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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 $260,771,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 281,394 $37,788,516 14.49%
2.
Apple Inc.
 AAPL 113,873 $28,516,150 10.93%
3.
Microsoft Corp
 MSFT 38,239 $16,117,820 6.18%
4.
Jpmorgan Chase & Co
 JPM 44,771 $10,732,086 4.11%
5.
Alphabet Inc.
 GOOGL 31,090 $5,885,514 2.25%
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)