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CIK: 0001908158
Total reported value
$236.6M
$236.6M
82 檔
66.7%
In Q1 2024, Miller Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $236.6M, distributed across 82 disclosed stock positions.
During Q1 2024, Miller Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 31.23% | +4.87% | -1.68% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 21.60% | -2.18% | +0.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 17.78% | +3.70% | -5.14% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 11.98% | +0.76% | +0.29% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 11.65% | +4.57% | -1.25% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.56% | +0.03% | -1.97% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +1.22% | +3800.00% | |
| 8 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.34% | -0.01% | -73.13% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 0.32% | -0.23% | EXIT | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.19% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.04% | +0.46% | |
| 12 | INTC | Intel CORP | Stock-Tech | 0.16% | +0.25% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.01% | +0.60% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 15 | DE | Deere & Co | Stock-Industrials | 0.12% | +0.03% | — | |
| 16 | APA | Apa CORP | Stock-Energy | 0.10% | -0.01% | +0.82% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.01% | — | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | — | +200.00% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.09% | — | -44.67% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.08% | +0.04% | -3.01% | |
| 21 | PSX | Phillips 66 | Stock-Energy | 0.07% | — | +0.44% | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 0.06% | +0.01% | +0.66% | |
| 23 | OKE | Oneok Inc | Stock-Energy | 0.06% | — | — | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.06% | — | +0.28% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | +4.18% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | +0.01% | -3.37% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 0.04% | — | — | |
| 29 | COP | Conocophillips | Stock-Energy | 0.04% | -0.01% | +0.57% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.04% | — | +653.06% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | +0.01% | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | +0.01% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | — | |
| 35 | PFG | Principal Financial Group | Stock-Financials | 0.02% | +0.01% | — | |
| 36 | DG | Dollar General CORP | Stock-Consumer Staples | 0.02% | — | +0.46% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.02% | — | — | |
| 38 | RIG | Transocean Ltd. | Stock-Energy | 0.02% | — | — | |
| 39 | BKR | Baker Hughes Co | Stock-Energy | 0.02% | — | -15.61% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.02% | — | — | |
| 41 | BP | Bp Plc-spons Adr | Stock-Energy | 0.02% | — | — | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.02% | +0.01% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — | |
| 45 | OVV | Ovintiv Inc | Stock-Energy | 0.01% | — | — | |
| 46 | DRTTF | Dirtt Environmental Solution | Stock-Other | 0.01% | — | — | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.01% | -0.43% | +1.63% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.01% | — | +1.20% | |
| 49 | D | Dominion Energy Inc | Stock-Utilities | 0.01% | — | — | |
| 50 | SLG | Sl Green Realty CORP | Stock-Real Estate | 0.01% | +0.01% | — |
According to official SEC Form 13F filings, Miller Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $236.6M across 82 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, XOM, AAPL) accounted for 66.7% of total reported equity market value during Q1 2024.
During Q1 2024, Miller Wealth Advisors, LLC's top holdings by market value included AMZN (31.2%)、XOM (21.6%)、AAPL (17.8%). The largest single position, AMZN, represented 31.2% of total portfolio value.
In Q1 2024, Miller Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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