Miller Wealth Advisors
Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, XOM, AAPL, GOOGL, GOOG, and represent 81.33% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MSFT, CVX, MMM, NVDA, ASML, SNDA, ARKK, SPY, VSNT, VLO.
- Started 4 new stock positions in ASML, VSNT, MMM, SNDA.
- Reduced shares in these 10 stocks: AMZN, AAPL, XOM, GOOG, GOOGL, EPD, BRK.B, AMD, VRT, PLTR.
- Sold out of its positions in BMXI, BBW, Cnl Healthcare Trust, CNX, EOSE, FUSE, GSIT, GME, GNPX, LUNR. KLYG, KPRX, LB, NIXX, Snow Lake Res, SOFI, SOUN, DVLT, UNH, WWR, WKEY, JOBY, BRCHF.
- Miller Wealth Advisors was a net seller of stock by $-2.3M.
- Miller Wealth Advisors has $260M in assets under management (AUM), dropping by -4.04%.
- 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 117 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 19.9 | $52M | 248k | 208.27 |
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| Exxon Mobil Corporation (XOM) | 19.0 | $50M | 292k | 169.66 |
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| Apple (AAPL) | 15.6 | $41M | 159k | 253.79 |
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| Alphabet Inc Class A cs (GOOGL) | 13.4 | $35M | 121k | 286.86 |
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| Alphabet Inc Class C cs (GOOG) | 13.4 | $35M | 121k | 286.86 |
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| Microsoft Corporation (MSFT) | 7.0 | $18M | 49k | 370.17 |
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| NVIDIA Corporation (NVDA) | 4.8 | $13M | 72k | 174.40 |
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| Palantir Technologies (PLTR) | 3.2 | $8.3M | 57k | 146.28 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $3.0M | 6.3k | 479.20 |
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| Caterpillar (CAT) | 0.3 | $748k | 1.1k | 708.46 |
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| Honeywell International (HON) | 0.2 | $588k | 2.6k | 226.03 |
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| State Street Spdr S&p Uie (SPY) | 0.2 | $438k | 674.00 | 649.91 |
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| Chevron Corporation (CVX) | 0.2 | $399k | +46% | 1.9k | 206.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $340k | 2.7k | 124.28 |
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| Mobileye Global (MBLY) | 0.1 | $286k | 42k | 6.87 |
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| Goldman Sachs (GS) | 0.1 | $272k | 322.00 | 845.99 |
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| Deere & Company (DE) | 0.1 | $268k | 476.00 | 563.30 |
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| Intel Corporation (INTC) | 0.1 | $265k | -2% | 6.0k | 44.13 |
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| Facebook Inc cl a (META) | 0.1 | $229k | 400.00 | 572.13 |
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| Apa Corporation (APA) | 0.1 | $216k | 5.1k | 42.44 |
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| Valero Energy Corporation (VLO) | 0.1 | $160k | 646.00 | 247.08 |
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| Pepsi (PEP) | 0.1 | $148k | 951.00 | 155.29 |
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| Phillips 66 (PSX) | 0.1 | $130k | 715.00 | 182.17 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $127k | 430.00 | 294.16 |
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| Vaneck Uranium And Uie (NLR) | 0.0 | $120k | 900.00 | 133.19 |
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| Eli Lilly & Co. (LLY) | 0.0 | $92k | 100.00 | 919.77 |
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| Procter & Gamble Company (PG) | 0.0 | $79k | 550.00 | 144.44 |
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| Robinhood Mkts (HOOD) | 0.0 | $75k | 1.1k | 69.30 |
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| ConocoPhillips (COP) | 0.0 | $74k | 561.00 | 132.02 |
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| Archer Aviation Inc-a (ACHR) | 0.0 | $71k | 14k | 5.17 |
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| Applied Materials (AMAT) | 0.0 | $68k | 200.00 | 341.79 |
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| Enterprise Prods Part MLP (EPD) | 0.0 | $63k | -47% | 1.7k | 37.83 |
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| Nike (NKE) | 0.0 | $59k | 1.1k | 52.82 |
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| Abbvie (ABBV) | 0.0 | $52k | 240.00 | 217.49 |
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| Rocket Cos (RKT) | 0.0 | $50k | 3.5k | 14.25 |
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| Solstice Advanced Matls (SOLS) | 0.0 | $50k | 650.00 | 76.16 |
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| Morgan Stanley (MS) | 0.0 | $47k | 285.00 | 164.57 |
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| Tesla Motors (TSLA) | 0.0 | $44k | -20% | 119.00 | 371.75 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $40k | 615.00 | 65.00 |
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| 3M Company (MMM) | 0.0 | $39k | NEW | 269.00 | 145.23 |
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| Verizon Communications (VZ) | 0.0 | $38k | 765.00 | 50.20 |
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| Principal Financial (PFG) | 0.0 | $36k | 396.00 | 90.11 |
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| Illinois Tool Works (ITW) | 0.0 | $33k | 125.00 | 260.29 |
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| BP P L C F Adr (BP) | 0.0 | $32k | 675.00 | 46.98 |
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| Coca-Cola Company (KO) | 0.0 | $30k | 390.00 | 76.05 |
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| At&t (T) | 0.0 | $30k | 1.0k | 28.99 |
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| Dollar General (DG) | 0.0 | $27k | 227.00 | 118.85 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $25k | 42.00 | 604.38 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $25k | -38% | 100.00 | 250.58 |
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| Southern Company (SO) | 0.0 | $24k | 250.00 | 96.52 |
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| Applied Blockchain (APLD) | 0.0 | $24k | 1.0k | 23.74 |
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| Omega Healthcare Invs In Ret (OHI) | 0.0 | $23k | -7% | 528.00 | 43.82 |
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| McDonald's Corporation (MCD) | 0.0 | $22k | 70.00 | 310.79 |
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| Encana Corporation (OVV) | 0.0 | $20k | 332.00 | 59.36 |
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| Baker Hughes A Ge Company (BKR) | 0.0 | $19k | 315.00 | 61.05 |
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| Opendoor Technologies (OPEN) | 0.0 | $19k | 4.1k | 4.68 |
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| Jpmorgan Equity Premium Uie (JEPI) | 0.0 | $19k | -13% | 330.00 | 56.68 |
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| Comcast Corporation (CMCSA) | 0.0 | $18k | 629.00 | 28.71 |
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| Jpmorgan Nasdaq Equity Uie (JEPQ) | 0.0 | $18k | 324.00 | 55.52 |
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| Dominion Resources (D) | 0.0 | $17k | 280.00 | 61.82 |
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| Netflix (NFLX) | 0.0 | $17k | 180.00 | 96.15 |
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| Bristol Myers Squibb (BMY) | 0.0 | $17k | 281.00 | 60.55 |
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| Iren Ltd F Fgo (IREN) | 0.0 | $17k | -29% | 480.00 | 34.28 |
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| Reconnaissance Energy F FGC (RECAF) | 0.0 | $16k | 20k | 0.80 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $16k | 100.00 | 157.35 |
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| Colgate-Palmolive Company (CL) | 0.0 | $16k | 183.00 | 85.23 |
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| Gilead Sciences (GILD) | 0.0 | $14k | 100.00 | 139.37 |
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| Comfort Systems USA (FIX) | 0.0 | $14k | 10.00 | 1379.00 |
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| Duke Energy (DUK) | 0.0 | $13k | 100.00 | 130.94 |
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| Clorox Company (CLX) | 0.0 | $13k | 125.00 | 103.63 |
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| Alibaba Group Hldg Ltd F Adr (BABA) | 0.0 | $13k | 100.00 | 125.46 |
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| Merck & Co (MRK) | 0.0 | $12k | 100.00 | 120.29 |
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| Truist Financial Corp equities (TFC) | 0.0 | $12k | 250.00 | 45.97 |
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| Bwx Technologies (BWXT) | 0.0 | $11k | 55.00 | 204.49 |
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| Cameco Corp F FGC (CCJ) | 0.0 | $11k | 100.00 | 108.61 |
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| Snowline Gold Corp F FGC (SNWGF) | 0.0 | $10k | 1.0k | 9.96 |
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| Emerson Electric (EMR) | 0.0 | $9.8k | 75.00 | 131.03 |
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| American Financial (AFG) | 0.0 | $9.6k | 75.00 | 127.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $9.4k | 100.00 | 93.98 |
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| Asml Hldg N V F Adr (ASML) | 0.0 | $9.2k | NEW | 7.00 | 1320.86 |
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| Sl Green Realty Corp (SLG) | 0.0 | $9.2k | 249.00 | 36.94 |
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| USA Rare Earth Inc A (USAR) | 0.0 | $9.1k | -25% | 600.00 | 15.13 |
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| Oneok (OKE) | 0.0 | $9.0k | 100.00 | 90.39 |
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| CVS Caremark Corporation (CVS) | 0.0 | $9.0k | 125.00 | 71.82 |
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| Mp Materials Corp (MP) | 0.0 | $8.0k | 165.00 | 48.26 |
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| Warner Bros. Discovery (WBD) | 0.0 | $6.8k | 247.00 | 27.46 |
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| Johnson & Johnson (JNJ) | 0.0 | $6.1k | 25.00 | 244.44 |
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| Nano Nuclear Energy (NNE) | 0.0 | $5.6k | 275.00 | 20.48 |
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| Valvoline Inc Common (VVV) | 0.0 | $4.6k | 137.00 | 33.68 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $4.5k | 90.00 | 49.59 |
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| Nutrien Ltd F FGC (NTR) | 0.0 | $3.4k | 45.00 | 75.47 |
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| Ark Innovation Etf Uie (ARKK) | 0.0 | $3.0k | +4400% | 45.00 | 67.60 |
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| Capital Sr Living Corp (SNDA) | 0.0 | $3.0k | NEW | 94.00 | 32.26 |
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| Invesco Qqq Tr Uie (QQQ) | 0.0 | $2.9k | 5.00 | 577.20 |
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| Pfizer (PFE) | 0.0 | $2.8k | 100.00 | 28.08 |
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| Ashland (ASH) | 0.0 | $2.8k | 50.00 | 55.62 |
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| Fidelity National Information Services (FIS) | 0.0 | $2.3k | 50.00 | 46.92 |
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| Advanced Micro Devices (AMD) | 0.0 | $2.0k | -88% | 10.00 | 203.40 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $1.9k | 205.00 | 9.28 |
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| Kenvue (KVUE) | 0.0 | $1.7k | 100.00 | 17.24 |
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| MetLife (MET) | 0.0 | $1.4k | 20.00 | 70.70 |
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| Kimco Rlty Corp Ret (KIM) | 0.0 | $1.3k | 56.00 | 22.46 |
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| Versant Media Group (VSNT) | 0.0 | $888.000000 | NEW | 24.00 | 37.00 |
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| Visa (V) | 0.0 | $604.000000 | 2.00 | 302.00 |
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| Vanguard S&p 500 Etf Uie (VOO) | 0.0 | $598.000000 | 1.00 | 598.00 |
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| Invesco Nasdaq 100 Etf Uie (QQQM) | 0.0 | $238.000000 | 1.00 | 238.00 |
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| Organon & Co (OGN) | 0.0 | $228.999400 | 38.00 | 6.03 |
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| Lithium Amers Corp F FGC (LAC) | 0.0 | $229.001400 | 58.00 | 3.95 |
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| Viatris (VTRS) | 0.0 | $162.000000 | 12.00 | 13.50 |
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| Luckin Coffee Inc F Adr (LKNCY) | 0.0 | $128.000000 | 4.00 | 32.00 |
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| Huntsman Corporation (HUN) | 0.0 | $53.000000 | 4.00 | 13.25 |
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| Opendoor Technolo 26 Wts War (OPENW) | 0.0 | $32.994000 | 135.00 | 0.24 |
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| Opendoor Technolo 26 Wts War (OPENL) | 0.0 | $32.994000 | 135.00 | 0.24 |
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| Opendoor Technolo 26 Wts War (OPENZ) | 0.0 | $32.994000 | 135.00 | 0.24 |
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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 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
- Miller Wealth Advisors 2023 Q1 filed May 5, 2023
- Miller Wealth Advisors 2022 Q4 filed Jan. 26, 2023