Miller Wealth Advisors, LLC Portfolio Holdings

Miller Wealth Advisors, LLC

  • $182 Million
  • Q3 2024

Miller Wealth Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $50.3M, Apple Inc. with a value of $39.4M, Exxon Mobil Corp with a value of $36.9M, Alphabet Inc. with a value of $20.7M, and Microsoft Corp with a value of $20.1M.

Examining the 13F form we can see an decrease of $2.47M in the current position value, from $185M to 182M.

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

Portfolio value $182 Million
Technology: $67.3 Million
Consumer Cyclical: $50.5 Million
Energy: $37.7 Million
Communication Services: $20.9 Million
Financial Services: $3.41 Million
Industrials: $1.23 Million
Consumer Defensive: $667,000
ETFs: $381,000
Other: $253,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.29T
$50.3 Million 27.6% of portfolio
270,003
Q3 2024 Reduced 2.38%
$4.09T
$39.4 Million 21.61% of portfolio
169,140
Q3 2024 Reduced 1.77%
$441B
$36.9 Million 20.24% of portfolio
314,823
Q3 2024 Added 1.1%
$1.17T
$20.7 Million 11.38% of portfolio
124,065
Q3 2024 Reduced 2.43%
$3.25T
$20.1 Million 11.04% of portfolio
46,791
Q3 2024 Reduced 1.43%
$336B
$7.48 Million 4.1% of portfolio
61,622
Q3 2024 Reduced 1.01%
$590B
$3.06 Million 1.68% of portfolio
6,654
Q3 2024 Added 9.82%
$154B
$537,000 0.29% of portfolio
2,600
Q4 2023 Reduced 8.96%
$193B
$391,000 0.21% of portfolio
1,000
Q2 2023 Added 900.0%
$398B
$254,000 0.14% of portfolio
1,468
Q2 2023 New
$250B
$220,000 0.12% of portfolio
2,736
Q1 2024 Added 200.0%
$131B
$198,000 0.11% of portfolio
476
Q2 2023 Added 20.2%
$280B
$189,000 0.1% of portfolio
1,284
Q3 2024 Added 0.86%
$193B
$159,000 0.09% of portfolio
322
Q1 2024 Reduced 3.01%
$211B
$161,000 0.09% of portfolio
951
Q2 2023 Added 1,598.21%
$67.4B
$153,000 0.08% of portfolio
5,280
Q3 2024 Added 0.28%
$80.1B
$140,000 0.08% of portfolio
6,000
Q2 2023 New
$6.87B
$124,000 0.07% of portfolio
5,099
Q3 2024 Added 0.89%
$96.9B
$95,000 0.05% of portfolio
1,086
Q3 2024 Added 0.74%
$697B
$90,000 0.05% of portfolio
430
Q1 2024 Reduced 3.37%
$730B
$88,000 0.05% of portfolio
100
Q2 2023 Reduced 10.71%
$53.1B
$90,000 0.05% of portfolio
688
Q3 2024 Added 0.58%
$45.7B
$83,000 0.05% of portfolio
620
Q3 2024 Added 0.81%
$1.33T
$63,000 0.03% of portfolio
241
Q3 2024 Added 4.78%
$121B
$56,000 0.03% of portfolio
535
Q3 2024 Added 0.56%
$310B
$47,000 0.03% of portfolio
240
Q2 2023 Added 140.0%
$209B
$29,000 0.02% of portfolio
285
Q2 2023 Added 34.43%
$71.5B
$36,000 0.02% of portfolio
269
Q2 2023 Reduced 91.8%
$79.5B
$32,000 0.02% of portfolio
125
Q2 2023 New
$168B
$34,000 0.02% of portfolio
765
Q2 2024 Reduced 19.98%
$19.3B
$34,000 0.02% of portfolio
396
Q2 2023 Reduced 60.56%
$168B
$35,000 0.02% of portfolio
846
Q2 2023 Reduced 98.14%
$43.9B
$31,000 0.02% of portfolio
615
Q3 2024 Reduced 88.14%
$158B
$42,000 0.02% of portfolio
1,142
Q3 2024 Reduced 21.4%
$248B
$11,000 0.01% of portfolio
100
Q2 2023 Reduced 9.91%
$90.2B
$22,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$4.37B
$17,000 0.01% of portfolio
249
Q2 2023 Reduced 53.8%
$218B
$10,000 0.01% of portfolio
100
Q3 2024 New
$9.61B
$12,000 0.01% of portfolio
332
Q2 2023 Added 1,006.67%
$83.4B
$11,000 0.01% of portfolio
100
Q2 2024 New
$11.7B
$10,000 0.01% of portfolio
75
Q2 2023 Reduced 99.25%
$1.65B
$24,000 0.01% of portfolio
8,000
Q3 2024 New
$122B
$13,000 0.01% of portfolio
261
Q3 2024 Added 1.16%
$17.2B
$18,000 0.01% of portfolio
219
Q3 2024 Added 0.46%
$44.7B
$16,000 0.01% of portfolio
280
Q2 2023 Reduced 68.92%
$87.6B
$24,000 0.01% of portfolio
769
Q3 2024 Added 2.12%
$405B
$12,000 0.01% of portfolio
18
Q3 2024 New
$40.4B
$11,000 0.01% of portfolio
315
Q2 2024 Reduced 63.58%
$23B
$13,000 0.01% of portfolio
100
Q2 2023 Reduced 70.15%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $182 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Miller Wealth Advisors, LLC Portfolio

Follow Miller Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Miller Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Miller Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email