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CIK: 0001908158
Total reported value
$236.6M
$236.6M
81 檔
71.9%
As reported in its official Q2 2024 Form 13F filing, Miller Wealth Advisors, LLC's tracked investment portfolio stood at $236.6M with 81 total positions.
During Q2 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 | 28.92% | +4.87% | -4.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 19.62% | +3.70% | -0.86% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 19.39% | -2.18% | +0.04% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 12.62% | +4.57% | -0.78% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 11.48% | +0.76% | -0.46% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +1.22% | +2855.89% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | +0.03% | -2.57% | |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.23% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.04% | +0.30% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | +0.19% | — | |
| 11 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.18% | -0.01% | -40.12% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.01% | -23.45% | |
| 14 | INTC | Intel CORP | Stock-Tech | 0.10% | +0.25% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | — | — | |
| 16 | DE | Deere & Co | Stock-Industrials | 0.10% | +0.03% | — | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | -0.01% | — | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 0.08% | — | +0.25% | |
| 19 | APA | Apa CORP | Stock-Energy | 0.08% | -0.01% | +0.82% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.08% | +0.04% | — | |
| 21 | OKE | Oneok Inc | Stock-Energy | 0.06% | — | — | |
| 22 | PSX | Phillips 66 | Stock-Energy | 0.05% | — | +0.59% | |
| 23 | VLO | Valero Energy CORP | Stock-Energy | 0.05% | +0.01% | +0.65% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | +0.01% | — | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.04% | — | +0.37% | |
| 27 | ET | Energy Transfer LP | Stock-Energy | 0.04% | — | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.03% | -0.01% | +0.38% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | — | -5.42% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | +0.01% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.02% | — | -56.02% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.02% | -0.43% | +132.48% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | -19.98% | |
| 36 | PFG | Principal Financial Group | Stock-Financials | 0.02% | +0.01% | — | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.02% | — | — | |
| 38 | DG | Dollar General CORP | Stock-Consumer Staples | 0.02% | — | +0.46% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.01% | +0.01% | — | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.01% | — | — | |
| 41 | BP | Bp Plc-spons Adr | Stock-Energy | 0.01% | — | +0.94% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — | |
| 44 | OVV | Ovintiv Inc | Stock-Energy | 0.01% | — | — | |
| 45 | SLG | Sl Green Realty CORP | Stock-Real Estate | 0.01% | +0.01% | — | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.01% | — | — | |
| 47 | DRTTF | Dirtt Environmental Solution | Stock-Other | 0.01% | — | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.01% | +0.01% | — | |
| 49 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.01% | — | — | |
| 50 | BKR | Baker Hughes Co | Stock-Energy | 0.01% | — | -63.58% |
According to official SEC Form 13F filings, Miller Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $236.6M across 81 disclosed positions in Q2 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, AAPL, XOM) accounted for 71.9% of total reported equity market value during Q2 2024.
During Q2 2024, Miller Wealth Advisors, LLC's top holdings by market value included AMZN (28.9%)、AAPL (19.6%)、XOM (19.4%). The largest single position, AMZN, represented 28.9% of total portfolio value.
In Q2 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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