Fund HoldingsBrown Miller Wealth Management, LLC

Total Portfolio Value
$288.97M
Total Bought
$64.76M
Total Sold
$12.92M
Net Transaction
+$51.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
063,097+63,09704,1491.44%+4,149
ZOETIS INC(ZTS)09,121+9,12101,5020.52%+1,502
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
014,976+14,97601,3710.47%+1,371
SPDR SER TR
ST STR SP600 SML
032,743+32,74301,3350.46%+1,335
LINDE PLC(LIN)7,3739,162+1,7893,0874,2661.48%+1,179
CHUBB LIMITED
COM
12,86414,940+2,0763,5544,5121.56%+957
D-WAVE QUANTUM INC(QBTS)0114,467+114,46708700.30%+870
GENERAL DYNAMICS CORP(GD)5,7678,708+2,9411,5202,3740.82%+854
ABBOTT LABS42,51242,686+1744,8095,6621.96%+854
LOCKHEED MARTIN CORP(LMT)1,1603,160+2,0005641,4120.49%+848
NEXTERA ENERGY INC(NEE)057,797+57,79704,0971.42%+4,097
CHEVRON CORP NEW(CVX)12,65615,754+3,0981,8332,6350.91%+802
GLOBAL X FDS
DEFENSE TECH ETF
014,890+14,89006930.24%+693
BERKSHIRE HATHAWAY INC DEL5,2275,739+5122,3693,0561.06%+687
ISHARES TR06,605+6,60506650.23%+665
PROGRESSIVE CORP(PGR)02,343+2,34306630.23%+663
CISCO SYS INC(CSCO)66,33073,899+7,5693,9274,5601.58%+634
BROWN & BROWN INC(BRO)05,071+5,07106310.22%+631
BROADRIDGE FINL SOLUTIONS IN(BR)02,567+2,56706220.22%+622
PAYCHEX INC(PAYX)03,999+3,99906170.21%+617
SOUTHERN CO(SO)06,659+6,65906120.21%+612
PHILIP MORRIS INTL INC(PM)16,85316,617-2362,0282,6380.91%+609
GERMAN AMERN BANCORP INC(GABC)17,52634,369+16,8437051,2890.45%+584
SNAP ON INC(SNA)01,721+1,72105800.20%+580
FIDELITY NATIONAL FINANCIAL(FNF)08,875+8,87505780.20%+578
ABBVIE INC(ABBV)016,362+16,36203,4281.19%+3,428
PEPSICO INC(PEP)08,415+8,41501,2620.44%+1,262
COLGATE PALMOLIVE CO(CL)05,865+5,86505500.19%+550
WEC ENERGY GROUP INC(WEC)04,940+4,94005380.19%+538
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,981+3,98105220.18%+522
ISHARES TR05,498+5,49805100.18%+510
ENTERGY CORP NEW(ETR)05,765+5,76504930.17%+493
DIAGEO PLC(DEO)04,684+4,68404910.17%+491
GILEAD SCIENCES INC(GILD)3,1066,939+3,8332877780.27%+491
FASTENAL CO(FAST)8,37613,902+5,5266021,0780.37%+476
ISHARES TR
MSCI USA QLT FCT
02,780+2,78004750.16%+475
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,458+9,45804710.16%+471
KINDER MORGAN INC DEL(KMI)11,34427,244+15,9003117770.27%+466
VISA INC(V)10,81011,074+2643,4173,8811.34%+464
AMGEN INC(AMGN)07,527+7,52702,3450.81%+2,345
HOME DEPOT INC(HD)7362,015+1,2792877390.26%+452
AMERICAN TOWER CORP NEW(AMT)012,030+12,03002,6180.91%+2,618
INVESCO DB MULTI-SECTOR COMM(DBP)06,068+6,06804340.15%+434
SPDR GOLD TR(GLD)01,503+1,50304330.15%+433
HERSHEY CO(HSY)02,496+2,49604270.15%+427
STARBUCKS CORP(SBUX)045,615+45,61504,4741.55%+4,474
PROLOGIS INC.(PLD)016,981+16,98101,8980.66%+1,898
CLOROX CO DEL(CLX)02,712+2,71203990.14%+399
GE VERNOVA INC(GEV)01,293+1,29303950.14%+395
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,374+3,37406970.24%+697
GALLAGHER ARTHUR J & CO(AJG)01,123+1,12303880.13%+388
TARGA RES CORP(TRGP)01,924+1,92403860.13%+386
INTERNATIONAL BUSINESS MACHS(IBM)12,57812,664+862,7653,1491.09%+384
MARATHON PETE CORP(MPC)02,624+2,62403820.13%+382
ISHARES SILVER TR(SLV)012,086+12,08603750.13%+375
INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
08,165+8,16503740.13%+374
ISHARES TR
MSCI USA MMENTM
01,842+1,84203720.13%+372
XYLEM INC(XYL)12,28414,982+2,6981,4251,7900.62%+364
US BANCORP DEL(USB)08,631+8,63103640.13%+364
INTERCONTINENTAL EXCHANGE IN(ICE)015,791+15,79102,7240.94%+2,724
UNITEDHEALTH GROUP INC(UNH)06,580+6,58003,4461.19%+3,446
ARES CAPITAL CORP(ARCC)64,32479,367+15,0431,4081,7590.61%+351
NORTHERN TR CORP(NTRS)03,554+3,55403510.12%+351
QUANTA SVCS INC01,332+1,33203390.12%+339
SCIENCE APPLICATIONS INTL CO(SAIC)02,983+2,98303350.12%+335
ANALOG DEVICES INC(ADI)10,76312,997+2,2342,2872,6210.91%+334
SPROUTS FMRS MKT INC(SFM)02,184+2,18403330.12%+333
PALANTIR TECHNOLOGIES INC(PLTR)03,890+3,89003280.11%+328
JPMORGAN CHASE & CO.(JPM)44,77145,075+30410,73211,0573.83%+325
ALPHABET INC(GOOG)3,0545,750+2,6965828980.31%+317
RTX CORPORATION(RTX)24,47623,762-7142,8323,1471.09%+315
VANGUARD STAR FDS05,039+5,03903130.11%+313
PROCTER AND GAMBLE CO(PG)20,91522,402+1,4873,5073,8181.32%+311
TRANE TECHNOLOGIES PLC(TT)0911+91103070.11%+307
TRANSDIGM GROUP INC(TDG)0221+22103060.11%+306
MASTERCARD INCORPORATED(MA)3,0643,498+4341,6141,9170.66%+304
PRICE T ROWE GROUP INC(TROW)03,141+3,14102890.10%+289
ELI LILLY & CO(LLY)0348+34802880.10%+288
ORACLE CORP(ORCL)02,027+2,02702830.10%+283
ONEOK INC NEW(OKE)02,822+2,82202800.10%+280
PAYCOM SOFTWARE INC(PAYC)01,247+1,24702720.09%+272
ROYAL CARIBBEAN GROUP
COM
01,297+1,29702660.09%+266
WEYERHAEUSER CO MTN BE(WY)08,981+8,98102630.09%+263
DOW INC(DOW)5,01513,200+8,1852014610.16%+260
CVS HEALTH CORP(CVS)03,784+3,78402560.09%+256
GRAINGER W W INC(GWW)0252+25202490.09%+249
EMCOR GROUP INC(EME)0664+66402450.08%+245
AMPHENOL CORP NEW03,693+3,69302420.08%+242
CONOCOPHILLIPS(COP)02,287+2,28702400.08%+240
ENBRIDGE INC(ENB)05,409+5,40902400.08%+240
AMERICAN WTR WKS CO INC NEW01,616+1,61602380.08%+238
THE BALDWIN INSURANCE GRP IN(BWIN)05,281+5,28102360.08%+236
STRYKER CORPORATION(SYK)7,0007,387+3872,5212,7500.95%+229
CONSTELLATION ENERGY CORP(CEG)01,113+1,11302240.08%+224
HOULIHAN LOKEY INC(HLI)01,385+1,38502240.08%+224
GE AEROSPACE(GE)01,106+1,10602210.08%+221
GATES INDL CORP PLC
ORD SHS
011,246+11,24602070.07%+207
KEYSIGHT TECHNOLOGIES INC(KEYS)01,357+1,35702030.07%+203
MORNINGSTAR INC(MORN)0669+66902000.07%+200
AMERICAN EXPRESS CO(AXP)8201,640+8202434410.15%+198
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