Miller Wealth Advisors, LLC Portfolio Holdings

Miller Wealth Advisors, LLC

  • $196 Million
  • Q4 2024

Miller Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $57.2M, Apple Inc. with a value of $41.6M, Exxon Mobil Corp with a value of $33.7M, Alphabet Inc. with a value of $23.6M, and Microsoft Corp with a value of $19.7M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $182M to 196M.

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

Portfolio value $196 Million
Technology: $73.6 Million
Consumer Cyclical: $57.4 Million
Energy: $34.4 Million
Communication Services: $23.7 Million
Financial Services: $3.46 Million
Industrials: $1.29 Million
Consumer Defensive: $659,000
ETFs: $391,000
Other: $228,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.94T
$57.2 Million 29.16% of portfolio
260,530
Q4 2024 Reduced 3.51%
$3.57T
$41.6 Million 21.24% of portfolio
166,285
Q4 2024 Reduced 1.69%
$496B
$33.7 Million 17.19% of portfolio
313,323
Q4 2024 Reduced 0.48%
$951B
$23.6 Million 12.03% of portfolio
123,780
Q4 2024 Reduced 0.23%
$2.8T
$19.7 Million 10.06% of portfolio
46,787
Q4 2024 Reduced 0.01%
$270B
$8.36 Million 4.26% of portfolio
62,238
Q4 2024 Added 1.0%
$166B
$3.74 Million 1.91% of portfolio
49,414
Q4 2024 Added 4,226.97%
$683B
$3.07 Million 1.57% of portfolio
6,779
Q4 2024 Added 1.88%
$0
$900,000 0.46% of portfolio
45,221
Q4 2024 New
$142B
$587,000 0.3% of portfolio
2,600
Q4 2023 Reduced 8.96%
$0
$389,000 0.2% of portfolio
664
Q4 2024 Added 0.3%
$174B
$362,000 0.18% of portfolio
1,000
Q2 2023 Added 900.0%
$238B
$247,000 0.13% of portfolio
2,736
Q1 2024 Added 200.0%
$404B
$246,000 0.13% of portfolio
1,468
Q2 2023 New
$142B
$201,000 0.1% of portfolio
476
Q2 2023 Added 20.2%
$186B
$184,000 0.09% of portfolio
322
Q1 2024 Reduced 3.01%
$74.3B
$139,000 0.07% of portfolio
4,463
Q4 2024 Reduced 15.47%
$207B
$144,000 0.07% of portfolio
951
Q2 2023 Added 1,598.21%
$818B
$130,000 0.07% of portfolio
324
Q4 2024 Added 34.44%
$93.2B
$123,000 0.06% of portfolio
6,170
Q4 2024 Added 2.83%
$6.83B
$117,000 0.06% of portfolio
5,099
Q3 2024 Added 0.89%
$720B
$103,000 0.05% of portfolio
430
Q1 2024 Reduced 3.37%
$59.4B
$78,000 0.04% of portfolio
692
Q4 2024 Added 0.58%
$80B
$82,000 0.04% of portfolio
1,087
Q4 2024 Added 0.09%
$785B
$77,000 0.04% of portfolio
100
Q2 2023 Reduced 10.71%
$50.9B
$76,000 0.04% of portfolio
625
Q4 2024 Added 0.81%
$134B
$53,000 0.03% of portfolio
539
Q4 2024 Added 0.75%
$1.27B
$51,000 0.03% of portfolio
5,282
Q4 2024 Reduced 33.98%
$198B
$35,000 0.02% of portfolio
285
Q2 2023 Added 34.43%
$21B
$30,000 0.02% of portfolio
396
Q2 2023 Reduced 60.56%
$76.2B
$31,000 0.02% of portfolio
125
Q2 2023 New
$81.2B
$34,000 0.02% of portfolio
269
Q2 2023 Reduced 91.8%
$370B
$42,000 0.02% of portfolio
240
Q2 2023 Added 140.0%
$191B
$30,000 0.02% of portfolio
765
Q2 2024 Reduced 19.98%
$162B
$31,000 0.02% of portfolio
846
Q2 2023 Reduced 98.14%
$46B
$30,000 0.02% of portfolio
615
Q3 2024 Reduced 88.14%
$415B
$16,000 0.01% of portfolio
18
Q3 2024 New
$3.7B
$16,000 0.01% of portfolio
249
Q2 2023 Reduced 53.8%
$44B
$12,000 0.01% of portfolio
315
Q2 2024 Reduced 63.58%
$166B
$11,000 0.01% of portfolio
99
Q4 2024 Added 102.04%
$202B
$23,000 0.01% of portfolio
1,022
Q2 2023 Reduced 60.37%
$46.7B
$15,000 0.01% of portfolio
280
Q2 2023 Reduced 68.92%
$19.8B
$16,000 0.01% of portfolio
221
Q4 2024 Added 0.91%
$11.2B
$10,000 0.01% of portfolio
75
Q2 2023 Reduced 99.25%
$10.9B
$13,000 0.01% of portfolio
332
Q2 2023 Added 1,006.67%
$100B
$20,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$104B
$18,000 0.01% of portfolio
630
Q4 2024 Reduced 18.08%
$93.9B
$10,000 0.01% of portfolio
100
Q2 2024 New
$44.3B
$10,000 0.01% of portfolio
100
Q3 2024 Reduced 92.25%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $196 Million
  • Prior Value $182 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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