BROWN MILLER WEALTH MANAGEMENT, LLC 13F Portfolio
BROWN MILLER WEALTH MANAGEMENT, LLC runs BROWN MILLER WEALTH MANAGEMENT, LLC and currently holds 204 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $397.20M. Their top holdings are NVDA, AAPL, MSFT, JPM, GOOGL. The top five represent 32.7% of reported portfolio weight. BROWN MILLER WEALTH MANAGEMENT, LLC ranks #598 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROWN MILLER WEALTH MANAGEMENT, LLC initiated 3 new positions. They added to 56 existing positions. They trimmed 29 positions. Their current best-performing preview position is GLW with returns of +87.87%.
Portfolio Value
$397.20M
Alpha Score
52.1
#598 of 1000
Holdings
204
BROWN MILLER WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from BROWN MILLER WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
204 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 13.34% | $15.70 | $229.28 | +1,360.38% | Trimmed -0.14% |
AAPL APPLE INC | 8.18% | $139.65 | $336.68 | +141.09% | Added +1.64% |
MSFT MICROSOFT CORP | 4.06% | $253.80 | $535.07 | +110.82% | Added +1.50% |
JPM JPMORGAN CHASE & CO | 3.75% | $133.59 | $333.01 | +149.28% | Added +0.10% |
GOOGL ALPHABET INC | 3.38% | $132.14 | $351.66 | +166.13% | Trimmed -2.76% |
AVGO BROADCOM INC | 2.26% | $157.19 | $361.54 | +130.00% | Trimmed -0.07% |
CGXU CAPITAL GROUP INTL FOCUS EQT | 1.98% | $24.76 | $33.99 | +37.28% | Added +4.91% |
CSCO CISCO SYS INC | 1.81% | $47.57 | $118.39 | +148.88% | Trimmed -7.89% |
AMZN AMAZON COM INC | 1.41% | $161.77 | $262.43 | +62.22% | Trimmed -1.56% |
NEE NEXTERA ENERGY INC | 1.31% | $73.14 | $77.37 | +5.78% | Trimmed -6.96% |
Showing 1-10 of 204