$147 Million is the total value of MILLER WEALTH ADVISORS, LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Buy | ALPHABET INC. | $16,974,369 | +9.0% | 128,740 | +0.0% | 11.55% | +10.0% |
| MSFT | Buy | MICROSOFT CORP | $14,795,005 | -4.7% | 46,857 | +2.8% | 10.07% | -3.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY | $2,177,115 | +3.3% | 6,215 | +0.6% | 1.48% | +4.3% |
| SPY | Buy | SPDR S&P 500 ETFuie | $278,951 | -3.2% | 653 | +0.5% | 0.19% | -2.1% |
| CVX | Buy | CHEVRON CORP | $276,976 | +7.7% | 1,643 | +0.6% | 0.19% | +8.7% |
| APA | Buy | APA CORP | $202,958 | +21.0% | 4,938 | +0.6% | 0.14% | +22.1% |
| NKE | Buy | NIKE INC | $102,153 | -13.1% | 1,068 | +0.2% | 0.07% | -11.4% |
| VLO | Buy | VALERO ENERGY CORP | $85,460 | +21.6% | 603 | +0.7% | 0.06% | +23.4% |
| OKE | Buy | ONEOK INC | $81,888 | +1226.8% | 1,291 | +1191.0% | 0.06% | +1300.0% |
| PSX | Buy | PHILLIPS 66 | $80,824 | +26.8% | 673 | +0.6% | 0.06% | +27.9% |
| TSLA | Buy | TESLA INC | $70,062 | +128.8% | 280 | +139.3% | 0.05% | +128.6% |
| COP | Buy | CONOCOPHILLIPS | $62,827 | +16.1% | 524 | +0.4% | 0.04% | +16.2% |
| BP | Buy | BP PLC Fadr | $28,612 | +10.7% | 739 | +1.0% | 0.02% | +11.8% |
| DG | Buy | DOLLAR GENERAL CORP | $22,752 | -37.5% | 215 | +0.5% | 0.02% | -40.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $14,423 | -8.4% | 249 | +1.2% | 0.01% | -9.1% |
| DRTT | Buy | DIRTT ENVIRONMNTL Ffgc | $12,153 | +172.9% | 30,345 | +84.0% | 0.01% | +166.7% |
| PLTR | Buy | PALANTIR TECHNOLOGIES IN | $9,840 | +14.6% | 615 | +9.8% | 0.01% | +16.7% |
| CVS | Buy | CVS HEALTH CORP | $8,728 | +405.1% | 125 | +400.0% | 0.01% | +500.0% |
| F | Buy | FORD MOTOR CO | $3,345 | -16.9% | 269 | +1.1% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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.