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, MSFT, GOOG, and represent 94.24% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, WMT, MSFT, AMD, XOM, META, DJT, TSLA, CVX, SPY.
- Started 3 new stock positions in DJT, OXY.WS, META.
- Reduced shares in these 10 stocks: AAPL, OXY, AMZN, GOOG, EPD, EVA, RECAF, OR, BRK.B, BKR.
- Sold out of its positions in EVA, OR, RECAF.
- Miller Wealth Advisors was a net seller of stock by $-2.5M.
- Miller Wealth Advisors has $168M in assets under management (AUM), dropping by 124.77%.
- Central Index Key (CIK): 0001908158
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Portfolio Holdings for Miller Wealth Advisors
Miller Wealth Advisors holds 82 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 31.2 | $52M | 290k | 180.38 |
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| Exxon Mobil Corporation (XOM) | 21.6 | $36M | 311k | 116.24 |
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| Apple (AAPL) | 17.8 | $30M | -5% | 174k | 171.48 |
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| Microsoft Corporation (MSFT) | 12.0 | $20M | 48k | 420.72 |
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| Alphabet Inc Class C cs (GOOG) | 11.6 | $20M | 128k | 152.26 |
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| Berkshire Hathaway (BRK.B) | 1.6 | $2.6M | 6.2k | 420.52 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.9M | +3800% | 2.1k | 903.60 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $563k | -73% | 8.7k | 64.99 |
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| Honeywell International (HON) | 0.3 | $534k | 2.6k | 205.25 |
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| Caterpillar (CAT) | 0.2 | $366k | 1.0k | 366.43 |
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| Spdr S&p 500 Etf Uie (SPY) | 0.2 | $344k | 658.00 | 522.74 |
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| Intel Corporation (INTC) | 0.2 | $265k | 6.0k | 44.17 |
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| Chevron Corporation (CVX) | 0.2 | $262k | 1.7k | 157.72 |
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| Procter & Gamble Company (PG) | 0.1 | $238k | 1.5k | 162.25 |
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| Deere & Company (DE) | 0.1 | $196k | 476.00 | 410.74 |
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| Apa Corporation (APA) | 0.1 | $172k | 5.0k | 34.38 |
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| Pepsi (PEP) | 0.1 | $166k | 951.00 | 175.01 |
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| Wal-Mart Stores (WMT) | 0.1 | $165k | +200% | 2.7k | 60.17 |
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| Enterprise Prods Part MLP (EPD) | 0.1 | $153k | -44% | 5.3k | 29.18 |
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| Goldman Sachs (GS) | 0.1 | $135k | -3% | 322.00 | 417.69 |
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| Phillips 66 (PSX) | 0.1 | $111k | 680.00 | 163.32 |
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| Valero Energy Corporation (VLO) | 0.1 | $104k | 611.00 | 170.80 |
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| Oneok (OKE) | 0.1 | $104k | 1.3k | 80.17 |
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| Nike (NKE) | 0.1 | $101k | 1.1k | 94.02 |
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| Tesla Motors (TSLA) | 0.1 | $92k | +4% | 523.00 | 175.79 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $86k | -3% | 430.00 | 200.30 |
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| Eli Lilly & Co. (LLY) | 0.0 | $78k | 100.00 | 777.96 |
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| Energy Transfer MLP (ET) | 0.0 | $70k | 4.4k | 15.73 |
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| ConocoPhillips (COP) | 0.0 | $67k | 530.00 | 127.20 |
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| Advanced Micro Devices (AMD) | 0.0 | $67k | +653% | 369.00 | 180.49 |
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| Facebook Inc cl a (META) | 0.0 | $49k | NEW | 100.00 | 485.58 |
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| Abbvie (ABBV) | 0.0 | $44k | 240.00 | 182.10 |
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| Verizon Communications (VZ) | 0.0 | $40k | 956.00 | 41.96 |
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| Comcast Corporation (CMCSA) | 0.0 | $37k | 846.00 | 43.35 |
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| Principal Financial (PFG) | 0.0 | $34k | 396.00 | 86.31 |
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| Dollar General (DG) | 0.0 | $34k | 217.00 | 156.13 |
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| Illinois Tool Works (ITW) | 0.0 | $34k | 125.00 | 268.33 |
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| Transocean Inc New F Fgo (RIG) | 0.0 | $31k | 5.0k | 6.28 |
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| Baker Hughes A Ge Company (BKR) | 0.0 | $29k | -15% | 865.00 | 33.50 |
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| 3M Company (MMM) | 0.0 | $29k | 269.00 | 106.07 |
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| BP PLC F Adr (BP) | 0.0 | $28k | 746.00 | 37.69 |
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| Morgan Stanley (MS) | 0.0 | $27k | 285.00 | 94.16 |
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| At&t (T) | 0.0 | $18k | 1.0k | 17.60 |
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| Southern Company (SO) | 0.0 | $18k | 250.00 | 71.74 |
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| Encana Corporation (OVV) | 0.0 | $17k | 332.00 | 51.90 |
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| Dirtt Environmntl F FGC (DRTTF) | 0.0 | $15k | 30k | 0.49 |
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| Palantir Technologies (PLTR) | 0.0 | $14k | 625.00 | 23.01 |
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| Bristol Myers Squibb (BMY) | 0.0 | $14k | 254.00 | 54.30 |
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| Dominion Resources (D) | 0.0 | $14k | 280.00 | 49.19 |
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| Sl Green Realty Corp (SLG) | 0.0 | $14k | 249.00 | 55.13 |
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| Merck & Co (MRK) | 0.0 | $13k | 100.00 | 131.95 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $13k | NEW | 205.00 | 61.96 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $12k | 100.00 | 124.17 |
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| American Financial (AFG) | 0.0 | $10k | 75.00 | 136.48 |
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| CVS Caremark Corporation (CVS) | 0.0 | $10k | 125.00 | 79.76 |
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| Target Corporation (TGT) | 0.0 | $8.9k | 50.00 | 177.22 |
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| Emerson Electric (EMR) | 0.0 | $8.5k | 75.00 | 113.43 |
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| Coronado Global Re Ordf Ufo (CODQL) | 0.0 | $8.1k | 10k | 0.81 |
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| Coca-Cola Company (KO) | 0.0 | $7.6k | 124.00 | 61.18 |
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| Union Pacific Corporation (UNP) | 0.0 | $7.4k | 30.00 | 245.93 |
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| Gilead Sciences (GILD) | 0.0 | $7.3k | 100.00 | 73.25 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $7.2k | 100.00 | 72.34 |
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| Valvoline Inc Common (VVV) | 0.0 | $6.1k | 137.00 | 44.57 |
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| Ashland (ASH) | 0.0 | $4.9k | 50.00 | 97.38 |
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| Johnson & Johnson (JNJ) | 0.0 | $4.0k | 25.00 | 158.20 |
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| Fidelity National Information Services (FIS) | 0.0 | $3.7k | 50.00 | 74.18 |
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| Ford Motor Company (F) | 0.0 | $3.7k | 276.00 | 13.29 |
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| Cnx Resources Corporation (CNX) | 0.0 | $3.1k | 130.00 | 23.72 |
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| Pfizer (PFE) | 0.0 | $2.8k | 100.00 | 27.75 |
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| Brc Inc Com Cl A (BRCC) | 0.0 | $2.3k | 539.00 | 4.28 |
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| Warner Bros. Discovery (WBD) | 0.0 | $2.2k | 247.00 | 8.73 |
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| MetLife (MET) | 0.0 | $1.5k | 20.00 | 74.10 |
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| PNC Financial Services (PNC) | 0.0 | $1.1k | 7.00 | 161.57 |
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| Kimco Realty Corp Ret (KIM) | 0.0 | $1.1k | 56.00 | 19.61 |
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| Occidental Petrol 27 Wts War (OXY.WS) | 0.0 | $1.1k | NEW | 25.00 | 43.12 |
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| Direxion Dly Ftse Chna Uie (YANG) | 0.0 | $697.002000 | 60.00 | 11.62 |
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| Organon & Co (OGN) | 0.0 | $681.001200 | 36.00 | 18.92 |
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| Huntsman Corporation (HUN) | 0.0 | $208.000000 | 8.00 | 26.00 |
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| Jpmorgan Equity Premium Uie (JEPI) | 0.0 | $174.000000 | 3.00 | 58.00 |
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| Viatris (VTRS) | 0.0 | $143.000400 | 12.00 | 11.92 |
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| Remote Dynamics Inc. u.s (RMTD) | 0.0 | $0 | 1.00 | 0.00 |
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| Mjardin Group Inc F FGC (MJARF) | 0.0 | $0 | 1.0k | 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 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