Brown Miller Wealth Management, LLC Portfolio Holdings by Sector

Brown Miller Wealth Management, LLC

$312 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO ADI QCOM 4 stocks	$57,245 18.35% of portfolio	3	1	-	-	0 Calls 0 Puts
ETFs \| ETFs CGXU SPLG IJH VWO VO IVV SPSM XMHQ 43 stocks	$40,881 13.1% of portfolio	22	8	10	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$23,084 7.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$21,181 6.79% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC UBS 4 stocks	$13,849 4.44% of portfolio	3	1	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN MRK JNJ GILD LLY 6 stocks	$9,136 2.93% of portfolio	2	3	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK 2 stocks	$8,668 2.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX GD LMT TDG BWXT 5 stocks	$8,109 2.6% of portfolio	2	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN BR SAIC 4 stocks	$7,302 2.34% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$6,780 2.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$6,687 2.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO WEC ETR D 5 stocks	$6,070 1.95% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB PGR WTM 3 stocks	$5,550 1.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$5,207 1.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5,206 1.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$5,169 1.66% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$5,043 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$4,873 1.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CLX 3 stocks	$4,553 1.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B ACGL 2 stocks	$4,206 1.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC BX NTRS STT TROW 5 stocks	$4,103 1.32% of portfolio	3	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3,809 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$3,314 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE MORN 2 stocks	$3,072 0.98% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI EPD WMB TRGP ENB OKE 6 stocks	$2,827 0.91% of portfolio	4	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials XYL EMR GTES GE 4 stocks	$2,820 0.9% of portfolio	1	3	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2,783 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$2,715 0.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$2,553 0.82% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO ORLY 2 stocks	$2,425 0.78% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services GABC UBSI USB PNC 4 stocks	$2,376 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DLTR 3 stocks	$2,142 0.69% of portfolio	2	1	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$2,135 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW INTU PAYC 3 stocks	$2,055 0.66% of portfolio	2	1	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$1,852 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST GWW 2 stocks	$1,463 0.47% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1,450 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1,320 0.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology QBTS 1 stocks	$1,262 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT WY 2 stocks	$1,140 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO AJG BRP 3 stocks	$1,076 0.34% of portfolio	1	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX ADP 2 stocks	$958 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$942 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RMD 1 stocks	$766 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS CHRW 2 stocks	$745 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$732 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$683 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL TRIP 2 stocks	$609 0.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$553 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$527 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$497 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$494 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services UNM AFL 2 stocks	$491 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$477 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$446 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$428 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$421 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$405 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive SFM 1 stocks	$403 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$399 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical CHH 1 stocks	$363 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$357 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$342 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$337 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$336 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$304 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services HLI 1 stocks	$280 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$270 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$248 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$231 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$221 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$205 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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Brown Miller Wealth Management, LLC Portfolio Holdings by Sector

Brown Miller Wealth Management, LLC

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