Miller Wealth Advisors

Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Miller Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Miller Wealth Advisors

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
Coca-Cola Company (KO) 41.7 $31M 124.00 250633.31
 View chart
Advanced Micro Devices (AMD) 24.5 $18M 49.00 373248.80
 View chart
Comcast Corporation (CMCSA) 24.0 $18M 846.00 21137.29
 View chart
Deere & Company (DE) 2.6 $1.9M 476.00 4044.72
 View chart
Amazon (AMZN) 0.7 $545k -2% 295k 1.85
 View chart
Mjardin Group Inc F FGC (MJARF) 0.6 $481k NEW 1.0k 480.49
 View chart
3M Company (MMM) 0.6 $473k 269.00 1759.20
 View chart
Occidental Petroleum Corporation (OXY) 0.6 $411k -7% 32k 12.75
 View chart
Nike (NKE) 0.4 $333k 1.1k 310.61
 View chart
Alphabet Inc Class C cs (GOOG) 0.4 $311k 130k 2.40
 View chart
Phillips 66 (PSX) 0.3 $250k 677.00 369.43
 View chart
Emerson Electric (EMR) 0.3 $215k 75.00 2868.28
 View chart
Morgan Stanley (MS) 0.2 $173k 285.00 606.62
 View chart
Oneok (OKE) 0.2 $164k 1.3k 127.19
 View chart
Merck & Co (MRK) 0.2 $160k 100.00 1600.12
 View chart
NVIDIA Corporation (NVDA) 0.2 $155k 54.00 2862.07
 View chart
Kimco Realty Corp Ret (KIM) 0.2 $144k NEW 56.00 2567.45
 View chart
Huntsman Corporation (HUN) 0.2 $125k -33% 8.00 15592.12
 View chart
Palantir Technologies (PLTR) 0.2 $117k 615.00 190.24
 View chart
Cnx Resources Corporation (CNX) 0.2 $116k 130.00 894.79
 View chart
Principal Financial (PFG) 0.1 $107k 396.00 271.25
 View chart
Procter & Gamble Company (PG) 0.1 $105k 1.5k 71.58
 View chart
PNC Financial Services (PNC) 0.1 $94k 7.00 13434.86
 View chart
CVS Caremark Corporation (CVS) 0.1 $91k 125.00 725.23
 View chart
Enviva (EVA) 0.1 $90k NEW 2.4k 37.96
 View chart
Intel Corporation (INTC) 0.1 $79k 6.0k 13.16
 View chart
Microsoft Corporation (MSFT) 0.1 $62k 48k 1.31
 View chart
Reconnaissance Energy F FGC (RECAF) 0.1 $61k NEW 3.0k 20.35
 View chart
Bristol Myers Squibb (BMY) 0.1 $58k 251.00 232.24
 View chart
Osisko Gold Royaltie F FGC (OR) 0.1 $57k NEW 501.00 113.81
 View chart
Johnson & Johnson (JNJ) 0.0 $36k 25.00 1441.64
 View chart
Fidelity National Information Services (FIS) 0.0 $32k 50.00 635.00
 View chart
Dirtt Environmntl F FGC (DRTTF) 0.0 $31k 30k 1.03
 View chart
Berkshire Hathaway (BRK.B) 0.0 $29k +2% 6.3k 4.64
 View chart
Apple (AAPL) 0.0 $29k 183k 0.16
 View chart
Coronado Global Re Ordf Ufo (CODQL) 0.0 $27k 10k 2.68
 View chart
Cincinnati Financial Corporation (CINF) 0.0 $27k 100.00 265.76
 View chart
Gilead Sciences (GILD) 0.0 $18k 100.00 175.30
 View chart
Goldman Sachs (GS) 0.0 $17k -2% 332.00 51.65
 View chart
Dominion Resources (D) 0.0 $15k 280.00 52.08
 View chart
Organon & Co (OGN) 0.0 $11k +2% 36.00 304.69
 View chart
Caterpillar (CAT) 0.0 $11k 1.0k 10.90
 View chart
Enterprise Prods Part MLP (EPD) 0.0 $11k NEW 9.5k 1.11
 View chart
Abbvie (ABBV) 0.0 $11k 240.00 43.88
 View chart
Encana Corporation (OVV) 0.0 $8.4k 332.00 25.27
 View chart
Baker Hughes A Ge Company (BKR) 0.0 $7.3k 1.0k 7.13
 View chart
Chevron Corporation (CVX) 0.0 $7.2k 1.7k 4.33
 View chart
Honeywell International (HON) 0.0 $7.1k -8% 2.6k 2.74
 View chart
MetLife (MET) 0.0 $6.4k 20.00 318.55
 View chart
Jpmorgan Equity Premium Uie (JEPI) 0.0 $5.1k NEW 3.00 1716.00
 View chart
Ashland (ASH) 0.0 $3.9k 50.00 78.38
 View chart
Dollar General (DG) 0.0 $2.9k 216.00 13.33
 View chart
JPMorgan Chase & Co. (JPM) 0.0 $2.8k -3% 445.00 6.32
 View chart
Ford Motor Company (F) 0.0 $2.4k 273.00 8.79
 View chart
American Financial (AFG) 0.0 $2.4k 75.00 31.51
 View chart
BP PLC F Adr (BP) 0.0 $1.3k 746.00 1.77
 View chart
Transocean Inc New F Fgo (RIG) 0.0 $1.2k 5.0k 0.24
 View chart
Energy Transfer MLP (ET) 0.0 $1.1k NEW 4.4k 0.24
 View chart
Direxion Dly Ftse Chna Uie (YANG) 0.0 $973.002000 60.00 16.22
 View chart
Eli Lilly & Co. (LLY) 0.0 $768.000000 100.00 7.68
 View chart
Exxon Mobil Corporation (XOM) 0.0 $621.694000 311k 0.00
 View chart
ConocoPhillips (COP) 0.0 $515.985700 527.00 0.98
 View chart
Pepsi (PEP) 0.0 $364.042800 951.00 0.38
 View chart
Apa Corporation (APA) 0.0 $165.070400 5.0k 0.03
 View chart
Illinois Tool Works (ITW) 0.0 $130.000000 125.00 1.04
 View chart
Pfizer (PFE) 0.0 $8.000000 100.00 0.08
 View chart
Charles Schwab Corporation (SCHW) 0.0 $0 100.00 0.00
 View chart
Wal-Mart Stores (WMT) 0.0 $0 912.00 0.00
 View chart
Spdr S&p 500 Etf Uie (SPY) 0.0 $0 655.00 0.00
 View chart
At&t (T) 0.0 $0 1.0k 0.00
 View chart
Union Pacific Corporation (UNP) 0.0 $0 30.00 0.00
 View chart
Verizon Communications (VZ) 0.0 $0 956.00 0.00
 View chart
Valero Energy Corporation (VLO) 0.0 $0 607.00 0.00
 View chart
Target Corporation (TGT) 0.0 $0 50.00 0.00
 View chart
Southern Company (SO) 0.0 $0 250.00 0.00
 View chart
Tesla Motors (TSLA) 0.0 $0 +79% 502.00 0.00
 View chart
Valvoline Inc Common (VVV) 0.0 $0 137.00 0.00
 View chart
Remote Dynamics Inc. u.s (RMTD) 0.0 $0 1.00 0.00
 View chart
Viatris (VTRS) 0.0 $0 12.00 0.00
 View chart
Sl Green Realty Corp (SLG) 0.0 $0 249.00 0.00
 View chart
Brc Inc Com Cl A (BRCC) 0.0 $0 539.00 0.00
 View chart
Warner Bros. Discovery (WBD) 0.0 $0 247.00 0.00
 View chart

Past Filings by Miller Wealth Advisors

SEC 13F filings are viewable for Miller Wealth Advisors going back to 2022