$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DIS | Exit | WALT DISNEY CO | $0 | – | -1 | -100.0% | 0.00% | – |
Exit | PROSHARES ULTRAPRO SHORTuie | $0 | – | -85 | -100.0% | -0.00% | – |
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.