$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YANG | Exit | DIREXION DLY FTSE CHNAuie | $0 | – | -60 | -100.0% | 0.00% | – |
| Exit | BRC INC | $0 | – | -539 | -100.0% | -0.00% | – | |
| F | Exit | FORD MOTOR CO | $0 | – | -276 | -100.0% | -0.00% | – |
| RIG | Exit | TRANSOCEAN INC NEW Ffgo | $0 | – | -5,000 | -100.0% | -0.02% | – |
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.