Investor Details
| Filer Name: | BROWN MILLER WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1840084 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 120 |
| Portfolio Value: | $0.26B |
Brown Miller Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 281,394 | $38M | 14.49% | -0.4% | - |
| AAPL | US | APPLE INC | 113,873 | $29M | 10.94% | 1.0% | - |
| MSFT | US | MICROSOFT CORP | 38,239 | $16M | 6.18% | -1.4% | - |
| JPM | US | JPMORGAN CHASE & CO | 44,771 | $11M | 4.12% | -1.3% | - |
| GOOGL | US | ALPHABET INC-CL A | 31,090 | $6M | 2.26% | 1.6% | - |
| IVV | US | ISHARES CORE S&P 500 ETF | 9,247 | $5M | 2.09% | 3.1% | - |
| ABT | US | ABBOTT LABORATORIES | 42,512 | $5M | 1.84% | -0.3% | - |
| AMZN | US | AMAZON.COM INC | 20,352 | $4M | 1.71% | 0.9% | - |
| LOW | US | LOWE'S COS INC | 17,654 | $4M | 1.67% | 0.3% | - |
| SBUX | US | STARBUCKS CORP | 44,399 | $4M | 1.55% | -0.6% | - |
| CSCO | US | CISCO SYSTEMS INC | 66,330 | $4M | 1.51% | 0.5% | - |
| CGXU | US | CAP GROUP INTL FOCUS | 157,361 | $4M | 1.49% | 4.2% | - |
| DIS | US | WALT DISNEY CO/THE | 34,290 | $4M | 1.46% | 1.2% | - |
| CB | US | CHUBB LTD | 12,864 | $4M | 1.36% | 0.5% | - |
| VTI | US | VANGUARD TOTAL STOCK MKT ETF | 12,049 | $3M | 1.34% | 0.4% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 20,915 | $4M | 1.34% | 1.2% | - |
| V | US | VISA INC-CLASS A SHARES | 10,810 | $3M | 1.31% | 0.1% | - |
| AVGO | US | BROADCOM INC | 14,590 | $3M | 1.30% | -14.3% | - |
| NEE | US | NEXTERA ENERGY INC | 45,653 | $3M | 1.26% | 0.5% | - |
| BLK | US | BLACKROCK INC | 3,158 | $3M | 1.24% | 100.0% | - |