Miller Wealth Advisors
Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KO, AMD, CMCSA, DE, AMZN, and represent 93.56% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MJARF, KIM, EVA, RECAF, OR, EPD, JEPI, GOOG, PSX, ET.
- Started 8 new stock positions in MJARF, ET, RECAF, EPD, KIM, EVA, OR, JEPI.
- Reduced shares in these 8 stocks: HUN, OXY, AMZN, HON, AAPL, GS, JPM, XOM.
- Miller Wealth Advisors was a net buyer of stock by $746k.
- Miller Wealth Advisors has $75M in assets under management (AUM), dropping by -49.29%.
- Central Index Key (CIK): 0001908158
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Positions held by Miller Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Miller Wealth Advisors holds 82 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Coca-Cola Company (KO) | 41.7 | $31M | 124.00 | 250633.31 |
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Advanced Micro Devices (AMD) | 24.5 | $18M | 49.00 | 373248.80 |
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Comcast Corporation (CMCSA) | 24.0 | $18M | 846.00 | 21137.29 |
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Deere & Company (DE) | 2.6 | $1.9M | 476.00 | 4044.72 |
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Amazon (AMZN) | 0.7 | $545k | -2% | 295k | 1.85 |
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Mjardin Group Inc F FGC (MJARF) | 0.6 | $481k | NEW | 1.0k | 480.49 |
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3M Company (MMM) | 0.6 | $473k | 269.00 | 1759.20 |
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Occidental Petroleum Corporation (OXY) | 0.6 | $411k | -7% | 32k | 12.75 |
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Nike (NKE) | 0.4 | $333k | 1.1k | 310.61 |
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Alphabet Inc Class C cs (GOOG) | 0.4 | $311k | 130k | 2.40 |
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Phillips 66 (PSX) | 0.3 | $250k | 677.00 | 369.43 |
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Emerson Electric (EMR) | 0.3 | $215k | 75.00 | 2868.28 |
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Morgan Stanley (MS) | 0.2 | $173k | 285.00 | 606.62 |
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Oneok (OKE) | 0.2 | $164k | 1.3k | 127.19 |
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Merck & Co (MRK) | 0.2 | $160k | 100.00 | 1600.12 |
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NVIDIA Corporation (NVDA) | 0.2 | $155k | 54.00 | 2862.07 |
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Kimco Realty Corp Ret (KIM) | 0.2 | $144k | NEW | 56.00 | 2567.45 |
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Huntsman Corporation (HUN) | 0.2 | $125k | -33% | 8.00 | 15592.12 |
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Palantir Technologies (PLTR) | 0.2 | $117k | 615.00 | 190.24 |
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Cnx Resources Corporation (CNX) | 0.2 | $116k | 130.00 | 894.79 |
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Principal Financial (PFG) | 0.1 | $107k | 396.00 | 271.25 |
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Procter & Gamble Company (PG) | 0.1 | $105k | 1.5k | 71.58 |
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PNC Financial Services (PNC) | 0.1 | $94k | 7.00 | 13434.86 |
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CVS Caremark Corporation (CVS) | 0.1 | $91k | 125.00 | 725.23 |
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Enviva (EVA) | 0.1 | $90k | NEW | 2.4k | 37.96 |
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Intel Corporation (INTC) | 0.1 | $79k | 6.0k | 13.16 |
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Microsoft Corporation (MSFT) | 0.1 | $62k | 48k | 1.31 |
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Reconnaissance Energy F FGC (RECAF) | 0.1 | $61k | NEW | 3.0k | 20.35 |
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Bristol Myers Squibb (BMY) | 0.1 | $58k | 251.00 | 232.24 |
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Osisko Gold Royaltie F FGC (OR) | 0.1 | $57k | NEW | 501.00 | 113.81 |
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Johnson & Johnson (JNJ) | 0.0 | $36k | 25.00 | 1441.64 |
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Fidelity National Information Services (FIS) | 0.0 | $32k | 50.00 | 635.00 |
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Dirtt Environmntl F FGC (DRTTF) | 0.0 | $31k | 30k | 1.03 |
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Berkshire Hathaway (BRK.B) | 0.0 | $29k | +2% | 6.3k | 4.64 |
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Apple (AAPL) | 0.0 | $29k | 183k | 0.16 |
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Coronado Global Re Ordf Ufo (CODQL) | 0.0 | $27k | 10k | 2.68 |
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Cincinnati Financial Corporation (CINF) | 0.0 | $27k | 100.00 | 265.76 |
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Gilead Sciences (GILD) | 0.0 | $18k | 100.00 | 175.30 |
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Goldman Sachs (GS) | 0.0 | $17k | -2% | 332.00 | 51.65 |
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Dominion Resources (D) | 0.0 | $15k | 280.00 | 52.08 |
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Organon & Co (OGN) | 0.0 | $11k | +2% | 36.00 | 304.69 |
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Caterpillar (CAT) | 0.0 | $11k | 1.0k | 10.90 |
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Enterprise Prods Part MLP (EPD) | 0.0 | $11k | NEW | 9.5k | 1.11 |
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Abbvie (ABBV) | 0.0 | $11k | 240.00 | 43.88 |
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Encana Corporation (OVV) | 0.0 | $8.4k | 332.00 | 25.27 |
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Baker Hughes A Ge Company (BKR) | 0.0 | $7.3k | 1.0k | 7.13 |
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Chevron Corporation (CVX) | 0.0 | $7.2k | 1.7k | 4.33 |
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Honeywell International (HON) | 0.0 | $7.1k | -8% | 2.6k | 2.74 |
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MetLife (MET) | 0.0 | $6.4k | 20.00 | 318.55 |
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Jpmorgan Equity Premium Uie (JEPI) | 0.0 | $5.1k | NEW | 3.00 | 1716.00 |
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Ashland (ASH) | 0.0 | $3.9k | 50.00 | 78.38 |
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Dollar General (DG) | 0.0 | $2.9k | 216.00 | 13.33 |
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JPMorgan Chase & Co. (JPM) | 0.0 | $2.8k | -3% | 445.00 | 6.32 |
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Ford Motor Company (F) | 0.0 | $2.4k | 273.00 | 8.79 |
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American Financial (AFG) | 0.0 | $2.4k | 75.00 | 31.51 |
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BP PLC F Adr (BP) | 0.0 | $1.3k | 746.00 | 1.77 |
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Transocean Inc New F Fgo (RIG) | 0.0 | $1.2k | 5.0k | 0.24 |
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Energy Transfer MLP (ET) | 0.0 | $1.1k | NEW | 4.4k | 0.24 |
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Direxion Dly Ftse Chna Uie (YANG) | 0.0 | $973.002000 | 60.00 | 16.22 |
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Eli Lilly & Co. (LLY) | 0.0 | $768.000000 | 100.00 | 7.68 |
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Exxon Mobil Corporation (XOM) | 0.0 | $621.694000 | 311k | 0.00 |
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ConocoPhillips (COP) | 0.0 | $515.985700 | 527.00 | 0.98 |
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Pepsi (PEP) | 0.0 | $364.042800 | 951.00 | 0.38 |
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Apa Corporation (APA) | 0.0 | $165.070400 | 5.0k | 0.03 |
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Illinois Tool Works (ITW) | 0.0 | $130.000000 | 125.00 | 1.04 |
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Pfizer (PFE) | 0.0 | $8.000000 | 100.00 | 0.08 |
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Charles Schwab Corporation (SCHW) | 0.0 | $0 | 100.00 | 0.00 |
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Wal-Mart Stores (WMT) | 0.0 | $0 | 912.00 | 0.00 |
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Spdr S&p 500 Etf Uie (SPY) | 0.0 | $0 | 655.00 | 0.00 |
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At&t (T) | 0.0 | $0 | 1.0k | 0.00 |
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Union Pacific Corporation (UNP) | 0.0 | $0 | 30.00 | 0.00 |
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Verizon Communications (VZ) | 0.0 | $0 | 956.00 | 0.00 |
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Valero Energy Corporation (VLO) | 0.0 | $0 | 607.00 | 0.00 |
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Target Corporation (TGT) | 0.0 | $0 | 50.00 | 0.00 |
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Southern Company (SO) | 0.0 | $0 | 250.00 | 0.00 |
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Tesla Motors (TSLA) | 0.0 | $0 | +79% | 502.00 | 0.00 |
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Valvoline Inc Common (VVV) | 0.0 | $0 | 137.00 | 0.00 |
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Remote Dynamics Inc. u.s (RMTD) | 0.0 | $0 | 1.00 | 0.00 |
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Viatris (VTRS) | 0.0 | $0 | 12.00 | 0.00 |
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Sl Green Realty Corp (SLG) | 0.0 | $0 | 249.00 | 0.00 |
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Brc Inc Com Cl A (BRCC) | 0.0 | $0 | 539.00 | 0.00 |
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Warner Bros. Discovery (WBD) | 0.0 | $0 | 247.00 | 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 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