Million
Financial Services: $42.2 Million
Healthcare: $24.2 Million
Consumer Cyclical: $18.9 Million
Industrials: $16.8 Million
Communication Services: $14.7 Million
Consumer Defensive: $13.1 Million
Other: $19.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions