Centered Wealth LLC Dba Miller Equity Capital Advisors Portfolio Holdings

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • $1.45 Billion
  • Q1 2025

Centered Wealth LLC Dba Miller Equity Capital Advisors has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $534M, Apple Inc. with a value of $262M, Vanguard Bd Index Fd Inc Total with a value of $232M, Williams Companies, Inc. with a value of $218M, and Invesco Qqq Trust, Series 1 with a value of $201M.

Examining the 13F form we can see an increase of $1.19B in the current position value, from $261M to 1.45B.

Below you can find more details about Centered Wealth LLC Dba Miller Equity Capital Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
ETFs: $967 Million
Technology: $262 Million
Energy: $218 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$534 Million 36.93% of portfolio
2,409
Q1 2025 Reduced 99.18%
$3.26T
$262 Million 18.12% of portfolio
1,180
Q1 2025 Reduced 92.74%
$0
$232 Million 16.04% of portfolio
3,160
Q1 2025 Reduced 97.96%
$71.8B
$218 Million 15.04% of portfolio
3,640
Q1 2025 Reduced 92.42%
$0
$201 Million 13.87% of portfolio
428
Q1 2025 Reduced 96.9%

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $1.45 Billion
  • Prior Value $261 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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