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  Name: Brown Miller Wealth Management LLC
  City: MCLEAN
  State: VA
  Zip: 22102
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $226,779,000
  Total Value Change : $26,718,000
  Securities Held Change : -1
   
All Securities Held : 122
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 66
  Unchanged Positions : 27
  Decreased Positions : 23

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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XME)1 Year Chart         XME streetTRACKS Series Trust S... 124 Closed $63.24 $0 0 0% -529,000 -8,845 0    Closed - End Fund - E...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 123 Closed $0.00 $0 0 0% -205,000 -3,081 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc 129 Closed $194.91 $0 0 0% -851,000 -4,995 0    Semiconductor- Broad...
   (XLC)1 Year Chart         XLC Communication Services Sele... 128 Closed $82.65 $0 0 0% -630,000 -8,671 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 127 Closed $58.75 $0 0 0% -312,000 -6,338 0    Domestic Money Center...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 126 Closed $56.62 $0 0 0% -3,343,000 -62,119 0    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. 125 Closed $0.06 $0 0 0% -32,000 -18,052 0    N/A

      7 Records Found
  1    
Page 1 of 1
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