Miller Wealth Advisors
Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, AAPL, XOM, GOOG, MSFT, and represent 91.38% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XOM, BRK.B, ACHR, SMCI, NFLX, BABA, ASTS, QQQ, TSLA, NTR.
- Started 8 new stock positions in ASTS, BABA, QQQ, NFLX, ACHR, DVN, NTR, SMCI.
- Reduced shares in these 10 stocks: AMZN, AAPL, GOOG, MSFT, OXY, OKE, NVDA, , , AMD.
- Sold out of its positions in DRTTF, ET, META, MJARF.
- Miller Wealth Advisors was a net seller of stock by $-2.6M.
- Miller Wealth Advisors has $184M in assets under management (AUM), dropping by -0.72%.
- Central Index Key (CIK): 0001908158
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Portfolio Holdings for Miller Wealth Advisors
Miller Wealth Advisors holds 85 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 27.6 | $51M | -2% | 270k | 187.53 |
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| Apple (AAPL) | 21.4 | $39M | 169k | 232.15 |
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| Exxon Mobil Corporation (XOM) | 20.6 | $38M | 315k | 120.35 |
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| Alphabet Inc Class C cs (GOOG) | 11.1 | $20M | -2% | 124k | 164.51 |
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| Microsoft Corporation (MSFT) | 10.6 | $20M | 47k | 416.72 |
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| NVIDIA Corporation (NVDA) | 4.6 | $8.4M | 62k | 136.93 |
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| Berkshire Hathaway (BRK.B) | 1.7 | $3.1M | +9% | 6.7k | 465.85 |
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| Honeywell International (HON) | 0.3 | $571k | 2.6k | 219.55 |
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| Caterpillar (CAT) | 0.2 | $395k | 1.0k | 394.49 |
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| Spdr S&p 500 Etf Uie (SPY) | 0.2 | $385k | 662.00 | 582.13 |
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| Procter & Gamble Company (PG) | 0.1 | $253k | 1.5k | 172.28 |
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| Wal-Mart Stores (WMT) | 0.1 | $221k | 2.7k | 80.89 |
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| Chevron Corporation (CVX) | 0.1 | $194k | 1.3k | 151.23 |
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| Deere & Company (DE) | 0.1 | $193k | 476.00 | 405.14 |
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| Goldman Sachs (GS) | 0.1 | $170k | 322.00 | 529.00 |
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| Pepsi (PEP) | 0.1 | $166k | 951.00 | 174.67 |
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| Enterprise Prods Part MLP (EPD) | 0.1 | $154k | 5.3k | 29.13 |
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| Intel Corporation (INTC) | 0.1 | $135k | 6.0k | 22.44 |
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| Apa Corporation (APA) | 0.1 | $127k | 5.1k | 24.92 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $97k | 430.00 | 224.42 |
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| Phillips 66 (PSX) | 0.0 | $92k | 688.00 | 133.34 |
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| Eli Lilly & Co. (LLY) | 0.0 | $92k | 100.00 | 917.12 |
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| Nike (NKE) | 0.0 | $91k | 1.1k | 83.40 |
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| Valero Energy Corporation (VLO) | 0.0 | $85k | 620.00 | 136.55 |
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| ConocoPhillips (COP) | 0.0 | $57k | 535.00 | 106.16 |
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| Tesla Motors (TSLA) | 0.0 | $53k | +4% | 241.00 | 220.89 |
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| Palantir Technologies (PLTR) | 0.0 | $48k | -21% | 1.1k | 42.00 |
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| Abbvie (ABBV) | 0.0 | $45k | 240.00 | 188.57 |
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| 3M Company (MMM) | 0.0 | $37k | 269.00 | 135.68 |
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| Principal Financial (PFG) | 0.0 | $36k | 396.00 | 91.26 |
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| Comcast Corporation (CMCSA) | 0.0 | $36k | 846.00 | 42.23 |
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| Morgan Stanley (MS) | 0.0 | $34k | 285.00 | 119.44 |
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| Verizon Communications (VZ) | 0.0 | $34k | 765.00 | 43.85 |
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| Illinois Tool Works (ITW) | 0.0 | $33k | 125.00 | 260.66 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $32k | -88% | 615.00 | 51.72 |
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| Archer Aviation Inc-a (ACHR) | 0.0 | $26k | NEW | 8.0k | 3.19 |
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| BP P L C F Adr (BP) | 0.0 | $24k | +2% | 769.00 | 31.33 |
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| Southern Company (SO) | 0.0 | $23k | 250.00 | 92.70 |
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| At&t (T) | 0.0 | $22k | 1.0k | 21.73 |
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| Sl Green Realty Corp (SLG) | 0.0 | $19k | 249.00 | 75.15 |
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| Dollar General (DG) | 0.0 | $18k | 219.00 | 81.92 |
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| Super Micro Computer (SMCI) | 0.0 | $17k | NEW | 365.00 | 47.59 |
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| Dominion Resources (D) | 0.0 | $17k | 280.00 | 59.74 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $14k | 100.00 | 141.30 |
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| Bristol Myers Squibb (BMY) | 0.0 | $14k | 261.00 | 53.19 |
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| Encana Corporation (OVV) | 0.0 | $14k | 332.00 | 41.31 |
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| Netflix (NFLX) | 0.0 | $12k | NEW | 18.00 | 687.67 |
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| Duke Energy (DUK) | 0.0 | $12k | 100.00 | 120.58 |
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| Baker Hughes A Ge Company (BKR) | 0.0 | $12k | 315.00 | 36.88 |
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| Merck & Co (MRK) | 0.0 | $11k | 100.00 | 109.75 |
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| American Financial (AFG) | 0.0 | $10k | 75.00 | 137.93 |
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| Alibaba Group Hldg Ltd F Adr (BABA) | 0.0 | $10k | NEW | 100.00 | 100.07 |
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| Oneok (OKE) | 0.0 | $9.6k | -92% | 100.00 | 96.44 |
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| Gilead Sciences (GILD) | 0.0 | $8.7k | 100.00 | 87.36 |
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| Emerson Electric (EMR) | 0.0 | $8.3k | 75.00 | 110.45 |
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| CVS Caremark Corporation (CVS) | 0.0 | $8.0k | 125.00 | 63.67 |
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| Target Corporation (TGT) | 0.0 | $7.8k | 50.00 | 155.90 |
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| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $7.8k | NEW | 273.00 | 28.49 |
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| Coronado Global Re Ordf Ufo (CODQL) | 0.0 | $7.7k | 10k | 0.77 |
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| Advanced Micro Devices (AMD) | 0.0 | $7.7k | -85% | 49.00 | 156.24 |
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| Union Pacific Corporation (UNP) | 0.0 | $7.3k | 30.00 | 241.73 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $7.2k | 100.00 | 71.91 |
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| Coca-Cola Company (KO) | 0.0 | $7.0k | -19% | 100.00 | 69.90 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $6.1k | 205.00 | 29.90 |
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| Valvoline Inc Common (VVV) | 0.0 | $5.8k | 137.00 | 42.05 |
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| Solventum Corp (SOLV) | 0.0 | $4.9k | 67.00 | 72.40 |
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| Cnx Resources Corporation (CNX) | 0.0 | $4.6k | 130.00 | 35.05 |
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| Fidelity National Information Services (FIS) | 0.0 | $4.5k | 50.00 | 89.92 |
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| Ashland (ASH) | 0.0 | $4.4k | 50.00 | 87.78 |
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| Johnson & Johnson (JNJ) | 0.0 | $4.1k | 25.00 | 164.48 |
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| Pfizer (PFE) | 0.0 | $2.9k | 100.00 | 29.27 |
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| Invsc Qqq Trust Srs 1 Uie (QQQ) | 0.0 | $2.5k | NEW | 5.00 | 491.20 |
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| Nutrien Ltd F FGC (NTR) | 0.0 | $2.2k | NEW | 45.00 | 48.31 |
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| Kenvue (KVUE) | 0.0 | $2.1k | 100.00 | 21.45 |
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| Warner Bros. Discovery (WBD) | 0.0 | $1.9k | 247.00 | 7.78 |
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| MetLife (MET) | 0.0 | $1.7k | 20.00 | 85.70 |
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| Kimco Rlty Corp Ret (KIM) | 0.0 | $1.4k | 56.00 | 24.46 |
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| PNC Financial Services (PNC) | 0.0 | $1.3k | 7.00 | 188.86 |
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| Occidental Pete C 27 Wts War (OXY.WS) | 0.0 | $746.000000 | 25.00 | 29.84 |
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| Organon & Co (OGN) | 0.0 | $651.000200 | 37.00 | 17.59 |
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| Devon Energy Corporation (DVN) | 0.0 | $203.000000 | NEW | 5.00 | 40.60 |
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| Huntsman Corporation (HUN) | 0.0 | $188.000000 | 8.00 | 23.50 |
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| Jpmorgan Equity Premium Uie (JEPI) | 0.0 | $180.000000 | 3.00 | 60.00 |
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| Viatris (VTRS) | 0.0 | $141.000000 | 12.00 | 11.75 |
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| Remote Dynamics Inc. u.s (RMTD) | 0.0 | $0 | 1.00 | 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 Q3 filed Oct. 30, 2024
- Miller Wealth Advisors 2024 Q2 filed July 18, 2024
- 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