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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$550,000 0.31% of portfolio
2,600
Q4 2023 Reduced 8.96%
$157B
$223,000 0.12% of portfolio
476
Q2 2023 Added 20.2%
$187B
$142,000 0.08% of portfolio
951
Q2 2023 Added 1,598.21%
$92.3B
$140,000 0.08% of portfolio
6,170
Q4 2024 Added 2.83%
$68.6B
$137,000 0.08% of portfolio
4,036
Q1 2025 Reduced 9.57%
$61.2B
$86,000 0.05% of portfolio
697
Q1 2025 Added 0.72%
$55.7B
$83,000 0.05% of portfolio
630
Q1 2025 Added 0.8%
$96.2B
$69,000 0.04% of portfolio
1,091
Q1 2025 Added 0.37%
$119B
$57,000 0.03% of portfolio
543
Q1 2025 Added 0.74%
$183B
$34,000 0.02% of portfolio
765
Q2 2024 Reduced 19.98%
$20.2B
$33,000 0.02% of portfolio
396
Q2 2023 Reduced 60.56%
$84.5B
$39,000 0.02% of portfolio
269
Q2 2023 Reduced 91.8%
$79.4B
$31,000 0.02% of portfolio
125
Q2 2023 New
$40.8B
$30,000 0.02% of portfolio
615
Q3 2024 Reduced 88.14%
$158B
$28,000 0.02% of portfolio
764
Q1 2025 Reduced 9.69%
$99.6B
$22,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$10.2B
$14,000 0.01% of portfolio
332
Q2 2023 Added 1,006.67%
$140B
$11,000 0.01% of portfolio
100
Q2 2023 Added 17.65%
$77.4B
$17,000 0.01% of portfolio
183
Q1 2025 New
$94.8B
$21,000 0.01% of portfolio
638
Q1 2025 Added 1.27%
$99.8B
$16,000 0.01% of portfolio
267
Q1 2025 Added 1.14%
$25.7B
$19,000 0.01% of portfolio
222
Q1 2025 Added 0.45%
$47.3B
$15,000 0.01% of portfolio
280
Q2 2023 Reduced 68.92%
$90.3B
$12,000 0.01% of portfolio
100
Q2 2024 New
$23.7B
$14,000 0.01% of portfolio
100
Q2 2023 Reduced 70.15%
$39.7B
$13,000 0.01% of portfolio
315
Q2 2024 Reduced 63.58%
$75.2B
$25,000 0.01% of portfolio
200
Q1 2025 New
$14.8B
$1,000 0.0% of portfolio
100
Q4 2024 New
$27.2B
$2,000 0.0% of portfolio
247
Q2 2023 New
$21.8B
$0 0.0% of portfolio
5
Q3 2024 New
$166B
$7,000 0.0% of portfolio
100
Q2 2023 New
$79.4B
$1,000 0.0% of portfolio
7
Q2 2023 Reduced 90.67%
$10.9B
$9,000 0.0% of portfolio
75
Q2 2023 Reduced 99.25%
$11.3B
$0 0.0% of portfolio
12
Q2 2023 Reduced 89.74%
$142B
$2,000 0.0% of portfolio
100
Q2 2023 New
$82.6B
$8,000 0.0% of portfolio
75
Q2 2023 Reduced 79.17%
$13.4B
$1,000 0.0% of portfolio
56
Q4 2023 New
$49.7B
$3,000 0.0% of portfolio
50
Q2 2023 Reduced 97.5%
$64.3B
$1,000 0.0% of portfolio
20
Q2 2023 Reduced 99.37%
$36.7B
$9,000 0.0% of portfolio
100
Q3 2024 Reduced 92.25%
$88.5B
$8,000 0.0% of portfolio
125
Q3 2023 Added 400.0%
$32.4B
$2,000 0.0% of portfolio
45
Q3 2024 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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