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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Brown Miller Wealth Management, LLC

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001840084-25-000013

Total Value
$321.9M
Positions
273
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA283,267$44.8M13.90%
2APPLE INCAAPL111,970$23.0M7.14%
3MICROSOFT CORPMSFT39,278$19.5M6.07%
4JPMORGAN CHASE & CO.VYLD44,843$13.0M4.04%
5ALPHABET INCGOOG32,364$5.7M1.77%
6ABBOTT LABSABLZF41,728$5.7M1.76%
7BROADCOM INCAVGO20,564$5.7M1.76%
8AMAZON COM INCAMZN23,147$5.1M1.58%
9CISCO SYS INCCSCO65,760$4.6M1.42%
10CAPITAL GROUP INTL FOCUS EQT14019W109166,200$4.5M1.40%
11SPDR SERIES TRUST78464A85461,513$4.5M1.39%
12DISNEY WALT CO25468710634,780$4.3M1.34%
13STARBUCKS CORPSBUX45,574$4.2M1.30%
14NEXTERA ENERGY INCNEE-PW59,179$4.1M1.28%
15LOWES COS INC54866110718,107$4.0M1.25%
16VISA INCV10,890$3.9M1.20%
17CHUBB LIMITEDCB13,174$3.8M1.19%
18VANGUARD INDEX FDS92290876912,533$3.8M1.18%
19LINDE PLCLIN8,063$3.8M1.18%
20INTERNATIONAL BUSINESS MACHSINTR12,404$3.7M1.14%
21PROCTER AND GAMBLE CO74271810922,805$3.6M1.13%
22BLACKROCK INCBLK3,192$3.3M1.04%
23RTX CORPORATIONRTX22,856$3.3M1.04%
24ABBVIE INCABBV16,256$3.0M0.94%
25INTERCONTINENTAL EXCHANGE IN45866F10415,618$2.9M0.89%
26STRYKER CORPORATIONSYK6,995$2.8M0.86%
27ACCENTURE PLC IRELANDACN8,943$2.7M0.83%
28ANALOG DEVICES INCADI11,177$2.7M0.83%
29BERKSHIRE HATHAWAY INC DELBRK-A5,366$2.6M0.81%
30PHILIP MORRIS INTL INC71817210914,152$2.6M0.80%
31GENERAL DYNAMICS CORPGD8,802$2.6M0.80%
32ISHARES TR46428750739,836$2.5M0.77%
33VANGUARD INTL EQUITY INDEX F92204285849,782$2.5M0.76%
34QUALCOMM INCQCOM15,126$2.4M0.75%
35UNITEDHEALTH GROUP INCUNH7,072$2.2M0.69%
36AMGEN INCAMGN7,724$2.2M0.67%
37TRACTOR SUPPLY COTSCO40,521$2.1M0.66%
38REALTY INCOME CORPO37,067$2.1M0.66%
39XYLEM INCXYL15,755$2.0M0.63%
40CHEVRON CORP NEWCVX13,590$1.9M0.60%
41PROLOGIS INC.PLDGP17,624$1.9M0.58%
42MERCK & CO INCMRK22,736$1.8M0.56%
43VANGUARD INDEX FDS9229086296,307$1.8M0.55%
44ISHARES TR4642872002,809$1.7M0.54%
45MASTERCARD INCORPORATEDMA2,999$1.7M0.52%
46COMCAST CORP NEWCCZ47,013$1.7M0.52%
47SPDR SERIES TRUST78468R85337,113$1.6M0.49%
48INVESCO EXCHANGE TRADED FD TIVZ15,853$1.6M0.48%
49WORLD GOLD TRGLDW23,368$1.5M0.48%
50ARES CAPITAL CORPARCC67,043$1.5M0.46%
51ZOETIS INCZTS9,299$1.5M0.45%
52SNOWFLAKE INCSNOW6,437$1.4M0.45%
53ARCH CAP GROUP LTDG0450A10515,333$1.4M0.43%
54GERMAN AMERN BANCORP INC37386510434,369$1.3M0.41%
55D-WAVE QUANTUM INCQBTS86,267$1.3M0.39%
56BLACKSTONE INCBX7,951$1.2M0.37%
57JOHNSON & JOHNSONJNJ7,595$1.2M0.36%
58SPDR SERIES TRUST78468R66312,114$1.1M0.35%
59VANGUARD SPECIALIZED FUNDS9219088445,067$1.0M0.32%
60VANGUARD INDEX FDS9229087362,319$1.0M0.32%
61J P MORGAN EXCHANGE TRADED F46654Q20318,647$1.0M0.32%
62VERIZON COMMUNICATIONS INCVZ23,188$1.0M0.31%
63LOCKHEED MARTIN CORPLMT2,155$998,0670.31%
64COSTCO WHSL CORP NEW22160K105953$943,1130.29%
65VANGUARD INDEX FDS9229087445,220$922,5830.29%
66AMERICAN TOWER CORP NEW03027X1004,121$910,7650.28%
67J P MORGAN EXCHANGE TRADED F46641Q33215,883$902,9560.28%
68MCDONALDS CORPMCD3,080$899,7970.28%
69NOVO-NORDISK A SNONOF12,996$896,9920.28%
70GLOBAL X FDS37960A52914,740$888,0850.28%
71SPDR SERIES TRUST78464A50815,155$793,2200.25%
72ALPHABET INCGOOG4,468$792,5490.25%
73RESMED INCRSMDF2,970$766,2600.24%
74CAPITAL GROUP GROWTH ETF14020G10118,666$758,7850.24%
75ISHARES TR46436E7187,528$758,0210.24%
76CAPITAL GROUP GBL GROWTH EQT14020X10423,603$754,5880.23%
77PEPSICO INCPEP5,691$751,4800.23%
78DEERE & CODE1,417$720,5300.22%
79BROADCOM INCAVGO2,591$714,3300.22%
80FASTENAL COFAST16,752$703,5840.22%
81WALMART INCWMT6,964$680,9050.21%
82SELECT SECTOR SPDR TR81369Y3088,123$657,6920.20%
83DANAHER CORPORATION2358511023,290$649,9990.20%
84ENTERPRISE PRODS PARTNERS L29379210720,859$646,8320.20%
85BROADRIDGE FINL SOLUTIONS IN11133T1032,575$625,7510.19%
86ALTRIA GROUP INCMO10,600$621,4780.19%
87PROGRESSIVE CORP7433151032,235$596,3210.19%
88QXO INCQXO-PB27,480$591,9190.18%
89PALANTIR TECHNOLOGIES INCPLTR4,339$591,4920.18%
90VANGUARD WORLD FD92204A5042,351$583,8470.18%
91CHUBB LIMITEDCB1,936$560,8980.17%
92DIAGEO PLCDGEAF5,491$553,7230.17%
93NVIDIA CORPORATIONNVDA3,490$551,3880.17%
94WHITE MTNS INS GROUP LTDG9618E107298$535,9060.17%
95SNAP ON INCSNA1,696$527,7610.16%
96ISHARES TR4642876552,433$524,9970.16%
97AMERICAN EXPRESS COAXP1,640$523,1270.16%
98PAYCHEX INCPAYX3,548$516,0920.16%
99WEC ENERGY GROUP INCWEC4,940$514,7480.16%
100LINDE PLCLIN1,094$513,2830.16%
101WILLIAMS COS INC9694571007,953$499,5150.16%
102FIDELITY NATIONAL FINANCIALFNF8,875$497,5330.15%
103SELECT SECTOR SPDR TR81369Y7043,372$497,4370.15%
104SOUTHERN COSOMN5,385$494,5050.15%
105MARATHON PETE CORPMARA2,976$494,3430.15%
106J P MORGAN EXCHANGE TRADED F46641Q8379,724$492,7960.15%
107ANALOG DEVICES INCADI2,065$491,5110.15%
108CISCO SYS INCCSCO6,936$481,2200.15%
109HERSHEY COHSY2,877$477,4020.15%
110NORTHERN TR CORPNTRSO3,734$473,4340.15%
111ENTERGY CORP NEWENO5,625$467,5500.15%
112FASTENAL COFAST11,052$464,1840.14%
113SPDR GOLD TRGLD1,503$458,1590.14%
114SPDR INDEX SHS FDS78463X77210,850$457,3280.14%
115INVESCO DB MULTI-SECTOR COMMIVZ6,068$455,9500.14%
116KINDER MORGAN INC DELEP-PC15,467$454,7300.14%
117UNITED BANKSHARES INC WEST VUNTCW12,399$451,7020.14%
118ISHARES TR4642878617,134$451,2260.14%
119LOCKHEED MARTIN CORPLMT973$450,7200.14%
120ROYAL CARIBBEAN GROUPV7780T1031,437$450,0750.14%
121FIDELITY COVINGTON TRUST3160928408,600$447,3720.14%
122TRANE TECHNOLOGIES PLCTT1,021$446,7100.14%
123ISHARES TR46432F3961,842$442,6690.14%
124ISHARES INC4642866087,446$442,6650.14%
125HOME DEPOT INCHD1,189$435,9350.14%
126EXXON MOBIL CORPXOM3,985$429,5290.13%
127NETFLIX INCNFLX320$428,5220.13%
128AMERICAN WTR WKS CO INC NEW0304201033,077$428,0410.13%
129GE VERNOVA INCGEV807$427,0560.13%
130INVESCO EXCH TRADED FD TR IIIVZ5,770$420,1710.13%
131GALLAGHER ARTHUR J & CO3635761091,307$418,4830.13%
132HONEYWELL INTL INC4385161061,775$413,3620.13%
133AMPHENOL CORP NEW0320951014,111$405,9940.13%
134SELECT SECTOR SPDR TR81369Y6057,729$404,7680.13%
135SPROUTS FMRS MKT INC85208M1022,452$403,6970.13%
136GILEAD SCIENCES INCGILD3,639$403,4560.13%
137AUTOMATIC DATA PROCESSING INADP1,303$401,9140.12%
138EMCOR GROUP INCEME746$399,0580.12%
139ISHARES SILVER TRSLV12,086$396,5420.12%
140CHEVRON CORP NEWCVX2,757$394,7750.12%
141VANGUARD INDEX FDS9229087511,659$393,1500.12%
142CLOROX CO DELCLX3,225$387,2260.12%
143KINDER MORGAN INC DELEP-PC12,801$376,3440.12%
144TARGA RES CORPTRGP2,160$376,0230.12%
145COLGATE PALMOLIVE COCL4,105$373,1450.12%
146MASTERCARD INCORPORATEDMA661$371,4420.12%
147TRANSDIGM GROUP INCTDG242$367,9950.11%
148NETFLIX INCNFLX272$364,2430.11%
149CHOICE HOTELS INTL INC1699051062,868$363,0670.11%
150BWX TECHNOLOGIES INCBWXT2,516$362,4550.11%
151VANGUARD STAR FDS9219097685,039$348,1450.11%
152COSTAR GROUP INCCSGP4,329$348,0520.11%
153STATE STR CORPSTT-PG3,243$342,3960.11%
154WELLS FARGO CO NEW9497461014,271$342,1930.11%
155DOMINION ENERGY INCD6,000$339,1020.11%
156US BANCORP DELUSB-PS7,439$336,6150.10%
157SYSCO CORPSYY4,438$336,1340.10%
158SCIENCE APPLICATIONS INTL CO8086251072,983$335,9160.10%
159SELECT SECTOR SPDR TR81369Y8031,322$334,7700.10%
160INTUITINTU418$329,2290.10%
161PEPSICO INCPEP2,404$317,4240.10%
162MICROSOFT CORPMSFT633$314,8610.10%
163ARES CAPITAL CORPARCC13,980$307,0010.10%
164NRG ENERGY INCNRG1,899$304,9410.09%
165PRICE T ROWE GROUP INCTROW3,141$303,1070.09%
166EMERSON ELEC COEMR2,265$301,9930.09%
167CAPITAL GROUP DIVIDEND VALUE14020W1067,643$301,8220.09%
168GRAINGER W W INC384802104285$296,4680.09%
169MICROSOFT CORPMSFT594$295,2760.09%
170COSTCO WHSL CORP NEW22160K105293$290,0520.09%
171OREILLY AUTOMOTIVE INC67103H1073,195$287,9650.09%
172C H ROBINSON WORLDWIDE INCCHRW3,000$287,8500.09%
173PAYCOM SOFTWARE INCPAYC1,238$286,4960.09%
174AIR PRODS & CHEMS INCAIIR1,013$283,9140.09%
175HOULIHAN LOKEY INCHLI1,557$280,1040.09%
176CVS HEALTH CORPCVS4,048$279,2630.09%
177GILEAD SCIENCES INCGILD2,479$274,8370.09%
178UNUM GROUPUNMA3,399$274,4720.09%
179BROWN & BROWN INCBRO2,436$270,1180.08%
180HOME DEPOT INCHD731$267,8410.08%
181UNITED PARCEL SERVICE INCUPS2,565$258,9110.08%
182GATES INDL CORP PLCG3910810811,137$256,4850.08%
183VANGUARD TAX-MANAGED FDS9219438584,487$255,7790.08%
184SEMPRASREA3,372$255,4960.08%
185COCA COLA COKO3,563$252,0800.08%
186ENBRIDGE INCENNPF5,409$245,1230.08%
187COPART INCCPRT4,800$235,5360.07%
188ORACLE CORPORCL-PD1,061$231,9780.07%
189KEYSIGHT TECHNOLOGIES INCKEYS1,410$231,0430.07%
190WEYERHAEUSER CO MTN BEWY8,981$230,7220.07%
191ONEOK INC NEWOKE2,822$230,3600.07%
192VANGUARD INDEX FDS922908363404$229,3540.07%
193DOLLAR TREE INCDLTR2,264$224,2270.07%
194THE BALDWIN INSURANCE GRP IN05589G1025,226$223,7250.07%
195VANGUARD WHITEHALL FDS9219467942,781$222,7860.07%
196UNION PAC CORPUNP962$221,3650.07%
197VANGUARD INDEX FDS922908538778$221,1300.07%
198AFLAC INCAFL2,060$217,2480.07%
199SPDR SERIES TRUST78468R7885,084$215,7650.07%
200ORACLE CORPORCL-PD967$211,4580.07%
201BANK AMERICA CORP0605051044,452$210,6510.07%
202MORNINGSTAR INCMORN660$207,1350.06%
203CONOCOPHILLIPSCOP2,287$205,2350.06%
204PNC FINL SVCS GROUP INC6934751051,082$201,7140.06%
205UBS GROUP AGUBS5,956$201,4430.06%
206UNITED PARCEL SERVICE INCUPS1,973$199,1700.06%
207DOW INCDOW7,434$196,8520.06%
208ELI LILLY & COLLY231$180,1910.06%
209MASTERCARD INCORPORATEDMA308$172,8010.05%
210STRYKER CORPORATIONSYK421$166,6190.05%
211TRIPADVISOR INCTRIP12,322$160,8020.05%
212COLGATE PALMOLIVE COCL1,760$159,9840.05%
213ALPHABET INCGOOG839$148,8720.05%
214GE AEROSPACE369604301563$144,8560.05%
215BERKSHIRE HATHAWAY INC DELBRK-A291$141,3590.04%
216DOW INCDOW5,319$140,8350.04%
217LOWES COS INC548661107585$129,8870.04%
218AMAZON COM INCAMZN583$127,9040.04%
219SOUTHERN COSOMN1,284$117,9100.04%
220PHILIP MORRIS INTL INC718172109638$116,1990.04%
221APPLE INCAAPL545$111,8180.03%
222ALPHABET INCGOOG617$109,4500.03%
223BROWN & BROWN INCBRO940$104,2350.03%
224DISNEY WALT CO254687106830$102,9280.03%
225SELECT SECTOR SPDR TR81369Y6051,729$90,5480.03%
226SELECT SECTOR SPDR TR81369Y704609$89,8400.03%
227STARBUCKS CORPSBUX880$80,5940.03%
228GE AEROSPACE369604301312$80,3060.02%
229ELI LILLY & COLLY103$80,2920.02%
230BROWN & BROWN INCBRO678$75,1350.02%
231JPMORGAN CHASE & CO.VYLD246$71,3180.02%
232VISA INCV194$68,8800.02%
233ARCH CAP GROUP LTDG0450A105689$62,7330.02%
234ABBOTT LABSABLZF441$59,9800.02%
235AIR PRODS & CHEMS INCAIIR202$56,6150.02%
236US BANCORP DELUSB-PS1,192$53,9380.02%
237GE VERNOVA INCGEV95$50,0180.02%
238UNITEDHEALTH GROUP INCUNH156$48,6670.02%
239NOVO-NORDISK A SNONOF662$45,6910.01%
240COMCAST CORP NEWCCZ968$34,5480.01%
241DANAHER CORPORATION235851102170$33,5820.01%
242AMGEN INCAMGN120$33,5050.01%
243LINDE PLCLIN69$32,3730.01%
244RTX CORPORATIONRTX192$28,0360.01%
245ALPHABET INCGOOG156$27,4920.01%
246SPDR SERIES TRUST78464A508521$27,2620.01%
247WORLD GOLD TRGLDW385$25,2250.01%
248PAYCHEX INCPAYX166$24,1350.01%
249BLACKROCK INCBLK23$24,1330.01%
250HOME DEPOT INCHD61$22,3650.01%
251CHUBB LIMITEDCB74$21,4390.01%
252GILEAD SCIENCES INCGILD193$21,3980.01%
253PROGRESSIVE CORP74331510377$20,5480.01%
254CVS HEALTH CORPCVS288$19,8660.01%
255BANK AMERICA CORP060505104384$18,1710.01%
256SOUTHERN COSOMN194$17,8150.01%
257PAYCHEX INCPAYX120$17,4550.01%
258BLACKSTONE INCBX101$15,1080.00%
259SEMPRASREA192$14,5480.00%
260STARBUCKS CORPSBUX152$13,9280.00%
261EXXON MOBIL CORPXOM128$13,7980.00%
262ACCENTURE PLC IRELANDACN46$13,7490.00%
263COPART INCCPRT271$13,2980.00%
264DEERE & CODE24$12,2040.00%
265ENTERGY CORP NEWENO140$11,6370.00%
266ABBVIE INCABBV61$11,3230.00%
267PNC FINL SVCS GROUP INC69347510559$10,9990.00%
268COSTAR GROUP INCCSGP115$9,2460.00%
269HONEYWELL INTL INC43851610634$7,9180.00%
270WELLS FARGO CO NEW94974610193$7,4670.00%
271GLOBAL X FDS37960A529121$7,2900.00%
272SELECT SECTOR SPDR TR81369Y30876$6,1540.00%
273DOLLAR TREE INCDLTR56$5,5460.00%