Fund HoldingsBrown Miller Wealth Management, LLC

Total Portfolio Value
$200.05M
Total Bought
$20.40M
Total Sold
$12.50M
Net Transaction
+$7.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES CORE ETF DIVIDEND GROWTH
CORE DIV GRWTH
062,119+62,11903,3431.67%+3,343
MICROSOFT CORP(MSFT)037,310+37,310014,0307.01%+14,030
APPLE INC(AAPL)0113,249+113,249021,80410.90%+21,804
NVIDIA CORP(NVDA)29,53429,575+4112,84714,6467.32%+1,799
AMERICAN TOWER CORP REIT(AMT)22,69223,548+8563,7325,0842.54%+1,352
JPMORGAN CHASE & CO(JPM)44,07443,925-1496,3927,4723.73%+1,080
SELECT SECTOR SPDR ETF COMMUNICATION SVCS SELECT SECTOR SPDR FD
ST STR SVC ETF
08,671+8,67106300.31%+630
BLACKROCK INC(BLK)3,6933,688-52,3882,9941.50%+605
ABBOTT LABORATORIES044,314+44,31404,8782.44%+4,878
QUALCOMM INC(QCOM)019,473+19,47302,8161.41%+2,816
AMAZON COM INC(AMZN)18,33218,747+4152,3302,8481.42%+518
SNOWFLAKE INC CL A(SNOW)3,1434,908+1,7654809770.49%+497
ALPHABET INC VOTING CAP STK CL A(GOOG)28,94530,177+1,2323,7884,2152.11%+428
CAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT
SHS CREAT UNIT
132,027137,391+5,3642,8703,2801.64%+409
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD5,6615,858+1972,4312,7981.40%+367
ISHARES INC ETF MSCI JAPAN ETF NEW
MSCI JAPAN ETF
05,649+5,64903620.18%+362
VANGUARD TOTAL STOCK ETF MARKET ETF012,665+12,66503,0041.50%+3,004
ACCENTURE PLC IRELAND SHARES CLASS A
SHS CLASS A
07,356+7,35602,5811.29%+2,581
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
MSCI USA MMENTM
02,038+2,03803200.16%+320
VANGUARD MID CAP ETF10,03810,326+2882,0902,4021.20%+312
ISHARES ETF LATIN AMERICA 40010,205+10,20502970.15%+297
INTERCONTINENTAL EXCH EXCHANGE(ICE)15,09215,226+1341,6601,9560.98%+295
RTX CORP(RTX)023,970+23,97002,0171.01%+2,017
XYLEM INC(XYL)011,368+11,36801,3000.65%+1,300
LINDE PLC NEW(LIN)6,4256,464+392,3932,6551.33%+262
CHUBB LTD
COM
11,96012,128+1682,4902,7411.37%+251
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW0560+56002450.12%+245
LOWES COMPANIES INC(LOW)016,671+16,67103,7101.85%+3,710
INTERNATIONAL BUSINESS MACHINE CORP(IBM)12,64412,281-3631,7742,0091.00%+235
ANALOG DEVICES INC(ADI)010,241+10,24102,0341.02%+2,034
VANGUARD FTSE ETF DEVELOPED MARKETS ETF04,484+4,48402150.11%+215
SPDR S&P MIDCAP 400 ETF TRUST SERIES N(MDY)0422+42202140.11%+214
CAPITAL GRP DIVIDEND ETF VALUE SHS CREATION UNIT
SHS CREAT UNIT
06,955+6,95502080.10%+208
ISHARES ETF RUSSELL 20006,2016,490+2891,0961,3030.65%+207
GENL DYNAMICS CORP(GD)5,5475,512-351,2261,4310.72%+205
ISHARES CORE S&P MID ETF ETF5,5745,755+1811,3901,5950.80%+205
VANGUARD INTERNATINL ETF HIGH DIVIDEND YIELD03,081+3,08102050.10%+205
O'REILLY AUTOMOTIVE INC(ORLY)0213+21302020.10%+202
STRYKER CORP(SYK)06,911+6,91102,0701.03%+2,070
STARBUCKS CORP(SBUX)039,452+39,45203,7881.89%+3,788
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF46,73048,901+2,1711,8322,0101.00%+178
NEXTERA ENERGY INC(NEE)035,929+35,92902,1821.09%+2,182
BLACKSTONE GROUP INC COM(BX)7,6857,615-708239970.50%+173
INTEL CORP(INTC)14,10613,378-7285016720.34%+171
AMGEN INC(AMGN)6,5326,632+1001,7561,9100.95%+154
UNITEDHEALTH GROUP INC(UNH)5,6555,697+422,8523,0001.50%+148
ARES CAPITAL CORP(ARCC)55,24961,011+5,7621,0761,2220.61%+146
WORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW(GLDM)24,65325,502+8499041,0430.52%+140
CAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT
SHS CREAT UNIT
20,60523,603+2,9984726070.30%+135
INDUSTRIAL SELECT ETF SECTOR SPDR
ST STR INDL ETF
8,7878,913+1268911,0160.51%+125
MERCK & CO INC NEW(MRK)022,093+22,09302,4091.20%+2,409
PHILIP MORRIS INTERNATIONAL INC(PM)17,35118,363+1,0121,6061,7280.86%+121
UNITED BANKSHARES INC W VA(UBSI)11,50411,654+1503174380.22%+120
SECTOR SPDR TR ETF TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
3,5573,55705836850.34%+102
MCDONALDS CORP(MCD)2,8962,898+27638590.43%+96
SPDR PORTFOLIO ETF S&P 500 VALUE ETF
ST STR P500VAL
13,39013,902+5125536480.32%+96
CAPITAL GRP GROWTH ETF SHS CREATION UNIT
SHS CREAT UNIT
16,86617,990+1,1244135080.25%+95
ABBVIE INC(ABBV)16,24216,232-102,4212,5151.26%+94
BOEING CO(BA)1,2721,273+12443320.17%+88
VANGUARD GROWTH ETF2,2542,25406147010.35%+87
FASTENAL CO(FAST)8,3768,37604585430.27%+85
SPDR METALS & MINING ETF
ST STR SP METAL
8,5118,845+3344475290.26%+82
RESMED INC(RMD)02,970+2,97005110.26%+511
ISHARES ETF U.S. AEROSPACE & DEFENSE3,0503,101+513233930.20%+69
REALTY INCOME CORP REIT(O)8,5508,619+694274950.25%+68
VANGUARD DIVIDEND ETF APPRECIATION4,1374,147+106437070.35%+64
VANGUARD VALUE ETF5,0205,02006927500.38%+58
COSTCO WHSL CORP NEW COM(COST)981918-635556060.30%+51
VISA INC CLASS A(V)1,6281,629+13744240.21%+50
SELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY
ST STR DISCR ETF
2,7692,76904464950.25%+49
JOHNSON & JOHNSON(JNJ)18,09718,280+1832,8192,8651.43%+46
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2,9612,96106967420.37%+46
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
MSCI USA QLT FCT
3,0603,052-84034490.22%+46
ISHARES S&P500 VALUE ETF2,6202,581-394034490.22%+46
COSTAR GROUP INC(CSGP)4,3294,32903333780.19%+45
CVS HEALTH CORPORATION(CVS)5,1955,145-503634060.20%+43
UNION PACIFIC CORP(UNP)1,0141,017+32072500.12%+43
PROCTER & GAMBLE CO(PG)19,27019,473+2032,8112,8541.43%+43
ISHARES S&P MIDCAP ETF 400 GROWTH5,7785,77804174580.23%+40
NEXTERA ENERGY PARTNERS LP(XIFR)11,47312,487+1,0143413800.19%+39
ISHARES S&P 500 ETF GROWTH6,2766,216-604294670.23%+37
SYSCO CORPORATION(SYY)4,8324,83203193530.18%+34
ARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF
GENOMIC REV ETF
17,76716,109-1,6584955290.26%+34
BERKSHIRE HATHAWAY INC SERIES B NEW5,2275,22701,8311,8640.93%+33
DEERE & CO(DE)1,4121,413+15335650.28%+32
COPART INC(CPRT)5,2725,27202272580.13%+31
ARCH CAP GROUP LTD
ORD
9,82310,939+1,1167838120.41%+29
ALPHABET INC NON VOTING CAP STK CL C(GOOG)3,0613,072+114044330.22%+29
NIKE INC CLASS B(NKE)2,2442,246+22152440.12%+29
VANGUARD SMALL CAP ETF1,1541,15402182460.12%+28
HOME DEPOT INC(HD)940899-412843120.16%+28
UNITED PARCEL SERVICE-B(UPS)8,4088,498+901,3111,3360.67%+26
GILEAD SCIENCES INC(GILD)3,4623,463+12602810.14%+21
COMCAST CORP NEW CL A(CCZ)39,35040,198+8481,7451,7630.88%+18
MASTERCARD INC CL A(MA)2,8582,693-1651,1321,1490.57%+17
WELLS FARGO & CO NEW(WFC)7,3336,338-9953003120.16%+12
KINDER MORGAN INC DEL(KMI)10,25010,314+641701820.09%+12
DOW INC(DOW)6,1815,990-1913193290.16%+10
STATE STR CORP(STT)3,6353,243-3922432510.13%+8
WHITE MOUNTAIN INS GRP
COM
29829804464490.22%+3
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