$20.6 Thousand is the total value of MILLER WEALTH ADVISORS, LLC's 76 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | Buy | COMCAST CORP | $13,128 | +20738.1% | 45,536 | +2591.3% | 63.75% | +144786.4% |
| CVX | Buy | CHEVRON CORP | $2,189 | +357.0% | 35,058 | +1101.4% | 10.63% | +3092.2% |
| AAPL | Sell | APPLE INC | $1,919 | -93.8% | 6,215 | -97.4% | 9.32% | -56.8% |
| TGT | Buy | TARGET CORP | $420 | +2700.0% | 19,536 | +19436.0% | 2.04% | +20300.0% |
| MSFT | Sell | MICROSOFT CORP | $240 | -98.2% | 4,396 | -92.1% | 1.16% | -87.6% |
| VLO | Sell | VALERO ENERGY CORP | $229 | +74.8% | 1,000 | -10.7% | 1.11% | +1122.0% |
| DG | Buy | DOLLAR GENERAL CORP | $218 | +107.6% | 1,468 | +245.4% | 1.06% | +1350.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $196 | +444.4% | 6,000 | +1147.4% | 0.95% | +3708.0% |
| D | Buy | DOMINION ENERGY INC | $164 | +681.0% | 901 | +173.0% | 0.80% | +5206.7% |
| MMM | Buy | 3M CO | $159 | +396.9% | 3,280 | +1119.3% | 0.77% | +3409.1% |
| MET | Buy | METLIFE INC | $139 | +13800.0% | 3,175 | +15775.0% | 0.68% | +67400.0% |
| OXY | Buy | OCCIDENTAL PETROL CO | $136 | -15.5% | 5,258 | +103.0% | 0.66% | +489.3% |
| T | Buy | A T & T INC | $135 | +237.5% | 2,579 | +26.2% | 0.66% | +2242.9% |
| CNX | Buy | C N X RESOURCES CORPORAT | $130 | +6400.0% | 1,063 | +717.7% | 0.63% | +63000.0% |
| ASH | Buy | ASHLAND INC | $118 | +2260.0% | 362 | +624.0% | 0.57% | +19000.0% |
| TSLA | Buy | TESLA INC | $100 | +1011.1% | 100,000 | +136886.3% | 0.49% | +8000.0% |
| FIS | Buy | FIDELITY NATL INFO | $98 | +3166.7% | 2,000 | +3900.0% | 0.48% | +23700.0% |
| NVDA | Buy | NVIDIA CORP | $93 | +1062.5% | 1,049 | +1842.6% | 0.45% | +7433.3% |
| TMUS | Buy | T-MOBILE US INC | $91 | +810.0% | 1,437 | +1952.9% | 0.44% | +6214.3% |
| HUN | Buy | HUNTSMAN CORP | $83 | +8200.0% | 594 | +2870.0% | 0.40% | +40200.0% |
| Sell | BRC INC | $69 | +2200.0% | 530 | -1.7% | 0.34% | +16650.0% | |
| AMZN | Sell | AMAZON.COM INC | $45 | -99.9% | 214 | -99.9% | 0.22% | -99.1% |
| PLTR | Sell | PALANTIR TECHNOLOGIES IN | $40 | +1900.0% | 250 | -30.6% | 0.19% | +19300.0% |
| SO | Sell | SOUTHERN CO | $34 | -5.6% | 100 | -80.0% | 0.16% | +560.0% |
| UNP | Buy | UNION PACIFIC CORP | $30 | +130.8% | 125 | +108.3% | 0.15% | +1522.2% |
| DE | Sell | DEERE & CO | $29 | -85.8% | 396 | -16.8% | 0.14% | -0.7% |
| CINF | Buy | CINCINNATI FINL | $29 | +190.0% | 335 | +235.0% | 0.14% | +1914.3% |
| OKE | New | ONEOK INC | $29 | – | 816 | +100.0% | 0.14% | – |
| SPY | Sell | SPDR S&P 500 ETFuie | $28 | -94.3% | 269 | -79.1% | 0.14% | -59.9% |
| SLB | Sell | SCHLUMBERGER LTD Ffgo | $27 | -74.8% | 720 | -64.0% | 0.13% | +77.0% |
| VTRS | Buy | VIATRIS INC | $24 | – | 117 | +875.0% | 0.12% | – |
| RMTD | Buy | REMOTE DYNAMICS INC | $17 | – | 244 | +24300.0% | 0.08% | – |
| AMD | Buy | ADVANCED MICRO DEVICES I | $16 | +433.3% | 280 | +471.4% | 0.08% | +3800.0% |
| Sell | CORONADO GLOBAL RE ORDFufo | $15 | +7.1% | 54 | -99.5% | 0.07% | +630.0% | |
| OGN | Buy | ORGANON & CO | $14 | +600.0% | 216 | +272.4% | 0.07% | +6700.0% |
| CVS | Buy | CVS HEALTH CORP | $12 | +140.0% | 332 | +564.0% | 0.06% | +1833.3% |
| OVV | Sell | OVINTIV INC | $12 | -62.5% | 30 | -95.5% | 0.06% | +163.6% |
| AFG | Buy | AMERICAN FINL GROUP INC | $11 | +10.0% | 10,000 | +13233.3% | 0.05% | +657.1% |
| ABBV | Sell | ABBVIE INC | $11 | -86.1% | 100 | -80.0% | 0.05% | -3.6% |
| CAT | Sell | CATERPILLAR INC | $11 | -95.4% | 100 | -90.0% | 0.05% | -68.3% |
| MS | Sell | MORGAN STANLEY | $10 | -73.0% | 212 | -52.9% | 0.05% | +88.5% |
| PNC | Buy | PNC FINL SERVICES | $9 | +800.0% | 75 | +971.4% | 0.04% | +4300.0% |
| APA | Sell | APA CORP | $8 | -96.5% | 100 | -97.9% | 0.04% | -75.2% |
| NKE | Sell | NIKE INC | $8 | -96.2% | 109 | -94.3% | 0.04% | -73.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY | $8 | -74.2% | 124 | +24.0% | 0.04% | +77.3% |
| GOOG | Sell | ALPHABET INC. | $8 | -99.9% | 50 | -100.0% | 0.04% | -99.6% |
| LLY | Buy | LILLY ELI & CO | $6 | -83.8% | 112 | +12.0% | 0.03% | +11.5% |
| HON | Sell | HONEYWELL INTL INC | $6 | -99.0% | 30 | -98.9% | 0.03% | -93.2% |
| COP | Sell | CONOCOPHILLIPS | $6 | -94.3% | 100 | -90.2% | 0.03% | -60.8% |
| GS | Sell | GOLDMAN SACHS GROUP | $5 | -97.1% | 35 | -93.4% | 0.02% | -80.3% |
| RIG | Sell | TRANSOCEAN INC NEW Ffgo | $5 | -78.3% | 50 | -99.0% | 0.02% | +50.0% |
| PSX | Sell | PHILLIPS 66 | $5 | -95.2% | 49 | -95.6% | 0.02% | -67.1% |
| MRK | Sell | MERCK & CO. INC. | $5 | -84.8% | 111 | -67.6% | 0.02% | +4.3% |
| BP | Sell | BP PLC Fadr | $4 | -84.0% | 25 | -96.5% | 0.02% | +11.8% |
| EMR | Buy | EMERSON ELECTRIC CO | $3 | -57.1% | 360 | +380.0% | 0.02% | +200.0% |
| New | SL GREEN REALTY CORP | $3 | – | 539 | +100.0% | 0.02% | – | |
| GILD | Sell | GILEAD SCIENCES INC | $2 | -86.7% | 85 | -57.5% | 0.01% | 0.0% |
| Sell | PROSHARES ULTRAPRO SHORTuie | $1 | -80.0% | 35 | -58.8% | 0.01% | +66.7% | |
| PFG | Buy | PRINCIPAL FINL | $1 | -97.0% | 1,004 | +153.5% | 0.01% | -78.3% |
| PEP | Sell | PEPSICO INC | $1 | -99.4% | 56 | -93.8% | 0.01% | -95.6% |
| SPOT | Sell | SPOTIFY TECHNOLOGY Ffgo | $1 | -75.0% | 20 | -55.6% | 0.01% | +66.7% |
| Sell | WARNER BROTHERS DISCOVER | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% | |
| XOM | Sell | EXXON MOBIL CORP | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| KO | Sell | THE COCA-COLA CO | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| F | Sell | FORD MOTOR CO | $0 | -100.0% | 1 | -99.6% | 0.00% | -100.0% |
| ITW | Sell | ILLINOIS TOOL WORKS | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| INTC | Sell | INTEL CORP | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BKR | Sell | BAKER HUGHES CO. | $0 | -100.0% | 16 | -99.2% | 0.00% | -100.0% |
| PFE | Sell | PFIZER INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| PG | Sell | PROCTER & GAMBLE | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VVV | Sell | VALVOLINE INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VZ | Sell | VERIZON COMMUNICATN | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| WMT | Sell | WALMART INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| YANG | Sell | DIREXION DLY FTSE CHNAuie | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| WISH | Exit | CONTEXTLOGIC INC | $0 | – | -2,936 | -100.0% | -0.00% | – |
| Exit | PROSHARES ULTRASHORT BLMuie | $0 | – | -165 | -100.0% | -0.00% | – | |
| AMC | Exit | AMC ENTERTAINMENT | $0 | – | -1,758 | -100.0% | -0.01% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -9,360 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.