$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 8.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CVX | Sell | CHEVRON CORP | $257,132 | +11646.6% | 1,634 | -95.3% | 0.17% | -98.4% |
VLO | Sell | VALERO ENERGY CORP | $70,251 | +30577.3% | 599 | -40.1% | 0.05% | -95.8% |
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% |
CMCSA | Sell | COMCAST CORP | $35,151 | +167.8% | 846 | -98.1% | 0.02% | -100.0% |
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% |
NVDA | Sell | NVIDIA CORP | $22,872 | +24493.5% | 54 | -94.9% | 0.02% | -96.7% |
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% |
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% |
AFG | Sell | AMERICAN FINL GROUP INC | $8,906 | +80863.6% | 75 | -99.2% | 0.01% | -88.7% |
Sell | SL GREEN REALTY CORP | $7,482 | +249300.0% | 249 | -53.8% | 0.01% | -66.7% | |
EMR | Sell | EMERSON ELECTRIC CO | $6,779 | +225866.7% | 75 | -79.2% | 0.01% | -66.7% |
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% |
ASH | Sell | ASHLAND INC | $4,346 | +3583.1% | 50 | -86.2% | 0.00% | -99.5% |
FIS | Sell | FIDELITY NATL INFO | $2,735 | +2690.8% | 50 | -97.5% | 0.00% | -99.6% |
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% |
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% |
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 | 2024-05-08 |
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 |
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.