Brown Miller Wealth Management, LLC Portfolio Holdings
Brown Miller Wealth Management, LLC
- $254 Million
- Q4 2024
Brown Miller Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $37.8M, Apple Inc. with a value of $28.5M, Microsoft Corp with a value of $16.1M, Jpmorgan Chase & CO with a value of $10.7M, and Alphabet Inc. with a value of $5.89M.
Examining the 13F form we can see an decrease of $3.61M in the current position value, from $257M to 254M.
Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
Technology: $102 Million
ETFs: $33.9 Million
Financial Services: $31.1 Million
Healthcare: $22.7 Million
Consumer Cyclical: $17.3 Million
Communication Services: $13.4 Million
Industrials: $10.7 Million
Consumer Defensive: $8.82 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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