Miller Wealth Advisors, LLC Portfolio Holdings

Miller Wealth Advisors, LLC

  • $180 Million
  • Q1 2025

Miller Wealth Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $180 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $49.5M, Exxon Mobil Corp with a value of $37.1M, Apple Inc. with a value of $36.7M, Alphabet Inc. with a value of $19.4M, and Microsoft Corp with a value of $17.8M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $196M to 180M.

Below you can find more details about Miller Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $180 Million
Technology: $65.5 Million
Consumer Cyclical: $49.7 Million
Energy: $37.9 Million
Communication Services: $19.5 Million
Financial Services: $4.11 Million
Industrials: $1.29 Million
Consumer Defensive: $695,000
ETFs: $444,000
Other: $273,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21T
$49.5 Million 27.51% of portfolio
260,319
Q1 2025 Reduced 0.08%
$437B
$37.1 Million 20.61% of portfolio
312,074
Q1 2025 Reduced 0.4%
$3.24T
$36.7 Million 20.37% of portfolio
165,091
Q1 2025 Reduced 0.72%
$1.08T
$19.4 Million 10.77% of portfolio
124,108
Q1 2025 Added 0.26%
$3.52T
$17.8 Million 9.88% of portfolio
47,388
Q1 2025 Added 1.28%
$355B
$6.66 Million 3.7% of portfolio
61,458
Q1 2025 Reduced 1.25%
$259B
$4.22 Million 2.34% of portfolio
49,948
Q1 2025 Added 1.08%
$648B
$3.73 Million 2.07% of portfolio
7,009
Q1 2025 Added 3.39%
$0
$654,000 0.36% of portfolio
45,426
Q1 2025 Added 0.45%
$153B
$550,000 0.31% of portfolio
2,600
Q4 2023 Reduced 8.96%
$0
$372,000 0.21% of portfolio
666
Q1 2025 Added 0.3%
$189B
$348,000 0.19% of portfolio
1,056
Q1 2025 Added 5.6%
$385B
$250,000 0.14% of portfolio
1,468
Q2 2023 New
$265B
$240,000 0.13% of portfolio
2,736
Q1 2024 Added 200.0%
$157B
$223,000 0.12% of portfolio
476
Q2 2023 Added 20.2%
$276B
$214,000 0.12% of portfolio
1,285
Q1 2025 Added 0.86%
$179B
$142,000 0.08% of portfolio
951
Q2 2023 Added 1,598.21%
$84.1B
$140,000 0.08% of portfolio
6,170
Q4 2024 Added 2.83%
$69B
$137,000 0.08% of portfolio
4,036
Q1 2025 Reduced 9.57%
$5.97B
$107,000 0.06% of portfolio
5,099
Q3 2024 Added 0.89%
$782B
$105,000 0.06% of portfolio
430
Q1 2024 Reduced 3.37%
$55.9B
$86,000 0.05% of portfolio
697
Q1 2025 Added 0.72%
$735B
$82,000 0.05% of portfolio
100
Q2 2023 Reduced 10.71%
$49.4B
$83,000 0.05% of portfolio
630
Q1 2025 Added 0.8%
$974B
$91,000 0.05% of portfolio
354
Q1 2025 Added 9.26%
$78B
$69,000 0.04% of portfolio
1,091
Q1 2025 Added 0.37%
$334B
$50,000 0.03% of portfolio
240
Q2 2023 Added 140.0%
$112B
$57,000 0.03% of portfolio
543
Q1 2025 Added 0.74%
$1.63B
$49,000 0.03% of portfolio
6,982
Q1 2025 Added 32.18%
$183B
$34,000 0.02% of portfolio
765
Q2 2024 Reduced 19.98%
$19.2B
$33,000 0.02% of portfolio
396
Q2 2023 Reduced 60.56%
$79.7B
$39,000 0.02% of portfolio
269
Q2 2023 Reduced 91.8%
$224B
$33,000 0.02% of portfolio
285
Q2 2023 Added 34.43%
$0
$36,000 0.02% of portfolio
632
Q1 2025 New
$76B
$31,000 0.02% of portfolio
125
Q2 2023 New
$199B
$28,000 0.02% of portfolio
1,022
Q2 2023 Reduced 60.37%
$40.3B
$30,000 0.02% of portfolio
615
Q3 2024 Reduced 88.14%
$152B
$28,000 0.02% of portfolio
764
Q1 2025 Reduced 9.69%
$0
$16,000 0.01% of portfolio
324
Q1 2025 New
$96.3B
$22,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$126B
$18,000 0.01% of portfolio
42
Q1 2025 New
$545B
$16,000 0.01% of portfolio
18
Q3 2024 New
$310B
$27,000 0.01% of portfolio
390
Q1 2025 Added 290.0%
$8.61B
$21,000 0.01% of portfolio
573
Q1 2025 New
$9.87B
$14,000 0.01% of portfolio
332
Q2 2023 Added 1,006.67%
$0
$18,000 0.01% of portfolio
250
Q1 2025 New
$4.14B
$14,000 0.01% of portfolio
249
Q2 2023 Reduced 53.8%
$142B
$11,000 0.01% of portfolio
100
Q2 2023 Added 17.65%
$75.8B
$17,000 0.01% of portfolio
183
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $180 Million
  • Prior Value $196 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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