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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 $321,874,868
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 286,757 $45,304,705 14.08%
2.
Apple Inc.
 AAPL 112,515 $23,084,718 7.17%
3.
Microsoft Corp
 MSFT 40,505 $20,147,232 6.26%
4.
Jpmorgan Chase & Co
 JPM 45,089 $13,071,813 4.06%
5.
Broadcom Inc.
 AVGO 23,155 $6,382,792 1.98%
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)