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CIK: 0001840084
Total reported value
$397.2M
$397.2M
120 檔
24.9%
The Q4 2024 SEC filing reveals that Brown Miller Wealth Management, LLC held a total portfolio value of $397.2M, covering 120 public equity positions.
In Q4 2024, Brown Miller Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.49% | +0.20% | -0.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.94% | +0.21% | +1.01% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.18% | -0.42% | -1.37% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.12% | -0.06% | -1.28% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.22% | +1.56% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | — | +3.12% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 1.84% | -0.25% | -0.33% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.01% | +0.94% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.67% | -0.21% | +0.34% | |
| 10 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.55% | -0.05% | -0.59% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.51% | +0.34% | +0.52% | |
| 12 | CGXU | Cap Group Intl Focus | ETF-Other | 1.49% | +0.17% | +4.24% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.46% | -0.11% | +1.20% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.36% | -0.11% | +0.50% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.06% | +1.17% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.02% | +0.44% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | +0.03% | +0.11% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.17% | -14.28% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.26% | -0.37% | +0.49% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.24% | -0.10% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | -0.01% | +4.40% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +0.37% | -0.42% | |
| 23 | LIN | Linde plc | Stock-Materials | 1.18% | -0.12% | +9.26% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.18% | +0.06% | +0.80% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.16% | -0.64% | +7.22% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.02% | +2.89% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.14% | -1.59% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.09% | -0.30% | -0.43% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.06% | +0.06% | -0.29% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | +0.02% | +0.17% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.04% | +3.53% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.06% | — | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.91% | -0.22% | -0.08% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | -0.01% | +1.44% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.83% | -0.04% | -2.51% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.04% | +2.96% | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.80% | -0.19% | +405.46% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | -0.02% | -4.23% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | — | +5.34% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | — | +5.67% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.22% | -4.82% | |
| 42 | O | Realty Income CORP | Stock-Real Estate | 0.70% | -0.06% | +3.65% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.65% | — | +0.88% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.01% | +5.26% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.05% | +4.93% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.58% | -0.07% | +2.71% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.57% | -0.08% | -3.60% | |
| 48 | XYL | Xylem Inc | Stock-Industrials | 0.55% | -0.05% | +4.97% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.54% | +0.07% | +1.30% | |
| 50 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.54% | -0.05% | +20.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.2% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +1.2% | -0.45% | Trim |
| 3 | AAPL | Apple Inc | +0.7% | +1.01% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -1.28% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.56% | Add |
| 6 | GABC | German American Bancorp | +0.3% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.94% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.2% | NEW | New buy |
| 9 | DIS | Walt Disney Co/the | +0.2% | +1.20% | Add |
| 10 | V | Visa Inc-class A Shares | +0.2% | +0.11% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | -14.28% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +0.52% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 14 | SNOW | Snowflake Inc | +0.1% | +7.97% | Add |
| 15 | UBS | UBS Group AG | +0.1% | NEW | New buy |
| 16 | AXP | American Express Co | +0.1% | NEW | New buy |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.12% | Add |
| 18 | OMC | Omnicom Group | +0.1% | NEW | New buy |
| 19 | EME | Emcor Group Inc | -0.1% | EXIT | Sold out |
| 20 | BAC | Bank Of America CORP | -0.1% | EXIT | Sold out |
| 21 | VXUS | Vanguard Total Intl Stock | -0.1% | EXIT | Sold out |
| 22 | IVE | Ishares S&p 500 Value ETF | -0.1% | EXIT | Sold out |
| 23 | TOL | Toll Brothers Inc | -0.1% | EXIT | Sold out |
| 24 | XLK | Ss Technology Select Sector | -0.1% | -44.48% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | -0.1% | EXIT | Sold out |
| 26 | DHR | Danaher CORP | -0.1% | -5.19% | Trim |
| 27 | XLF | Ss Financial Select Sector | -0.1% | EXIT | Sold out |
| 28 | QUAL | Ishares Msci USA Quality Fac | -0.1% | EXIT | Sold out |
| 29 | XIFR | Xplr Infrastructure LP | -0.1% | -20.74% | Trim |
| 30 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 31 | MRK | Merck & Co. Inc. | -0.1% | +2.96% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 33 | PEP | Pepsico Inc | -0.1% | -19.34% | Trim |
| 34 | O | Realty Income CORP | -0.1% | +3.65% | Add |
| 35 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 36 | JNJ | Johnson & Johnson | -0.1% | +2.89% | Add |
| 37 | XLI | Ss Industrial Select Sector | -0.1% | EXIT | Sold out |
| 38 | QCOM | Qualcomm Inc | -0.1% | +0.80% | Add |
| 39 | AMGN | Amgen Inc | -0.1% | +5.67% | Add |
| 40 | SBUX | Starbucks CORP | -0.1% | -0.59% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.2% | EXIT | Sold out |
| 42 | PLD | Prologis Inc | -0.2% | -3.60% | Trim |
| 43 | ABBV | Abbvie Inc | -0.2% | -1.59% | Trim |
| 44 | ARKG | Ark Genomic Revolution ETF | -0.2% | EXIT | Sold out |
| 45 | LOW | Lowe's Cos Inc | -0.2% | +0.34% | Add |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | -0.42% | Trim |
| 47 | NEE | Nextera Energy Inc | -0.2% | +0.49% | Add |
| 48 | AMT | American Tower CORP | -0.3% | -2.51% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | -1.37% | Trim |
| 50 | BLKCHF | Blackrock Inc | -1.1% | EXIT | Sold out |
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 120 disclosed positions in Q4 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 24.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $3.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.8M
During Q4 2024, Brown Miller Wealth Management, LLC's top holdings by market value included NVDA (14.5%)、AAPL (10.9%)、MSFT (6.2%). The largest single position, NVDA, represented 14.5% of total portfolio value.
In Q4 2024, Brown Miller Wealth Management, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 13 holdings, and fully liquidating 15 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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