Brown Miller Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$257M
Signature - Title
Elizabeth Sharp - Chief Compliance Officer
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Brown Miller Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brown Miller Wealth Management, LLC reported 127 stock holdings with total value $257M as of Q3 2024. Top holdings included NVDA, AAPL, MSFT, JPM, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 127 $257M +$9.76M -$4.44M +$5.32M NVDA, AAPL, MSFT, JPM, IVV 13F-HR 10/10/2024, 04:17 PM
Q2 2024 122 $241M +$35.5M -$2.39M +$33.1M NVDA, AAPL, MSFT, JPM, GOOGL 13F-HR 7/12/2024, 01:36 PM
Q1 2024 122 $227M +$17.5M -$11.3M +$6.24M NVDA, AAPL, MSFT, JPM, ABT 13F-HR 4/17/2024, 01:39 PM
Q4 2023 123 $200M +$8.78M -$7.69M +$1.09M AAPL, NVDA, MSFT, JPM, AMT 13F-HR 1/18/2024, 02:32 PM
Q3 2023 118 $179M +$10.1M -$6.92M +$3.2M AAPL, NVDA, MSFT, JPM, ABT 13F-HR 10/17/2023, 03:53 PM
Q2 2023 121 $185M +$7.72M -$4.28M +$3.44M AAPL, NVDA, MSFT, JPM, VZ 13F-HR 7/18/2023, 11:47 AM
Q1 2023 118 $169M +$11.8M -$12M -$288K AAPL, MSFT, NVDA, JPM, VZ 13F-HR 4/10/2023, 02:41 PM
Q4 2022 119 $158M +$11.7M -$6.32M +$5.39M AAPL, MSFT, JPM, ABT, NVDA 13F-HR 1/12/2023, 03:57 PM
Q3 2022 112 $141M +$14.1M -$7.58M +$6.47M AAPL, MSFT, JPM, VZ, ABT 13F-HR 10/11/2022, 01:43 PM
Q2 2022 114 $147M +$7.8M -$7.8M +$2.26K AAPL, MSFT, VZ, JPST, JPM 13F-HR 7/18/2022, 03:02 PM
Q1 2022 120 $173M +$11.5M -$4.33M +$7.16M AAPL, MSFT, NVDA, JPM, JPST 13F-HR 4/14/2022, 02:24 PM
Q4 2021 118 $175M +$5.82M -$9.76M -$3.93M AAPL, MSFT, NVDA, JPM, VZ 13F-HR 1/25/2022, 11:25 AM
Q3 2021 122 $159M +$14.7M -$4.82M +$9.85M AAPL, MSFT, NVDA, JPM, VZ 13F-HR 10/20/2021, 02:29 PM
Q2 2021 118 $157M +$7.96M -$3.97M +$3.99M AAPL, MSFT, NVDA, JPM, VZ 13F-HR 7/26/2021, 04:25 PM
Q1 2021 115 $141M +$10.1M -$4.59M +$5.53M AAPL, MSFT, NVDA, JPM, VZ 13F-HR 4/21/2021, 04:22 PM
Q4 2020 2 $1.83M $0 $0 RTX, ET New Holdings 4/19/2021, 03:20 PM
Q4 2020 105 $131M $0 $0 AAPL, MSFT, NVDA, VZ, JPM 13F-HR 1/26/2021, 11:04 AM