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CIK: 0001908158
Total reported value
$236.6M
$236.6M
91 檔
74.3%
As reported in its official Q4 2024 Form 13F filing, Miller Wealth Advisors, LLC's tracked investment portfolio stood at $236.6M with 91 total positions.
In Q4 2024, Miller Wealth Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 29.14% | +4.87% | -3.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 21.23% | +3.70% | -1.69% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 17.18% | -2.18% | -0.48% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 12.02% | +4.57% | -0.23% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 10.05% | +0.76% | -0.01% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.26% | +1.22% | +1.00% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.91% | -0.43% | +4226.97% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | +0.03% | +1.88% | |
| 9 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.46% | +0.06% | — | |
| 10 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.23% | EXIT | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.04% | +0.30% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | +0.19% | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | — | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 15 | DE | Deere & Co | Stock-Industrials | 0.10% | +0.03% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.01% | -0.78% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | +0.04% | — | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.07% | — | -15.47% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | +34.44% | |
| 21 | INTC | Intel CORP | Stock-Tech | 0.06% | +0.25% | +2.83% | |
| 22 | APA | Apa CORP | Stock-Energy | 0.06% | -0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | +0.01% | — | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.04% | — | +0.09% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 0.04% | — | +0.58% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | — | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.04% | +0.01% | +0.81% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.03% | -0.01% | +0.75% | |
| 29 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.03% | — | -33.98% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.02% | +0.01% | — | |
| 32 | MMM | 3m Co | Stock-Industrials | 0.02% | — | — | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | — | |
| 34 | ITW | Illinois Tool Works | Stock-Industrials | 0.02% | — | — | |
| 35 | PFG | Principal Financial Group | Stock-Financials | 0.02% | +0.01% | — | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 37 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.02% | -0.01% | — | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.01% | — | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.01% | — | — | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — | |
| 42 | BP | Bp Plc-spons Adr | Stock-Energy | 0.01% | — | -18.08% | |
| 43 | SLG | Sl Green Realty CORP | Stock-Real Estate | 0.01% | +0.01% | — | |
| 44 | DG | Dollar General CORP | Stock-Consumer Staples | 0.01% | — | +0.91% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.01% | — | — | |
| 46 | LB | Landbridge Co Llc-a | Stock-Other | 0.01% | — | — | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.01% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.01% | — | +1.15% | |
| 49 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.01% | — | — | |
| 50 | OVV | Ovintiv Inc | Stock-Energy | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.9% | +4226.97% | Add |
| 2 | AMZN | Amazon.com Inc | +1.6% | -3.51% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.9% | -0.23% | Trim |
| 4 | MBLY | Mobileye Global Inc-a | +0.5% | NEW | New buy |
| 5 | TSLA | Tesla Inc | 0% | +34.44% | Add |
| 6 | ACHR | Archer Aviation Inc-a | 0% | -33.98% | Trim |
| 7 | WMT | Walmart Inc | 0% | — | Unchanged |
| 8 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 9 | VRT | Vertiv Holdings Co-a | 0% | NEW | New buy |
| 10 | LB | Landbridge Co Llc-a | 0% | NEW | New buy |
| 11 | SMCI | Super Micro Computer Inc | 0% | NEW | New buy |
| 12 | AMD | Advanced Micro Devices | 0% | +102.04% | Add |
| 13 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 14 | TGT | Target CORP | — | EXIT | Sold out |
| 15 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 16 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 17 | PFG | Principal Financial Group | — | — | Unchanged |
| 18 | BP | Bp Plc-spons Adr | — | -18.08% | Trim |
| 19 | LUNR | Intuitive Machines Inc | — | NEW | New buy |
| 20 | CMCSA | Comcast Corp-class A | — | — | Unchanged |
| 21 | NFLX | Netflix Inc | — | — | Unchanged |
| 22 | COP | Conocophillips | — | +0.75% | Add |
| 23 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 24 | ✓ | Coronado Global Re Ordf | — | — | Unchanged |
| 25 | ABBV | Abbvie Inc | — | — | Unchanged |
| 26 | SO | Southern Co/the | — | — | Unchanged |
| 27 | CVS | Cvs Health CORP | — | — | Unchanged |
| 28 | ASTS | Ast Spacemobile Inc | — | — | Unchanged |
| 29 | SLG | Sl Green Realty CORP | — | — | Unchanged |
| 30 | MS | Morgan Stanley | — | — | Unchanged |
| 31 | SMCIUSD | Super Micro Computer Inc | 0% | EXIT | Sold out |
| 32 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 33 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 34 | EPD | Enterprise Products Partners | 0% | -15.47% | Trim |
| 35 | PSX | Phillips 66 | 0% | +0.58% | Add |
| 36 | INTC | Intel CORP | 0% | +2.83% | Add |
| 37 | APA | Apa CORP | 0% | — | Unchanged |
| 38 | DE | Deere & Co | 0% | — | Unchanged |
| 39 | NKE | Nike Inc -cl B | 0% | +0.09% | Add |
| 40 | VLO | Valero Energy CORP | 0% | +0.81% | Add |
| 41 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.30% | Add |
| 43 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 44 | CVX | Chevron CORP | 0% | -0.78% | Trim |
| 45 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.88% | Add |
| 47 | AAPL | Apple Inc | -0.2% | -1.69% | Trim |
| 48 | NVDA | Nvidia CORP | -0.3% | +1.00% | Add |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.01% | Trim |
| 50 | XOM | Exxon Mobil CORP | -3.5% | -0.48% | 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 91 disclosed positions in Q4 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 74.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
MBLY
市值: $900.8K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $17.4K
During Q4 2024, Miller Wealth Advisors, LLC's top holdings by market value included AMZN (29.1%)、AAPL (21.2%)、XOM (17.2%). The largest single position, AMZN, represented 29.1% of total portfolio value.
In Q4 2024, Miller Wealth Advisors, LLC made 29 total portfolio adjustments, initiating 6 new buys, adding to 11 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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