The Analysis of Brown Miller Wealth Management, LLC's Holdings
Currently, Brown Miller Wealth Management, LLC holds 193 types of securities in its portfolio with a total value $361.9M. In the most recent quarter, they have increased their positions in KMI (+55.5K shares, valued at $1.5M), IWD (+5.8K shares, valued at $1.2M), N/A (+3.5K shares, valued at $1.1M); decreased their positions in NVDA (-8.1K shares, valued at $1.5M), BIL (-8.4K shares, valued at $769.5K), AAPL (-2.2K shares, valued at $593.7K); initiated new positions in IWD (+5.8K shares, valued at $1.2M), FCG (+20.6K shares, valued at $482.2K), ETHW (+21.1K shares, valued at $448.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION269.2K shares-2.94%2025-12-312026-01-23
AAPL APPLE INC110.0K shares-1.95%2025-12-312026-01-23 MSFT MICROSOFT CORP41.0K shares0.28%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.45.3K shares-0.30%2025-12-312026-01-23 ALPHABET INC ALPHABET INC36.1K shares10.69%2025-12-312026-01-23 BROADCOM INC BROADCOM INC23.5K shares0.42%2025-12-312026-01-23 SPYM SPDR SERIES TRUST73.3K shares13.23%2025-12-312026-01-23 CSCO CISCO SYS INC73.2K shares-0.33%2025-12-312026-01-23 AMZN AMAZON COM INC24.0K shares-0.04%2025-12-312026-01-23 CGXU CAPITAL GROUP INTL FOCUS EQT187.1K shares11.01%2025-12-312026-01-23 ABT ABBOTT LABS41.1K shares0.14%2025-12-312026-01-23 NEE NEXTERA ENERGY INC62.1K shares1.75%2025-12-312026-01-23 CB CHUBB LIMITED15.5K shares0.50%2025-12-312026-01-23 LOW LOWES COS INC19.0K shares-0.03%2025-12-312026-01-23 VTI VANGUARD INDEX FDS13.1K shares0.02%2025-12-312026-01-23 LLY ELI LILLY & CO4.0K shares0.00%2025-12-312026-01-23 RTX RTX CORPORATION22.8K shares-1.35%2025-12-312026-01-23 DIS DISNEY WALT CO35.9K shares0.74%2025-12-312026-01-23 SBUX STARBUCKS CORP48.1K shares0.69%2025-12-312026-01-23 LINDE PLC LINDE PLC9.5K shares1.14%2025-12-312026-01-23 V VISA INC11.4K shares0.65%2025-12-312026-01-23 ABBV ABBVIE INC16.1K shares1.64%2025-12-312026-01-23 ADI ANALOG DEVICES INC13.5K shares0.30%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS12.2K shares-0.16%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO24.1K shares1.84%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC10.4K shares2.34%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F61.7K shares22.61%2025-12-312026-01-23 IJH ISHARES TR47.3K shares13.60%2025-12-312026-01-23 SYK STRYKER CORPORATION7.4K shares0.78%2025-12-312026-01-23 ICE INTERCONTINENTAL EXCHANGE IN16.0K shares1.47%2025-12-312026-01-23 CVX CHEVRON CORP NEW16.2K shares-1.20%2025-12-312026-01-23 QCOM QUALCOMM INC14.2K shares-4.04%2025-12-312026-01-23 PLD PROLOGIS INC.19.0K shares1.64%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC14.8K shares-0.03%2025-12-312026-01-23 KMI KINDER MORGAN INC DEL85.8K shares182.90%2025-12-312026-01-23 O REALTY INCOME CORP39.8K shares3.27%2025-12-312026-01-23 XSMO INVESCO EXCHANGE TRADED FD T31.0K shares23.04%2025-12-312026-01-23 MA MASTERCARD INCORPORATED3.9K shares-3.12%2025-12-312026-01-23 XYL XYLEM INC16.3K shares1.39%2025-12-312026-01-23 GLDM WORLD GOLD TR25.8K shares5.27%2025-12-312026-01-23 TSCO TRACTOR SUPPLY CO41.9K shares2.24%2025-12-312026-01-23 ALPHABET INC ALPHABET INC6.5K shares24.32%2025-12-312026-01-23 XMHQ INVESCO EXCHANGE TRADED FD T19.1K shares13.90%2025-12-312026-01-23 QBTS D-WAVE QUANTUM INC72.4K shares-16.05%2025-12-312026-01-23 IVV ISHARES TR2.7K shares-1.65%2025-12-312026-01-23 VO VANGUARD INDEX FDS6.2K shares-1.61%2025-12-312026-01-23 SNOW SNOWFLAKE INC7.6K shares14.30%2025-12-312026-01-23 ARCC ARES CAPITAL CORP78.2K shares-6.27%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP3.1K shares-0.64%2025-12-312026-01-23 JEPQ J P MORGAN EXCHANGE TRADED F25.0K shares3.06%2025-12-312026-01-23 ACGL ARCH CAP GROUP LTD14.6K shares-7.32%2025-12-312026-01-23 GABC GERMAN AMERN BANCORP INC34.4K shares0.00%2025-12-312026-01-23 SPMO INVESCO EXCH TRADED FD TR II10.9K shares80.32%2025-12-312026-01-23 IWD ISHARES TR5.8K sharesnew addition2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F21.2K shares1.82%2025-12-312026-01-23 ZTS ZOETIS INC9.6K shares-2.60%2025-12-312026-01-23 SHLD GLOBAL X FDS17.2K shares11.12%2025-12-312026-01-23 VUG VANGUARD INDEX FDS2.3K shares-7.71%2025-12-312026-01-23 VTV VANGUARD INDEX FDS5.5K shares0.00%2025-12-312026-01-23 QXO QXO INC52.5K shares3.84%2025-12-312026-01-23 FAST FASTENAL CO25.0K shares-10.20%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC23.6K shares0.82%2025-12-312026-01-23 MCD MCDONALDS CORP3.1K shares-0.68%2025-12-312026-01-23 AMT AMERICAN TOWER CORP NEW5.3K shares119.59%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON4.5K shares-7.02%2025-12-312026-01-23 CGGR CAPITAL GROUP GROWTH ETF19.5K shares4.46%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS3.9K shares-17.60%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW954 shares-1.75%2025-12-312026-01-23 CGGO CAPITAL GROUP GBL GROWTH EQT23.6K shares0.00%2025-12-312026-01-23 WMT WALMART INC7.3K shares-2.48%2025-12-312026-01-23 SPYV SPDR SERIES TRUST14.0K shares-14.89%2025-12-312026-01-23 SLV ISHARES SILVER TR12.1K shares0.00%2025-12-312026-01-23 PEP PEPSICO INC5.3K shares-7.52%2025-12-312026-01-23 GILD GILEAD SCIENCES INC6.1K shares-2.88%2025-12-312026-01-23 DHR DANAHER CORPORATION3.3K shares-2.79%2025-12-312026-01-23 BITB BITWISE BITCOIN ETF TR15.2K shares22.56%2025-12-312026-01-23 RMD RESMED INC3.0K shares0.00%2025-12-312026-01-23 HON HONEYWELL INTL INC3.4K shares90.55%2025-12-312026-01-23 WFC WELLS FARGO CO NEW7.2K shares-3.04%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L20.9K shares0.08%2025-12-312026-01-23 HD HOME DEPOT INC1.9K shares-3.93%2025-12-312026-01-23 DE DEERE & CO1.4K shares0.00%2025-12-312026-01-23 VHT VANGUARD WORLD FD2.2K shares2.28%2025-12-312026-01-23 GEV GE VERNOVA INC988 shares0.82%2025-12-312026-01-23 APH AMPHENOL CORP NEW4.8K shares4.69%2025-12-312026-01-23 DBP INVESCO DB MULTI-SECTOR COMM6.1K shares0.00%2025-12-312026-01-23 WTM WHITE MTNS INS GROUP LTD298 shares0.00%2025-12-312026-01-23 XLI SELECT SECTOR SPDR TR4.0K shares0.00%2025-12-312026-01-23 MO ALTRIA GROUP INC10.6K shares0.00%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO1.6K shares-0.36%2025-12-312026-01-23 SGOV ISHARES TR6.0K shares-25.74%2025-12-312026-01-23 GLD SPDR GOLD TR1.5K shares0.00%2025-12-312026-01-23 IVW ISHARES TR4.7K shares9.63%2025-12-312026-01-23 BR BROADRIDGE FINL SOLUTIONS IN2.6K shares0.69%2025-12-312026-01-23 IWM ISHARES TR2.3K shares-7.39%2025-12-312026-01-23 SO SOUTHERN CO6.4K shares-4.17%2025-12-312026-01-23 SNA SNAP ON INC1.6K shares-4.95%2025-12-312026-01-23 HSY HERSHEY CO2.9K shares1.00%2025-12-312026-01-23 PGR PROGRESSIVE CORP2.3K shares-0.61%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR9.5K shares0.00%2025-12-312026-01-23 EME EMCOR GROUP INC845 shares2.80%2025-12-312026-01-23 FIX COMFORT SYS USA INC544 shares3.42%2025-12-312026-01-23 ETR ENTERGY CORP NEW5.4K shares-5.65%2025-12-312026-01-23 IEV ISHARES TR7.1K shares0.00%2025-12-312026-01-23 NTRS NORTHERN TR CORP3.6K shares-4.31%2025-12-312026-01-23 FDVV FIDELITY COVINGTON TRUST8.6K shares0.00%2025-12-312026-01-23 UBSI UNITED BANKSHARES INC WEST V12.7K shares1.00%2025-12-312026-01-23 MPC MARATHON PETE CORP3.0K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP4.0K shares-3.02%2025-12-312026-01-23 FCG FIRST TR EXCHANGE-TRADED FD20.6K sharesnew addition2025-12-312026-01-23 WMB WILLIAMS COS INC8.0K shares0.13%2025-12-312026-01-23 EZU ISHARES INC7.4K shares0.00%2025-12-312026-01-23 DWX SPDR INDEX SHS FDS10.8K shares0.00%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC2.6K shares3.35%2025-12-312026-01-23 VB VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-23 MTUM ISHARES TR1.8K shares0.00%2025-12-312026-01-23 FNF FIDELITY NATIONAL FINANCIAL8.4K shares-5.50%2025-12-312026-01-23 TT TRANE TECHNOLOGIES PLC1.2K shares2.21%2025-12-312026-01-23 ETHW BITWISE ETHEREUM ETF21.1K sharesnew addition2025-12-312026-01-23 RCL ROYAL CARIBBEAN GROUP1.6K shares1.91%2025-12-312026-01-23 CL COLGATE PALMOLIVE CO5.6K shares-4.02%2025-12-312026-01-23 CRS CARPENTER TECHNOLOGY CORP1.4K shares2.39%2025-12-312026-01-23 USB US BANCORP DEL8.3K shares-4.12%2025-12-312026-01-23 BWXT BWX TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-01-23 SGI SOMNIGROUP INTERNATIONAL INC4.8K shares2.40%2025-12-312026-01-23 BIL SPDR SERIES TRUST4.7K shares-64.29%2025-12-312026-01-23 NEM NEWMONT CORP4.3K shares2.72%2025-12-312026-01-23 STT STATE STR CORP3.2K shares-2.10%2025-12-312026-01-23 PAYX PAYCHEX INC3.5K shares-8.53%2025-12-312026-01-23 JPST J P MORGAN EXCHANGE TRADED F7.7K shares-27.23%2025-12-312026-01-23 MEDP MEDPACE HLDGS INC685 shares1.78%2025-12-312026-01-23 AWK AMERICAN WTR WKS CO INC NEW2.9K shares-4.78%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR2.6K shares100.00%2025-12-312026-01-23 VXUS VANGUARD STAR FDS5.0K shares0.00%2025-12-312026-01-23 FTI TECHNIPFMC PLC8.0K sharesnew addition2025-12-312026-01-23 CNX CNX RES CORP9.7K sharesnew addition2025-12-312026-01-23 ORCL ORACLE CORP1.8K shares-1.51%2025-12-312026-01-23 THC TENET HEALTHCARE CORP1.8K sharesnew addition2025-12-312026-01-23 ENSG ENSIGN GROUP INC2.0K sharesnew addition2025-12-312026-01-23 CVS CVS HEALTH CORP4.3K shares0.07%2025-12-312026-01-23 NRG NRG ENERGY INC2.1K shares2.82%2025-12-312026-01-23 D DOMINION ENERGY INC5.8K shares2.68%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS5.4K shares20.26%2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN1.3K shares-0.31%2025-12-312026-01-23 KEYS KEYSIGHT TECHNOLOGIES INC1.6K shares11.13%2025-12-312026-01-23 NFLX NETFLIX INC3.5K shares464.02%2025-12-312026-01-23 GLW CORNING INC3.7K shares0.05%2025-12-312026-01-23 SRE SEMPRA3.6K shares0.00%2025-12-312026-01-23 HLI HOULIHAN LOKEY INC1.8K shares2.38%2025-12-312026-01-23 SAIC SCIENCE APPLICATIONS INTL CO3.0K shares0.00%2025-12-312026-01-23 CSGP COSTAR GROUP INC4.4K shares0.00%2025-12-312026-01-23 SYY SYSCO CORP4.0K shares0.00%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC3.2K shares0.00%2025-12-312026-01-23 CPRT COPART INC7.3K shares3.81%2025-12-312026-01-23 EVR EVERCORE INC827 shares2.48%2025-12-312026-01-23 APD AIR PRODS & CHEMS INC1.1K shares-6.67%2025-12-312026-01-23 CGDV CAPITAL GROUP DIVIDEND VALUE6.3K shares-15.65%2025-12-312026-01-23 CHH CHOICE HOTELS INTL INC2.9K shares0.00%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE858 shares-5.82%2025-12-312026-01-23 ENB ENBRIDGE INC5.4K shares0.00%2025-12-312026-01-23 EMR EMERSON ELEC CO1.9K shares0.05%2025-12-312026-01-23 DLTR DOLLAR TREE INC2.1K shares-10.22%2025-12-312026-01-23 MDLZ MONDELEZ INTL INC4.8K shares-45.35%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS2.8K shares0.00%2025-12-312026-01-23 CHRW C H ROBINSON WORLDWIDE INC1.5K shares-48.83%2025-12-312026-01-23 DEO DIAGEO PLC2.8K shares-48.68%2025-12-312026-01-23 UNP UNION PAC CORP1.1K shares9.96%2025-12-312026-01-23 UBS UBS GROUP AG5.2K shares0.00%2025-12-312026-01-23 CRL CHARLES RIV LABS INTL INC1.2K sharesnew addition2025-12-312026-01-23 PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-12-312026-01-23 TROW PRICE T ROWE GROUP INC2.2K shares-29.10%2025-12-312026-01-23 AFL AFLAC INC2.1K shares0.00%2025-12-312026-01-23 PAYC PAYCOM SOFTWARE INC1.4K shares15.15%2025-12-312026-01-23 SPYD SPDR SERIES TRUST5.1K shares0.00%2025-12-312026-01-23 ROK ROCKWELL AUTOMATION INC565 sharesnew addition2025-12-312026-01-23 COP CONOCOPHILLIPS2.3K shares-0.65%2025-12-312026-01-23 TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-01-23 OKE ONEOK INC NEW2.8K shares0.00%2025-12-312026-01-23 VOT VANGUARD INDEX FDS743 shares-4.50%2025-12-312026-01-23 CSX CSX CORP5.7K sharesnew addition2025-12-312026-01-23 TMO THERMO FISHER SCIENTIFIC INC356 sharesnew addition2025-12-312026-01-23 SPGI S&P GLOBAL INC393 sharesnew addition2025-12-312026-01-23 TOL TOLL BROTHERS INC1.5K shares0.00%2025-12-312026-01-23 CG CARLYLE GROUP INC3.4K shares0.68%2025-12-312026-01-23 NDSN NORDSON CORP834 sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available