Miller Wealth Advisors
Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, XOM, AAPL, MSFT, GOOG, and represent 94.24% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, WMT, MSFT, AMD, XOM, META, DJT, TSLA, CVX, SPY.
- Started 3 new stock positions in DJT, OXY.WS, META.
- Reduced shares in these 10 stocks: AAPL, OXY, AMZN, GOOG, EPD, EVA, RECAF, OR, BRK.B, BKR.
- Sold out of its positions in EVA, OR, RECAF.
- Miller Wealth Advisors was a net seller of stock by $-2.5M.
- Miller Wealth Advisors has $168M in assets under management (AUM), dropping by 124.77%.
- Central Index Key (CIK): 0001908158
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Download as csv Download as ExcelPortfolio Holdings for Miller Wealth Advisors
Miller Wealth Advisors holds 82 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Amazon (AMZN) | 31.2 | $52M | 290k | 180.38 |
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Exxon Mobil Corporation (XOM) | 21.6 | $36M | 311k | 116.24 |
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Apple (AAPL) | 17.8 | $30M | -5% | 174k | 171.48 |
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Microsoft Corporation (MSFT) | 12.0 | $20M | 48k | 420.72 |
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Alphabet Inc Class C cs (GOOG) | 11.6 | $20M | 128k | 152.26 |
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Berkshire Hathaway (BRK.B) | 1.6 | $2.6M | 6.2k | 420.52 |
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NVIDIA Corporation (NVDA) | 1.1 | $1.9M | +3800% | 2.1k | 903.60 |
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Occidental Petroleum Corporation (OXY) | 0.3 | $563k | -73% | 8.7k | 64.99 |
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Honeywell International (HON) | 0.3 | $534k | 2.6k | 205.25 |
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Caterpillar (CAT) | 0.2 | $366k | 1.0k | 366.43 |
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Spdr S&p 500 Etf Uie (SPY) | 0.2 | $344k | 658.00 | 522.74 |
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Intel Corporation (INTC) | 0.2 | $265k | 6.0k | 44.17 |
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Chevron Corporation (CVX) | 0.2 | $262k | 1.7k | 157.72 |
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Procter & Gamble Company (PG) | 0.1 | $238k | 1.5k | 162.25 |
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Deere & Company (DE) | 0.1 | $196k | 476.00 | 410.74 |
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Apa Corporation (APA) | 0.1 | $172k | 5.0k | 34.38 |
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Pepsi (PEP) | 0.1 | $166k | 951.00 | 175.01 |
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Wal-Mart Stores (WMT) | 0.1 | $165k | +200% | 2.7k | 60.17 |
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Enterprise Prods Part MLP (EPD) | 0.1 | $153k | -44% | 5.3k | 29.18 |
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Goldman Sachs (GS) | 0.1 | $135k | -3% | 322.00 | 417.69 |
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Phillips 66 (PSX) | 0.1 | $111k | 680.00 | 163.32 |
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Valero Energy Corporation (VLO) | 0.1 | $104k | 611.00 | 170.80 |
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Oneok (OKE) | 0.1 | $104k | 1.3k | 80.17 |
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Nike (NKE) | 0.1 | $101k | 1.1k | 94.02 |
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Tesla Motors (TSLA) | 0.1 | $92k | +4% | 523.00 | 175.79 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $86k | -3% | 430.00 | 200.30 |
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Eli Lilly & Co. (LLY) | 0.0 | $78k | 100.00 | 777.96 |
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Energy Transfer MLP (ET) | 0.0 | $70k | 4.4k | 15.73 |
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ConocoPhillips (COP) | 0.0 | $67k | 530.00 | 127.20 |
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Advanced Micro Devices (AMD) | 0.0 | $67k | +653% | 369.00 | 180.49 |
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Facebook Inc cl a (META) | 0.0 | $49k | NEW | 100.00 | 485.58 |
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Abbvie (ABBV) | 0.0 | $44k | 240.00 | 182.10 |
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Verizon Communications (VZ) | 0.0 | $40k | 956.00 | 41.96 |
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Comcast Corporation (CMCSA) | 0.0 | $37k | 846.00 | 43.35 |
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Principal Financial (PFG) | 0.0 | $34k | 396.00 | 86.31 |
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Dollar General (DG) | 0.0 | $34k | 217.00 | 156.13 |
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Illinois Tool Works (ITW) | 0.0 | $34k | 125.00 | 268.33 |
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Transocean Inc New F Fgo (RIG) | 0.0 | $31k | 5.0k | 6.28 |
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Baker Hughes A Ge Company (BKR) | 0.0 | $29k | -15% | 865.00 | 33.50 |
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3M Company (MMM) | 0.0 | $29k | 269.00 | 106.07 |
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BP PLC F Adr (BP) | 0.0 | $28k | 746.00 | 37.69 |
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Morgan Stanley (MS) | 0.0 | $27k | 285.00 | 94.16 |
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At&t (T) | 0.0 | $18k | 1.0k | 17.60 |
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Southern Company (SO) | 0.0 | $18k | 250.00 | 71.74 |
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Encana Corporation (OVV) | 0.0 | $17k | 332.00 | 51.90 |
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Dirtt Environmntl F FGC (DRTTF) | 0.0 | $15k | 30k | 0.49 |
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Palantir Technologies (PLTR) | 0.0 | $14k | 625.00 | 23.01 |
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Bristol Myers Squibb (BMY) | 0.0 | $14k | 254.00 | 54.30 |
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Dominion Resources (D) | 0.0 | $14k | 280.00 | 49.19 |
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Sl Green Realty Corp (SLG) | 0.0 | $14k | 249.00 | 55.13 |
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Merck & Co (MRK) | 0.0 | $13k | 100.00 | 131.95 |
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Digital World Acquisition Co Class A (DJT) | 0.0 | $13k | NEW | 205.00 | 61.96 |
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Cincinnati Financial Corporation (CINF) | 0.0 | $12k | 100.00 | 124.17 |
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American Financial (AFG) | 0.0 | $10k | 75.00 | 136.48 |
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CVS Caremark Corporation (CVS) | 0.0 | $10k | 125.00 | 79.76 |
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Target Corporation (TGT) | 0.0 | $8.9k | 50.00 | 177.22 |
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Emerson Electric (EMR) | 0.0 | $8.5k | 75.00 | 113.43 |
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Coronado Global Re Ordf Ufo (CODQL) | 0.0 | $8.1k | 10k | 0.81 |
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Coca-Cola Company (KO) | 0.0 | $7.6k | 124.00 | 61.18 |
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Union Pacific Corporation (UNP) | 0.0 | $7.4k | 30.00 | 245.93 |
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Gilead Sciences (GILD) | 0.0 | $7.3k | 100.00 | 73.25 |
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Charles Schwab Corporation (SCHW) | 0.0 | $7.2k | 100.00 | 72.34 |
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Valvoline Inc Common (VVV) | 0.0 | $6.1k | 137.00 | 44.57 |
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Ashland (ASH) | 0.0 | $4.9k | 50.00 | 97.38 |
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Johnson & Johnson (JNJ) | 0.0 | $4.0k | 25.00 | 158.20 |
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Fidelity National Information Services (FIS) | 0.0 | $3.7k | 50.00 | 74.18 |
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Ford Motor Company (F) | 0.0 | $3.7k | 276.00 | 13.29 |
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Cnx Resources Corporation (CNX) | 0.0 | $3.1k | 130.00 | 23.72 |
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Pfizer (PFE) | 0.0 | $2.8k | 100.00 | 27.75 |
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Brc Inc Com Cl A (BRCC) | 0.0 | $2.3k | 539.00 | 4.28 |
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Warner Bros. Discovery (WBD) | 0.0 | $2.2k | 247.00 | 8.73 |
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MetLife (MET) | 0.0 | $1.5k | 20.00 | 74.10 |
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PNC Financial Services (PNC) | 0.0 | $1.1k | 7.00 | 161.57 |
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Kimco Realty Corp Ret (KIM) | 0.0 | $1.1k | 56.00 | 19.61 |
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Occidental Petrol 27 Wts War (OXY.WS) | 0.0 | $1.1k | NEW | 25.00 | 43.12 |
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Direxion Dly Ftse Chna Uie (YANG) | 0.0 | $697.002000 | 60.00 | 11.62 |
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Organon & Co (OGN) | 0.0 | $681.001200 | 36.00 | 18.92 |
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Huntsman Corporation (HUN) | 0.0 | $208.000000 | 8.00 | 26.00 |
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Jpmorgan Equity Premium Uie (JEPI) | 0.0 | $174.000000 | 3.00 | 58.00 |
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Viatris (VTRS) | 0.0 | $143.000400 | 12.00 | 11.92 |
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Remote Dynamics Inc. u.s (RMTD) | 0.0 | $0 | 1.00 | 0.00 |
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Mjardin Group Inc F FGC (MJARF) | 0.0 | $0 | 1.0k | 0.00 |
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Past Filings by Miller Wealth Advisors
SEC 13F filings are viewable for Miller Wealth Advisors going back to 2022
- Miller Wealth Advisors 2024 Q1 filed May 8, 2024
- Miller Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Miller Wealth Advisors 2023 Q4 restated filed Feb. 6, 2024
- Miller Wealth Advisors 2023 Q3 filed Nov. 7, 2023
- Miller Wealth Advisors 2023 Q2 filed July 27, 2023
- Miller Wealth Advisors 2023 Q1 filed May 5, 2023
- Miller Wealth Advisors 2022 Q4 filed Jan. 26, 2023
- Miller Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- Miller Wealth Advisors 2021 Q4 filed Aug. 8, 2022
- Miller Wealth Advisors 2022 Q1 filed Aug. 8, 2022
- Miller Wealth Advisors 2022 Q2 filed Aug. 8, 2022