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Home > Institutional Investor > Brown Miller Wealth Management, Llc > Profile

Instuitional Investor - Brown Miller Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Brown Miller Wealth Management, Llc
Portfolio Value $288,965,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 286,375 $31,037,309 10.74%
2.
Apple Inc.
 AAPL 113,958 $25,313,457 8.76%
3.
Microsoft Corp
 MSFT 40,468 $15,191,004 5.26%
4.
Jpmorgan Chase & Co
 JPM 45,075 $11,056,805 3.83%
5.
Abbott Laboratories
 ABT 42,686 $5,662,362 1.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)