Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN MILLER WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 122 | 226,779,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORP | COM | 1 | $26,315,000 | 29,124 | 11.60 | 7.32 | -451 | -1.52 | 03-31-2024 |
| APPLE INC | COM | 2 | $19,115,000 | 111,471 | 8.43 | 10.90 | -1,778 | -1.57 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $15,908,000 | 37,813 | 7.01 | 7.01 | 503 | 1.35 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 4 | $9,070,000 | 45,284 | 4.00 | 3.73 | 1,359 | 3.09 | 03-31-2024 |
