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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 $167.49 million in total holdings as of March 31, 2024.
  • Miller Wealth Advisors, LLC owns shares of 82 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 1.31% of the portfolio was purchased this quarter.
  • About 2.68% of the portfolio was sold this quarter.
  • This quarter, Miller Wealth Advisors, LLC has purchased 84 new stocks and bought additional shares in 17 stocks.
  • Miller Wealth Advisors, LLC sold shares of 9 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Amazon.com
$52,303,165
Exxon Mobil
$36,183,160
Apple
$29,780,646
Microsoft
$20,065,389
Alphabet
$19,512,271

Largest New Holdings this Quarter

Meta Platforms
$48,558 Holding

Largest Purchases this Quarter

NVIDIA
2,052 shares (about $1.85M)
Walmart
1,824 shares (about $109.75K)
Microsoft
139 shares (about $58.48K)
Advanced Micro Devices
320 shares (about $57.76K)
Exxon Mobil
433 shares (about $50.33K)

Largest Sales this Quarter

Apple
9,403 shares (about $1.61M)
Occidental Petroleum
23,581 shares (about $1.53M)
Amazon.com
4,956 shares (about $893.96K)
Alphabet
1,624 shares (about $247.27K)
Enterprise Products Partners
4,240 shares (about $123.72K)

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
$52,303,165$893,963 -1.7%289,96131.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$36,183,160$50,332 0.1%311,28021.6%Oils/Energy
Apple Inc. stock logo
AAPL
Apple
$29,780,646$1,612,430 -5.1%173,66817.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$20,065,389$58,480 0.3%47,69312.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$19,512,271$247,270 -1.3%128,15111.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,615,214$52,565 -2.0%6,2191.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,902,975$1,854,181 3,800.0%2,1061.1%Computer and Technology
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$563,008$1,532,528 -73.1%8,6630.3%Oils/Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$533,6500.0%2,6000.3%Multi-Sector Conglomerates
Caterpillar Inc. stock logo
CAT
Caterpillar
$366,4300.0%1,0000.2%Industrial Products
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$343,960$1,568 0.5%6580.2%Finance
Intel Co. stock logo
INTC
Intel
$265,0200.0%6,0000.2%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$262,288$1,577 0.6%1,6630.2%Oils/Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$238,1830.0%1,4680.1%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$195,5120.0%4760.1%Industrial Products
APA Co. stock logo
APA
APA
$172,353$1,410 0.8%5,0130.1%Oils/Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$166,4350.0%9510.1%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$164,625$109,750 200.0%2,7360.1%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$153,250$123,720 -44.7%5,2520.1%Oils/Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$134,496$4,177 -3.0%3220.1%Finance
Phillips 66 stock logo
PSX
Phillips 66
$111,059$490 0.4%6800.1%Oils/Energy
Valero Energy Co. stock logo
VLO
Valero Energy
$104,361$683 0.7%6110.1%Oils/Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$103,4990.0%1,2910.1%Oils/Energy
NIKE, Inc. stock logo
NKE
NIKE
$100,980$282 0.3%1,0740.1%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$91,938$3,692 4.2%5230.1%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$86,129$3,005 -3.4%4300.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$77,7960.0%1000.0%Medical
Energy Transfer LP stock logo
ET
Energy Transfer
$69,5900.0%4,4240.0%Oils/Energy
ConocoPhillips stock logo
COP
ConocoPhillips
$67,415$382 0.6%5300.0%Oils/Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$66,601$57,757 653.1%3690.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$48,558$48,558 New Holding1000.0%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$43,7040.0%2400.0%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$40,1140.0%9560.0%Computer and Technology
Comcast Co. stock logo
CMCSA
Comcast
$36,6740.0%8460.0%Consumer Discretionary
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$34,1790.0%3960.0%Finance
Dollar General Co. stock logo
DG
Dollar General
$33,880$156 0.5%2170.0%Retail/Wholesale
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$33,5410.0%1250.0%Industrial Products
Transocean Ltd. stock logo
RIG
Transocean
$31,4000.0%5,0000.0%Oils/Energy
Baker Hughes stock logo
BKR
Baker Hughes
$28,978$5,360 -15.6%8650.0%Oils/Energy
3M stock logo
MMM
3M
$28,5330.0%2690.0%Multi-Sector Conglomerates
BP p.l.c. stock logo
BP
BP
$28,1170.0%7460.0%Oils/Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$26,8360.0%2850.0%Finance
AT&T Inc. stock logo
T
AT&T
$17,9870.0%1,0220.0%Computer and Technology
The Southern Company stock logo
SO
Southern
$17,9350.0%2500.0%Utilities
Ovintiv Inc. stock logo
OVV
Ovintiv
$17,2310.0%3320.0%Oils/Energy
DIRTT ENVIRONMNTL F
$14,9900.0%30,3450.0%FGC
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$14,381$230 1.6%6250.0%Business Services
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$13,792$163 1.2%2540.0%Medical
Dominion Energy, Inc. stock logo
D
Dominion Energy
$13,7730.0%2800.0%Utilities
SL Green Realty Corp. stock logo
SLG
SL Green Realty
$13,7270.0%2490.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$13,1950.0%1000.0%Medical
Digital World Acquisition Corp. stock logo
DWAC
Digital World Acquisition
$12,702$12,702 New Holding2050.0%Business Services
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$12,4170.0%1000.0%Finance
American Financial Group, Inc. stock logo
AFG
American Financial Group
$10,2360.0%750.0%Finance
CVS Health Co. stock logo
CVS
CVS Health
$9,9700.0%1250.0%Retail/Wholesale
Target Co. stock logo
TGT
Target
$8,8610.0%500.0%Retail/Wholesale
Emerson Electric Co. stock logo
EMR
Emerson Electric
$8,5070.0%750.0%Industrial Products
CORONADO GLOBAL RE ORDF
$8,1470.0%10,0000.0%UFO
The Coca-Cola Company stock logo
KO
Coca-Cola
$7,5860.0%1240.0%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$7,3780.0%300.0%Transportation
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$7,3250.0%1000.0%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$7,2340.0%1000.0%Finance
Valvoline Inc. stock logo
VVV
Valvoline
$6,1060.0%1370.0%Basic Materials
Ashland Inc. stock logo
ASH
Ashland
$4,8690.0%500.0%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,9550.0%250.0%Medical
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$3,7090.0%500.0%Business Services
Ford Motor stock logo
F
Ford Motor
$3,669$40 1.1%2760.0%Auto/Tires/Trucks
CNX Resources Co. stock logo
CNX
CNX Resources
$3,0840.0%1300.0%Oils/Energy
Pfizer Inc. stock logo
PFE
Pfizer
$2,7750.0%1000.0%Medical
BRC Inc. stock logo
BRCC
BRC
$2,3070.0%5390.0%Consumer Staples
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$2,1560.0%2470.0%Consumer Discretionary
MetLife, Inc. stock logo
MET
MetLife
$1,4820.0%200.0%Finance
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,1310.0%70.0%Finance
Kimco Realty Corp stock logo
KIM
Kimco Realty
$1,0980.0%560.0%Finance
OCCIDENTAL PETROL 27 WTS
$1,0780.0%250.0%WAR
YANG
Direxion Daily FTSE China Bear 3X Shares
$6970.0%600.0%ETF
Organon & Co. stock logo
OGN
Organon & Co.
$6810.0%360.0%Medical
Huntsman Co. stock logo
HUN
Huntsman
$2080.0%80.0%Basic Materials
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1740.0%30.0%ETF
Viatris Inc. stock logo
VTRS
Viatris
$1430.0%120.0%Medical
MJardin Group, Inc. stock logo
MJARF
MJardin Group
$00.0%1,0000.0%Medical
Remote Dynamics, Inc. stock logo
RMTD
Remote Dynamics
$00.0%10.0%Computer and Technology
Osisko Gold Royalties Ltd stock logo
OR
Osisko Gold Royalties
$0$7,158 -100.0%00.0%Basic Materials
RECONNAISSANCE ENERGY F
$0$2,400 -100.0%00.0%FGC
Enviva Inc. stock logo
EVA
Enviva
$0$2,363 -100.0%00.0%Construction
DIRTT ENVIRONMNTL 24 RTF
$0$607 -100.0%00.0%WAR

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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