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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 $183.51 million in total holdings as of September 30, 2024.
  • Miller Wealth Advisors, LLC owns shares of 85 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 0.42% of the portfolio was purchased this quarter.
  • About 1.83% of the portfolio was sold this quarter.
  • This quarter, Miller Wealth Advisors, LLC has purchased 81 new stocks and bought additional shares in 14 stocks.
  • Miller Wealth Advisors, LLC sold shares of 10 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Amazon.com
$50,633,663
Apple
$39,265,758
Exxon Mobil
$37,888,966
Alphabet
$20,409,973
Microsoft
$19,498,820

Largest New Holdings this Quarter

Archer Aviation
$25,520 Holding
Super Micro Computer
$17,369 Holding
Netflix
$12,378 Holding
Alibaba Group
$10,007 Holding
AST SpaceMobile
$7,778 Holding

Largest Purchases this Quarter

Exxon Mobil
3,421 shares (about $411.72K)
Berkshire Hathaway
595 shares (about $277.18K)
Archer Aviation
8,000 shares (about $25.52K)
Super Micro Computer
365 shares (about $17.37K)
Netflix
18 shares (about $12.38K)

Largest Sales this Quarter

Amazon.com
6,574 shares (about $1.23M)
Apple
3,042 shares (about $706.20K)
Alphabet
3,088 shares (about $508.01K)
Microsoft
681 shares (about $283.79K)
Occidental Petroleum
4,572 shares (about $236.47K)

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
$50,633,663$1,232,822 -2.4%270,00327.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$39,265,758$706,199 -1.8%169,14021.4%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$37,888,966$411,718 1.1%314,82320.6%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$20,409,973$508,008 -2.4%124,06511.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$19,498,820$283,787 -1.4%46,79110.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,437,893$86,129 -1.0%61,6224.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,099,766$277,181 9.8%6,6541.7%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$570,8300.0%2,6000.3%Multi-Sector Conglomerates
Caterpillar Inc. stock logo
CAT
Caterpillar
$394,4900.0%1,0000.2%Industrial Products
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$385,371$1,164 0.3%6620.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$252,9070.0%1,4680.1%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$221,3150.0%2,7360.1%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$194,176$1,664 0.9%1,2840.1%Oils/Energy
Deere & Company stock logo
DE
Deere & Company
$192,8470.0%4760.1%Industrial Products
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$170,3380.0%3220.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$166,1110.0%9510.1%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$153,792$437 0.3%5,2800.1%Oils/Energy
Intel Co. stock logo
INTC
Intel
$134,6400.0%6,0000.1%Computer and Technology
APA Co. stock logo
APA
APA
$127,067$1,121 0.9%5,0990.1%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$96,5010.0%4300.1%Finance
Phillips 66 stock logo
PSX
Phillips 66
$91,739$533 0.6%6880.0%Oils/Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$91,7120.0%1000.0%Medical
NIKE, Inc. stock logo
NKE
NIKE
$90,574$667 0.7%1,0860.0%Consumer Discretionary
Valero Energy Co. stock logo
VLO
Valero Energy
$84,662$683 0.8%6200.0%Oils/Energy
ConocoPhillips stock logo
COP
ConocoPhillips
$56,796$318 0.6%5350.0%Oils/Energy
Tesla, Inc. stock logo
TSLA
Tesla
$53,234$2,430 4.8%2410.0%Auto/Tires/Trucks
PALANTIR TECHNOLOGIES IN
$47,964$13,062 -21.4%1,1420.0%COM
AbbVie Inc. stock logo
ABBV
AbbVie
$45,2570.0%2400.0%Medical
3M stock logo
MMM
3M
$36,4980.0%2690.0%Multi-Sector Conglomerates
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$36,1390.0%3960.0%Finance
Comcast Co. stock logo
CMCSA
Comcast
$35,7270.0%8460.0%Consumer Discretionary
Morgan Stanley stock logo
MS
Morgan Stanley
$34,0400.0%2850.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$33,5450.0%7650.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$32,5830.0%1250.0%Industrial Products
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$31,808$236,465 -88.1%6150.0%Oils/Energy
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$25,520$25,520 New Holding8,0000.0%Aerospace
BP p.l.c. stock logo
BP
BP
$24,091$501 2.1%7690.0%Oils/Energy
The Southern Company stock logo
SO
Southern
$23,1750.0%2500.0%Utilities
AT&T Inc. stock logo
T
AT&T
$22,2080.0%1,0220.0%Computer and Technology
SL Green Realty Corp. stock logo
SLG
SL Green Realty
$18,7120.0%2490.0%Finance
Dollar General Co. stock logo
DG
Dollar General
$17,940$82 0.5%2190.0%Retail/Wholesale
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
$17,369$17,369 New Holding3650.0%Computer and Technology
Dominion Energy, Inc. stock logo
D
Dominion Energy
$16,7270.0%2800.0%Utilities
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$14,1300.0%1000.0%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$13,882$160 1.2%2610.0%Medical
Ovintiv Inc. stock logo
OVV
Ovintiv
$13,7150.0%3320.0%Oils/Energy
Netflix, Inc. stock logo
NFLX
Netflix
$12,378$12,378 New Holding180.0%Consumer Discretionary
Duke Energy Co. stock logo
DUK
Duke Energy
$12,0580.0%1000.0%Utilities
Baker Hughes stock logo
BKR
Baker Hughes
$11,6170.0%3150.0%Oils/Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$10,9750.0%1000.0%Medical
American Financial Group, Inc. stock logo
AFG
American Financial Group
$10,3450.0%750.0%Finance
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$10,007$10,007 New Holding1000.0%Retail/Wholesale
ONEOK, Inc. stock logo
OKE
ONEOK
$9,644$114,860 -92.3%1000.0%Oils/Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$8,7360.0%1000.0%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$8,2840.0%750.0%Industrial Products
CVS Health Co. stock logo
CVS
CVS Health
$7,9590.0%1250.0%Retail/Wholesale
Target Co. stock logo
TGT
Target
$7,7950.0%500.0%Retail/Wholesale
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$7,778$7,778 New Holding2730.0%Computer and Technology
CORONADO GLOBAL RE ORDF
$7,6680.0%10,0000.0%UFO
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$7,656$46,873 -86.0%490.0%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$7,2520.0%300.0%Transportation
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$7,1910.0%1000.0%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$6,990$1,678 -19.4%1000.0%Consumer Staples
Digital World Acquisition Corp. stock logo
DWAC
Digital World Acquisition
$6,1300.0%2050.0%Business Services
Valvoline Inc. stock logo
VVV
Valvoline
$5,7610.0%1370.0%Retail/Wholesale
SOLVENTUM CORP
$4,8510.0%670.0%COM
CNX Resources Co. stock logo
CNX
CNX Resources
$4,5570.0%1300.0%Oils/Energy
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$4,4960.0%500.0%Business Services
Ashland Inc. stock logo
ASH
Ashland
$4,3890.0%500.0%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,1120.0%250.0%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$2,9270.0%1000.0%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,456$2,456 New Holding50.0%Finance
Nutrien Ltd. stock logo
NTR
Nutrien
$2,174$2,174 New Holding450.0%Basic Materials
Kenvue Inc. stock logo
KVUE
Kenvue
$2,1450.0%1000.0%Consumer Staples
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$1,9220.0%2470.0%Consumer Discretionary
MetLife, Inc. stock logo
MET
MetLife
$1,7140.0%200.0%Finance
Kimco Realty Corp stock logo
KIM
Kimco Realty
$1,3700.0%560.0%Finance
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,3220.0%70.0%Finance
OCCIDENTAL PETE C 27 WTS
$7460.0%250.0%WAR
Organon & Co. stock logo
OGN
Organon & Co.
$6510.0%370.0%Medical
Devon Energy Co. stock logo
DVN
Devon Energy
$203$203 New Holding50.0%Oils/Energy
Huntsman Co. stock logo
HUN
Huntsman
$1880.0%80.0%Basic Materials
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1800.0%30.0%ETF
Viatris Inc. stock logo
VTRS
Viatris
$1410.0%120.0%Medical
Remote Dynamics, Inc. stock logo
RMTD
Remote Dynamics
$00.0%10.0%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$0$71,757 -100.0%00.0%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$50,422 -100.0%00.0%Computer and Technology
DIRTT ENVIRONMNTL F
$0$12,745 -100.0%00.0%FGC
MJardin Group, Inc. stock logo
MJARF
MJardin Group
$0-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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