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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC NON VOTING CAP STK CL C | CAP STK CL C | 101 | $466,000 | 3,067 | 0.21 | 0.22 | -5 | -0.16 | 03-31-2024 |
| UNITED BANKSHARES INC W VA | COM | 102 | $421,000 | 11,770 | 0.19 | 0.22 | 116 | 1.00 | 03-31-2024 |
| ISHARES ETF U.S. AEROSPACE & DEFENSE | US AER DEF ETF | 103 | $419,000 | 3,181 | 0.18 | 0.20 | 80 | 2.58 | 03-31-2024 |
| COSTAR GROUP INC | COM | 104 | $418,000 | 4,329 | 0.18 | 0.19 | 0 | 0.00 | 03-31-2024 |
