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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.16T
$57.2 Million 29.16% of portfolio
260,530
Q4 2024 Reduced 3.51%
$3.89T
$41.6 Million 21.24% of portfolio
166,285
Q4 2024 Reduced 1.69%
$464B
$33.7 Million 17.19% of portfolio
313,323
Q4 2024 Reduced 0.48%
$1.05T
$23.6 Million 12.03% of portfolio
123,780
Q4 2024 Reduced 0.23%
$2.96T
$19.7 Million 10.06% of portfolio
46,787
Q4 2024 Reduced 0.01%
$311B
$8.36 Million 4.26% of portfolio
62,238
Q4 2024 Added 1.0%
$669B
$3.07 Million 1.57% of portfolio
6,779
Q4 2024 Added 1.88%
$268B
$247,000 0.13% of portfolio
2,736
Q1 2024 Added 200.0%
$412B
$246,000 0.13% of portfolio
1,468
Q2 2023 New
$212B
$184,000 0.09% of portfolio
322
Q1 2024 Reduced 3.01%
$310B
$184,000 0.09% of portfolio
1,274
Q4 2024 Reduced 0.78%
$211B
$144,000 0.07% of portfolio
951
Q2 2023 Added 1,598.21%
$925B
$130,000 0.07% of portfolio
324
Q4 2024 Added 34.44%
$776B
$103,000 0.05% of portfolio
430
Q1 2024 Reduced 3.37%
$875B
$77,000 0.04% of portfolio
100
Q2 2023 Reduced 10.71%
$225B
$35,000 0.02% of portfolio
285
Q2 2023 Added 34.43%
$436B
$16,000 0.01% of portfolio
18
Q3 2024 New
$308B
$6,000 0.0% of portfolio
100
Q3 2024 Reduced 19.35%
$234B
$9,000 0.0% of portfolio
100
Q2 2023 Reduced 9.91%
$431B
$3,000 0.0% of portfolio
25
Q2 2023 New
$351B
$8,000 0.0% of portfolio
100
Q3 2024 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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