Brown Miller Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Brown Miller Wealth Management, LLC reported 120 stock positions worth $260.8 million. Its top holding was Nvidia (NVDA) at 14.5% of the portfolio, followed by Apple (AAPL, 10.9%) and Microsoft (MSFT, 6.2%). Compared with Q3 2024, it opened 7 new positions, sold out of 14, added to 57 and reduced 35. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840084
- Portfolio Value
- $260.8M (Q4 2024)
- SEC Filing
- 0001840084-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 120 stocks · $260.8M
| NVDA Nvidia Corp. | 14.49% | 281,394 | $37.8M | Reduce -0.5% |
| AAPL Apple Inc. | 10.94% | 113,873 | $28.5M | Add +1.0% |
| MSFT Microsoft Corp. | 6.18% | 38,239 | $16.1M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 4.12% | 44,771 | $10.7M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 2.26% | 31,090 | $5.9M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 2.09% | 9,247 | $5.4M | Add +3.1% |
| ABT Abbott Laboratories | 1.84% | 42,512 | $4.8M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.71% | 20,352 | $4.5M | Add +0.9% |
| LOW Lowe's Cos Inc. | 1.67% | 17,654 | $4.4M | Add +0.3% |
| SBUX Starbucks Corp. | 1.55% | 44,399 | $4.1M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 1.51% | 66,330 | $3.9M | Add +0.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.49% | 157,361 | $3.9M | Add +4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.46% | 34,290 | $3.8M | Add +1.2% |
| CB Chubb Ltd. | 1.36% | 12,864 | $3.6M | Add +0.5% |
| PG The Procter & Gamble Co. | 1.34% | 20,915 | $3.5M | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.34% | 12,049 | $3.5M | Add +0.4% |
| V Visa Inc. Class A | 1.31% | 10,810 | $3.4M | Add +0.1% |
| AVGO Broadcom Inc. | 1.30% | 14,590 | $3.4M | Reduce -14.3% |
| NEE Nextera Energy Inc. | 1.26% | 45,653 | $3.3M | Add +0.5% |
| BLK BlackRock Inc. | 1.24% | 3,158 | $3.2M | Add +6.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.23% | 12,161 | $3.2M | Add +4.4% |
| UNH Unitedhealth Group Inc. | 1.19% | 6,110 | $3.1M | Reduce -0.4% |
| LIN Linde PLC | 1.18% | 7,373 | $3.1M | Add +9.3% |
| QCOM Qualcomm Inc. | 1.18% | 20,014 | $3.1M | Add +0.8% |
| ACN Accenture PLC Class A | 1.16% | 8,581 | $3.0M | Add +7.2% |
| JNJ Johnson & Johnson | 1.12% | 20,242 | $2.9M | Add +2.9% |
| ABBV Abbvie Inc. | 1.10% | 16,130 | $2.9M | Reduce -1.6% |
| RTX RTX Corp. | 1.09% | 24,476 | $2.8M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.06% | 12,578 | $2.8M | Reduce -0.3% |
| SYK Stryker Corp. | 0.97% | 7,000 | $2.5M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.95% | 56,228 | $2.5M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 5,227 | $2.4M | No change |
| ICE Intercontinental Exchange Inc. | 0.91% | 15,858 | $2.4M | Reduce -0.1% |
| ADI Analog Devices Inc. | 0.88% | 10,763 | $2.3M | Add +1.4% |
| AMT American Tower Corp. | 0.83% | 11,847 | $2.2M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.83% | 21,630 | $2.2M | Add +3.0% |
| TSCO Tractor Supply Company | 0.80% | 39,441 | $2.1M | Add +1.1% |
| PM Philip Morris International | 0.78% | 16,853 | $2.0M | Reduce -4.2% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 32,163 | $2.0M | Add +5.3% |
| AMGN Amgen Inc. | 0.72% | 7,249 | $1.9M | Add +5.7% |
| CVX Chevron Corp. | 0.70% | 12,656 | $1.8M | Reduce -4.8% |
| O Realty Income Corp. | 0.70% | 34,309 | $1.8M | Add +3.6% |
| CMCSA Comcast Corp. Class A | 0.65% | 45,459 | $1.7M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.63% | 7,463 | $1.6M | Add +5.3% |
| MA Mastercard Inc. Class A | 0.62% | 3,064 | $1.6M | Add +4.9% |
| GD General Dynamics Corp. | 0.58% | 5,767 | $1.5M | Add +2.7% |
| PLD Prologis Inc. | 0.57% | 14,100 | $1.5M | Reduce -3.6% |
| XYL Xylem Inc. | 0.55% | 12,284 | $1.4M | Add +5.0% |
| ARCC Ares Capital Corp. | 0.54% | 64,324 | $1.4M | Add +1.3% |
| ACGL Arch Capital Group Ltd. | 0.54% | 15,216 | $1.4M | Add +20.6% |
| UPS United Parcel Service Class B | 0.54% | 11,088 | $1.4M | Add +1.6% |
| GLDM SPDR Gold Minishares Trust | 0.53% | 26,460 | $1.4M | Add +3.0% |
| BX Blackstone Inc. | 0.49% | 7,478 | $1.3M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 5,825 | $1.1M | Add +14.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 2,319 | $952K | No change |
| SNOW Snowflake Inc. | 0.36% | 6,098 | $942K | Add +8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 5,220 | $884K | No change |
| VZ Verizon Communications Inc. | 0.33% | 21,678 | $867K | Add +0.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 15,289 | $862K | Add +11.3% |
| MCD McDonald's Corp. | 0.32% | 2,904 | $842K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.31% | 872 | $800K | Reduce -1.7% |
| XLE SS Energy Select Sector | 0.30% | 9,283 | $795K | Add +17.5% |
| DHR Danaher Corp. | 0.29% | 3,290 | $755K | Reduce -5.2% |
| VHT Vanguard Health Care ETF | 0.29% | 2,961 | $751K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 12,379 | $712K | Add +22.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 8,216 | $707K | Add +90.7% |
| PEP Pepsico Inc. | 0.27% | 4,635 | $705K | Reduce -19.3% |
| GABC German American Bancorp | 0.27% | 17,526 | $705K | New |
| CGGR Cap Group Growth Equity | 0.27% | 18,666 | $694K | Add +3.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.26% | 23,603 | $690K | No change |
| RMD Resmed Inc. | 0.26% | 2,970 | $679K | No change |
| HACK Amplify Cybersecurity ETF | 0.26% | 9,102 | $678K | Add +4.1% |
| EPD Enterprise Products Partners | 0.25% | 20,830 | $653K | Add +0.1% |
| FAST Fastenal Co. | 0.23% | 8,376 | $602K | No change |
| DE Deere & Co. | 0.23% | 1,410 | $597K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.22% | 3,054 | $582K | Reduce -2.3% |
| WTM White Mountains Insurance GP | 0.22% | 298 | $580K | No change |
| WMT Walmart Inc. | 0.22% | 6,317 | $571K | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 0.22% | 1,160 | $564K | New |
| MO Altria Group Inc. | 0.21% | 10,600 | $554K | Reduce -2.7% |
| JPST JPMorgan Ultra-Short Income | 0.20% | 10,604 | $534K | Reduce -11.6% |
| ITA iShares U.S. Aerospace & Def | 0.19% | 3,390 | $493K | Add +4.0% |
| UBSI United Bankshares Inc. | 0.17% | 12,148 | $456K | Add +1.0% |
| FDVV Fidelity High Dividend ETF | 0.17% | 9,100 | $454K | Reduce -3.2% |
| CHH Choice Hotels Intl Inc. | 0.16% | 2,868 | $407K | No change |
| ADP Automatic Data Processing | 0.15% | 1,303 | $381K | No change |
| WMB Williams Cos Inc. | 0.14% | 6,780 | $367K | Reduce -4.0% |
| SYY Sysco Corp. | 0.13% | 4,438 | $339K | No change |
| D Dominion Energy Inc. | 0.12% | 5,973 | $322K | Add +0.2% |
| HON Honeywell International Inc. | 0.12% | 1,421 | $321K | Add +39.2% |
| KO The Coca-Cola Co. | 0.12% | 5,118 | $319K | Add +68.0% |
| STT State Street Corp. | 0.12% | 3,243 | $318K | No change |
| KMI Kinder Morgan Inc. | 0.12% | 11,344 | $311K | Add +7.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.12% | 3,000 | $310K | No change |
| CSGP Costar Group Inc. | 0.12% | 4,329 | $310K | No change |
| XLK SS Technology Select Sector | 0.12% | 1,322 | $307K | Reduce -44.5% |
| EMR Emerson Electric Co. | 0.12% | 2,462 | $305K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 2,817 | $303K | Reduce -4.3% |
| TSLA Tesla Inc. | 0.11% | 742 | $300K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 1,214 | $292K | Add +5.2% |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -1.4% | 6.18% | −0.30 |
| AMT American Tower Corp. | Reduce -2.5% | 0.83% | −0.27 |
| UNH Unitedhealth Group Inc. | Reduce -0.4% | 1.19% | −0.21 |
| ARKG ARK Genomic Revolution ETF | Sold out | 0.00% | −0.18 |
| ABBV Abbvie Inc. | Reduce -1.6% | 1.10% | −0.16 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.15 |
| PLD Prologis Inc. | Reduce -3.6% | 0.57% | −0.15 |
| SBUX Starbucks Corp. | Reduce -0.6% | 1.55% | −0.14 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.13 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| PEP Pepsico Inc. | Reduce -19.3% | 0.27% | −0.11 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.10 |
| XIFR XPLR Infrastructure LP | Reduce -20.7% | 0.10% | −0.10 |
| INTC Intel Corp. | Sold out | 0.00% | −0.10 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.09 |
| XLK SS Technology Select Sector | Reduce -44.5% | 0.12% | −0.09 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.09 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.09 |
| DHR Danaher Corp. | Reduce -5.2% | 0.29% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -0.1% | 0.91% | −0.08 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.08 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.08 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.08 |
| RTX RTX Corp. | Reduce -0.4% | 1.09% | −0.07 |
| CVX Chevron Corp. | Reduce -4.8% | 0.70% | −0.06 |
| PM Philip Morris International | Reduce -4.2% | 0.78% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.3% | 1.84% | −0.05 |
| DOW Dow Inc. | Reduce -12.6% | 0.08% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -11.6% | 0.20% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -0.3% | 1.06% | −0.02 |
| HD Home Depot Inc. | Reduce -9.4% | 0.11% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -4.3% | 0.12% | −0.02 |
| FDVV Fidelity High Dividend ETF | Reduce -3.2% | 0.17% | −0.01 |
| MO Altria Group Inc. | Reduce -2.7% | 0.21% | −0.00 |
| PNC PNC Financial Services Group | Reduce -5.2% | 0.08% | −0.00 |
| CPRT Copart Inc. | Reduce -8.9% | 0.11% | −0.00 |
| DE Deere & Co. | Reduce -0.2% | 0.23% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.31% | +0.00 |
| GILD Gilead Sciences Inc. | Reduce -6.5% | 0.11% | +0.00 |
| NFLX Netflix Inc. | Reduce -8.3% | 0.11% | +0.01 |
| WMB Williams Cos Inc. | Reduce -4.0% | 0.14% | +0.02 |
| WMT Walmart Inc. | Reduce -2.0% | 0.22% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.22% | +0.02 |
| BX Blackstone Inc. | Reduce -2.7% | 0.49% | +0.04 |
| AVGO Broadcom Inc. | Reduce -14.3% | 1.30% | +0.16 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 4.12% | +0.40 |
| NVDA Nvidia Corp. | Reduce -0.5% | 14.49% | +1.15 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +1.0% | 10.94% | +0.73 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 2.26% | +0.28 |
| GABC German American Bancorp | New | 0.27% | +0.27 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.71% | +0.25 |
| LMT Lockheed Martin Corp. | New | 0.22% | +0.22 |
| DIS The Walt Disney Co. | Add +1.2% | 1.46% | +0.20 |
| V Visa Inc. Class A | Add +0.1% | 1.31% | +0.16 |
| BLK BlackRock Inc. | Add +6.6% | 1.24% | +0.15 |
| CSCO Cisco Systems Inc. | Add +0.5% | 1.51% | +0.14 |
| TSLA Tesla Inc. | New | 0.11% | +0.11 |
| SNOW Snowflake Inc. | Add +8.0% | 0.36% | +0.11 |
| UBS UBS Group AG-Reg | New | 0.10% | +0.10 |
| AXP American Express Co. | New | 0.09% | +0.09 |
| OMC Omnicom Group | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 2.09% | +0.08 |
| SRE Sempra | New | 0.08% | +0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +90.7% | 0.27% | +0.07 |
| MA Mastercard Inc. Class A | Add +4.9% | 0.62% | +0.06 |
| ACN Accenture PLC Class A | Add +7.2% | 1.16% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +14.1% | 0.44% | +0.04 |
| HON Honeywell International Inc. | Add +39.2% | 0.12% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +22.9% | 0.27% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.4% | 1.23% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +11.3% | 0.33% | +0.04 |
| KO The Coca-Cola Co. | Add +68.0% | 0.12% | +0.04 |
| XLE SS Energy Select Sector | Add +17.5% | 0.30% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +5.3% | 0.77% | +0.03 |
| KMI Kinder Morgan Inc. | Add +7.4% | 0.12% | +0.03 |
| HACK Amplify Cybersecurity ETF | Add +4.1% | 0.26% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +5.3% | 0.63% | +0.02 |
| ARCC Ares Capital Corp. | Add +1.3% | 0.54% | +0.02 |
| CGGR Cap Group Growth Equity | Add +3.8% | 0.27% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 1.34% | +0.02 |
| EPD Enterprise Products Partners | Add +0.1% | 0.25% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +3.0% | 0.53% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.2% | 0.11% | +0.01 |
| CGDV Cap Group Dividend Value | Add +9.9% | 0.10% | +0.00 |
| UBSI United Bankshares Inc. | Add +1.0% | 0.17% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Add +4.0% | 0.19% | −0.00 |
| UNP Union Pacific Corp. | Add +0.3% | 0.08% | −0.01 |
| ACGL Arch Capital Group Ltd. | Add +20.6% | 0.54% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.08% | −0.01 |
| D Dominion Energy Inc. | Add +0.2% | 0.12% | −0.01 |
| SYK Stryker Corp. | Add +0.2% | 0.97% | −0.01 |
| MCD McDonald's Corp. | Add +0.1% | 0.32% | −0.02 |
| UPS United Parcel Service Class B | Add +1.6% | 0.54% | −0.04 |
| VZ Verizon Communications Inc. | Add +0.8% | 0.33% | −0.04 |
| PG The Procter & Gamble Co. | Add +1.2% | 1.34% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +3.5% | 0.95% | −0.06 |
| LIN Linde PLC | Add +9.3% | 1.18% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 204 | $397.2M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q1 2026 | 191 | $351.9M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q4 2025 | 193 | $361.9M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q3 2025 | 191 | $352.8M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q2 2025 | 189 | $321.9M | NVDA, AAPL, MSFT, JPM, AVGO |
| Q1 2025 | 180 | $289.0M | NVDA, AAPL, MSFT, JPM, ABT |
| Q4 2024 | 120 | $260.8M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q3 2024Amended | 127 | $257.3M | NVDA, AAPL, MSFT, JPM, IVV |
| Q2 2024Amended | 122 | $240.8M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q1 2024Amended | 122 | $226.8M | NVDA, AAPL, MSFT, JPM, ABT |