188 is the total number of securities Brown Miller Wealth Management, LLC has owned. The longest Brown Miller Wealth Management, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 12 | 12 | 9.52% | 10.84% | 12.08% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 5.52% | 6.09% | 6.67% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORP | 12 | 12 | 2.57% | 4.79% | 7.18% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 3.33% | 3.71% | 4.32% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.65% | 3.09% | 4.23% | Q4 2020 | Q3 2023 | 12 |
ABT | ABBOTT LABORATORIES | 12 | 12 | 2.39% | 2.62% | 2.88% | Q4 2020 | Q3 2023 | 12 |
AMT | AMERICAN TOWER CORP REIT | 12 | 12 | 2.00% | 2.37% | 2.79% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP | 12 | 12 | 1.85% | 2.22% | 2.45% | Q4 2020 | Q3 2023 | 12 |
JPST | JPMORGAN ETF ULTRA-SHO... | 12 | 12 | 0.57% | 1.99% | 3.45% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC VOTING CA... | 12 | 12 | 1.57% | 1.94% | 2.25% | Q4 2020 | Q3 2023 | 12 |
CSCO | CISCO SYSTEMS INC | 12 | 12 | 1.58% | 1.87% | 2.11% | Q4 2020 | Q3 2023 | 12 |
LOW | LOWES COMPANIES INC | 12 | 12 | 1.39% | 1.77% | 2.09% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 1.52% | 1.67% | 1.96% | Q4 2020 | Q3 2023 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 1.24% | 1.67% | 2.29% | Q4 2020 | Q3 2023 | 12 |
UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 1.30% | 1.65% | 2.19% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER & GAMBLE CO | 12 | 12 | 1.33% | 1.53% | 1.73% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT COMPANY | 12 | 12 | 1.23% | 1.47% | 1.80% | Q4 2020 | Q3 2023 | 12 |
ABBV | ABBVIE INC | 12 | 12 | 1.13% | 1.39% | 1.70% | Q4 2020 | Q3 2023 | 12 |
RTX | RTX CORP | 12 | 12 | 0.96% | 1.35% | 2.56% | Q4 2020 | Q3 2023 | 12 |
NEE | NEXTERA ENERGY INC | 12 | 12 | 1.12% | 1.34% | 1.60% | Q4 2020 | Q3 2023 | 12 |
BLK | BLACKROCK INC | 12 | 12 | 1.22% | 1.33% | 1.54% | Q4 2020 | Q3 2023 | 12 |
VTI | VANGUARD TOTAL STOCK E... | 12 | 12 | 0.84% | 1.32% | 1.67% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO INC NEW | 12 | 12 | 0.98% | 1.27% | 1.56% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.86% | 1.25% | 1.51% | Q4 2020 | Q3 2023 | 12 |
ACN | ACCENTURE PLC IRELAND ... | 12 | 12 | 0.94% | 1.18% | 1.36% | Q4 2020 | Q3 2023 | 12 |
ADI | ANALOG DEVICES INC | 12 | 12 | 1.01% | 1.18% | 1.48% | Q4 2020 | Q3 2023 | 12 |
IBM | INTERNATIONAL BUSINESS... | 12 | 12 | 0.62% | 1.14% | 1.68% | Q4 2020 | Q3 2023 | 12 |
CB | CHUBB LTD | 12 | 12 | 0.82% | 1.12% | 1.45% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES CORE S&P 500 E... | 12 | 12 | 0.74% | 0.98% | 1.38% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORPORATION | 12 | 12 | 0.72% | 0.98% | 1.31% | Q4 2020 | Q3 2023 | 12 |
SYK | STRYKER CORP | 12 | 12 | 0.74% | 0.88% | 1.12% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC | 12 | 12 | 0.70% | 0.87% | 1.05% | Q4 2020 | Q3 2023 | 12 |
CMCSA | COMCAST CORP NEW CL A | 12 | 12 | 0.76% | 0.86% | 0.97% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INCORPORATED | 12 | 12 | 0.59% | 0.84% | 1.45% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.61% | 0.80% | 1.02% | Q4 2020 | Q3 2023 | 12 |
VO | VANGUARD MID CAP ETF | 12 | 12 | 0.46% | 0.80% | 1.17% | Q4 2020 | Q3 2023 | 12 |
ICE | INTERCONTINENTAL EXCH ... | 12 | 12 | 0.68% | 0.80% | 0.93% | Q4 2020 | Q3 2023 | 12 |
UPS | UNITED PARCEL SERVICE-B | 12 | 12 | 0.65% | 0.75% | 0.89% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES ETF RUSSELL 2000 | 12 | 12 | 0.50% | 0.75% | 1.00% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTERNAT... | 12 | 12 | 0.48% | 0.73% | 1.10% | Q4 2020 | Q3 2023 | 12 |
ARCC | ARES CAPITAL CORP | 12 | 12 | 0.56% | 0.67% | 0.78% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES CORE S&P MID E... | 12 | 12 | 0.51% | 0.65% | 0.78% | Q4 2020 | Q3 2023 | 12 |
GD | GENL DYNAMICS CORP | 12 | 12 | 0.43% | 0.63% | 0.82% | Q4 2020 | Q3 2023 | 12 |
DHR | DANAHER CORP | 12 | 12 | 0.44% | 0.57% | 0.68% | Q4 2020 | Q3 2023 | 12 |
XYL | XYLEM INC | 12 | 12 | 0.41% | 0.56% | 0.71% | Q4 2020 | Q3 2023 | 12 |
INTC | INTEL CORP | 12 | 12 | 0.25% | 0.54% | 0.96% | Q4 2020 | Q3 2023 | 12 |
MA | MASTERCARD INC CL A | 12 | 12 | 0.44% | 0.53% | 0.63% | Q4 2020 | Q3 2023 | 12 |
DOW | DOW INC | 12 | 12 | 0.18% | 0.48% | 0.90% | Q4 2020 | Q3 2023 | 12 |
MCD | MCDONALDS CORP | 12 | 12 | 0.43% | 0.47% | 0.52% | Q4 2020 | Q3 2023 | 12 |
D | DOMINION ENERGY INC | 12 | 12 | 0.15% | 0.47% | 0.77% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD DIVIDEND ETF ... | 12 | 12 | 0.36% | 0.45% | 0.88% | Q4 2020 | Q3 2023 | 12 |
RMD | RESMED INC | 12 | 12 | 0.24% | 0.41% | 0.49% | Q4 2020 | Q3 2023 | 12 |
EPD | ENTERPRISE PRODUCTS PA... | 12 | 12 | 0.30% | 0.37% | 0.48% | Q4 2020 | Q3 2023 | 12 |
DE | DEERE & CO | 12 | 12 | 0.29% | 0.33% | 0.41% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW COM | 12 | 12 | 0.27% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 12 |
VHT | VANGUARD HEALTH CARE ETF | 12 | 12 | 0.12% | 0.29% | 0.58% | Q4 2020 | Q3 2023 | 12 |
FAST | FASTENAL CO | 12 | 12 | 0.25% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
CVS | CVS HEALTH CORPORATION | 12 | 12 | 0.18% | 0.28% | 0.47% | Q4 2020 | Q3 2023 | 12 |
BX | BLACKSTONE GROUP INC COM | 12 | 12 | 0.17% | 0.26% | 0.46% | Q4 2020 | Q3 2023 | 12 |
SIRI | SIRIUS XM HOLDINGS INC | 12 | 12 | 0.04% | 0.26% | 0.84% | Q4 2020 | Q3 2023 | 12 |
GILD | GILEAD SCIENCES INC | 12 | 12 | 0.14% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
SYY | SYSCO CORPORATION | 12 | 12 | 0.18% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
UBSI | UNITED BANKSHARES INC ... | 12 | 12 | 0.18% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC NON VOTIN... | 12 | 12 | 0.17% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.16% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
WTM | WHITE MOUNTAIN INS GRP | 12 | 12 | 0.17% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
APD | AIR PRODUCTS & CHEMICA... | 12 | 12 | 0.15% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
DOCU | DOCUSIGN INC | 12 | 12 | 0.15% | 0.22% | 0.39% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC CLASS A | 12 | 12 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q3 2023 | 12 |
CSGP | COSTAR GROUP INC | 12 | 12 | 0.17% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
WMT | WALMART INC | 12 | 12 | 0.18% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
AVGO | BROADCOM INC | 12 | 12 | 0.18% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
ADP | AUTOMATIC DATA PROCESSING | 12 | 12 | 0.16% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC CLASS B | 12 | 12 | 0.12% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
CHRW | C H ROBINSON WORLDWIDE... | 12 | 12 | 0.14% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
STT | STATE STR CORP | 12 | 12 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY E... | 11 | 11 | 0.90% | 1.26% | 1.58% | Q1 2021 | Q3 2023 | 11 |
VEA | VANGUARD FTSE ETF DEVE... | 11 | 11 | 0.12% | 0.63% | 0.91% | Q4 2020 | Q2 2023 | 11 |
ARKG | ARK ETF TR ETF GENOMIC... | 11 | 11 | 0.22% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 11 |
NEP | NEXTERA ENERGY PARTNER... | 11 | 11 | 0.16% | 0.21% | 0.25% | Q1 2021 | Q3 2023 | 11 |
MTCH | MATCH GROUP INC NEW | 7 | 4 | 0.12% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 11 |
WMB | WILLIAMS COMPANIES INC | 11 | 11 | 0.13% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
O | REALTY INCOME CORP REIT | 7 | 4 | 0.12% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 11 |
KMI | KINDER MORGAN INC DEL | 6 | 5 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 11 |
BA | BOEING CO | 6 | 4 | 0.14% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 10 |
XOM | EXXON MOBIL CORP | 7 | 3 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 10 |
KO | COCA-COLA COMPANY | 7 | 3 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q2 2023 | 10 |
VFC | V F CORPORATION | 9 | 9 | 0.25% | 0.68% | 0.85% | Q4 2020 | Q4 2022 | 9 |
XLK | SECTOR SPDR TR ETF TEC... | 7 | 2 | 0.31% | 0.50% | 0.78% | Q4 2020 | Q3 2023 | 9 |
WTRG | ESSENTIAL UTILS INC | 9 | 9 | 0.15% | 0.16% | 0.19% | Q4 2020 | Q4 2022 | 9 |
XLB | SELECT SECTOR SPDR F E... | 7 | 1 | 0.20% | 0.27% | 0.45% | Q4 2020 | Q1 2023 | 8 |
VGT | VANGUARD INFORMATION E... | 8 | 8 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q3 2022 | 8 |
XLE | ENERGY SELECT ETF SECT... | 7 | 7 | 0.25% | 0.39% | 0.59% | Q1 2022 | Q3 2023 | 7 |
DBO | INVESCO DB MULTI ETF C... | 7 | 7 | 0.25% | 0.32% | 0.40% | Q1 2021 | Q3 2022 | 7 |
VOX | VANGUARD ETF COMMUNICA... | 7 | 7 | 0.22% | 0.27% | 0.33% | Q4 2020 | Q2 2022 | 7 |
NFLX | NETFLIX.COM INC | 6 | 1 | 0.11% | 0.17% | 0.21% | Q4 2020 | Q2 2023 | 7 |
PFE | PFIZER INCORPORATED | 7 | 7 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q1 2023 | 7 |
ET | ENERGY TRANSFER LP | 7 | 7 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q2 2022 | 7 |
TXN | TEXAS INSTRUMENTS INC | 6 | 6 | 1.03% | 1.16% | 1.29% | Q2 2022 | Q3 2023 | 6 |
LIN | LINDE PLC | 6 | 6 | 0.76% | 0.95% | 1.15% | Q3 2021 | Q4 2022 | 6 |
XLF | SELECT SECTOR SPDR ETF... | 6 | 6 | 0.24% | 0.33% | 0.48% | Q1 2021 | Q2 2022 | 6 |
DBC | INVESCO DB COMMODITY E... | 6 | 6 | 0.24% | 0.31% | 0.37% | Q3 2021 | Q4 2022 | 6 |
MO | ALTRIA GROUP INC | 5 | 1 | 0.17% | 0.29% | 0.34% | Q1 2021 | Q3 2023 | 6 |
XLY | SELECT SECTOR SPDR F E... | 5 | 1 | 0.18% | 0.28% | 0.45% | Q4 2020 | Q3 2023 | 6 |
CAPITAL GRP GROWTH ETF... | 6 | 6 | 0.15% | 0.23% | 0.34% | Q2 2022 | Q3 2023 | 6 | |
CHH | CHOICE HOTELS INTL INC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
IAU | ISHARES GOLD TR ETF IS... | 5 | 1 | 0.12% | 0.15% | 0.16% | Q2 2021 | Q1 2023 | 6 |
VB | VANGUARD SMALL CAP ETF | 4 | 2 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 6 |
UNP | UNION PACIFIC CORP | 4 | 2 | 0.11% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 6 |
MDY | SPDR S&P MIDCAP 400 E... | 5 | 1 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q2 2023 | 6 |
CAPITAL GRP INTL ETF F... | 5 | 5 | 0.45% | 0.98% | 1.60% | Q3 2022 | Q3 2023 | 5 | |
XLI | INDUSTRIAL SELECT ETF ... | 3 | 2 | 0.34% | 0.43% | 0.50% | Q2 2021 | Q3 2023 | 5 |
VTV | VANGUARD VALUE ETF | 5 | 5 | 0.38% | 0.40% | 0.44% | Q3 2022 | Q3 2023 | 5 |
WORLD GOLD TR SPDR ETF... | 5 | 5 | 0.17% | 0.30% | 0.50% | Q3 2022 | Q3 2023 | 5 | |
CAPITAL GRP GLOBAL ETF... | 5 | 5 | 0.21% | 0.29% | 0.50% | Q3 2022 | Q3 2023 | 5 | |
IVW | ISHARES S&P 500 E... | 2 | 1 | 0.24% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 5 |
DBE | INVESCO DB MULTI ETF S... | 5 | 5 | 0.16% | 0.27% | 0.34% | Q4 2021 | Q4 2022 | 5 |
SPYV | SPDR PORTFOLIO ETF S&P... | 5 | 5 | 0.20% | 0.26% | 0.31% | Q3 2022 | Q3 2023 | 5 |
FYX | FIRST TRUST SMALL ETF ... | 5 | 5 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q4 2021 | 5 |
VXUS | VANGUARD TOTAL INTL ET... | 5 | 5 | 0.24% | 0.26% | 0.29% | Q2 2021 | Q2 2022 | 5 |
FNX | FIRST TRUST MID CAP ET... | 4 | 1 | 0.20% | 0.25% | 0.29% | Q1 2021 | Q3 2023 | 5 |
DVY | ISHARES SELECT ETF DIV... | 5 | 5 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q1 2023 | 5 |
PYPL | PAYPAL HOLDINGS INC | 5 | 5 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q4 2021 | 5 |
PNC | PNC FINANCIAL SERVICES... | 5 | 5 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q1 2022 | 5 |
IP | INTERNATIONAL PAPER CO | 4 | 4 | 0.32% | 0.37% | 0.40% | Q4 2020 | Q3 2021 | 4 |
VUG | VANGUARD GROWTH ETF | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
IJK | ISHARES S&P MIDCAP ETF... | 3 | 1 | 0.23% | 0.31% | 0.35% | Q4 2020 | Q3 2023 | 4 |
ICF | ISHARES COHEN&STEERS E... | 4 | 4 | 0.24% | 0.25% | 0.27% | Q3 2021 | Q2 2022 | 4 |
T | AT & T INC | 4 | 4 | 0.16% | 0.22% | 0.27% | Q4 2020 | Q3 2021 | 4 |
DTD | WISDOMTREE TOTAL DIV ETF | 4 | 4 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q4 2022 | 4 |
ITA | ISHARES ETF U.S. AEROS... | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MMM | 3M CO | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
NVS | NOVARTIS AG SPON ADR | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2021 | 4 |
FB | META PLATFORMS INC CLA... | 3 | 1 | 0.12% | 0.15% | 0.24% | Q4 2020 | Q4 2021 | 4 |
HON | HONEYWELL INTERNATIONA... | 2 | 1 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q2 2023 | 4 |
PHT | PIONEER HIGH INCOME FU... | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
LINDE PLC NEW | 3 | 3 | 1.27% | 1.29% | 1.34% | Q1 2023 | Q3 2023 | 3 | |
PLD | PROLOGIS INC | 3 | 3 | 0.76% | 0.79% | 0.82% | Q1 2023 | Q3 2023 | 3 |
ACGL | ARCH CAP GROUP LTD | 3 | 3 | 0.31% | 0.36% | 0.44% | Q1 2023 | Q3 2023 | 3 |
RWR | SPDR DOW JONES REIT ETF | 3 | 3 | 0.24% | 0.26% | 0.27% | Q3 2021 | Q1 2022 | 3 |
PDBC | INVESCO OPTIMUM YLD ET... | 3 | 3 | 0.20% | 0.25% | 0.27% | Q3 2022 | Q1 2023 | 3 |
QUAL | ISHARES EDGE MSCI ETF ... | 2 | 1 | 0.22% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 3 |
UUP | INVESCO DB US DLR ETF ... | 3 | 3 | 0.22% | 0.24% | 0.27% | Q2 2022 | Q4 2022 | 3 |
IVE | ISHARES S&P500 VALUE ETF | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
EZU | ISHARES MSCI ETF EUROZONE | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
XME | SPDR METALS & MINING ETF | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
PEY | INVESCO ETF HIGH YIELD... | 3 | 3 | 0.17% | 0.20% | 0.22% | Q2 2022 | Q4 2022 | 3 |
IEV | ISHARES EUROPE ETF | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
VIS | VANGUARD INDUSTRIALS ETF | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q4 2021 | 3 |
COIN | COINBASE GLOBAL INC CL A | 3 | 3 | 0.15% | 0.17% | 0.18% | Q3 2021 | Q1 2022 | 3 |
BAC | BANK OF AMERICA CORP | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
XLV | SELECT SECTOR SPDR F E... | 2 | 2 | 0.26% | 0.38% | 0.50% | Q3 2022 | Q4 2022 | 2 |
XLP | SELECT SECTOR SPDR T E... | 2 | 2 | 0.34% | 0.35% | 0.36% | Q3 2022 | Q4 2022 | 2 |
IJS | ISHARES ETF S&P SMALL ... | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2021 | Q2 2021 | 2 |
EEM | ISHARES MSCI E... | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2020 | Q1 2021 | 2 |
IJT | ISHARES ETF S&P SMALL ... | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2021 | Q2 2021 | 2 |
IWV | ISHARES ETF RUSSELL 3000 | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q3 2022 | 2 |
SNOW | SNOWFLAKE INC CL A | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2023 | Q3 2023 | 2 |
XLU | SELECT SECTOR SPDR T E... | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2022 | Q3 2022 | 2 |
IJJ | ISHARES S&P MIDCAP ETF... | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
SLV | I SHARES SILVER TR ETF | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
DTH | WISDOMTREE INTL EQ ETF... | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q2 2023 | 2 |
WFC | WELLS FARGO & CO NEW | 1 | 1 | 0.13% | 0.15% | 0.17% | Q3 2021 | Q3 2023 | 2 |
CPRT | COPART INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
VOO | VANGUARD INDEX FDS ETF... | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
TSCO | TRACTOR SUPPLY COMPANY | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
IYZ | ISHARES ETF U.S. TELEC... | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
MTUM | ISHARES E... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
DBP | INVESCO DB MULTI E... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
VYMI | VANGUARD INTERNATINL E... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
VLUE | ISHARES EDGE MSCI ETF ... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
MGK | VANGUARD MEGA CAP ETF ... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
EFA | ISHARES MSCI EAFE IN ETF | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
IRM | IRON MOUNTAIN INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
IWR | ISHARES RUSSELL ETF MI... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
IJR | ISHARES CORE S&P ETF S... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
CL | COLGATE-PALMOLIVE CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
IAU | ISHARES GOLD TRUSTET ETF | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
VOT | VANGUARD MID-CAP ETF G... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
PRU | PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
CSX | CSX CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
DEM | WISDOMTREE EMERGING ET... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
ESML | ISHARES TR ETF ESG MSC... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
SPLK | SPLUNK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
ORLY | O'REILLY AUTOMOTIVE INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
FSR | FISKER INC CLASS A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and NVIDIA CORP, are the highest-conviction holdings of Brown Miller Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Brown Miller Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Brown Miller Wealth Management, LLC owns currently or has owned in the past.