13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001840084
Total reported value
$397.2M
$397.2M
122 檔
22.7%
At the close of Q2 2024, Brown Miller Wealth Management, LLC disclosed equity holdings valued at approximately $397.2M, spread across 122 reported holdings.
In Q2 2024, Brown Miller Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.45% | +0.20% | +866.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.81% | +0.21% | +0.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.08% | -0.42% | +0.81% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.79% | -0.06% | -0.27% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.31% | +0.22% | -0.02% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 1.82% | -0.25% | +0.67% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | — | +6.11% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 1.64% | +0.06% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.01% | +6.02% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.59% | -0.21% | +0.02% | |
| 11 | CGXU | Cap Group Intl Focus | ETF-Other | 1.58% | +0.17% | +3.24% | |
| 12 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.41% | -0.05% | +5.30% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.06% | +2.25% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.34% | -0.11% | -0.11% | |
| 15 | CB | Chubb Limited | Stock-Financials | 1.34% | -0.11% | +0.41% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.32% | -0.37% | +1.68% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | +0.02% | -1.52% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | +0.37% | +2.64% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.28% | +0.34% | +3.15% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.21% | -0.12% | +0.24% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.02% | +2.20% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.14% | +0.65% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | -0.01% | +3.95% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.03% | +2.36% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.17% | +0.18% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.08% | -0.04% | — | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.30% | -0.44% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | +0.04% | +4.07% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.99% | -0.01% | -1.29% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.98% | -0.64% | +3.24% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | +0.02% | -1.18% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.96% | -0.04% | +0.47% | |
| 33 | BLKCHF | Blackrock Inc | Stock-Other | 0.96% | — | +0.86% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.91% | +0.06% | -1.22% | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 0.89% | -0.22% | +1.32% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.06% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | — | +1.21% | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.86% | -0.19% | -0.51% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.22% | +1.21% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | — | +10.83% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.74% | -0.02% | +0.65% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.72% | — | +4.88% | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.72% | -0.06% | +1.63% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.67% | -0.08% | +8.00% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.67% | -0.07% | -1.48% | |
| 46 | XYL | Xylem Inc | Stock-Industrials | 0.64% | -0.05% | -1.02% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.01% | +5.22% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | — | +8.11% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.55% | +0.07% | +0.08% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.05% | +2.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | +866.72% | Add |
| 2 | AAPL | Apple Inc | +1.4% | +0.63% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.02% | Trim |
| 4 | QCOM | Qualcomm Inc | +0.2% | — | Unchanged |
| 5 | XLF | Ss Financial Select Sector | +0.2% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +0.1% | +0.18% | Add |
| 7 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 8 | FEX | First Trust Large Cap Core A | +0.1% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.1% | +6.02% | Add |
| 10 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.1% | +0.81% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.11% | Add |
| 13 | NEE | Nextera Energy Inc | +0.1% | +1.68% | Add |
| 14 | ADI | Analog Devices Inc | +0.1% | -1.29% | Trim |
| 15 | JPST | Jpmorgan Ultra-short Income | +0.1% | +34.91% | Add |
| 16 | AMGN | Amgen Inc | 0% | +1.21% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.07% | Add |
| 18 | PM | Philip Morris International | 0% | +0.65% | Add |
| 19 | GOOG | Alphabet Inc-cl C | 0% | +2.12% | Add |
| 20 | ACGL | Arch Capital Group Ltd. | 0% | +2.56% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | -1.97% | Trim |
| 22 | IJH | Ishares Core S&p Midcap ETF | 0% | +10.83% | Add |
| 23 | UNH | Unitedhealth Group Inc | 0% | +2.64% | Add |
| 24 | PG | Procter & Gamble Co/the | 0% | +2.25% | Add |
| 25 | CGXU | Cap Group Intl Focus | -0.1% | +3.24% | Add |
| 26 | CSGP | Costar Group Inc | -0.1% | — | Unchanged |
| 27 | CVS | Cvs Health CORP | -0.1% | -6.40% | Trim |
| 28 | FAST | Fastenal Co | -0.1% | — | Unchanged |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | +4.88% | Add |
| 30 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 31 | INTC | Intel CORP | -0.1% | -10.81% | Trim |
| 32 | PLD | Prologis Inc | -0.1% | +8.00% | Add |
| 33 | SNOW | Snowflake Inc | -0.1% | -4.00% | Trim |
| 34 | BLKCHF | Blackrock Inc | -0.1% | +0.86% | Add |
| 35 | V | Visa Inc-class A Shares | -0.1% | +2.36% | Add |
| 36 | ILF | Ishares Latin America 40 ETF | -0.1% | EXIT | Sold out |
| 37 | SYK | Stryker CORP | -0.1% | -1.18% | Trim |
| 38 | PEP | Pepsico Inc | -0.1% | -16.27% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 40 | JNJ | Johnson & Johnson | -0.1% | +2.20% | Add |
| 41 | ABBV | Abbvie Inc | -0.1% | +0.65% | Add |
| 42 | LIN | Linde plc | -0.2% | +0.24% | Add |
| 43 | IBM | Intl Business Machines CORP | -0.2% | -1.22% | Trim |
| 44 | ACN | Accenture plc | -0.2% | +3.24% | Add |
| 45 | EWJ | Ishares Msci Japan ETF | -0.2% | EXIT | Sold out |
| 46 | XLY | Ss Consumer Disc Select Sect | -0.2% | EXIT | Sold out |
| 47 | SBUX | Starbucks CORP | -0.3% | +5.30% | Add |
| 48 | ABT | Abbott Laboratories | -0.3% | +0.67% | Add |
| 49 | LOW | Lowe's Cos Inc | -0.4% | +0.02% | Add |
| 50 | DIS | Walt Disney Co/the | -0.4% | -0.11% | Trim |
According to official SEC Form 13F filings, Brown Miller Wealth Management, LLC reported a total U.S. public equity portfolio value of $397.2M across 122 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 22.7% of total reported equity market value during Q2 2024.
Top New Position Initiated
XLF
市值: $391.0K
Top Position Liquidated / Trimmed
XLY
前期市值: $508.1K
During Q2 2024, Brown Miller Wealth Management, LLC's top holdings by market value included NVDA (14.4%)、AAPL (9.8%)、MSFT (7.1%). The largest single position, NVDA, represented 14.4% of total portfolio value.
In Q2 2024, Brown Miller Wealth Management, LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.