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CIK: 0001908158
Total reported value
$236.6M
$236.6M
85 檔
70.9%
At the close of Q3 2024, Miller Wealth Advisors, LLC disclosed equity holdings valued at approximately $236.6M, spread across 85 reported holdings.
In Q3 2024, Miller Wealth Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 27.59% | +4.87% | -2.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 21.40% | +3.70% | -1.77% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 20.65% | -2.18% | +1.10% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 11.12% | +4.57% | -2.43% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 10.63% | +0.76% | -1.43% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.60% | +1.22% | -1.01% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | +0.03% | +9.82% | |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 0.31% | -0.23% | EXIT | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.19% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.04% | +0.30% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | — | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.01% | +0.86% | |
| 14 | DE | Deere & Co | Stock-Industrials | 0.11% | +0.03% | — | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | +0.04% | — | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 17 | EPD | Enterprise Products Partners | Stock-Energy | 0.08% | — | +0.28% | |
| 18 | INTC | Intel CORP | Stock-Tech | 0.07% | +0.25% | — | |
| 19 | APA | Apa CORP | Stock-Energy | 0.07% | -0.01% | +0.89% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | +0.01% | — | |
| 21 | PSX | Phillips 66 | Stock-Energy | 0.05% | — | +0.58% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.05% | — | +0.74% | |
| 24 | VLO | Valero Energy CORP | Stock-Energy | 0.05% | +0.01% | +0.81% | |
| 25 | COP | Conocophillips | Stock-Energy | 0.03% | -0.01% | +0.56% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | — | +4.78% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.03% | -0.43% | -21.40% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.02% | — | — | |
| 30 | PFG | Principal Financial Group | Stock-Financials | 0.02% | +0.01% | — | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | — | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.02% | +0.01% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 34 | ITW | Illinois Tool Works | Stock-Industrials | 0.02% | — | — | |
| 35 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.02% | -0.01% | -88.14% | |
| 36 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.01% | — | — | |
| 37 | BP | Bp Plc-spons Adr | Stock-Energy | 0.01% | — | +2.12% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 40 | SLG | Sl Green Realty CORP | Stock-Real Estate | 0.01% | +0.01% | — | |
| 41 | DG | Dollar General CORP | Stock-Consumer Staples | 0.01% | — | +0.46% | |
| 42 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.01% | — | — | |
| 43 | D | Dominion Energy Inc | Stock-Utilities | 0.01% | — | — | |
| 44 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.01% | — | — | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.01% | — | +1.16% | |
| 46 | OVV | Ovintiv Inc | Stock-Energy | 0.01% | — | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.01% | — | — | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.01% | +0.01% | — | |
| 49 | BKR | Baker Hughes Co | Stock-Energy | 0.01% | — | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.01% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.8% | -1.77% | Trim |
| 2 | XOM | Exxon Mobil CORP | +1.3% | +1.10% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | -1.01% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +9.82% | Add |
| 5 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 6 | WMT | Walmart Inc | 0% | — | Unchanged |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.30% | Add |
| 8 | ACHR | Archer Aviation Inc-a | 0% | NEW | New buy |
| 9 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 10 | SMCIUSD | Super Micro Computer Inc | 0% | NEW | New buy |
| 11 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 12 | DE | Deere & Co | 0% | — | Unchanged |
| 13 | NFLX | Netflix Inc | 0% | NEW | New buy |
| 14 | PLTR | Palantir Technologies Inc-a | 0% | -21.40% | Trim |
| 15 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 16 | BABA | Alibaba Group Holding-sp Adr | 0% | NEW | New buy |
| 17 | NKE | Nike Inc -cl B | 0% | +0.74% | Add |
| 18 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 19 | MMM | 3m Co | 0% | — | Unchanged |
| 20 | TSLA | Tesla Inc | 0% | +4.78% | Add |
| 21 | VLO | Valero Energy CORP | — | +0.81% | Add |
| 22 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 23 | ASTS | Ast Spacemobile Inc | — | NEW | New buy |
| 24 | MS | Morgan Stanley | — | — | Unchanged |
| 25 | PFG | Principal Financial Group | — | — | Unchanged |
| 26 | CVX | Chevron CORP | — | +0.86% | Add |
| 27 | PSX | Phillips 66 | — | +0.58% | Add |
| 28 | SLG | Sl Green Realty CORP | — | — | Unchanged |
| 29 | ABBV | Abbvie Inc | — | — | Unchanged |
| 30 | COP | Conocophillips | — | +0.56% | Add |
| 31 | SO | Southern Co/the | — | — | Unchanged |
| 32 | BMY | Bristol-myers Squibb Co | — | +1.16% | Add |
| 33 | BP | Bp Plc-spons Adr | — | +2.12% | Add |
| 34 | D | Dominion Energy Inc | — | — | Unchanged |
| 35 | ITW | Illinois Tool Works | — | — | Unchanged |
| 36 | T | At&t Inc | — | — | Unchanged |
| 37 | CMCSA | Comcast Corp-class A | — | — | Unchanged |
| 38 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 39 | APA | Apa CORP | 0% | +0.89% | Add |
| 40 | DRTTF | Dirtt Environmental Solution | 0% | EXIT | Sold out |
| 41 | DG | Dollar General CORP | 0% | +0.46% | Add |
| 42 | INTC | Intel CORP | 0% | — | Unchanged |
| 43 | META | Meta Platforms Inc-class A | 0% | EXIT | Sold out |
| 44 | AMD | Advanced Micro Devices | 0% | -85.96% | Trim |
| 45 | ET | Energy Transfer LP | 0% | EXIT | Sold out |
| 46 | OKE | Oneok Inc | -0.1% | -92.25% | Trim |
| 47 | OXY | Occidental Petroleum CORP | -0.2% | -88.14% | Trim |
| 48 | MSFT | Microsoft CORP | -0.9% | -1.43% | Trim |
| 49 | AMZN | Amazon.com Inc | -1.3% | -2.38% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | -1.5% | -2.43% | Trim |
According to official SEC Form 13F filings, Miller Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $236.6M across 85 disclosed positions in Q3 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 70.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
ACHR
市值: $25.5K
Top Position Liquidated / Trimmed
ET
前期市值: $71.8K
During Q3 2024, Miller Wealth Advisors, LLC's top holdings by market value included AMZN (27.6%)、AAPL (21.4%)、XOM (20.6%). The largest single position, AMZN, represented 27.6% of total portfolio value.
In Q3 2024, Miller Wealth Advisors, LLC made 31 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 9 holdings, and fully liquidating 3 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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