$148 Million is the total value of MILLER WEALTH ADVISORS, LLC's 76 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 34.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON.COM INC | $39,681,323 | +88180617.8% | 304,398 | +142142.1% | 26.76% | +12121.0% |
| AAPL | Buy | APPLE INC | $36,248,693 | +1888836.6% | 186,878 | +2906.9% | 24.45% | +162.4% |
| XOM | Buy | EXXON MOBIL CORP | $33,427,856 | – | 311,682 | +100.0% | 22.55% | – |
| GOOG | Buy | ALPHABET INC. | $15,567,145 | +194589212.5% | 128,686 | +257272.0% | 10.50% | +26823.1% |
| MSFT | Buy | MICROSOFT CORP | $15,529,156 | +6470381.7% | 45,602 | +937.4% | 10.47% | +799.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY | $2,107,380 | +26342150.0% | 6,180 | +4883.9% | 1.42% | +3543.6% |
| OXY | Buy | OCCIDENTAL PETROL CO | $2,049,827 | +1507125.7% | 34,861 | +563.0% | 1.38% | +109.5% |
| HON | Buy | HONEYWELL INTL INC | $592,620 | +9876900.0% | 2,856 | +9420.0% | 0.40% | +1279.3% |
| SPY | Buy | SPDR S&P 500 ETFuie | $288,226 | +1029278.6% | 650 | +141.6% | 0.19% | +42.6% |
| CVX | Sell | CHEVRON CORP | $257,132 | +11646.6% | 1,634 | -95.3% | 0.17% | -98.4% |
| CAT | Buy | CATERPILLAR INC | $246,050 | +2236718.2% | 1,000 | +900.0% | 0.17% | +213.2% |
| PG | Buy | PROCTER & GAMBLE | $222,754 | – | 1,468 | +100.0% | 0.15% | – |
| INTC | Buy | INTEL CORP | $200,640 | – | 6,000 | +100.0% | 0.14% | – |
| DE | Buy | DEERE & CO | $192,870 | +664969.0% | 476 | +20.2% | 0.13% | -7.8% |
| PEP | Buy | PEPSICO INC | $176,144 | +17614300.0% | 951 | +1598.2% | 0.12% | +2280.0% |
| APA | Buy | APA CORP | $167,733 | +2096562.5% | 4,909 | +4809.0% | 0.11% | +189.7% |
| WMT | Buy | WALMART INC | $143,348 | – | 912 | +100.0% | 0.10% | – |
| NKE | Buy | NIKE INC | $117,601 | +1469912.5% | 1,066 | +878.0% | 0.08% | +102.6% |
| GS | Buy | GOLDMAN SACHS GROUP | $116,759 | +2335080.0% | 362 | +934.3% | 0.08% | +229.2% |
| VLO | Sell | VALERO ENERGY CORP | $70,251 | +30577.3% | 599 | -40.1% | 0.05% | -95.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $66,902 | – | 460 | +100.0% | 0.04% | – |
| PSX | Buy | PHILLIPS 66 | $63,765 | +1275200.0% | 669 | +1265.3% | 0.04% | +79.2% |
| COP | Buy | CONOCOPHILLIPS | $54,118 | +901866.7% | 522 | +422.0% | 0.04% | +27.6% |
| LLY | Sell | LILLY ELI & CO | $46,898 | +781533.3% | 100 | -10.7% | 0.03% | +10.3% |
| DG | Sell | DOLLAR GENERAL CORP | $36,381 | +16588.5% | 214 | -85.4% | 0.02% | -97.6% |
| VZ | Buy | VERIZON COMMUNICATN | $35,554 | – | 956 | +100.0% | 0.02% | – |
| CMCSA | Sell | COMCAST CORP | $35,151 | +167.8% | 846 | -98.1% | 0.02% | -100.0% |
| RIG | Buy | TRANSOCEAN INC NEW Ffgo | $35,050 | +700900.0% | 5,000 | +9900.0% | 0.02% | 0.0% |
| ABBV | Buy | ABBVIE INC | $32,335 | +293854.5% | 240 | +140.0% | 0.02% | -58.5% |
| BKR | Buy | BAKER HUGHES CO. | $32,400 | – | 1,025 | +6306.2% | 0.02% | – |
| ITW | Buy | ILLINOIS TOOL WORKS | $31,270 | – | 125 | +100.0% | 0.02% | – |
| TSLA | Sell | TESLA INC | $30,627 | +30527.0% | 117 | -99.9% | 0.02% | -95.7% |
| PFG | Sell | PRINCIPAL FINL | $30,033 | +3003200.0% | 396 | -60.6% | 0.02% | +300.0% |
| MMM | Sell | 3M CO | $26,924 | +16833.3% | 269 | -91.8% | 0.02% | -97.7% |
| BP | Buy | BP PLC Fadr | $25,845 | +646025.0% | 732 | +2828.0% | 0.02% | -10.5% |
| MS | Buy | MORGAN STANLEY | $24,339 | +243290.0% | 285 | +34.4% | 0.02% | -67.3% |
| NVDA | Sell | NVIDIA CORP | $22,872 | +24493.5% | 54 | -94.9% | 0.02% | -96.7% |
| SO | Buy | SOUTHERN CO | $17,563 | +51555.9% | 250 | +150.0% | 0.01% | -92.7% |
| T | Sell | A T & T INC | $16,301 | +11974.8% | 1,022 | -60.4% | 0.01% | -98.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB | $15,746 | +7933.7% | 246 | -95.9% | 0.01% | -98.8% |
| D | Sell | DOMINION ENERGY INC | $14,501 | +8742.1% | 280 | -68.9% | 0.01% | -98.7% |
| OVV | Buy | OVINTIV INC | $12,639 | +105225.0% | 332 | +1006.7% | 0.01% | -84.5% |
| MRK | Sell | MERCK & CO. INC. | $11,539 | +230680.0% | 100 | -9.9% | 0.01% | -66.7% |
| CINF | Sell | CINCINNATI FINL | $9,732 | +33458.6% | 100 | -70.1% | 0.01% | -95.0% |
| Buy | CORONADO GLOBAL RE ORDFufo | $10,234 | +68126.7% | 10,000 | +18418.5% | 0.01% | -90.4% | |
| AFG | Sell | AMERICAN FINL GROUP INC | $8,906 | +80863.6% | 75 | -99.2% | 0.01% | -88.7% |
| PLTR | Buy | PALANTIR TECHNOLOGIES IN | $8,585 | +21362.5% | 560 | +124.0% | 0.01% | -96.9% |
| KO | Buy | THE COCA-COLA CO | $7,467 | – | 124 | +100.0% | 0.01% | – |
| Sell | SL GREEN REALTY CORP | $7,482 | +249300.0% | 249 | -53.8% | 0.01% | -66.7% | |
| GILD | Buy | GILEAD SCIENCES INC | $7,707 | +385250.0% | 100 | +17.6% | 0.01% | -50.0% |
| EMR | Sell | EMERSON ELECTRIC CO | $6,779 | +225866.7% | 75 | -79.2% | 0.01% | -66.7% |
| SCHW | New | CHARLES SCHWAB CORP | $5,668 | – | 100 | +100.0% | 0.00% | – |
| AMD | Sell | ADVANCED MICRO DEVICES I | $5,582 | +34787.5% | 49 | -82.5% | 0.00% | -94.9% |
| OKE | Sell | ONEOK INC | $6,172 | +21182.8% | 100 | -87.7% | 0.00% | -97.2% |
| TGT | Sell | TARGET CORP | $6,595 | +1470.2% | 50 | -99.7% | 0.00% | -99.8% |
| UNP | Sell | UNION PACIFIC CORP | $6,139 | +20363.3% | 30 | -76.0% | 0.00% | -97.3% |
| VVV | Buy | VALVOLINE INC | $5,139 | – | 137 | +100.0% | 0.00% | – |
| ASH | Sell | ASHLAND INC | $4,346 | +3583.1% | 50 | -86.2% | 0.00% | -99.5% |
| DRTT | New | DIRTT ENVIRONMNTL Ffgc | $4,454 | – | 16,495 | +100.0% | 0.00% | – |
| F | Buy | FORD MOTOR CO | $4,026 | – | 266 | +26500.0% | 0.00% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $4,138 | – | 25 | +100.0% | 0.00% | – |
| Buy | BRC INC | $2,781 | +3930.4% | 539 | +1.7% | 0.00% | -99.4% | |
| PFE | Buy | PFIZER INC | $3,668 | – | 100 | +100.0% | 0.00% | – |
| FIS | Sell | FIDELITY NATL INFO | $2,735 | +2690.8% | 50 | -97.5% | 0.00% | -99.6% |
| Buy | WARNER BROTHERS DISCOVER | $3,097 | – | 247 | +100.0% | 0.00% | – | |
| CNX | Sell | C N X RESOURCES CORPORAT | $2,304 | +1672.3% | 130 | -87.8% | 0.00% | -99.7% |
| PNC | Sell | PNC FINL SERVICES | $882 | +9700.0% | 7 | -90.7% | 0.00% | -97.7% |
| MET | Sell | METLIFE INC | $1,131 | +713.7% | 20 | -99.4% | 0.00% | -99.9% |
| CVS | Sell | CVS HEALTH CORP | $1,728 | +14300.0% | 25 | -92.5% | 0.00% | -98.3% |
| Buy | PROSHARES ULTRAPRO SHORTuie | $1,607 | +160600.0% | 85 | +142.9% | 0.00% | -80.0% | |
| RMTD | Sell | REMOTE DYNAMICS INC | $0 | -100.0% | 1 | -99.6% | 0.00% | -100.0% |
| OGN | Sell | ORGANON & CO | $726 | +5085.7% | 35 | -83.8% | 0.00% | -100.0% |
| HUN | Sell | HUNTSMAN CORP | $324 | +290.4% | 12 | -98.0% | 0.00% | -100.0% |
| DIS | New | WALT DISNEY CO | $89 | – | 1 | +100.0% | 0.00% | – |
| YANG | Buy | DIREXION DLY FTSE CHNAuie | $658 | – | 60 | +100.0% | 0.00% | – |
| VTRS | Sell | VIATRIS INC | $120 | +400.0% | 12 | -89.7% | 0.00% | -100.0% |
| SPOT | Exit | SPOTIFY TECHNOLOGY Ffgo | $0 | – | -20 | -100.0% | -0.01% | – |
| SLB | Exit | SCHLUMBERGER LTD Ffgo | $0 | – | -720 | -100.0% | -0.13% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -1,437 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
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.