Brown Miller Wealth Management, LLC Portfolio Holdings

Brown Miller Wealth Management, LLC

  • $280 Million
  • Q1 2025

Brown Miller Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 265 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31M, Apple Inc. with a value of $25.3M, Microsoft Corp with a value of $15.2M, Jpmorgan Chase & CO with a value of $11.1M, and Abbott Laboratories with a value of $5.66M.

Examining the 13F form we can see an increase of $26.1M in the current position value, from $254M to 280M.

Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
Technology: $95 Million
Financial Services: $39.2 Million
ETFs: $38.3 Million
Healthcare: $25.9 Million
Consumer Cyclical: $18.5 Million
Industrials: $15.9 Million
Communication Services: $12.8 Million
Consumer Defensive: $12.7 Million
Other: $21.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.2B
$382,000 0.14% of portfolio
2,624
Q1 2025 New
$37B
$385,000 0.14% of portfolio
1,924
Q1 2025 New
$15.6B
$399,000 0.14% of portfolio
2,712
Q1 2025 New
$125B
$398,000 0.14% of portfolio
1,303
Q4 2022 Added 2.46%
$68B
$364,000 0.13% of portfolio
8,631
Q1 2025 New
$65.1B
$358,000 0.13% of portfolio
1,215
Q1 2025 Added 27.49%
$26.2B
$350,000 0.13% of portfolio
3,554
Q1 2025 New
$34.6B
$352,000 0.13% of portfolio
4,444
Q1 2025 Added 2.66%
$39.9B
$333,000 0.12% of portfolio
4,438
Q4 2022 Added 19.27%
$48B
$335,000 0.12% of portfolio
5,986
Q1 2025 Added 0.22%
$17.9B
$333,000 0.12% of portfolio
2,184
Q1 2025 New
$57B
$338,000 0.12% of portfolio
1,332
Q1 2025 New
$103B
$306,000 0.11% of portfolio
911
Q1 2025 New
$12B
$307,000 0.11% of portfolio
3,000
Q4 2020 New
$85.9B
$305,000 0.11% of portfolio
221
Q1 2025 New
$39.7B
$290,000 0.1% of portfolio
3,243
Q4 2022 Added 12.09%
$11B
$293,000 0.1% of portfolio
5,194
Q1 2025 Added 8.21%
$88.4B
$266,000 0.1% of portfolio
1,297
Q1 2025 New
$13.7B
$272,000 0.1% of portfolio
1,247
Q1 2025 New
$35.9B
$279,000 0.1% of portfolio
2,822
Q1 2025 New
$23.6B
$288,000 0.1% of portfolio
3,141
Q1 2025 New
$26.7B
$245,000 0.09% of portfolio
664
Q1 2025 New
$80.9B
$256,000 0.09% of portfolio
3,784
Q1 2025 New
$24.7B
$254,000 0.09% of portfolio
3,564
Q1 2025 Added 55.91%
$116B
$240,000 0.09% of portfolio
2,287
Q1 2025 New
$51.7B
$248,000 0.09% of portfolio
252
Q1 2025 New
$90.3B
$239,000 0.09% of portfolio
5,409
Q1 2025 New
$12.8B
$248,000 0.09% of portfolio
2,516
Q1 2024 New
$61.7B
$242,000 0.09% of portfolio
3,693
Q1 2025 New
$26B
$238,000 0.09% of portfolio
1,616
Q1 2025 New
$18.5B
$262,000 0.09% of portfolio
8,981
Q1 2025 New
$139B
$236,000 0.08% of portfolio
1,002
Q1 2025 Added 4.59%
$116B
$219,000 0.08% of portfolio
7,159
Q1 2025 Reduced 19.93%
$63.9B
$229,000 0.08% of portfolio
2,060
Q3 2024 New
$14.4B
$211,000 0.08% of portfolio
2,545
Q4 2024 New
$102B
$224,000 0.08% of portfolio
1,113
Q1 2025 New
$12B
$200,000 0.07% of portfolio
669
Q1 2025 New
$79.2B
$200,000 0.07% of portfolio
1,141
Q1 2025 Added 5.45%
$29.1B
$203,000 0.07% of portfolio
1,357
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $280 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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