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Miller Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Miller Wealth Advisors, LLC

Investment Activity

  • Miller Wealth Advisors, LLC has $196.14 million in total holdings as of September 30, 2024.
  • Miller Wealth Advisors, LLC owns shares of 91 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 2.46% of the portfolio was purchased this quarter.
  • About 1.58% of the portfolio was sold this quarter.
  • This quarter, Miller Wealth Advisors, LLC has purchased 85 new stocks and bought additional shares in 13 stocks.
  • Miller Wealth Advisors, LLC sold shares of 9 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Amazon.com
$57,157,677
Apple
$41,641,013
Exxon Mobil
$33,704,180
Alphabet
$23,572,726
Microsoft
$19,720,831

Largest New Holdings this Quarter

Mobileye Global
$900,802 Holding
ARISTA NETWORKS INC
$24,317 Holding
Vertiv
$22,722 Holding
LANDBRIDGE CO LLC CL A
$15,504 Holding
SUPER MICRO COMPUTER INC
$11,125 Holding

Largest Purchases this Quarter

PALANTIR TECHNOLOGIES IN
48,272 shares (about $3.65M)
Mobileye Global
45,221 shares (about $900.80K)
NVIDIA
616 shares (about $82.72K)
Berkshire Hathaway
125 shares (about $56.66K)
Tesla
83 shares (about $33.52K)

Largest Sales this Quarter

Amazon.com
9,473 shares (about $2.08M)
Apple
2,855 shares (about $714.95K)
Exxon Mobil
1,500 shares (about $161.36K)
Alphabet
285 shares (about $54.28K)
Archer Aviation
2,718 shares (about $26.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMiller Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$57,157,677$2,078,281 -3.5%260,53029.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$41,641,013$714,948 -1.7%166,28521.2%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$33,704,180$161,355 -0.5%313,32317.2%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$23,572,726$54,276 -0.2%123,78012.0%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$19,720,831$1,686 0.0%46,78710.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,357,938$82,723 1.0%62,2384.3%Computer and Technology
PALANTIR TECHNOLOGIES IN
$3,737,181$3,650,812 4,227.0%49,4141.9%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,072,785$56,660 1.9%6,7791.6%Finance
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
$900,802$900,802 New Holding45,2210.5%Auto/Tires/Trucks
Honeywell International Inc. stock logo
HON
Honeywell International
$587,3140.0%2,6000.3%Multi-Sector Conglomerates
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$389,020$1,172 0.3%6640.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$362,7600.0%1,0000.2%Industrial Products
Walmart Inc. stock logo
WMT
Walmart
$247,1980.0%2,7360.1%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$246,1100.0%1,4680.1%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$201,6810.0%4760.1%Industrial Products
Chevron Co. stock logo
CVX
Chevron
$184,576$1,449 -0.8%1,2740.1%Oils/Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$184,3840.0%3220.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$144,6090.0%9510.1%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$139,958$25,621 -15.5%4,4630.1%Oils/Energy
Tesla, Inc. stock logo
TSLA
Tesla
$130,844$33,519 34.4%3240.1%Auto/Tires/Trucks
Intel Co. stock logo
INTC
Intel
$123,709$3,409 2.8%6,1700.1%Computer and Technology
APA Co. stock logo
APA
APA
$117,7360.0%5,0990.1%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$103,0750.0%4300.1%Finance
NIKE, Inc. stock logo
NKE
NIKE
$82,254$76 0.1%1,0870.0%Consumer Discretionary
Phillips 66 stock logo
PSX
Phillips 66
$78,859$456 0.6%6920.0%Oils/Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$77,2000.0%1000.0%Medical
Valero Energy Co. stock logo
VLO
Valero Energy
$76,583$613 0.8%6250.0%Oils/Energy
ConocoPhillips stock logo
COP
ConocoPhillips
$53,443$397 0.7%5390.0%Oils/Energy
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$51,500$26,501 -34.0%5,2820.0%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$42,6480.0%2400.0%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$35,8300.0%2850.0%Finance
3M stock logo
MMM
3M
$34,7250.0%2690.0%Multi-Sector Conglomerates
Comcast Co. stock logo
CMCSA
Comcast
$31,7500.0%8460.0%Consumer Discretionary
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$31,6950.0%1250.0%Industrial Products
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$30,6540.0%3960.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$30,5920.0%7650.0%Computer and Technology
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$30,3870.0%6150.0%Oils/Energy
ARISTA NETWORKS INC
$24,317$24,317 New Holding2200.0%COM
AT&T Inc. stock logo
T
AT&T
$23,2710.0%1,0220.0%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$22,722$22,722 New Holding2000.0%Computer and Technology
The Southern Company stock logo
SO
Southern
$20,5800.0%2500.0%Utilities
BP p.l.c. stock logo
BP
BP
$18,610$4,106 -18.1%6300.0%Oils/Energy
SL Green Realty Corp. stock logo
SLG
SL Green Realty
$16,9120.0%2490.0%Finance
Dollar General Co. stock logo
DG
Dollar General
$16,729$151 0.9%2210.0%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$16,0440.0%180.0%Consumer Discretionary
LANDBRIDGE CO LLC CL A
$15,504$15,504 New Holding2400.0%COM
Dominion Energy, Inc. stock logo
D
Dominion Energy
$15,0810.0%2800.0%Utilities
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$14,925$170 1.1%2640.0%Medical
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$14,3700.0%1000.0%Finance
Ovintiv Inc. stock logo
OVV
Ovintiv
$13,4460.0%3320.0%Oils/Energy
Baker Hughes stock logo
BKR
Baker Hughes
$12,9210.0%3150.0%Oils/Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$11,958$6,039 102.0%990.0%Computer and Technology
SUPER MICRO COMPUTER INC
$11,125$11,125 New Holding3650.0%COM
Duke Energy Co. stock logo
DUK
Duke Energy
$10,7740.0%1000.0%Utilities
American Financial Group, Inc. stock logo
AFG
American Financial Group
$10,2700.0%750.0%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$10,0400.0%1000.0%Oils/Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,9480.0%1000.0%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$9,2950.0%750.0%Industrial Products
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$9,2370.0%1000.0%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$8,4790.0%1000.0%Retail/Wholesale
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$7,4010.0%1000.0%Finance
Digital World Acquisition Corp. stock logo
DWAC
Digital World Acquisition
$6,9910.0%2050.0%Business Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$6,2260.0%1000.0%Consumer Staples
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$5,7600.0%2730.0%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$5,6110.0%1250.0%Medical
Valvoline Inc. stock logo
VVV
Valvoline
$4,9570.0%1370.0%Retail/Wholesale
CNX Resources Co. stock logo
CNX
CNX Resources
$4,7670.0%1300.0%Oils/Energy
CORONADO GLOBAL RE ORDF
$4,7340.0%10,0000.0%UFO
Intuitive Machines, Inc. stock logo
LUNR
Intuitive Machines
$4,540$4,540 New Holding2500.0%Aerospace
SOLVENTUM CORP
$4,4260.0%670.0%COM
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$4,0390.0%500.0%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,6160.0%250.0%Medical
Ashland Inc. stock logo
ASH
Ashland
$3,5730.0%500.0%Basic Materials
Pfizer Inc. stock logo
PFE
Pfizer
$2,6530.0%1000.0%Medical
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$2,6110.0%2470.0%Consumer Discretionary
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,5560.0%50.0%Finance
Kenvue Inc. stock logo
KVUE
Kenvue
$2,1350.0%1000.0%Consumer Staples
Nutrien Ltd. stock logo
NTR
Nutrien
$2,0140.0%450.0%Basic Materials
MetLife, Inc. stock logo
MET
MetLife
$1,6380.0%200.0%Finance
Joby Aviation, Inc. stock logo
JOBY
Joby Aviation
$1,626$1,626 New Holding2000.0%Transportation
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,540$1,540 New Holding1000.0%Finance
Iris Energy Limited stock logo
IREN
Iris Energy
$1,473$1,473 New Holding1500.0%Oils/Energy
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,3500.0%70.0%Finance
Kimco Realty Corp stock logo
KIM
Kimco Realty
$1,3120.0%560.0%Finance
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$992$992 New Holding500.0%Computer and Technology
OCCIDENTAL PETE C 27 WTS
$6890.0%250.0%WAR
Organon & Co. stock logo
OGN
Organon & Co.
$5580.0%370.0%Medical
Devon Energy Co. stock logo
DVN
Devon Energy
$1640.0%50.0%Oils/Energy
Viatris Inc. stock logo
VTRS
Viatris
$1490.0%120.0%Medical
Huntsman Co. stock logo
HUN
Huntsman
$1440.0%80.0%Basic Materials
Remote Dynamics, Inc. stock logo
RMTD
Remote Dynamics
$00.0%10.0%Computer and Technology
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
$0$17,369 -100.0%00.0%Computer and Technology
Target Co. stock logo
TGT
Target
$0$7,795 -100.0%00.0%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$0$7,252 -100.0%00.0%Transportation
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$0$180 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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