$154 Million is the total value of MILLER WEALTH ADVISORS, LLC's 92 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 76.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Sell | META PLATFORMS INC | $2,474,000 | -34.3% | 11,124 | -0.7% | 1.61% | -36.6% |
| SLB | Sell | SCHLUMBERGER LTD Ffgo | $83,000 | -7.8% | 2,000 | -33.3% | 0.05% | -11.5% |
| BKR | Sell | BAKER HUGHES CO. | $37,000 | +48.0% | 1,025 | -0.5% | 0.02% | +41.2% |
| AOUT | Exit | AMERICAN OUTDOOR BRANDS | $0 | – | -102 | -100.0% | -0.00% | – |
| CRSR | Exit | CORSAIR GAMING INC | $0 | – | -165 | -100.0% | -0.00% | – |
| Exit | LUCID GROUP INC | $0 | – | -100 | -100.0% | -0.00% | – | |
| PLUG | Exit | PLUG POWER INC | $0 | – | -196 | -100.0% | -0.00% | – |
| SWBI | Exit | SMITH & WESSON BRANDS IN | $0 | – | -410 | -100.0% | -0.01% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -492 | -100.0% | -0.01% | – |
| PLNT | Exit | PLANET FITNESS INC | $0 | – | -167 | -100.0% | -0.01% | – |
| SLG | Exit | SL GREEN REALTY CORP | $0 | – | -250 | -100.0% | -0.01% | – |
| INDI | Exit | INDIE SEMICONDUCTOR INC | $0 | – | -5,385 | -100.0% | -0.04% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -160 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC | 8 | Q3 2023 | 37.4% |
| APPLE INC | 8 | Q3 2023 | 24.4% |
| EXXON MOBIL CORP | 8 | Q3 2023 | 29.8% |
| ALPHABET INC. | 8 | Q3 2023 | 12.4% |
| MICROSOFT CORP | 8 | Q3 2023 | 10.5% |
| COMCAST CORP NEW | 8 | Q3 2023 | 63.8% |
| CHEVRON CORP | 8 | Q3 2023 | 10.6% |
| OCCIDENTAL PETROL CO | 8 | Q3 2023 | 1.5% |
| BERKSHIRE HATHAWAY | 8 | Q3 2023 | 1.5% |
| HONEYWELL INTL INC | 8 | Q3 2023 | 0.4% |
View MILLER WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-08-08 |
View MILLER WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.