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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167B
$3.74 Million 1.91% of portfolio
49,414
Q4 2024 Added 4,226.97%
$143B
$587,000 0.3% of portfolio
2,600
Q4 2023 Reduced 8.96%
$182B
$362,000 0.18% of portfolio
1,000
Q2 2023 Added 900.0%
$145B
$201,000 0.1% of portfolio
476
Q2 2023 Added 20.2%
$72.7B
$139,000 0.07% of portfolio
4,463
Q4 2024 Reduced 15.47%
$97.4B
$123,000 0.06% of portfolio
6,170
Q4 2024 Added 2.83%
$62.4B
$78,000 0.04% of portfolio
692
Q4 2024 Added 0.58%
$100B
$82,000 0.04% of portfolio
1,087
Q4 2024 Added 0.09%
$50.4B
$76,000 0.04% of portfolio
625
Q4 2024 Added 0.81%
$126B
$53,000 0.03% of portfolio
539
Q4 2024 Added 0.75%
$22.2B
$30,000 0.02% of portfolio
396
Q2 2023 Reduced 60.56%
$81.1B
$31,000 0.02% of portfolio
125
Q2 2023 New
$85.7B
$34,000 0.02% of portfolio
269
Q2 2023 Reduced 91.8%
$181B
$30,000 0.02% of portfolio
765
Q2 2024 Reduced 19.98%
$158B
$31,000 0.02% of portfolio
846
Q2 2023 Reduced 98.14%
$45.5B
$30,000 0.02% of portfolio
615
Q3 2024 Reduced 88.14%
$161B
$11,000 0.01% of portfolio
99
Q4 2024 Added 102.04%
$195B
$23,000 0.01% of portfolio
1,022
Q2 2023 Reduced 60.37%
$47.1B
$15,000 0.01% of portfolio
280
Q2 2023 Reduced 68.92%
$16.7B
$16,000 0.01% of portfolio
221
Q4 2024 Added 0.91%
$10.8B
$10,000 0.01% of portfolio
75
Q2 2023 Reduced 99.25%
$11.1B
$13,000 0.01% of portfolio
332
Q2 2023 Added 1,006.67%
$97.8B
$20,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$101B
$18,000 0.01% of portfolio
630
Q4 2024 Reduced 18.08%
$90.5B
$10,000 0.01% of portfolio
100
Q2 2024 New
$44.9B
$10,000 0.01% of portfolio
100
Q3 2024 Reduced 92.25%
$127B
$14,000 0.01% of portfolio
264
Q4 2024 Added 1.15%
$32.7B
$17,000 0.01% of portfolio
200
Q4 2024 New
$23.5B
$14,000 0.01% of portfolio
100
Q2 2023 Reduced 70.15%
$27.8B
$2,000 0.0% of portfolio
247
Q2 2023 New
$11.2B
$0 0.0% of portfolio
12
Q2 2023 Reduced 89.74%
$148B
$2,000 0.0% of portfolio
100
Q2 2023 New
$11.6B
$1,000 0.0% of portfolio
100
Q4 2024 New
$77.5B
$1,000 0.0% of portfolio
7
Q2 2023 Reduced 90.67%
$143B
$9,000 0.0% of portfolio
100
Q2 2023 Added 17.65%
$43.2B
$4,000 0.0% of portfolio
50
Q2 2023 Reduced 97.5%
$71.9B
$9,000 0.0% of portfolio
75
Q2 2023 Reduced 79.17%
$23.7B
$0 0.0% of portfolio
5
Q3 2024 New
$86.3B
$5,000 0.0% of portfolio
125
Q3 2023 Added 400.0%
$145B
$7,000 0.0% of portfolio
100
Q2 2023 New
$28.2B
$2,000 0.0% of portfolio
45
Q3 2024 New
$68.7B
$1,000 0.0% of portfolio
20
Q2 2023 Reduced 99.37%
$13.7B
$1,000 0.0% of portfolio
56
Q4 2023 New

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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