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CIK: 0001840084
Total reported value
$397.2M
$397.2M
127 檔
23.2%
During the Q3 2024 filing period, Brown Miller Wealth Management, LLC (CIK: 0001840084) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $397.2M across 127 reported positions.
In Q3 2024, Brown Miller Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.34% | +0.20% | +0.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.21% | +0.21% | +0.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.48% | -0.42% | +1.71% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.72% | -0.06% | +0.42% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | — | +19.86% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.22% | +0.35% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 1.89% | -0.25% | +1.36% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.85% | -0.21% | +1.09% | |
| 9 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.69% | -0.05% | +2.43% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 1.58% | +0.17% | +2.16% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 1.49% | -0.37% | +0.93% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.01% | +0.26% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.43% | -0.11% | +1.09% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | +0.37% | +1.05% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.06% | +1.41% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.36% | +0.34% | +2.10% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | +0.02% | +1.39% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.31% | +0.06% | +0.23% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.27% | -0.11% | +4.05% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | +0.14% | +0.10% | |
| 21 | LIN | Linde plc | Stock-Materials | 1.25% | -0.12% | +1.70% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | -0.02% | +2.27% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.01% | +0.48% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.30% | +0.63% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.03% | +2.72% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.17% | +942.95% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.10% | -0.64% | +2.66% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.10% | -0.04% | +2.02% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.09% | — | +1.02% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.06% | +0.12% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | +0.04% | -0.96% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.99% | -0.22% | +0.89% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.98% | +0.02% | +1.33% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.95% | -0.01% | +1.68% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.06% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.04% | — | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.88% | -0.19% | +1.92% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.86% | — | +1.12% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | -0.02% | +0.14% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.81% | -0.06% | +1.46% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.22% | +0.86% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | — | -1.90% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.73% | — | +2.06% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.72% | -0.08% | +2.55% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.66% | -0.07% | +1.72% | |
| 46 | XYL | Xylem Inc | Stock-Industrials | 0.61% | -0.05% | +2.60% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.01% | -3.84% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | — | +7.45% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.05% | +4.10% | |
| 50 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.55% | -0.05% | +9.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +0.50% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | +19.86% | Add |
| 3 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | NEW | New buy |
| 4 | SBUX | Starbucks CORP | +0.3% | +2.43% | Add |
| 5 | LOW | Lowe's Cos Inc | +0.3% | +1.09% | Add |
| 6 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 7 | FDVV | Fidelity High Dividend ETF | +0.2% | NEW | New buy |
| 8 | NEE | Nextera Energy Inc | +0.2% | +0.93% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.2% | +0.12% | Add |
| 10 | RTX | Rtx CORP | +0.1% | +0.63% | Add |
| 11 | AMT | American Tower CORP | +0.1% | +2.02% | Add |
| 12 | BLKCHF | Blackrock Inc | +0.1% | +1.02% | Add |
| 13 | ACN | Accenture plc | +0.1% | +2.66% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +1.05% | Add |
| 15 | ICE | Intercontinental Exchange In | +0.1% | +0.89% | Add |
| 16 | CB | Chubb Limited | +0.1% | +1.09% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +0.10% | Add |
| 18 | O | Realty Income CORP | +0.1% | +1.46% | Add |
| 19 | PM | Philip Morris International | +0.1% | +0.14% | Add |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | NEW | New buy |
| 21 | TOL | Toll Brothers Inc | +0.1% | NEW | New buy |
| 22 | AFL | Aflac Inc | +0.1% | NEW | New buy |
| 23 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +2.10% | Add |
| 25 | ABT | Abbott Laboratories | +0.1% | +1.36% | Add |
| 26 | JNJ | Johnson & Johnson | +0.1% | +2.27% | Add |
| 27 | ACGL | Arch Capital Group Ltd. | +0.1% | +9.13% | Add |
| 28 | BX | Blackstone Inc | +0.1% | +0.63% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 30 | AVGO | Broadcom Inc | +0.1% | +942.95% | Add |
| 31 | PLD | Prologis Inc | +0.1% | +2.55% | Add |
| 32 | LIN | Linde plc | 0% | +1.70% | Add |
| 33 | VO | Vanguard Mid-cap ETF | 0% | +0.48% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.39% | Add |
| 35 | CGXU | Cap Group Intl Focus | — | +2.16% | Add |
| 36 | PG | Procter & Gamble Co/the | 0% | +1.41% | Add |
| 37 | JPM | Jpmorgan Chase & Co | -0.1% | +0.42% | Add |
| 38 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 39 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -47.05% | Trim |
| 40 | XLK | Ss Technology Select Sector | -0.1% | -29.54% | Trim |
| 41 | JPST | Jpmorgan Ultra-short Income | -0.1% | -30.74% | Trim |
| 42 | FEX | First Trust Large Cap Core A | -0.1% | EXIT | Sold out |
| 43 | SLV | Ishares Silver Trust | -0.1% | EXIT | Sold out |
| 44 | MTUM | Ishares Msci USA Momentum Fa | -0.2% | EXIT | Sold out |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | EXIT | Sold out |
| 46 | QCOM | Qualcomm Inc | -0.3% | +0.23% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.35% | Add |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.4% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -0.6% | +1.71% | Add |
| 50 | NVDA | Nvidia CORP | -1.1% | +0.40% | Add |
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 127 disclosed positions in Q3 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 23.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
JEPQ
市值: $754.6K
Top Position Liquidated / Trimmed
SPYV
前期市值: $865.0K
During Q3 2024, Brown Miller Wealth Management, LLC's top holdings by market value included NVDA (13.3%)、AAPL (10.2%)、MSFT (6.5%). The largest single position, NVDA, represented 13.3% of total portfolio value.
In Q3 2024, Brown Miller Wealth Management, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 3 holdings, and fully liquidating 6 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.
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