$123 Million is the total value of MILLER WEALTH ADVISORS, LLC's 113 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 1.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | $35,062,000 | 0.0% | 330,120 | 0.0% | 28.61% | -1.7% | |
| XOM | EXXON MOBIL CORP | $26,830,000 | 0.0% | 313,292 | 0.0% | 21.90% | -1.7% | |
| AAPL | APPLE INC | $26,514,000 | 0.0% | 193,932 | 0.0% | 21.64% | -1.7% | |
| GOOG | ALPHABET INC. | $14,415,000 | 0.0% | 6,590 | 0.0% | 11.76% | -1.7% | |
| MSFT | MICROSOFT CORP | $11,954,000 | 0.0% | 46,545 | 0.0% | 9.76% | -1.7% | |
| HON | HONEYWELL INTL INC | $496,000 | 0.0% | 2,856 | 0.0% | 0.40% | -1.7% | |
| SPY | SPDR S&P 500 ETFuie | $241,000 | 0.0% | 640 | 0.0% | 0.20% | -1.5% | |
| CVX | CHEVRON CORP | $232,000 | 0.0% | 1,601 | 0.0% | 0.19% | -2.1% | |
| INTC | INTEL CORP | $224,000 | 0.0% | 6,000 | 0.0% | 0.18% | -1.6% | |
| PG | PROCTER & GAMBLE | $211,000 | 0.0% | 1,468 | 0.0% | 0.17% | -1.7% | |
| CAT | CATERPILLAR INC | $179,000 | 0.0% | 1,000 | 0.0% | 0.15% | -2.0% | |
| APA | APA CORP | $168,000 | 0.0% | 4,802 | 0.0% | 0.14% | -1.4% | |
| EPD | ENTERPRISE PRODS PART LPmlp | $152,000 | 0.0% | 6,233 | 0.0% | 0.12% | -1.6% | |
| PEP | PEPSICO INC | $150,000 | 0.0% | 901 | 0.0% | 0.12% | -2.4% | |
| DE | DEERE & CO | $143,000 | 0.0% | 476 | 0.0% | 0.12% | -1.7% | |
| OXY | OCCIDENTAL PETROL CO | $116,000 | 0.0% | 1,973 | 0.0% | 0.10% | -1.0% | |
| WMT | WALMART INC | $115,000 | 0.0% | 942 | 0.0% | 0.09% | -1.1% | |
| GS | GOLDMAN SACHS GROUP | $108,000 | 0.0% | 362 | 0.0% | 0.09% | -2.2% | |
| NKE | NIKE INC | $108,000 | 0.0% | 1,055 | 0.0% | 0.09% | -2.2% | |
| VLO | VALERO ENERGY CORP | $62,000 | 0.0% | 580 | 0.0% | 0.05% | 0.0% | |
| JPM | JPMORGAN CHASE & CO | $60,000 | 0.0% | 530 | 0.0% | 0.05% | -2.0% | |
| VZ | VERIZON COMMUNICATN | $56,000 | 0.0% | 1,096 | 0.0% | 0.05% | 0.0% | |
| COP | CONOCOPHILLIPS | $54,000 | 0.0% | 600 | 0.0% | 0.04% | -2.2% | |
| PSX | PHILLIPS 66 | $53,000 | 0.0% | 650 | 0.0% | 0.04% | -2.3% | |
| DG | DOLLAR GENERAL CORP | $52,000 | 0.0% | 212 | 0.0% | 0.04% | -2.3% | |
| ET | ENERGY TRANSFER LPmlp | $49,000 | 0.0% | 4,936 | 0.0% | 0.04% | -2.4% | |
| ABBV | ABBVIE INC | $38,000 | 0.0% | 250 | 0.0% | 0.03% | -3.1% | |
| MMM | 3M CO | $35,000 | 0.0% | 269 | 0.0% | 0.03% | 0.0% | |
| UNP | UNION PACIFIC CORP | $33,000 | 0.0% | 155 | 0.0% | 0.03% | 0.0% | |
| CMCSA | COMCAST CORP | $33,000 | 0.0% | 846 | 0.0% | 0.03% | 0.0% | |
| LLY | LILLY ELI & CO | $32,000 | 0.0% | 100 | 0.0% | 0.03% | -3.7% | |
| SKX | SKECHERS U S A INC | $32,000 | 0.0% | 900 | 0.0% | 0.03% | -3.7% | |
| MRK | MERCK & CO. INC. | $31,000 | 0.0% | 343 | 0.0% | 0.02% | -3.8% | |
| BKR | BAKER HUGHES CO. | $30,000 | 0.0% | 1,025 | 0.0% | 0.02% | -4.0% | |
| BRKB | BERKSHIRE HATHAWAY | $27,000 | 0.0% | 100 | 0.0% | 0.02% | 0.0% | |
| PFG | PRINCIPAL FINL | $26,000 | 0.0% | 396 | 0.0% | 0.02% | -4.5% | |
| ITW | ILLINOIS TOOL WORKS | $23,000 | 0.0% | 125 | 0.0% | 0.02% | 0.0% | |
| D | DOMINION ENERGY INC | $22,000 | 0.0% | 280 | 0.0% | 0.02% | 0.0% | |
| SO | SOUTHERN CO | $21,000 | 0.0% | 300 | 0.0% | 0.02% | 0.0% | |
| OVV | OVINTIV INC | $20,000 | 0.0% | 448 | 0.0% | 0.02% | -5.9% | |
| BP | BP PLC Fadr | $20,000 | 0.0% | 707 | 0.0% | 0.02% | -5.9% | |
| BMY | BRISTOL-MYERS SQUIBB | $18,000 | 0.0% | 239 | 0.0% | 0.02% | 0.0% | |
| RIG | TRANSOCEAN INC NEW Ffgo | $17,000 | 0.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
| SHOO | MADDEN STEVEN LTD | $17,000 | 0.0% | 539 | 0.0% | 0.01% | 0.0% | |
| CINF | CINCINNATI FINL | $12,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CORONADO GLOBAL RE ORDFufo | $11,000 | 0.0% | 10,000 | 0.0% | 0.01% | 0.0% | ||
| AFG | AMERN FINL GP | $10,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| NVDA | NVIDIA CORP | $8,000 | 0.0% | 54 | 0.0% | 0.01% | 0.0% | |
| KO | THE COCA-COLA CO | $8,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% | |
| TGT | TARGET CORP | $7,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $6,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| EMR | EMERSON ELECTRIC CO | $6,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| FIS | FIDELITY NATL INFO | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PFE | PFIZER INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PSEC | PROSPECT CAPITAL CO | $5,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND GLOBAL HOLDINGS | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| JNJ | JOHNSON & JOHNSON | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VVV | VALVOLINE INC | $4,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| WISH | CONTEXTLOGIC INC | $2,000 | 0.0% | 1,468 | 0.0% | 0.00% | 0.0% | |
| F | FORD MOTOR CO | $3,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVIC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ASO | ACADEMY SPORTS & OUTDOOR | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES IN | $3,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON & CO | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SERVICES | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $0 | – | 12 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.