Miller Wealth Advisors
Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, AAPL, GOOG, XOM, MSFT, and represent 86.67% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: HON, HONA, SPCX, MSFT, XOM, MU, VOO, CVX, TOI, HD.
- Started 10 new stock positions in SPCX, HON, MU, COF, HONA, GEV, HD, NEXT, TOI, FLYYQ.
- Reduced shares in these 10 stocks: GOOGL (-$43M), Honeywell International, AMZN, AAPL, GOOG, BRK.B, NLR, PLTR, NVDA, HOOD.
- Sold out of its positions in CLX, Honeywell International, LAC, OPEN, NLR.
- Miller Wealth Advisors was a net seller of stock by $-45M.
- Miller Wealth Advisors has $237M in assets under management (AUM), dropping by -8.90%.
- Central Index Key (CIK): 0001908158
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 csvPortfolio Holdings for Miller Wealth Advisors
Miller Wealth Advisors holds 122 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 24.8 | $59M | 246k | 238.34 |
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| Apple (AAPL) | 19.3 | $46M | 158k | 289.36 |
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| Alphabet Inc Class C cs (GOOG) | 18.0 | $43M | 120k | 353.33 |
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| Exxon Mobil Corporation (XOM) | 16.9 | $40M | 292k | 136.72 |
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| Microsoft Corporation (MSFT) | 7.8 | $18M | 49k | 373.02 |
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| NVIDIA Corporation (NVDA) | 6.0 | $14M | 71k | 200.09 |
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| Palantir Technologies (PLTR) | 2.8 | $6.5M | 56k | 116.67 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $2.8M | -10% | 5.7k | 500.39 |
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| Caterpillar (CAT) | 0.5 | $1.1M | 1.1k | 1064.90 |
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| Intel Corporation (INTC) | 0.4 | $838k | 6.0k | 139.63 |
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| State Street Spdr S&p Uie (SPY) | 0.2 | $503k | 674.00 | 746.28 |
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| Mobileye Global (MBLY) | 0.2 | $393k | -2% | 41k | 9.68 |
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| Chevron Corporation (CVX) | 0.1 | $341k | +6% | 2.1k | 165.73 |
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| Goldman Sachs (GS) | 0.1 | $326k | 322.00 | 1011.37 |
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| Wal-Mart Stores (WMT) | 0.1 | $310k | 2.7k | 113.26 |
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| Deere & Company (DE) | 0.1 | $302k | 476.00 | 634.33 |
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| Honeywell International (HON) | 0.1 | $291k | NEW | 1.3k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.1 | $287k | NEW | 1.3k | 221.08 |
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| Space X (SPCX) | 0.1 | $264k | NEW | 1.5k | 170.86 |
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| Facebook Inc cl a (META) | 0.1 | $225k | 400.00 | 563.29 |
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| Valero Energy Corporation (VLO) | 0.1 | $168k | 646.00 | 260.44 |
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| Apa Corporation (APA) | 0.1 | $166k | 5.1k | 32.57 |
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| Applied Materials (AMAT) | 0.1 | $145k | 200.00 | 723.00 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $141k | 430.00 | 327.33 |
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| Pepsi (PEP) | 0.1 | $129k | 951.00 | 135.40 |
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| Phillips 66 (PSX) | 0.1 | $121k | 715.00 | 169.04 |
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| Eli Lilly & Co. (LLY) | 0.1 | $120k | 100.00 | 1199.43 |
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| Robinhood Mkts (HOOD) | 0.0 | $88k | -18% | 875.00 | 100.28 |
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| Procter & Gamble Company (PG) | 0.0 | $81k | 550.00 | 146.64 |
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| Alphabet Inc Class A cs (GOOGL) | 0.0 | $80k | -99% | 225.00 | 357.37 |
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| Archer Aviation Inc-a (ACHR) | 0.0 | $65k | 14k | 4.73 |
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| Abbvie (ABBV) | 0.0 | $60k | 240.00 | 251.64 |
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| Morgan Stanley (MS) | 0.0 | $60k | 285.00 | 209.04 |
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| ConocoPhillips (COP) | 0.0 | $58k | 561.00 | 103.97 |
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| Solstice Advanced Matls (SOLS) | 0.0 | $58k | 650.00 | 88.60 |
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| Rocket Cos (RKT) | 0.0 | $55k | 3.5k | 15.75 |
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| Tesla Motors (TSLA) | 0.0 | $50k | 119.00 | 420.60 |
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| Nike (NKE) | 0.0 | $46k | 1.1k | 41.06 |
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| 3M Company (MMM) | 0.0 | $44k | 269.00 | 161.91 |
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| Principal Financial (PFG) | 0.0 | $43k | 396.00 | 107.78 |
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| Enterprise Prods Part MLP (EPD) | 0.0 | $42k | -30% | 1.1k | 36.76 |
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| Applied Blockchain (APLD) | 0.0 | $37k | 1.0k | 37.30 |
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| Illinois Tool Works (ITW) | 0.0 | $34k | 125.00 | 270.47 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $34k | 100.00 | 334.82 |
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| Verizon Communications (VZ) | 0.0 | $32k | 765.00 | 42.34 |
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| Coca-Cola Company (KO) | 0.0 | $32k | 390.00 | 81.27 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $30k | 615.00 | 48.57 |
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| Dollar General (DG) | 0.0 | $26k | 227.00 | 115.23 |
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| BP P L C F Adr (BP) | 0.0 | $25k | 684.00 | 36.94 |
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| Southern Company (SO) | 0.0 | $24k | 250.00 | 95.71 |
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| Omega Healthcare Invs In Ret (OHI) | 0.0 | $23k | -7% | 486.00 | 47.68 |
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| Micron Technology (MU) | 0.0 | $23k | NEW | 20.00 | 1154.30 |
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| Vanguard S&p 500 Etf Uie (VOO) | 0.0 | $23k | +3200% | 33.00 | 694.85 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $21k | 42.00 | 509.45 |
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| At&t (T) | 0.0 | $21k | 1.0k | 20.70 |
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| Jpmorgan Nasdaq Equity Uie (JEPQ) | 0.0 | $20k | 324.00 | 61.46 |
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| Comfort Systems USA (FIX) | 0.0 | $20k | 10.00 | 1982.00 |
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| McDonald's Corporation (MCD) | 0.0 | $19k | 71.00 | 270.31 |
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| Dominion Resources (D) | 0.0 | $19k | 280.00 | 68.29 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $19k | 100.00 | 185.14 |
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| Baker Hughes A Ge Company (BKR) | 0.0 | $18k | 315.00 | 55.50 |
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| Encana Corporation (OVV) | 0.0 | $18k | 332.00 | 52.65 |
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| Colgate-Palmolive Company (CL) | 0.0 | $17k | 183.00 | 91.68 |
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| Bristol Myers Squibb (BMY) | 0.0 | $16k | 281.00 | 57.53 |
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| Comcast Corporation (CMCSA) | 0.0 | $15k | 629.00 | 24.55 |
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| Oncology Institu (TOI) | 0.0 | $15k | NEW | 2.8k | 5.43 |
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| Reconnaissance Energy F FGC (RECAF) | 0.0 | $15k | 20k | 0.75 |
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| Asml Hldg N V F Adr (ASML) | 0.0 | $14k | 7.00 | 1989.43 |
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| Jpmorgan Equity Premium Uie (JEPI) | 0.0 | $13k | -28% | 235.00 | 56.48 |
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| USA Rare Earth Inc A (USAR) | 0.0 | $13k | 600.00 | 21.58 |
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| CVS Caremark Corporation (CVS) | 0.0 | $13k | 125.00 | 103.45 |
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| Sl Green Realty Corp (SLG) | 0.0 | $13k | 249.00 | 51.77 |
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| Netflix (NFLX) | 0.0 | $13k | 180.00 | 71.40 |
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| Merck & Co (MRK) | 0.0 | $13k | 100.00 | 128.50 |
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| Iren Ltd F Fgo (IREN) | 0.0 | $13k | -41% | 280.00 | 45.73 |
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| Home Depot (HD) | 0.0 | $13k | NEW | 36.00 | 354.89 |
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| Duke Energy (DUK) | 0.0 | $13k | 100.00 | 126.58 |
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| Gilead Sciences (GILD) | 0.0 | $13k | 100.00 | 126.34 |
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| Truist Financial Corp equities (TFC) | 0.0 | $13k | 250.00 | 49.82 |
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| Emerson Electric (EMR) | 0.0 | $11k | 75.00 | 143.15 |
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| Bwx Technologies (BWXT) | 0.0 | $11k | 55.00 | 194.65 |
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| American Financial (AFG) | 0.0 | $11k | 75.00 | 139.95 |
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| Cameco Corp F FGC (CCJ) | 0.0 | $10k | 100.00 | 101.86 |
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| Alibaba Group Hldg Ltd F Adr (BABA) | 0.0 | $9.6k | 100.00 | 95.98 |
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| Ge Vernova (GEV) | 0.0 | $9.4k | NEW | 8.00 | 1176.75 |
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| Mp Materials Corp (MP) | 0.0 | $9.2k | 165.00 | 56.01 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $9.2k | 100.00 | 92.27 |
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| Snowline Gold Corp F FGC (SNWGF) | 0.0 | $9.1k | 1.0k | 9.05 |
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| Oneok (OKE) | 0.0 | $8.7k | 100.00 | 86.94 |
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| Johnson & Johnson (JNJ) | 0.0 | $6.6k | +4% | 26.00 | 253.96 |
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| Warner Bros. Discovery (WBD) | 0.0 | $6.6k | 247.00 | 26.66 |
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| Nano Nuclear Energy (NNE) | 0.0 | $5.8k | 275.00 | 21.14 |
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| Advanced Micro Devices (AMD) | 0.0 | $5.8k | 10.00 | 580.90 |
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| Valvoline Inc Common (VVV) | 0.0 | $5.4k | 137.00 | 39.54 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $4.7k | 90.00 | 52.33 |
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| Capital One Financial (COF) | 0.0 | $4.5k | NEW | 22.00 | 203.05 |
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| Capital Sr Living Corp (SNDA) | 0.0 | $3.8k | 94.00 | 40.80 |
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| Invesco Qqq Tr Uie (QQQ) | 0.0 | $3.7k | 5.00 | 736.40 |
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| Ark Innovation Etf Uie (ARKK) | 0.0 | $3.6k | 45.00 | 80.82 |
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| Ashland (ASH) | 0.0 | $3.3k | 50.00 | 65.90 |
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| Nutrien Ltd F FGC (NTR) | 0.0 | $2.8k | 45.00 | 62.96 |
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| Pfizer (PFE) | 0.0 | $2.4k | 100.00 | 24.08 |
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| Fidelity National Information Services (FIS) | 0.0 | $1.9k | 50.00 | 38.88 |
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| Kenvue (KVUE) | 0.0 | $1.9k | 100.00 | 19.11 |
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| MetLife (MET) | 0.0 | $1.7k | 20.00 | 84.60 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $1.6k | 205.00 | 7.74 |
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| Kimco Rlty Corp Ret (KIM) | 0.0 | $1.4k | 56.00 | 25.36 |
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| Versant Media Group (VSNT) | 0.0 | $864.000000 | 24.00 | 36.00 |
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| Visa (V) | 0.0 | $686.000000 | 2.00 | 343.00 |
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| Organon & Co (OGN) | 0.0 | $517.001400 | 38.00 | 13.61 |
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| Invesco Nasdaq 100 Etf Uie (QQQM) | 0.0 | $303.000000 | 1.00 | 303.00 |
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| Nextdecade Corp (NEXT) | 0.0 | $249.001500 | NEW | 33.00 | 7.55 |
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| Viatris (VTRS) | 0.0 | $191.000400 | 12.00 | 15.92 |
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| Luckin Coffee Inc F Adr (LKNCY) | 0.0 | $111.000000 | 4.00 | 27.75 |
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| Huntsman Corporation (HUN) | 0.0 | $42.000000 | 4.00 | 10.50 |
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| Opendoor Technolo 26 Wts War (OPENW) | 0.0 | $38.002500 | 135.00 | 0.28 |
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| Opendoor Technolo 26 Wts War (OPENL) | 0.0 | $38.002500 | 135.00 | 0.28 |
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| Opendoor Technolo 26 Wts War (OPENZ) | 0.0 | $38.002500 | 135.00 | 0.28 |
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| Spirit Aviation Holding (FLYYQ) | 0.0 | $4.000000 | NEW | 200.00 | 0.02 |
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| Remote Dynamics Inc. u.s (RMTD) | 0.0 | $0 | 1.00 | 0.00 |
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| United Dev Funding Xxx Res | 0.0 | $0 | 774.00 | 0.00 |
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| Edgetech Intl (EGIL) | 0.0 | $0 | 750.00 | 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 2026 Q2 restated filed July 29, 2026
- Miller Wealth Advisors 2026 Q2 filed July 23, 2026
- Miller Wealth Advisors 2026 Q1 filed May 1, 2026
- Miller Wealth Advisors 2025 Q4 filed Jan. 20, 2026
- Miller Wealth Advisors 2025 Q4 restated filed Jan. 20, 2026
- Miller Wealth Advisors 2025 Q3 filed Oct. 23, 2025
- Miller Wealth Advisors 2025 Q2 filed July 18, 2025
- Miller Wealth Advisors 2025 Q1 filed May 13, 2025
- Miller Wealth Advisors 2024 Q4 filed Feb. 5, 2025
- 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