Fund HoldingsBrown Miller Wealth Management, LLC

Total Portfolio Value
$179.09M
Total Bought
$11.05M
Total Sold
$11.37M
Net Transaction
-$319.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TRACTOR SUPPLY COMPANY(TSCO)08,084+8,08401,6410.92%+1,641
INTERNATIONAL BUSINESS MACHINE CORP(IBM)8,62912,644+4,0151,1551,7740.99%+619
SELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
ST STR DISCR ETF
02,769+2,76904460.25%+446
ISHARES S&P MIDCAP ETF 400 GROWTH05,778+5,77804170.23%+417
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD4,5255,661+1,1362,0172,4311.36%+414
CHUBB LTD
COM
11,04311,960+9172,1272,4901.39%+363
FIRST TRUST MID CAP ETF CORE ALPHADEX FUND
COM SHS
03,832+3,83203530.20%+353
WELLS FARGO & CO NEW(WFC)07,333+7,33303000.17%+300
ABBVIE INC(ABBV)15,82316,242+4192,1322,4211.35%+289
ALPHABET INC VOTING CAP STK CL A(GOOG)29,28128,945-3363,5053,7882.12%+283
WORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW(GLDM)16,83024,653+7,8236419040.50%+263
NVIDIA CORP(NVDA)29,76529,534-23112,59112,8477.17%+256
AMGEN INC(AMGN)6,9286,532-3961,5381,7560.98%+217
DISNEY WALT COMPANY(DIS)26,56831,875+5,3072,3722,5831.44%+211
CISCO SYSTEMS INC(CSCO)61,74362,844+1,1013,1953,3791.89%+184
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF41,00146,730+5,7291,6681,8321.02%+164
ARCH CAP GROUP LTD
ORD
8,3369,823+1,4876247830.44%+159
VANGUARD MID CAP ETF8,77410,038+1,2641,9322,0901.17%+159
CHEVRON CORPORATION(CVX)11,78111,923+1421,8542,0101.12%+157
ISHARES ETF RUSSELL 20005,0466,201+1,1559451,0960.61%+151
ENERGY SELECT ETF SECTOR SPDR
ST STR ENERG ETF
5,6716,511+8404605890.33%+128
BLACKSTONE GROUP INC COM(BX)7,5697,685+1167048230.46%+120
ISHARES CORE S&P MID ETF ETF4,9625,574+6121,2981,3900.78%+92
CAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT
SHS CREAT UNIT
118,674132,027+13,3532,7912,8701.60%+79
JPMORGAN CHASE & CO(JPM)43,49744,074+5776,3266,3923.57%+65
SPDR METALS & MINING ETF
ST STR SP METAL
7,5068,511+1,0053814470.25%+65
FISKER INC CLASS A010,100+10,1000650.04%+65
GENL DYNAMICS CORP(GD)5,4275,547+1201,1681,2260.68%+58
NEXTERA ENERGY PARTNERS LP(XIFR)011,473+11,47303410.19%+341
LINDE PLC NEW(LIN)6,1646,425+2612,3492,3931.34%+43
ARES CAPITAL CORP(ARCC)54,96955,249+2801,0331,0760.60%+43
BERKSHIRE HATHAWAY INC SERIES B NEW5,2455,227-181,7891,8311.02%+42
SPDR PORTFOLIO ETF S&P 500 VALUE ETF
ST STR P500VAL
11,87013,390+1,5205135530.31%+40
SNOWFLAKE INC CL A(SNOW)2,5303,143+6134454800.27%+35
PROLOGIS INC(PLD)11,48212,841+1,3591,4081,4410.80%+33
WHITE MOUNTAIN INS GRP
COM
29829804144460.25%+32
ALPHABET INC NON VOTING CAP STK CL C(GOOG)3,0803,061-193734040.23%+31
INTEL CORP(INTC)14,10914,106-34725010.28%+30
DANAHER CORP(DHR)3,3913,386-58148400.47%+26
COSTCO WHSL CORP NEW COM(COST)985981-45315550.31%+24
CVS HEALTH CORPORATION(CVS)4,9135,195+2823403630.20%+23
JPMORGAN ETF ULTRA-SHORT INCOME
ULTRA SHRT ETF
21,17021,613+4431,0621,0850.61%+23
AUTOMATIC DATA PROCESSING01,303+1,30303140.18%+314
CAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT
SHS CREAT UNIT
18,51020,605+2,0954504720.26%+23
MATCH GROUP INC NEW(MTCH)07,150+7,15002800.16%+280
ENTERPRISE PRODUCTS PARTNERS(EPD)20,73920,754+155465680.32%+22
MASTERCARD INC CL A(MA)2,8232,858+351,1111,1320.63%+21
INTERCONTINENTAL EXCH EXCHANGE(ICE)14,51815,092+5741,6421,6600.93%+19
AMERICAN TOWER CORP REIT(AMT)19,15422,692+3,5383,7153,7322.08%+17
ISHARES ETF U.S. AEROSPACE & DEFENSE2,6423,050+4083083230.18%+15
CHOICE HOTELS INTL INC(CHH)2,8682,86803373510.20%+14
WILLIAMS COMPANIES INC(WMB)07,394+7,39402490.14%+249
WALMART INC(WMT)2,1462,147+13373430.19%+6
INDUSTRIAL SELECT ETF SECTOR SPDR
ST STR INDL ETF
8,2548,787+5338868910.50%+5
SIRIUS XM HOLDINGS INC(SIRI)017,283+17,2830780.04%+78
UNION PACIFIC CORP(UNP)01,014+1,01402070.12%+207
HOME DEPOT INC(HD)0940+94002840.16%+284
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
MSCI USA QLT FCT
3,0603,06004134030.23%-9
VANGUARD SMALL CAP ETF01,154+1,15402180.12%+218
COMCAST CORP NEW CL A(CCZ)42,27039,350-2,9201,7561,7450.97%-12
CAPITAL GRP GROWTH ETF SHS CREATION UNIT
SHS CREAT UNIT
16,86416,866+24254130.23%-12
DOCUSIGN INC(DOCU)06,283+6,28302640.15%+264
COPART INC(CPRT)05,272+5,27202270.13%+227
VISA INC CLASS A(V)1,6381,628-103893740.21%-15
ISHARES S&P 500 ETF GROWTH6,3136,276-374454290.24%-16
ISHARES EUROPE ETF7,0327,03203553360.19%-20
UNITED BANKSHARES INC W VA(UBSI)11,36711,504+1373373170.18%-20
ISHARES S&P500 VALUE ETF2,6282,620-84244030.23%-21
VANGUARD VALUE ETF5,0205,02007136920.39%-21
STATE STR CORP(STT)03,635+3,63502430.14%+243
VANGUARD DIVIDEND ETF APPRECIATION4,1014,137+366666430.36%-23
VANGUARD GROWTH ETF2,2542,25406386140.34%-24
C H ROBINSON WORLDWIDE INC(CHRW)03,000+3,00002580.14%+258
BOEING CO(BA)01,272+1,27202440.14%+244
NIKE INC CLASS B(NKE)02,244+2,24402150.12%+215
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2,9612,96107256960.39%-29
EXXON MOBIL CORP3,3662,817-5493613310.18%-30
ISHARES MSCI ETF EUROZONE8,9058,882-234083750.21%-33
KINDER MORGAN INC DEL(KMI)010,250+10,25001700.09%+170
SECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
3,5633,557-66195830.33%-36
FASTENAL CO(FAST)8,3768,37604944580.26%-36
ALTRIA GROUP INC(MO)11,76411,76405334950.28%-38
DEERE & CO(DE)1,4121,41205725330.30%-39
ARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
GENOMIC REV ETF
15,93017,767+1,8375434950.28%-48
AMAZON COM INC(AMZN)18,27618,332+562,3822,3301.30%-52
COSTAR GROUP INC(CSGP)4,3304,329-13853330.19%-53
PROCTER & GAMBLE CO(PG)18,96519,270+3052,8782,8111.57%-67
BROADCOM INC(AVGO)558502-564854170.23%-68
REALTY INCOME CORP REIT(O)8,3568,550+1945004270.24%-73
SYSCO CORPORATION(SYY)5,2934,832-4613933190.18%-74
UNITEDHEALTH GROUP INC(UNH)6,0885,655-4332,9262,8521.59%-75
DOW INC(DOW)7,4196,181-1,2383953190.18%-76
PHILIP MORRIS INTERNATIONAL INC(PM)17,32817,351+231,6921,6060.90%-85
BLACKROCK INC(BLK)3,5793,693+1142,4742,3881.33%-86
JOHNSON & JOHNSON(JNJ)17,55218,097+5452,9052,8191.57%-86
GILEAD SCIENCES INC(GILD)4,6023,462-1,1403552600.14%-95
PEPSICO INCORPORATED(PEP)6,2596,263+41,1591,0610.59%-98
AIR PRODUCTS & CHEMICALS INC1,250953-2973742700.15%-104
MCDONALDS CORP(MCD)2,9112,896-158697630.43%-106
UNITED PARCEL SERVICE-B(UPS)7,9088,408+5001,4181,3110.73%-107
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