$185 Million is the total value of MILLER WEALTH ADVISORS, LLC's 81 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Buy | EXXON MOBIL CORP | $35,848,563 | -0.9% | 311,402 | +0.0% | 19.39% | -10.2% |
| NVDA | Buy | NVIDIA CORP | $7,690,478 | +304.1% | 62,251 | +2855.9% | 4.16% | +266.2% |
| SPY | Buy | SPDR S&P 500 ETFuie | $358,989 | +4.4% | 660 | +0.3% | 0.19% | -5.4% |
| EPD | Buy | ENTERPRISE PRODS PART LPmlp | $152,593 | -0.4% | 5,265 | +0.2% | 0.08% | -8.8% |
| APA | Buy | APA CORP | $148,799 | -13.7% | 5,054 | +0.8% | 0.08% | -22.3% |
| PSX | Buy | PHILLIPS 66 | $96,538 | -13.1% | 684 | +0.6% | 0.05% | -21.2% |
| VLO | Buy | VALERO ENERGY CORP | $96,451 | -7.6% | 615 | +0.7% | 0.05% | -16.1% |
| NKE | Buy | NIKE INC | $81,251 | -19.5% | 1,078 | +0.4% | 0.04% | -26.7% |
| COP | Buy | CONOCOPHILLIPS | $60,883 | -9.7% | 532 | +0.4% | 0.03% | -17.5% |
| PLTR | Buy | PALANTIR TECHNOLOGIES IN | $36,804 | +155.9% | 1,453 | +132.5% | 0.02% | +122.2% |
| DG | Buy | DOLLAR GENERAL CORP | $28,824 | -14.9% | 218 | +0.5% | 0.02% | -20.0% |
| BP | Buy | BP PLC Fadr | $27,186 | -3.3% | 753 | +0.9% | 0.02% | -11.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $10,706 | -22.4% | 258 | +1.6% | 0.01% | -25.0% |
| DUK | New | DUKE ENERGY CORP | $10,023 | – | 100 | +100.0% | 0.01% | – |
| New | SOLVENTUM CORP | $3,543 | – | 67 | +100.0% | 0.00% | – | |
| New | KENVUE INC | $1,818 | – | 100 | +100.0% | 0.00% | – | |
| OGN | Buy | ORGANON & CO | $757 | +11.2% | 37 | +2.8% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC | 11 | Q2 2024 | 37.4% |
| APPLE INC | 11 | Q2 2024 | 24.4% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 29.8% |
| ALPHABET INC. | 11 | Q2 2024 | 12.6% |
| MICROSOFT CORP | 11 | Q2 2024 | 12.0% |
| COMCAST CORP NEW | 11 | Q2 2024 | 63.8% |
| THE COCA-COLA CO | 11 | Q2 2024 | 13.5% |
| CHEVRON CORP | 11 | Q2 2024 | 10.6% |
| ADVANCED MICRO DEVICES I | 11 | Q2 2024 | 7.9% |
| BERKSHIRE HATHAWAY | 11 | Q2 2024 | 1.6% |
View MILLER WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-30 |
| N-PX | 2024-10-08 |
| 13F-HR | 2024-07-18 |
| 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 |
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.