$144 Thousand is the total value of MILLER WEALTH ADVISORS, LLC's 78 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 96.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNP | Sell | UNION PACIFIC CORP | $13 | -100.0% | 60 | -61.3% | 0.01% | -66.7% |
| OXYWS | Exit | OCCIDENTAL PETROL 27 WTSwar | $0 | – | -25 | -100.0% | -0.00% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOOR | $0 | – | -60 | -100.0% | -0.00% | – |
| Exit | AMERICAN FUNDS NEW ECONOmpl | $0 | – | -111 | -100.0% | -0.00% | – | |
| PSEC | Exit | PROSPECT CAPITAL CO | $0 | – | -700 | -100.0% | -0.00% | – |
| Exit | AMERICAN FUNDS EUROPACIFmpl | $0 | – | -111 | -100.0% | -0.00% | – | |
| Exit | AMERICAN FUNDS NEW WORLDmpl | $0 | – | -108 | -100.0% | -0.01% | – | |
| Exit | FIDELITY LOW-PRICED STOCmfc | $0 | – | -195 | -100.0% | -0.01% | – | |
| SHOO | Exit | MADDEN STEVEN LTD | $0 | – | -539 | -100.0% | -0.01% | – |
| Exit | VANGUARD 500 INDEX ADMIRmfc | $0 | – | -60 | -100.0% | -0.02% | – | |
| Exit | AMERICAN CENTURY ULTRA Imfa | $0 | – | -404 | -100.0% | -0.02% | – | |
| SKX | Exit | SKECHERS U S A INC | $0 | – | -900 | -100.0% | -0.03% | – |
| Exit | VANGUARD DIVIDEND GROWTHmfc | $0 | – | -1,604 | -100.0% | -0.04% | – | |
| Exit | AMERICAN FUNDS INCOME FUmfa | $0 | – | -2,357 | -100.0% | -0.04% | – | |
| Exit | AMERICAN FUNDS WASHINGTOmpl | $0 | – | -2,541 | -100.0% | -0.10% | – | |
| Exit | AMERICAN FUNDS INVMT COmpl | $0 | – | -3,175 | -100.0% | -0.11% | – | |
| EPD | Exit | ENTERPRISE PRODS PART LPmlp | $0 | – | -6,233 | -100.0% | -0.12% | – |
| Exit | INVESCO AMERICAN FRANCHImfa | $0 | – | -8,338 | -100.0% | -0.12% | – | |
| Exit | SCHWAB S&P 500 INDEX FDmfs | $0 | – | -2,874 | -100.0% | -0.14% | – | |
| Exit | SCHWAB 1000 INDEX FUNDmfs | $0 | – | -2,098 | -100.0% | -0.14% | – | |
| Exit | AMERICAN FUNDS AMERICANmpl | $0 | – | -4,220 | -100.0% | -0.17% | – | |
| Exit | AMERICAN FUNDS NEW PERSPmpl | $0 | – | -5,951 | -100.0% | -0.24% | – | |
| Exit | AMERICAN FUNDS FUNDAMENTmfa | $0 | – | -6,250 | -100.0% | -0.30% | – | |
| Exit | AMERICAN FUNDS FUNDAMENTmfa | $0 | – | -6,250 | -100.0% | -0.30% | – | |
| Exit | AMERICAN FUNDS GROWTH FUmpl | $0 | – | -7,284 | -100.0% | -0.31% | – | |
| Exit | AMERICAN FUNDS GROWTH FUmpl | $0 | – | -7,284 | -100.0% | -0.31% | – | |
| Exit | AMERICAN FUNDS GROWTH FUmpl | $0 | – | -7,284 | -100.0% | -0.31% | – | |
| Exit | JPMORGAN EQUITY INCOME Amfa | $0 | – | -40,506 | -100.0% | -0.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
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.