Portfolio (Quarterly)
Guide ↗
Brown Miller Wealth Management, LLC
· CIK 0001840084| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ZTS | ZOETIS INC | Healthcare | 10,759 | $1.3M | 0.36% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 3,177 | $718K | 0.20% | SOLD |
| 3 | IVW | ISHARES TR | — | 5,339 | $604K | 0.17% | SOLD |
| 4 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 16,321 | $601K | 0.17% | SOLD |
| 5 | NEM | NEWMONT CORP | Basic Materials | 4,590 | $497K | 0.14% | SOLD |
| 6 | ENSG | ENSIGN GROUP INC | Healthcare | 2,199 | $443K | 0.13% | SOLD |
| 7 | MTUM | ISHARES TR | — | 1,842 | $442K | 0.13% | SOLD |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,807 | $411K | 0.12% | SOLD |
| 9 | CNX | CNX RES CORP | Energy | 10,510 | $405K | 0.12% | SOLD |
| 10 | — | SOMNIGROUP INTERNATIONAL INC | — | 5,200 | $384K | 0.11% | SOLD |
| 11 | THC | TENET HEALTHCARE CORP | Healthcare | 1,932 | $365K | 0.10% | SOLD |
| 12 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 24,008 | $360K | 0.10% | SOLD |
| 13 | MEDP | MEDPACE HLDGS INC | Healthcare | 741 | $356K | 0.10% | SOLD |
| 14 | EVR | EVERCORE INC | Financial Services | 894 | $267K | 0.08% | SOLD |
| 15 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 922 | $260K | 0.07% | SOLD |
| 16 | PSX | PHILLIPS 66 | Energy | 1,136 | $207K | 0.06% | SOLD |
Sector Allocation
Technology
44.3%
Financial Services
14.9%
Healthcare
9.2%
Industrials
7.4%
Communication Services
5.6%
Consumer Cyclical
4.9%
Consumer Defensive
3.7%
Energy
3.3%
Utilities
2.7%
Real Estate
2.1%