HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORP |
29,124 | -451 | $26,315 |
| NVDA | 29,124 | -451 | $26,315 |
| APPLE INC |
111,471 | -1,778 | $19,115 |
| AAPL | 111,471 | -1,778 | $19,115 |
| MICROSOFT CORP |
37,813 | +503 | $15,908 |
| MSFT | 37,813 | +503 | $15,908 |
| JPMORGAN CHASE & CO |
45,284 | +1,359 | $9,070 |
| JPM | 45,284 | +1,359 | $9,070 |
| ABBOTT LABORATORIES |
41,798 | -2,516 | $4,750 |
| ABT | 41,798 | -2,516 | $4,750 |
| ALPHABET INC VOTING CAP STK CL A |
30,510 | +333 | $4,604 |
| GOOGL | 30,510 | +333 | $4,604 |
| LOWES COMPANIES INC |
17,401 | +730 | $4,432 |
| LOW | 17,401 | +730 | $4,432 |
| DISNEY WALT COMPANY |
32,602 | +7,072 | $3,989 |
| DIS | 32,602 | +7,072 | $3,989 |
| STARBUCKS CORP |
41,410 | +1,958 | $3,784 |
| SBUX | 41,410 | +1,958 | $3,784 |
| ISHARES CORE S&P 500 ETF S&P 500 INDEX FD (IVV) |
7,050 | +1,192 | $3,706 |
| IVV | 7,050 | +1,192 | $3,706 |
| CAPITAL GRP INTL ETF FOCUS EQUITY (CGXU) |
143,137 | +5,746 | $3,690 |
| CGXU | 143,137 | +5,746 | $3,690 |
| AMAZON COM INC |
18,968 | +221 | $3,421 |
| AMZN | 18,968 | +221 | $3,421 |
| QUALCOMM INC |
19,809 | +336 | $3,353 |
| QCOM | 19,809 | +336 | $3,353 |
| CHUBB LTD |
12,610 | +482 | $3,267 |
| CB | 12,610 | +482 | $3,267 |
| PROCTER & GAMBLE CO |
19,936 | +463 | $3,234 |
| PG | 19,936 | +463 | $3,234 |
| CISCO SYSTEMS INC |
62,653 | -369 | $3,127 |
| CSCO | 62,653 | -369 | $3,127 |
| VANGUARD TOTAL STOCK ETF MARKET ETF (VTI) |
12,015 | -650 | $3,122 |
| VTI | 12,015 | -650 | $3,122 |
| LINDE PLC NEW |
6,619 | +155 | $3,073 |
| LIN | 6,619 | +155 | $3,073 |
| JOHNSON & JOHNSON |
18,822 | +542 | $2,977 |
| JNJ | 18,822 | +542 | $2,977 |
| ABBVIE INC |
16,268 | +36 | $2,962 |
| ABBV | 16,268 | +36 | $2,962 |
| UNITEDHEALTH GROUP INC |
5,916 | +219 | $2,926 |
| UNH | 5,916 | +219 | $2,926 |
| VISA INC CLASS A |
10,270 | +8,641 | $2,866 |
| V | 10,270 | +8,641 | $2,866 |
| NEXTERA ENERGY INC |
44,269 | +8,340 | $2,829 |
| NEE | 44,269 | +8,340 | $2,829 |
| VANGUARD MID CAP ETF (VO) |
11,152 | +826 | $2,786 |
| VO | 11,152 | +826 | $2,786 |
| MERCK & CO INC NEW |
21,008 | -1,085 | $2,772 |
| MRK | 21,008 | -1,085 | $2,772 |
| ACCENTURE PLC IRELAND SHARES CLASS A (ACN) |
7,551 | +195 | $2,617 |
| ACN | 7,551 | +195 | $2,617 |
| STRYKER CORP |
6,978 | +67 | $2,497 |
| SYK | 6,978 | +67 | $2,497 |
| INTERNATIONAL BUSINESS MACHINE CORP |
12,756 | +475 | $2,435 |
| IBM | 12,756 | +475 | $2,435 |
| BLACKROCK INC |
2,907 | -781 | $2,423 |
| BLK | 2,907 | -781 | $2,423 |
| RTX CORP |
24,538 | +568 | $2,393 |
| RTX | 24,538 | +568 | $2,393 |
| AMERICAN TOWER CORP REIT |
11,855 | -11,693 | $2,342 |
| AMT | 11,855 | -11,693 | $2,342 |
| VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF (VWO) |
52,697 | +3,796 | $2,201 |
| VWO | 52,697 | +3,796 | $2,201 |
 BERKSHIRE HATHAWAY INC SERIES B NEW |
$2,198 | ||
| BRK.B | 5,227 | UNCH | $2,198 |
| BROADCOM INC |
1,629 | +1,259 | $2,159 |
| AVGO | 1,629 | +1,259 | $2,159 |
| INTERCONTINENTAL EXCH EXCHANGE (ICE) |
15,526 | +300 | $2,133 |
| ICE | 15,526 | +300 | $2,133 |
| ANALOG DEVICES INC |
10,571 | +330 | $2,090 |
| ADI | 10,571 | +330 | $2,090 |
| CHEVRON CORPORATION |
13,026 | +810 | $2,054 |
| CVX | 13,026 | +810 | $2,054 |
| TRACTOR SUPPLY COMPANY |
7,695 | +4,710 | $2,014 |
| TSCO | 7,695 | +4,710 | $2,014 |
| AMGEN INC |
6,703 | +71 | $1,905 |
| AMGN | 6,703 | +71 | $1,905 |
| COMCAST CORP NEW CL A |
42,097 | +1,899 | $1,824 |
| CMCSA | 42,097 | +1,899 | $1,824 |
| REALTY INCOME CORP REIT |
32,104 | +23,485 | $1,736 |
| O | 32,104 | +23,485 | $1,736 |
| PROLOGIS INC |
13,207 | +8,072 | $1,719 |
| PLD | 13,207 | +8,072 | $1,719 |
| ISHARES CORE S&P MID ETF ETF (IJH) |
28,083 | +22,328 | $1,705 |
| IJH | 28,083 | +22,328 | $1,705 |
| PHILIP MORRIS INTERNATIONAL INC |
17,461 | -902 | $1,599 |
| PM | 17,461 | -902 | $1,599 |
| GENL DYNAMICS CORP |
5,603 | +91 | $1,582 |
| GD | 5,603 | +91 | $1,582 |
| XYLEM INC |
11,524 | +156 | $1,489 |
| XYL | 11,524 | +156 | $1,489 |
| ISHARES ETF RUSSELL 2000 (IWM) |
7,007 | +517 | $1,473 |
| IWM | 7,007 | +517 | $1,473 |
| UNITED PARCEL SERVICE B |
9,397 | +899 | $1,396 |
| UPS | 9,397 | +899 | $1,396 |
| MASTERCARD INC CL A |
2,748 | +55 | $1,323 |
| MA | 2,748 | +55 | $1,323 |
| ARES CAPITAL CORP |
63,086 | +2,075 | $1,313 |
| ARCC | 63,086 | +2,075 | $1,313 |
See Full List: All Stocks Held By Brown Miller Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Brown Miller Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $226,779 At 12/31/2023: $200,061 Brown Miller Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brown Miller Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
