Brown Miller Wealth Management, LLC Q1 2022 Filing

Filed April 14, 2022

Portfolio Value

$172.9M

Holdings

120

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
116,101$20.3M11.73%
2
MSFTMICROSOFT CORP
33,778$10.4M6.02%
3
NVDANVIDIA CORP
29,119$7.9M4.60%
4
JPMJPMORGAN CHASE & CO
43,813$6.0M3.46%
5
JPSTJPMORGAN ETF ULTRA-SHORT INCOME
111,825$5.6M3.25%
6
BACVERIZON COMMUNICATIONS COM
107,108$5.5M3.16%
7
ABTABBOTT LABORATORIES
36,588$4.3M2.51%
8
AMTAMERICAN TOWER CORP REIT
16,100$4.0M2.34%
9
GOOGLALPHABET INC VOTING CAP STK CL A
1,399$3.9M2.25%
10
SBUXSTARBUCKS CORP
36,410$3.3M1.92%
11
CSCOCISCO SYSTEMS INC
57,671$3.2M1.86%
12
QCOMQUALCOMM INC
19,644$3.0M1.74%
13
IBMINTERNATIONAL BUSINESS MACHINE CORP
22,370$2.9M1.68%
14
UNHUNITEDHEALTH GROUP INC
5,655$2.9M1.67%
15
JNJJOHNSON & JOHNSON
16,066$2.8M1.65%
16
VTIVANGUARD TOTAL STOCK ETF MARKET ETF
12,455$2.8M1.64%
17
LOWLOWES COMPANIES INC
14,012$2.8M1.64%
18
ABBVABBVIE INC
17,358$2.8M1.63%
19
PGPROCTER & GAMBLE CO
16,657$2.5M1.47%
20
AMZNAMAZON COM INC
723$2.4M1.36%
21
DISDISNEY WALT COMPANY
17,028$2.3M1.35%
22
VWOVANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
50,532$2.3M1.35%
23
NEENEXTERA ENERGY INC
26,433$2.2M1.30%
24
BLKCHFBLACKROCK INC
2,881$2.2M1.27%
25
ACNACCENTURE PLC IRELAND SHARES CLASS A
6,036$2.0M1.18%
26
ADIANALOG DEVICES INC
12,211$2.0M1.17%
27
CBCHUBB LTD
9,259$2.0M1.15%
28
RTXRAYTHEON TECHNOLOGIES CORP
18,685$1.9M1.07%
29
MRKMERCK & CO INC NEW
22,414$1.8M1.06%
30
CVXCHEVRON CORPORATION
11,286$1.8M1.06%
31
IVVISHARES CORE S&P 500 ETF S&P 500 INDEX FD
3,623$1.6M0.95%
32
IWMISHARES ETF RUSSELL 2000
7,540$1.5M0.90%
33
LINLINDE PLC
4,783$1.5M0.88%
34
AMGNAMGEN INC
5,980$1.4M0.84%
35
SYKSTRYKER CORP
5,304$1.4M0.82%
36
ICEINTERCONTINENTAL EXCH EXCHANGE
10,663$1.4M0.82%
37
BRK/BBERKSHIRE HATHAWAY INC SERIES B NEW
3,951$1.4M0.81%
38
VEAVANGUARD FTSE ETF DEVELOPED MARKETS ETF
28,894$1.4M0.80%
39
UPSUNITED PARCEL SERVICE-B
6,262$1.3M0.78%
40
CMCSACOMCAST CORP NEW CL A
28,310$1.3M0.77%
41
VOVANGUARD MID CAP ETF
5,559$1.3M0.76%
42
VFCV F CORPORATION
20,101$1.1M0.66%
43
ARCCARES CAPITAL CORP
53,979$1.1M0.65%
44
GDGENL DYNAMICS CORP
4,643$1.1M0.65%
45
IJHISHARES CORE S&P MID ETF ETF
4,133$1.1M0.64%
46
PEPPEPSICO INCORPORATED
6,263$1.0M0.61%
47
INTCINTEL CORP
21,038$1.0M0.60%
48
DHRDANAHER CORP
3,325$975K0.56%
49
MAMASTERCARD INC CL A
2,701$965K0.56%
50
XLKSECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
6,036$959K0.55%
51
DDOMINION ENERGY INC
10,961$931K0.54%
52
4I1PHILIP MORRIS INTERNATIONAL INC
8,936$839K0.49%
53
XLFSELECT SECTOR SPDR ETF TR FINANCIAL
21,568$826K0.48%
54
DOWDOW INC
12,475$795K0.46%
55
MCDMCDONALDS CORP
3,070$759K0.44%
56
EPDENTERPRISE PRODUCTS PARTNERS
28,711$741K0.43%
57
RMERESMED INC
2,970$720K0.42%
58
XYLXYLEM INC
8,379$714K0.41%
59
VIGVANGUARD DIVIDEND ETF APPRECIATION
4,403$714K0.41%
60
DEDEERE & CO
1,411$586K0.34%
61
COSTCOSTCO WHSL CORP NEW COM
979$564K0.33%
62
DBOINVESCO DB MULTI ETF COMMODITY TR OIL FD
32,402$561K0.32%
63
DBCINVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT
20,428$532K0.31%
64
FASTFASTENAL CO
8,376$498K0.29%
65
GOOGALPHABET INC NON VOTING CAP STK CL C
174$486K0.28%
66
VOXVANGUARD ETF COMMUNICATION SERVICES
4,050$486K0.28%
67
CVSCVS HEALTH CORPORATION
4,538$459K0.27%
68
ARKGARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
9,743$447K0.26%
69
SYYSYSCO CORPORATION
5,293$432K0.25%
70
DBEINVESCO DB MULTI ETF SECTOR COMMODITY TR ENERGY FD
18,566$429K0.25%
71
XLEENERGY SELECT ETF SECTOR SPDR
5,568$426K0.25%
72
RWRSPDR DOW JONES REIT ETF
3,598$422K0.24%
73
VXUSVANGUARD TOTAL INTL ETF STOCK INDEX FUND
6,995$418K0.24%
74
GILDGILEAD SCIENCES INC
7,002$416K0.24%
75
ICFISHARES COHEN&STEERS ETF REIT
5,719$406K0.23%
76
XIFRNEXTERA ENERGY PARTNERS LP
4,837$403K0.23%
77
HDHOME DEPOT INC
1,312$393K0.23%
78
WMBWILLIAMS COMPANIES INC
11,507$384K0.22%
79
DTDWISDOMTREE TOTAL DIV ETF
5,851$378K0.22%
80
UBSIUNITED BANKSHARES INC W VA
10,821$377K0.22%
81
XLBSELECT SECTOR SPDR F ETF MATERIALS
4,256$375K0.22%
82
AVGOBROADCOM INC
594$374K0.22%
83
VVISA INC CLASS A
1,660$368K0.21%
84
WMTWALMART INC
2,467$367K0.21%
85
ADPAUTOMATIC DATA PROCESSING
1,599$364K0.21%
86
DOCUDOCUSIGN INC
3,223$345K0.20%
87
WTMWHITE MOUNTAIN INS GRP
298$339K0.20%
88
AQLTISHARES SELECT ETF DIVIDEND
2,599$333K0.19%
89
NKENIKE INC CLASS B
2,447$329K0.19%
90
APDAIR PRODUCTS & CHEMICALS INC
1,306$326K0.19%
91
CHRWC H ROBINSON WORLDWIDE INC
3,000$323K0.19%
92
MTCHMATCH GROUP INC NEW
2,926$318K0.18%
93
STTSTATE STR CORP
3,635$317K0.18%
94
VBVANGUARD SMALL CAP ETF
1,440$306K0.18%
95
VGTVANGUARD INFORMATION ETF TECHNOLOGY
730$304K0.18%
96
BXBLACKSTONE GROUP INC COM
2,353$299K0.17%
97
SIRIEURSIRIUS XM HOLDINGS INC
44,995$298K0.17%
98
UNPUNION PACIFIC CORP
1,080$295K0.17%
99
CSGPCOSTAR GROUP INC
4,330$288K0.17%
100
IAU*ISHARES GOLD TR ETF ISHARES NEW
7,390$272K0.16%
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