Centered-Wealth-Llc-Dba-Miller-Equity-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AAPL",
  "BND",
  "VB",
  "WMB",
  "QQQ"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

5 identified0 unidentified

Holdings

Manager:

5 positions • $1.4M total value

Manager:

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922908751

Shares:2.4K

Value:$534.2K

% of Portfolio:36.9% ($534.2K/$1.4M)

Apple Inc.

Shares:1.2K

Value:$262.1K

% of Portfolio:18.1% ($262.1K/$1.4M)

921937835

Shares:3.2K

Value:$232.1K

% of Portfolio:16.0% ($232.1K/$1.4M)

WILLIAMS COMPANIES, INC.

Shares:3.6K

Value:$217.5K

% of Portfolio:15.0% ($217.5K/$1.4M)

INVESCO QQQ TRUST, SERIES 1

Shares:428

Value:$200.7K

% of Portfolio:13.9% ($200.7K/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	2.4K	QoQ -99.17% (-291.1K) YoY -99.18% (-293.3K)	All Managers (Combined)	$534.2K	36.9% ($534.2K/$1.4M)	QoQ -99.24% (-$70.0M) YoY -99.20% (-$67.1M)
Apple Inc.(AAPLcusip037833100)	1.2K	QoQ -92.73% (-15.1K) YoY -93.35% (-16.6K)	All Managers (Combined)	$262.1K	18.1% ($262.1K/$1.4M)	QoQ -93.55% (-$3.8M) YoY -91.39% (-$2.8M)
(BNDcusip921937835)	3.2K	QoQ -97.95% (-151.7K) YoY -97.93% (-149.6K)	All Managers (Combined)	$232.1K	16.0% ($232.1K/$1.4M)	QoQ -97.91% (-$10.9M) YoY -97.90% (-$10.9M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.6K	QoQ -92.42% (-44.4K) YoY -92.56% (-45.3K)	All Managers (Combined)	$217.5K	15.0% ($217.5K/$1.4M)	QoQ -91.63% (-$2.4M) YoY -88.60% (-$1.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	428	QoQ -96.90% (-13.4K) YoY -96.89% (-13.4K)	All Managers (Combined)	$200.7K	13.9% ($200.7K/$1.4M)	QoQ -97.15% (-$6.9M) YoY -96.72% (-$5.9M)