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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.37 Million 0.49% of portfolio
14,976
Q1 2025 New
$0
$1.33 Million 0.48% of portfolio
32,743
Q1 2025 New
$1.2B
$1.29 Million 0.46% of portfolio
34,369
Q1 2025 Added 96.1%
$200B
$1.26 Million 0.45% of portfolio
8,415
Q1 2025 Added 81.55%
$426B
$1.24 Million 0.44% of portfolio
7,503
Q1 2025 Reduced 62.93%
$26.3B
$1.08 Million 0.39% of portfolio
13,902
Q1 2025 Added 65.97%
$122B
$1.08 Million 0.39% of portfolio
7,729
Q1 2025 Added 3.36%
$172B
$1.02 Million 0.36% of portfolio
22,430
Q1 2025 Added 3.47%
$422B
$943,000 0.34% of portfolio
998
Q1 2025 Added 14.45%
$221B
$961,000 0.34% of portfolio
3,078
Q1 2025 Added 5.99%
$0
$921,000 0.33% of portfolio
17,795
Q1 2025 Added 16.39%
$0
$912,000 0.33% of portfolio
5,008
Q1 2025 Reduced 14.03%
$1.12T
$898,000 0.32% of portfolio
5,750
Q1 2025 Added 88.28%
$67.7B
$901,000 0.32% of portfolio
6,165
Q1 2025 Added 1.1%
$0
$891,000 0.32% of portfolio
5,220
Q4 2022 Reduced 3.83%
$0
$859,000 0.31% of portfolio
2,319
Q4 2022 Reduced 0.43%
$0
$848,000 0.3% of portfolio
14,964
Q1 2025 Added 20.88%
$61.8B
$777,000 0.28% of portfolio
27,244
Q1 2025 Added 140.16%
$136B
$777,000 0.28% of portfolio
6,939
Q1 2025 Added 123.41%
$147B
$791,000 0.28% of portfolio
11,394
Q1 2025 Added 38.68%
$0
$778,000 0.28% of portfolio
2,961
Q4 2022 Added 9.15%
$142B
$719,000 0.26% of portfolio
3,508
Q1 2025 Added 6.63%
$368B
$738,000 0.26% of portfolio
2,015
Q1 2025 Added 173.78%
$0
$696,000 0.25% of portfolio
3,374
Q1 2025 Added 155.22%
$68B
$711,000 0.25% of portfolio
20,844
Q1 2025 Added 0.07%
$145B
$663,000 0.24% of portfolio
2,343
Q1 2025 New
$0
$664,000 0.24% of portfolio
6,605
Q1 2025 New
$37.6B
$664,000 0.24% of portfolio
2,970
Q4 2020 New
$0
$668,000 0.24% of portfolio
23,603
Q4 2022 Added 59.19%
$151B
$677,000 0.24% of portfolio
1,444
Q1 2025 Added 2.41%
$29.4B
$630,000 0.23% of portfolio
5,071
Q1 2025 New
$0
$639,000 0.23% of portfolio
18,666
Q4 2022 Added 45.11%
$104B
$636,000 0.23% of portfolio
10,600
Q4 2022 Added 10.98%
$102B
$612,000 0.22% of portfolio
6,659
Q1 2025 New
$51.6B
$616,000 0.22% of portfolio
3,999
Q1 2025 New
$258B
$627,000 0.22% of portfolio
7,143
Q1 2025 Added 13.08%
$36.6B
$622,000 0.22% of portfolio
2,567
Q1 2025 New
$18B
$579,000 0.21% of portfolio
1,721
Q1 2025 New
$15.1B
$577,000 0.21% of portfolio
8,875
Q1 2025 New
$0
$560,000 0.2% of portfolio
2,808
Q1 2025 Reduced 62.37%
$72.8B
$549,000 0.2% of portfolio
5,865
Q1 2025 New
$4.67B
$573,000 0.2% of portfolio
298
Q2 2021 Reduced 0.33%
$0
$518,000 0.19% of portfolio
3,981
Q1 2025 New
$33.5B
$538,000 0.19% of portfolio
4,940
Q1 2025 New
$58.7B
$490,000 0.18% of portfolio
4,684
Q1 2025 New
$17.2B
$492,000 0.18% of portfolio
5,765
Q1 2025 New
$0
$510,000 0.18% of portfolio
5,498
Q1 2025 New
$72.6B
$515,000 0.18% of portfolio
4,687
Q1 2025 Reduced 57.73%
$0
$475,000 0.17% of portfolio
2,780
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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