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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$131B
$198,000 0.11% of portfolio
476
Q2 2023 Added 20.2%
$193B
$159,000 0.09% of portfolio
322
Q1 2024 Reduced 3.01%
$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
$96.9B
$95,000 0.05% of portfolio
1,086
Q3 2024 Added 0.74%
$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%
$121B
$56,000 0.03% of portfolio
535
Q3 2024 Added 0.56%
$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%
$90.2B
$22,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$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%
$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%
$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%
$162B
$22,000 0.01% of portfolio
1,022
Q2 2023 Reduced 60.37%
$26B
$2,000 0.0% of portfolio
247
Q2 2023 New
$15.2B
$0 0.0% of portfolio
12
Q2 2023 Reduced 89.74%
$148B
$2,000 0.0% of portfolio
100
Q2 2023 New
$60.5B
$7,000 0.0% of portfolio
50
Q2 2023 Reduced 99.74%
$77.9B
$1,000 0.0% of portfolio
7
Q2 2023 Reduced 90.67%
$139B
$7,000 0.0% of portfolio
30
Q2 2023 Reduced 76.0%
$116B
$8,000 0.0% of portfolio
100
Q2 2023 Added 17.65%
$49.5B
$4,000 0.0% of portfolio
50
Q2 2023 Reduced 97.5%
$20.1B
$0 0.0% of portfolio
5
Q3 2024 New
$58.2B
$7,000 0.0% of portfolio
125
Q3 2023 Added 400.0%
$135B
$6,000 0.0% of portfolio
100
Q2 2023 New
$44.7B
$9,000 0.0% of portfolio
100
Q3 2024 Reduced 92.25%
$24B
$2,000 0.0% of portfolio
45
Q3 2024 New
$73.4B
$8,000 0.0% of portfolio
75
Q2 2023 Reduced 79.17%
$64.9B
$1,000 0.0% of portfolio
20
Q2 2023 Reduced 99.37%
$14.5B
$1,000 0.0% of portfolio
56
Q4 2023 New
$192B
$8,000 0.0% of portfolio
49
Q3 2024 Reduced 85.96%

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
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