$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 4.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $612 | -99.9% | 2,856 | 0.0% | 0.42% | +4.9% | |
| CAT | CATERPILLAR INC | $240 | -99.9% | 1,000 | 0.0% | 0.17% | +14.4% | |
| PG | PROCTER & GAMBLE | $222 | -99.9% | 1,468 | 0.0% | 0.15% | -10.5% | |
| DE | DEERE & CO | $204 | -99.9% | 476 | 0.0% | 0.14% | +21.4% | |
| PEP | PEPSICO INC | $163 | -99.9% | 901 | 0.0% | 0.11% | -7.4% | |
| LLY | LILLY ELI & CO | $37 | -99.9% | 100 | 0.0% | 0.03% | 0.0% | |
| PFG | PRINCIPAL FINL | $33 | -99.9% | 396 | 0.0% | 0.02% | +9.5% | |
| MRK | MERCK & CO. INC. | $33 | -99.9% | 343 | 0.0% | 0.02% | -8.0% | |
| MMM | 3M CO | $32 | -99.9% | 269 | 0.0% | 0.02% | -24.1% | |
| BRKB | BERKSHIRE HATHAWAY | $31 | -99.9% | 100 | 0.0% | 0.02% | 0.0% | |
| ITW | ILLINOIS TOOL WORKS | $28 | -99.9% | 125 | 0.0% | 0.02% | 0.0% | |
| RIG | TRANSOCEAN INC NEW Ffgo | $23 | -99.9% | 5,000 | 0.0% | 0.02% | +14.3% | |
| CORONADO GLOBAL RE ORDFufo | $14 | -99.9% | 10,000 | 0.0% | 0.01% | +11.1% | ||
| AFG | AMERN FINL GP | $10 | -99.9% | 75 | 0.0% | 0.01% | -12.5% | |
| CINF | CINCINNATI FINL | $10 | -99.9% | 100 | 0.0% | 0.01% | -30.0% | |
| NVDA | NVIDIA CORP | $8 | -99.9% | 54 | 0.0% | 0.01% | -14.3% | |
| KO | THE COCA-COLA CO | $8 | -99.9% | 124 | 0.0% | 0.01% | -14.3% | |
| EMR | EMERSON ELECTRIC CO | $7 | -99.9% | 75 | 0.0% | 0.01% | 0.0% | |
| PFE | PFIZER INC | $5 | -99.9% | 100 | 0.0% | 0.00% | -25.0% | |
| VVV | VALVOLINE INC | $4 | -99.9% | 137 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND INC | $5 | -99.9% | 50 | 0.0% | 0.00% | -25.0% | |
| FIS | FIDELITY NATL INFO | $3 | -99.9% | 50 | 0.0% | 0.00% | -50.0% | |
| MET | METLIFE INC | $1 | -99.9% | 20 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES IN | $2 | -99.9% | 360 | 0.0% | 0.00% | -50.0% | |
| PNC | PNC FINL SERVICES | $1 | -99.9% | 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 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.