MILLER WEALTH ADVISORS, LLC
CIK 0001908158
Annualised vol
20.394656%
Beta
0.946734
HHI
1699.528796
Top-10 weight
97.4733%
VaR 95%
2.087484%
VaR 99%
3.473718%
Max drawdown
32.909003%
Matched value
79.53522%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AMZN | REDUCED | 246,110 | 248,409 | -0.93% | 58,657,857 |
| AAPL | REDUCED | 157,683 | 159,448 | -1.11% | 45,627,153 |
| GOOGL | REDUCED | 120,541 | 242,574 | -50.31% | 42,591,660 |
| MSFT | ADDED | 49,298 | 49,195 | 0.21% | 18,389,140 |
| NVDA | REDUCED | 71,172 | 71,493 | -0.45% | 14,240,829 |
| BRK-B | REDUCED | 5,667 | 6,327 | -10.43% | 2,835,710 |
| CAT | UNCHANGED | 1,056 | 1,056 | 0.0% | 1,124,534 |
| INTC | UNCHANGED | 6,000 | 6,000 | 0.0% | 837,780 |
| MBLY | REDUCED | 40,551 | 41,551 | -2.41% | 392,534 |
| CVX | ADDED | 2,056 | 1,930 | 6.53% | 340,731 |
| GS | UNCHANGED | 322 | 322 | 0.0% | 325,661 |
| WMT | UNCHANGED | 2,736 | 2,736 | 0.0% | 309,879 |
| DE | UNCHANGED | 476 | 476 | 0.0% | 301,941 |
| HON | REDUCED | 1,300 | 2,600 | -50.0% | 291,070 |
| HONA | NEW | 1,300 | - | - | 287,404 |
| META | UNCHANGED | 400 | 400 | 0.0% | 225,316 |
| APA | UNCHANGED | 5,099 | 5,099 | 0.0% | 166,075 |
| JPM | UNCHANGED | 430 | 430 | 0.0% | 140,752 |
| PEP | UNCHANGED | 951 | 951 | 0.0% | 128,765 |
| PSX | UNCHANGED | 715 | 715 | 0.0% | 120,865 |
| PG | UNCHANGED | 550 | 550 | 0.0% | 80,652 |
| ACHR | UNCHANGED | 13,782 | 13,782 | 0.0% | 65,189 |
| ABBV | UNCHANGED | 240 | 240 | 0.0% | 60,394 |
| MS | UNCHANGED | 285 | 285 | 0.0% | 59,576 |
| COP | UNCHANGED | 561 | 561 | 0.0% | 58,329 |
| TSLA | UNCHANGED | 119 | 119 | 0.0% | 50,051 |
| NKE | ADDED | 1,120 | 1,112 | 0.72% | 45,988 |
| MMM | UNCHANGED | 269 | 269 | 0.0% | 43,554 |
| APLD | UNCHANGED | 1,000 | 1,000 | 0.0% | 37,300 |
| SO | UNCHANGED | 250 | 250 | 0.0% | 23,928 |
| MU | NEW | 20 | - | - | 23,086 |
| LMT | UNCHANGED | 42 | 42 | 0.0% | 21,397 |
| T | UNCHANGED | 1,022 | 1,022 | 0.0% | 21,155 |
| MCD | ADDED | 71 | 70 | 1.43% | 19,192 |
| D | UNCHANGED | 280 | 280 | 0.0% | 19,121 |
| BKR | UNCHANGED | 315 | 315 | 0.0% | 17,483 |
| OVV | UNCHANGED | 332 | 332 | 0.0% | 17,480 |
| CL | UNCHANGED | 183 | 183 | 0.0% | 16,777 |
| BMY | UNCHANGED | 281 | 281 | 0.0% | 16,165 |
| CMCSA | UNCHANGED | 629 | 629 | 0.0% | 15,442 |
| USAR | UNCHANGED | 600 | 600 | 0.0% | 12,948 |
| CVS | UNCHANGED | 125 | 125 | 0.0% | 12,931 |
| NFLX | UNCHANGED | 180 | 180 | 0.0% | 12,852 |
| MRK | UNCHANGED | 100 | 100 | 0.0% | 12,850 |
| HD | NEW | 36 | - | - | 12,776 |
| DUK | UNCHANGED | 100 | 100 | 0.0% | 12,658 |
| GILD | UNCHANGED | 100 | 100 | 0.0% | 12,634 |
| BWXT | UNCHANGED | 55 | 55 | 0.0% | 10,706 |
| GEV | NEW | 8 | - | - | 9,414 |
| OKE | UNCHANGED | 100 | 100 | 0.0% | 8,694 |
| JNJ | ADDED | 26 | 25 | 4.0% | 6,603 |
| VVV | UNCHANGED | 137 | 137 | 0.0% | 5,417 |
| OKLO | UNCHANGED | 90 | 90 | 0.0% | 4,710 |
| SNDA | UNCHANGED | 94 | 94 | 0.0% | 3,835 |
| ASH | UNCHANGED | 50 | 50 | 0.0% | 3,295 |
| PFE | UNCHANGED | 100 | 100 | 0.0% | 2,408 |
| KVUE | UNCHANGED | 100 | 100 | 0.0% | 1,911 |
| MET | UNCHANGED | 20 | 20 | 0.0% | 1,692 |
| VSNT | UNCHANGED | 24 | 24 | 0.0% | 864 |
| V | UNCHANGED | 2 | 2 | 0.0% | 686 |
| OGN | UNCHANGED | 38 | 38 | 0.0% | 517 |
| NEXT | NEW | 33 | - | - | 249 |
| VTRS | UNCHANGED | 12 | 12 | 0.0% | 191 |
| HUN | UNCHANGED | 4 | 4 | 0.0% | 42 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| AMZN | REDUCED | AMAZON.COM INC | COM | 023135106 | 58,657,857 | 24.79 | 246110.0 |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 45,627,153 | 19.28 | 157683.0 |
| GOOGL | REDUCED | ALPHABET INC | COM | 02079K107 | 42,511,252 | 17.97 | 120316.0 |
| - | EXXON MOBIL CORP | COM | 30231G102 | 39,887,384 | 16.86 | 291745.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 18,389,140 | 7.77 | 49298.0 |
| NVDA | REDUCED | NVIDIA CORP | COM | 67066G104 | 14,240,829 | 6.02 | 71172.0 |
| - | PALANTIR TECHNOLOGIES IN | COM | 69608A108 | 6,532,820 | 2.76 | 55994.0 | |
| BRK-B | REDUCED | BERKSHIRE HATHAWAY | COM | 084670702 | 2,835,710 | 1.2 | 5667.0 |
| CAT | UNCHANGED | CATERPILLAR INC | COM | 149123101 | 1,124,534 | 0.48 | 1056.0 |
| INTC | UNCHANGED | INTEL CORP | COM | 458140100 | 837,780 | 0.35 | 6000.0 |
| - | STATE STREET SPDR S&P | UIE | 78462F103 | 502,993 | 0.21 | 674.0 | |
| MBLY | REDUCED | MOBILEYE GLOBAL INC | COM | 60741F104 | 392,534 | 0.17 | 40551.0 |
| CVX | ADDED | CHEVRON CORP NEW | COM | 166764100 | 340,731 | 0.14 | 2056.0 |
| GS | UNCHANGED | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 325,661 | 0.14 | 322.0 |
| WMT | UNCHANGED | WALMART INC | COM | 931142103 | 309,879 | 0.13 | 2736.0 |
| DE | UNCHANGED | DEERE & CO | COM | 244199105 | 301,941 | 0.13 | 476.0 |
| HON | REDUCED | HONEYWELL INTL INC | COM | 438516205 | 291,070 | 0.12 | 1300.0 |
| HONA | NEW | HONEYWELL AEROSPACE INC | COM | 43849R105 | 287,404 | 0.12 | 1300.0 |
| - | SPACE EX TECH SPACEX | COM | 84615Q103 | 264,150 | 0.11 | 1546.0 | |
| META | UNCHANGED | META PLATFORMS INC | COM | 30303M102 | 225,316 | 0.1 | 400.0 |
| - | VALERO ENERGY CORP NEW | COM | 91913Y100 | 168,245 | 0.07 | 646.0 | |
| APA | UNCHANGED | APA CORP | COM | 03743Q108 | 166,075 | 0.07 | 5099.0 |
| - | APPLIED MATLS INC | COM | 038222105 | 144,600 | 0.06 | 200.0 | |
| JPM | UNCHANGED | JPMORGAN CHASE & CO | COM | 46625H100 | 140,752 | 0.06 | 430.0 |
| PEP | UNCHANGED | PEPSICO INC | COM | 713448108 | 128,765 | 0.05 | 951.0 |
| PSX | UNCHANGED | PHILLIPS 66 | COM | 718546104 | 120,865 | 0.05 | 715.0 |
| - | ELI LILLY AND CO | COM | 532457108 | 119,943 | 0.05 | 100.0 | |
| - | ROBINHOOD MKTS INC | COM | 770700102 | 87,745 | 0.04 | 875.0 | |
| PG | UNCHANGED | PROCTER & GAMBLE CO | COM | 742718109 | 80,652 | 0.03 | 550.0 |
| GOOGL | REDUCED | ALPHABET INC | COM | 02079K305 | 80,408 | 0.03 | 225.0 |
| ACHR | UNCHANGED | ARCHER AVIATION INC | COM | 03945R102 | 65,189 | 0.03 | 13782.0 |
| ABBV | UNCHANGED | ABBVIE INC | COM | 00287Y109 | 60,394 | 0.03 | 240.0 |
| MS | UNCHANGED | MORGAN STANLEY | COM | 617446448 | 59,576 | 0.03 | 285.0 |
| COP | UNCHANGED | CONOCOPHILLIPS | COM | 20825C104 | 58,329 | 0.02 | 561.0 |
| - | SOLSTICE ADVANCED MATLS | COM | 83443Q103 | 57,590 | 0.02 | 650.0 | |
| - | ROCKET COMPANIES CLA A | COM | 77311W101 | 54,731 | 0.02 | 3475.0 | |
| TSLA | UNCHANGED | TESLA INC | COM | 88160R101 | 50,051 | 0.02 | 119.0 |
| NKE | ADDED | NIKE INC | COM | 654106103 | 45,988 | 0.02 | 1120.0 |
| MMM | UNCHANGED | 3M CO | COM | 88579Y101 | 43,554 | 0.02 | 269.0 |
| - | PRINCIPAL FINL GROUP INC | COM | 74251V102 | 42,681 | 0.02 | 396.0 | |
| - | ENTERPRISE PRODS PART LP | MLP | 293792107 | 42,013 | 0.02 | 1143.0 | |
| APLD | UNCHANGED | APPLIED DIGITAL CORP | COM | 038169207 | 37,300 | 0.02 | 1000.0 |
| - | ILLINOIS TOOL WKS INC | COM | 452308109 | 33,809 | 0.01 | 125.0 | |
| - | VERTIV HLDGS CO | COM | 92537N108 | 33,482 | 0.01 | 100.0 | |
| - | VERIZON COMMUNICATIONS I | COM | 92343V104 | 32,390 | 0.01 | 765.0 | |
| - | THE COCA-COLA CO | COM | 191216100 | 31,695 | 0.01 | 390.0 | |
| - | OCCIDENTAL PETE CORP | COM | 674599105 | 29,871 | 0.01 | 615.0 | |
| - | DOLLAR GEN CORP NEW | COM | 256677105 | 26,158 | 0.01 | 227.0 | |
| - | BP P L C F | ADR | 055622104 | 25,264 | 0.01 | 684.0 | |
| SO | UNCHANGED | SOUTHERN CO | COM | 842587107 | 23,928 | 0.01 | 250.0 |
| - | OMEGA HEALTHCARE INVS IN | RET | 681936100 | 23,172 | 0.01 | 486.0 | |
| MU | NEW | MICRON TECHNOLOGY INC | COM | 595112103 | 23,086 | 0.01 | 20.0 |
| - | VANGUARD S&P 500 ETF | UIE | 922908363 | 22,930 | 0.01 | 33.0 | |
| LMT | UNCHANGED | LOCKHEED MARTIN CORP | COM | 539830109 | 21,397 | 0.01 | 42.0 |
| T | UNCHANGED | AT&T INC | COM | 00206R102 | 21,155 | 0.01 | 1022.0 |
| - | JPMORGAN NASDAQ EQUITY | UIE | 46654Q203 | 19,913 | 0.01 | 324.0 | |
| - | COMFORT SYS USA INC | COM | 199908104 | 19,820 | 0.01 | 10.0 | |
| MCD | ADDED | MCDONALDS CORP | COM | 580135101 | 19,192 | 0.01 | 71.0 |
| D | UNCHANGED | DOMINION ENERGY INC | COM | 25746U109 | 19,121 | 0.01 | 280.0 |
| - | CINCINNATI FINL CORP | COM | 172062101 | 18,514 | 0.01 | 100.0 | |
| BKR | UNCHANGED | BAKER HUGHES CO. A | COM | 05722G100 | 17,483 | 0.01 | 315.0 |
| OVV | UNCHANGED | OVINTIV INC | COM | 69047Q102 | 17,480 | 0.01 | 332.0 |
| CL | UNCHANGED | COLGATE PALMOLIVE CO | COM | 194162103 | 16,777 | 0.01 | 183.0 |
| BMY | UNCHANGED | BRISTOL MYERS SQUIBB CO | COM | 110122108 | 16,165 | 0.01 | 281.0 |
| CMCSA | UNCHANGED | COMCAST CORP NEW | COM | 20030N101 | 15,442 | 0.01 | 629.0 |
| - | ONCOLOGY INST INC | COM | 68236X100 | 15,313 | 0.01 | 2820.0 | |
| - | RECONNAISSANCE ENERGY F | FGC | 75624R108 | 15,000 | 0.01 | 20000.0 | |
| - | ASML HLDG N V F | ADR | N07059210 | 13,926 | 0.01 | 7.0 | |
| - | JPMORGAN EQUITY PREMIUM | UIE | 46641Q332 | 13,273 | 0.01 | 235.0 | |
| USAR | UNCHANGED | USA RARE EARTH INC | COM | 91733P107 | 12,948 | 0.01 | 600.0 |
| CVS | UNCHANGED | CVS HEALTH CORP | COM | 126650100 | 12,931 | 0.01 | 125.0 |
| - | SL GREEN RLTY CORP | COM | 78440X887 | 12,891 | 0.01 | 249.0 | |
| NFLX | UNCHANGED | NETFLIX INC | COM | 64110L106 | 12,852 | 0.01 | 180.0 |
| MRK | UNCHANGED | MERCK & CO. INC. | COM | 58933Y105 | 12,850 | 0.01 | 100.0 |
| - | IREN LTD F | FGO | Q4982L109 | 12,804 | 0.01 | 280.0 | |
| HD | NEW | HOME DEPOT INC | COM | 437076102 | 12,776 | 0.01 | 36.0 |
| DUK | UNCHANGED | DUKE ENERGY CORP NEW | COM | 26441C204 | 12,658 | 0.01 | 100.0 |
| GILD | UNCHANGED | GILEAD SCIENCES INC | COM | 375558103 | 12,634 | 0.01 | 100.0 |
| - | TRUIST FINL CORP | COM | 89832Q109 | 12,455 | 0.01 | 250.0 | |
| - | EMERSON ELEC CO | COM | 291011104 | 10,736 | 0.0 | 75.0 | |
| BWXT | UNCHANGED | BWX TECHNOLOGIES INC | COM | 05605H100 | 10,706 | 0.0 | 55.0 |
| - | AMERICAN FINL GROUP INC | COM | 025932104 | 10,496 | 0.0 | 75.0 | |
| - | CAMECO CORP F | FGC | 13321L108 | 10,186 | 0.0 | 100.0 | |
| - | ALIBABA GROUP HLDG LTD F | ADR | 01609W102 | 9,598 | 0.0 | 100.0 | |
| GEV | NEW | GE VERNOVA INC | COM | 36828A101 | 9,414 | 0.0 | 8.0 |
| - | MP MATLS CORP | COM | 553368101 | 9,242 | 0.0 | 165.0 | |
| - | CHARLES SCHWAB CORP | COM | 808513105 | 9,227 | 0.0 | 100.0 | |
| - | SNOWLINE GOLD CORP F | FGC | 83342V104 | 9,050 | 0.0 | 1000.0 | |
| OKE | UNCHANGED | ONEOK INC NEW | COM | 682680103 | 8,694 | 0.0 | 100.0 |
| JNJ | ADDED | JOHNSON & JOHNSON | COM | 478160104 | 6,603 | 0.0 | 26.0 |
| - | WARNER BROS DISCOVERY IN | COM | 934423104 | 6,585 | 0.0 | 247.0 | |
| - | NANO NUCLEAR ENERGY EQUI | COM | 63010H108 | 5,814 | 0.0 | 275.0 | |
| - | ADVANCED MICRO DEVICES I | COM | 007903107 | 5,809 | 0.0 | 10.0 | |
| VVV | UNCHANGED | VALVOLINE INC | COM | 92047W101 | 5,417 | 0.0 | 137.0 |
| OKLO | UNCHANGED | OKLO INC | COM | 02156V109 | 4,710 | 0.0 | 90.0 |
| - | CAPITAL ONE FINL CORP | COM | 14040H105 | 4,467 | 0.0 | 22.0 | |
| SNDA | UNCHANGED | SONIDA SENIOR LIVING INC | COM | 140475203 | 3,835 | 0.0 | 94.0 |
| - | INVESCO QQQ TR | UIE | 46090E103 | 3,682 | 0.0 | 5.0 | |
| - | ARK INNOVATION ETF | UIE | 00214Q104 | 3,637 | 0.0 | 45.0 | |
| ASH | UNCHANGED | ASHLAND INC | COM | 044186104 | 3,295 | 0.0 | 50.0 |
| - | NUTRIEN LTD F | FGC | 67077M108 | 2,833 | 0.0 | 45.0 | |
| PFE | UNCHANGED | PFIZER INC | COM | 717081103 | 2,408 | 0.0 | 100.0 |
| - | FIDELITY NATL INFORMATIO | COM | 31620M106 | 1,944 | 0.0 | 50.0 | |
| KVUE | UNCHANGED | KENVUE INC | COM | 49177J102 | 1,911 | 0.0 | 100.0 |
| MET | UNCHANGED | METLIFE INC | COM | 59156R108 | 1,692 | 0.0 | 20.0 |
| - | TRUMP MEDIA & TECHNO | COM | 25400Q105 | 1,587 | 0.0 | 205.0 | |
| - | KIMCO RLTY CORP | RET | 49446R109 | 1,420 | 0.0 | 56.0 | |
| VSNT | UNCHANGED | VERSANT MEDIA GROUP INC | COM | 925283103 | 864 | 0.0 | 24.0 |
| V | UNCHANGED | VISA INC | COM | 92826C839 | 686 | 0.0 | 2.0 |
| OGN | UNCHANGED | ORGANON & CO | COM | 68622V106 | 517 | 0.0 | 38.0 |
| - | INVESCO NASDAQ 100 ETF | UIE | 46138G649 | 303 | 0.0 | 1.0 | |
| NEXT | NEW | NEXTDECADE CORP | COM | 65342K105 | 249 | 0.0 | 33.0 |
| VTRS | UNCHANGED | VIATRIS INC | COM | 92556V106 | 191 | 0.0 | 12.0 |
| - | LUCKIN COFFEE INC F | ADR | 54951L109 | 111 | 0.0 | 4.0 | |
| HUN | UNCHANGED | HUNTSMAN CORP | COM | 447011107 | 42 | 0.0 | 4.0 |
| - | OPENDOOR TECHNOLO 26 WTS | WAR | 683712137 | 38 | 0.0 | 135.0 | |
| - | OPENDOOR TECHNOLO 26 WTS | WAR | 683712129 | 38 | 0.0 | 135.0 | |
| - | OPENDOOR TECHNOLO 26 WTS | WAR | 683712145 | 38 | 0.0 | 135.0 | |
| - | SPIRIT AVIATION HLDGS IN | COM | 84863V101 | 4 | 0.0 | 200.0 | |
| - | EDGETECH INTL INC | COM | 28027T106 | 0 | 0.0 | 750.0 | |
| - | REMOTE DYNAMICS INC | COM | 75962A303 | 0 | 0.0 | 1.0 | |
| - | UNITED DEV FUNDING XXX | RES | 910CVR018 | 0 | 0.0 | 774.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | 236,623,218 | 122 | 20.394656 | 0.946734 | 32.909003 |
| 2026-03-31 | 2026-05-01 | 259,728,059 | 117 | 19.667105 | 0.907836 | 31.913674 |
| 2025-12-31 | 2026-01-20 | 270,672,174 | 136 | 21.094461 | 0.973267 | 34.147441 |
| 2025-09-30 | 2025-10-23 | 247,840,838 | 109 | 20.86833 | 0.967358 | 33.767698 |
| 2025-03-31 | 2025-05-13 | 180,160,838 | 100 | 19.309027 | 0.88958 | 31.098948 |
| 2024-12-31 | 2025-02-05 | 196,143,030 | 91 | 20.492674 | 0.943464 | 32.990049 |