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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$0
$0 0.0% of portfolio
205
Q1 2024 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%
Solventum Corp
-
$0 0.0% of portfolio
-
Q2 2024 New
$139B
$7,000 0.0% of portfolio
30
Q2 2023 Reduced 76.0%
$270B
$7,000 0.0% of portfolio
100
Q3 2024 Reduced 19.35%
Remote Dynamics Inc
-
$0 0.0% of portfolio
-
Q2 2023 Reduced 99.59%
$6.47B
$5,000 0.0% of portfolio
137
Q2 2023 New
$3.71B
$0 0.0% of portfolio
37
Q2 2024 Added 2.78%
$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%
$58.2B
$7,000 0.0% of portfolio
125
Q3 2023 Added 400.0%
Coronado Global Re Ordf
-
$0 0.0% of portfolio
-
Q2 2023 Added 18,418.52%
$6.54B
$4,000 0.0% of portfolio
130
Q2 2023 Reduced 87.77%
$3.89B
$4,000 0.0% of portfolio
50
Q2 2023 Reduced 86.19%
$135B
$6,000 0.0% of portfolio
100
Q2 2023 New
$1.23B
$7,000 0.0% of portfolio
273
Q3 2024 New
$3.68B
$0 0.0% of portfolio
8
Q4 2023 Reduced 33.33%
$0
$2,000 0.0% of portfolio
5
Q3 2024 New
$44.7B
$9,000 0.0% of portfolio
100
Q3 2024 Reduced 92.25%
-
$0 0.0% of portfolio
-
Q4 2023 New
$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
Kenvue Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
$0
$0 0.0% of portfolio
3
Q4 2023 New
$378B
$4,000 0.0% of portfolio
25
Q2 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
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