0001840084-23-000001.txt : 20230112 0001840084-23-000001.hdr.sgml : 20230112 20230112155755 ACCESSION NUMBER: 0001840084-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230112 DATE AS OF CHANGE: 20230112 EFFECTIVENESS DATE: 20230112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brown Miller Wealth Management, LLC CENTRAL INDEX KEY: 0001840084 IRS NUMBER: 842659987 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20464 FILM NUMBER: 23525943 BUSINESS ADDRESS: STREET 1: 8280 GREENSBORO DR STREET 2: SUITE 220 CITY: MCLEAN STATE: VA ZIP: 22102 BUSINESS PHONE: 703-972-1950 MAIL ADDRESS: STREET 1: 8280 GREENSBORO DR STREET 2: SUITE 220 CITY: MCLEAN STATE: VA ZIP: 22102 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001840084 XXXXXXXX 12-31-2022 12-31-2022 Brown Miller Wealth Management, LLC
8280 GREENSBORO DR SUITE 220 MCLEAN VA 22102
13F HOLDINGS REPORT 028-20464 000305742 801-117810 N
Christopher W Brown Chief Compliance Officer 703-972-1998 Christopher W Brown Mclean VA 01-12-2023 0 119 158133 false
INFORMATION TABLE 2 bmwm2022q4.xml ABBOTT LABORATORIES COM 002824100 4537 41330 SH SOLE 39577 0 1753 ABBVIE INC COM 00287Y109 2597 16070 SH SOLE 15612 0 458 ACCENTURE PLC IRELAND SHARES CLASS A SHS CLASS A G1151C101 1970 7382 SH SOLE 6987 0 395 AIR PRODUCTS & CHEMICALS INC COM 009158106 392 1274 SH SOLE 1274 0 0 ALPHABET INC NON VOTING CAP STK CL C CAP STK CL C 02079K107 270 3046 SH SOLE 2886 0 160 ALPHABET INC VOTING CAP STK CL A CAP STK CL A 02079K305 2486 28187 SH SOLE 26337 0 1850 ALTRIA GROUP INC COM 02209S103 537 11764 SH SOLE 11764 0 0 AMAZON COM INC COM 023135106 1360 16192 SH SOLE 14619 0 1573 AMERICAN TOWER CORP REIT COM 03027X100 3746 17684 SH SOLE 16637 0 1047 AMGEN INC COM 031162100 1657 6311 SH SOLE 6087 0 224 ANALOG DEVICES INC COM 032654105 2339 14261 SH SOLE 13711 0 550 APPLE INC COM 037833100 15050 115833 SH SOLE 111413 0 4420 ARES CAPITAL CORP COM 04010L103 988 53493 SH SOLE 52116 0 1377 ARK ETF TR ETF GENOMIC REVOLUTION MULTI SECTOR ETF GENOMIC REV ETF 00214Q302 405 14371 SH SOLE 13374 0 997 AUTOMATIC DATA PROCESSING COM 053015103 318 1335 SH SOLE 1335 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW CL B New 084670702 1620 5245 SH SOLE 5245 0 0 BLACKROCK INC COM 09247X101 2428 3426 SH SOLE 3125 0 301 BLACKSTONE GROUP INC COM COM 09260D107 553 7454 SH SOLE 7301 0 153 BOEING CO COM 097023105 270 1418 SH SOLE 900 0 518 BROADCOM INC COM 11135F101 316 565 SH SOLE 565 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 274 3000 SH SOLE 3000 0 0 CAPITAL GRP GLOBAL ETF GROWTH EQUITY SHS CREATION UNIT SHS CREATION UNI 14020X104 789 37573 SH SOLE 37573 0 0 CAPITAL GRP GROWTH ETF SHS CREATION UNIT SHS CREATION UNI 14020G101 540 27087 SH SOLE 27087 0 0 CAPITAL GRP INTL ETF FOCUS EQUITY SHS CREATION UNIT SHS CREATION UNI 14019W109 1108 53214 SH SOLE 50261 0 2953 CHEVRON CORPORATION COM 166764100 2072 11546 SH SOLE 11212 0 334 CHOICE HOTELS INTL INC COM 169905106 323 2868 SH SOLE 2868 0 0 CHUBB LTD COM H1467J104 2298 10420 SH SOLE 9680 0 740 CISCO SYSTEMS INC COM 17275R102 2857 59987 SH SOLE 58157 0 1830 COCA-COLA COMPANY COM 191216100 218 3439 SH SOLE 3439 0 0 COMCAST CORP NEW CL A CL A 20030N101 1387 39687 SH SOLE 38168 0 1519 COSTAR GROUP INC COM 22160N109 334 4330 SH SOLE 0 0 4330 COSTCO WHSL CORP NEW COM COM 22160K105 451 988 SH SOLE 988 0 0 CVS HEALTH CORPORATION COM 126650100 425 4567 SH SOLE 4432 0 135 DANAHER CORP COM 235851102 882 3325 SH SOLE 3325 0 0 DEERE & CO COM 244199105 605 1411 SH SOLE 1233 0 178 DISNEY WALT COMPANY COM 254687106 2106 24244 SH SOLE 22730 0 1514 DOCUSIGN INC COM 256163106 290 5233 SH SOLE 4743 0 490 DOMINION ENERGY INC COM 25746U109 472 7708 SH SOLE 7515 0 193 DOW INC COM 260557103 402 7997 SH SOLE 6594 0 1403 ENERGY SELECT ETF SECTOR SPDR ENERGY 81369Y506 935 10697 SH SOLE 10274 0 423 ENTERPRISE PRODUCTS PARTNERS COM 293792107 517 21468 SH SOLE 21468 0 0 ESSENTIAL UTILS INC COM 29670G102 251 5278 SH SOLE 4375 0 903 EXXON MOBIL CORP COM 30231G102 269 2444 SH SOLE 2444 0 0 FASTENAL CO COM 311900104 396 8376 SH SOLE 8376 0 0 GENL DYNAMICS CORP COM 369550108 1289 5199 SH SOLE 4909 0 290 GILEAD SCIENCES INC COM 375558103 396 4616 SH SOLE 4141 0 475 HOME DEPOT INC COM 437076102 293 928 SH SOLE 513 0 415 HONEYWELL INTERNATIONAL INC COM 438516106 206 965 SH SOLE 965 0 0 INTEL CORP COM 458140100 530 20080 SH SOLE 17490 0 2590 INTERCONTINENTAL EXCH EXCHANGE COM 45866F104 1451 14149 SH SOLE 13206 0 943 INTERNATIONAL BUSINESS MACHINE CORP COM 459200101 1137 8072 SH SOLE 7363 0 709 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT UNIT 46138B103 509 20674 SH SOLE 20674 0 0 INVESCO DB MULTI ETF SECTOR COMMODITY TR ENERGY FD ENERGY FD 46140H304 458 20207 SH SOLE 20207 0 0 INVESCO DB US DLR ETF INDEX TRUST BULLISH FUND BULLISH FD 46141D203 348 12533 SH SOLE 12533 0 0 INVESCO ETF HIGH YIELD EQUITY DIVID ACHIEVERS HIG YLD EQ DIV 46137V563 262 12671 SH SOLE 12671 0 0 INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1 OPTIMUM YIELD 46090F100 431 29226 SH SOLE 26909 0 2317 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD CORE S&P500 ETF 464287200 2174 5659 SH SOLE 5286 0 373 ISHARES CORE S&P MID ETF ETF CORE S&P MCP ETF 464287507 1103 4561 SH SOLE 4255 0 306 ISHARES ETF RUSSELL 2000 RUSSELL 2000 ETF 464287655 1164 6680 SH SOLE 6187 0 493 ISHARES ETF U.S. AEROSPACE & DEFENSE US AER DEF ETF 464288760 272 2439 SH SOLE 2250 0 189 ISHARES ETF U.S. TELECOMMUNICATIONS US TELECOM ETF 464287713 1212 54051 SH SOLE 50703 0 3348 ISHARES S&P MIDCAP ETF 400 VALUE S&P MC 400VL ETF 464287705 335 3332 SH SOLE 3332 0 0 ISHARES SELECT ETF DIVIDEND SELECT DIVID ETF 464287168 322 2670 SH SOLE 2670 0 0 ISHARES TR ETF ESG MSCI USA SMALL CAP OPTIMIZED ETF ESG AWARE MSCI 46435U663 202 6145 SH SOLE 6011 0 134 JOHNSON & JOHNSON COM 478160104 3056 17301 SH SOLE 16155 0 1146 JPMORGAN CHASE & CO COM 46625H100 6264 46714 SH SOLE 44811 0 1903 JPMORGAN ETF ULTRA-SHORT INCOME ULTRA SHRT INC 46641Q837 1424 28424 SH SOLE 28424 0 0 KINDER MORGAN INC DEL COM 49456B101 192 10639 SH SOLE 9714 0 925 LINDE PLC SHS G5494J103 1815 5565 SH SOLE 5362 0 203 LOWES COMPANIES INC COM 548661107 3224 16181 SH SOLE 14952 0 1229 MASTERCARD INC CL A CL A 57636Q104 925 2662 SH SOLE 2514 0 148 MATCH GROUP INC NEW COM 57667L107 212 5130 SH SOLE 4792 0 338 MCDONALDS CORP COM 580135101 778 2955 SH SOLE 2797 0 158 MERCK & CO INC NEW COM 58933Y105 2460 22179 SH SOLE 22064 0 115 MICROSOFT CORP COM 594918104 8725 36382 SH SOLE 35426 0 956 NEXTERA ENERGY INC COM 65339F101 2457 29399 SH SOLE 28290 0 1109 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 337 4812 SH SOLE 4645 0 167 NIKE INC CLASS B CL B 654106103 282 2414 SH SOLE 2187 0 227 NVIDIA CORP COM 67066G104 4357 29817 SH SOLE 29320 0 497 PEPSICO INCORPORATED COM 713448108 1129 6252 SH SOLE 6252 0 0 PFIZER INCORPORATED COM 717081103 255 4979 SH SOLE 4979 0 0 PHILIP MORRIS INTERNATIONAL INC COM 718172109 1742 17219 SH SOLE 17219 0 0 PROCTER & GAMBLE CO COM 742718109 2742 18095 SH SOLE 16770 0 1325 QUALCOMM INC COM 747525103 2148 19546 SH SOLE 19307 0 239 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2079 20601 SH SOLE 19795 0 806 REALTY INCOME CORP REIT COM 756109104 205 3241 SH SOLE 3241 0 0 RESMED INC COM 761152107 618 2970 SH SOLE 2970 0 0 SELECT SECTOR SPDR F ETF HEALTH CARE SBI HEALTHCARE 81369Y209 793 5837 SH SOLE 5587 0 250 SELECT SECTOR SPDR T ETF CONSUMER STAPLES SBI CONS STPLS 81369Y308 574 7702 SH SOLE 7429 0 273 SIRIUS XM HOLDINGS INC COM 82968B103 262 44995 SH SOLE 44995 0 0 SPDR PORTFOLIO ETF S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 421 10847 SH SOLE 9979 0 868 STARBUCKS CORP COM 855244109 3772 38031 SH SOLE 36264 0 1767 STATE STR CORP COM 857477103 281 3635 SH SOLE 3635 0 0 STRYKER CORP COM 863667101 1601 6551 SH SOLE 6274 0 277 SYSCO CORPORATION COM 871829107 404 5293 SH SOLE 5293 0 0 TEXAS INSTRUMENTS INC COM 882508104 1876 11360 SH SOLE 10898 0 462 UNION PACIFIC CORP COM 907818108 208 1006 SH SOLE 669 0 337 UNITED BANKSHARES INC W VA COM 909907107 451 11153 SH SOLE 11153 0 0 UNITED PARCEL SERVICE-B CL B 911312106 1300 7479 SH SOLE 7084 0 395 UNITEDHEALTH GROUP INC COM 91324P102 3249 6129 SH SOLE 5789 0 340 V F CORPORATION COM 918204108 399 14479 SH SOLE 14206 0 273 VANGUARD DIVIDEND ETF APPRECIATION DIV APP ETF 921908844 1387 9135 SH SOLE 8946 0 189 VANGUARD FTSE ETF DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 480 11454 SH SOLE 11454 0 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 492 2309 SH SOLE 2309 0 0 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 801 3232 SH SOLE 3232 0 0 VANGUARD INTERNATINL ETF HIGH DIVIDEND YIELD INTL HIGH ETF 921946794 462 7758 SH SOLE 6585 0 1173 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF FTSE EMR MKT ETF 922042858 1569 40263 SH SOLE 38552 0 1711 VANGUARD MID CAP ETF MID CAP ETF 922908629 1678 8236 SH SOLE 7891 0 345 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 211 1154 SH SOLE 1079 0 75 VANGUARD TOTAL STOCK ETF MARKET ETF TOTAL STK MKT 922908769 2411 12611 SH SOLE 12611 0 0 VANGUARD VALUE ETF VALUE ETF 922908744 704 5020 SH SOLE 5020 0 0 VERIZON COMMUNICATIONS COM COM 92343V104 3670 93164 SH SOLE 62957 0 30207 VISA INC CLASS A COM CL A 92826C839 350 1685 SH SOLE 1560 0 125 WALMART INC COM 931142103 305 2152 SH SOLE 1512 0 640 WHITE MOUNTAIN INS GRP COM G9618E107 422 298 SH SOLE 298 0 0 WILLIAMS COMPANIES INC COM 969457100 283 8629 SH SOLE 6549 0 2080 WISDOMTREE TOTAL DIV ETF US TOTAL DIVIDND 97717W109 287 4743 SH SOLE 4743 0 0 WORLD GOLD TR SPDR ETF GOLD MINISHARES TR NEW SPDR GLD MINIS 98149E303 354 9805 SH SOLE 9026 0 779 XYLEM INC COM 98419M100 1116 10101 SH SOLE 9663 0 438