Centered Wealth LLC dba Miller Equity Capital Advisors

Latest statistics and disclosures from Centered Wealth LLC dba Miller Equity Capital Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VB, AAPL, BND, WMB, QQQ, and represent 100.00% of Centered Wealth LLC dba Miller Equity Capital Advisors's stock portfolio.
  • Reduced shares in these 10 stocks: VB (-$65M), VTI (-$15M), , VV (-$13M), BND (-$11M), VO (-$9.5M), , BRK.B (-$6.6M), QQQ (-$6.3M), .
  • Sold out of its positions in AMZN, AAL, AWK, BRK.B, CVX, CMG, COST, DFAC, DFSV, DUHP.
  • Centered Wealth LLC dba Miller Equity Capital Advisors was a net seller of stock by $-255M.
  • Centered Wealth LLC dba Miller Equity Capital Advisors has $1.4M in assets under management (AUM), dropping by -99.45%.
  • Central Index Key (CIK): 0001894543

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Portfolio Holdings for Centered Wealth LLC dba Miller Equity Capital Advisors

Centered Wealth LLC dba Miller Equity Capital Advisors holds 5 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 36.9 $534k -99% 2.4k 221.75
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Apple (AAPL) 18.1 $262k -92% 1.2k 222.13
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 16.0 $232k -97% 3.2k 73.45
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Williams Companies (WMB) 15.0 $218k -92% 3.6k 59.76
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Invesco Qqq Tr Unit Ser 1 (QQQ) 13.9 $201k -96% 428.00 468.92
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Past Filings by Centered Wealth LLC dba Miller Equity Capital Advisors

SEC 13F filings are viewable for Centered Wealth LLC dba Miller Equity Capital Advisors going back to 2019

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