Miller-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "NTR",
  "AFG",
  null,
  "SMCI",
  null,
  null,
  "MMM",
  "ABBV",
  "BABA",
  null,
  "T",
  "CAT",
  null,
  "DUK",
  "D",
  "RC",
  null,
  "IREN",
  "GILD",
  "HON",
  "HWM",
  "ITW",
  "EMR",
  "LUNR",
  null,
  "APA",
  "MSFT",
  "MS",
  "FIS",
  "HUN",
  "OXY",
  "DG",
  "ANET",
  "OKE",
  "PEP",
  "PNC",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KVUE",
  "BP",
  "MET",
  "ASH",
  "SOUN",
  "ASTS",
  "MBLY",
  "SCHW",
  "ACHR",
  "OHI",
  "AMD",
  "VVV",
  "BKR",
  "LB",
  "AMZN",
  "PFG",
  "OVV",
  null,
  "VLO",
  "VTRS",
  "WBD",
  "WMT",
  "SOLV",
  "SOFI",
  "KIM",
  "SO",
  "SLG",
  "PSX",
  null,
  "BRK-B",
  "BMY",
  "CVX",
  "CINF",
  "CNX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CVS",
  "DE",
  "DVN",
  "NKE",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 100
Total Value: 180160838
Accession Number: 0001908158-25-000001
Form Type: 13F-HR
CIK: miller-wealth-advisors
Manager Name: Miller-Wealth-Advisors

Data Enrichment

91% identified

91 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $180.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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APA Corp

APA|03743Q108

Shares:5.1K

Value:$107.2K

% of Portfolio:0.1% ($107.2K/$180.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:430

Value:$105.5K

% of Portfolio:0.1% ($105.5K/$180.2M)

Tesla, Inc.

TSLA|88160R101

Shares:354

Value:$91.7K

% of Portfolio:0.1% ($91.7K/$180.2M)

Phillips 66

PSX|718546104

Shares:697

Value:$86.1K

% of Portfolio:0.0% ($86.1K/$180.2M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:630

Value:$83.2K

% of Portfolio:0.0% ($83.2K/$180.2M)

ELI LILLY & Co

LLY|532457108

Shares:100

Value:$82.6K

% of Portfolio:0.0% ($82.6K/$180.2M)

NIKE, Inc.

NKE|654106103

Shares:1.1K

Value:$69.2K

% of Portfolio:0.0% ($69.2K/$180.2M)

CONOCOPHILLIPS

COP|20825C104

Shares:543

Value:$57.0K

% of Portfolio:0.0% ($57.0K/$180.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:240

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$180.2M)

Archer Aviation Inc.

ACHR|03945R102

Shares:7.0K

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$180.2M)

3M CO

MMM|88579Y101

Shares:269

Value:$39.5K

% of Portfolio:0.0% ($39.5K/$180.2M)

46641Q332

Shares:632

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$180.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:765

Value:$34.7K

% of Portfolio:0.0% ($34.7K/$180.2M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:396

Value:$33.4K

% of Portfolio:0.0% ($33.4K/$180.2M)

MORGAN STANLEY

MS|617446448

Shares:285

Value:$33.3K

% of Portfolio:0.0% ($33.3K/$180.2M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:125

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$180.2M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:615

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$180.2M)

AT&T INC.

T|00206R102

Shares:1.0K

Value:$28.9K

% of Portfolio:0.0% ($28.9K/$180.2M)

COMCAST CORP

CMCSA|20030N101

Shares:764

Value:$28.2K

% of Portfolio:0.0% ($28.2K/$180.2M)

COCA COLA CO

KO|191216100

Shares:390

Value:$27.9K

% of Portfolio:0.0% ($27.9K/$180.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
APA Corp(APAcusip03743Q108)	5.1K	QoQ 0.00% (-0) YoY +1.71% (-86)	All Managers (Combined)	$107.2K	0.1% ($107.2K/$180.2M)	QoQ -8.96% (-$10.6K) YoY -37.81% (-$65.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	430	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$105.5K	0.1% ($105.5K/$180.2M)	QoQ +2.33% (+$2.4K) YoY +22.46% (+$19.4K)
Tesla, Inc.(TSLAcusip88160R101)	354	QoQ +9.25% (-30) YoY -32.31% (-169)	All Managers (Combined)	$91.7K	0.1% ($91.7K/$180.2M)	QoQ -29.88% (-$39.1K) YoY -0.21% (-$195)
Phillips 66(PSXcusip718546104)	697	QoQ +0.72% (+5) YoY +2.50% (-17)	All Managers (Combined)	$86.1K	0.0% ($86.1K/$180.2M)	QoQ +9.12% (+$7.2K) YoY -22.51% (-$25.0K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	630	QoQ +0.80% (+5) YoY +3.10% (-19)	All Managers (Combined)	$83.2K	0.0% ($83.2K/$180.2M)	QoQ +8.60% (+$6.6K) YoY -20.30% (-$21.2K)
ELI LILLY & Co(LLYcusip532457108)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$82.6K	0.0% ($82.6K/$180.2M)	QoQ +6.98% (+$5.4K) YoY +6.16% (+$4.8K)
NIKE, Inc.(NKEcusip654106103)	1.1K	QoQ +0.36% (-4) YoY +1.58% (-17)	All Managers (Combined)	$69.2K	0.0% ($69.2K/$180.2M)	QoQ -15.82% (-$13.0K) YoY -31.43% (-$31.7K)
CONOCOPHILLIPS(COPcusip20825C104)	543	QoQ +0.74% (+4) YoY +2.45% (-13)	All Managers (Combined)	$57.0K	0.0% ($57.0K/$180.2M)	QoQ +6.72% (+$3.6K) YoY -15.39% (-$10.4K)
AbbVie Inc.(ABBVcusip00287Y109)	240	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$50.3K	0.0% ($50.3K/$180.2M)	QoQ +17.90% (+$7.6K) YoY +15.05% (+$6.6K)
Archer Aviation Inc.(ACHRcusip03945R102)	7.0K	QoQ +32.18% (-1.7K) YoY NEW(+7.0K)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$180.2M)	QoQ -3.60% (-$1.9K) YoY NEW(+$49.6K)
3M CO(MMMcusip88579Y101)	269	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$39.5K	0.0% ($39.5K/$180.2M)	QoQ +13.76% (+$4.8K) YoY +38.45% (+$11.0K)
(cusip46641Q332)✕	632	QoQ NEW(+632) YoY +20966.66% (+629)	All Managers (Combined)	$36.1K	0.0% ($36.1K/$180.2M)	QoQ NEW(+$36.1K) YoY +20654.02% (+$35.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	765	QoQ 0.00% (+0) YoY -19.97% (-191)	All Managers (Combined)	$34.7K	0.0% ($34.7K/$180.2M)	QoQ +13.42% (+$4.1K) YoY -13.49% (-$5.4K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	396	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$33.4K	0.0% ($33.4K/$180.2M)	QoQ +8.99% (+$2.8K) YoY -2.24% (-$768)
MORGAN STANLEY(MScusip617446448)	285	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$33.3K	0.0% ($33.3K/$180.2M)	QoQ -7.19% (-$2.6K) YoY +23.90% (+$6.4K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	125	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$180.2M)	QoQ -2.18% (-$694) YoY -7.57% (-$2.5K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	615	QoQ 0.00% (-0) YoY -92.90% (-8.0K)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$180.2M)	QoQ -0.10% (-$31) YoY -94.60% (-$532.7K)
AT&T INC.(Tcusip00206R102)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$28.9K	0.0% ($28.9K/$180.2M)	QoQ +24.19% (+$5.6K) YoY +60.68% (+$10.9K)
COMCAST CORP(CMCSAcusip20030N101)	764	QoQ -9.69% (-82) YoY -9.69% (-82)	All Managers (Combined)	$28.2K	0.0% ($28.2K/$180.2M)	QoQ -11.20% (-$3.6K) YoY -23.12% (-$8.5K)
COCA COLA CO(KOcusip191216100)	390	QoQ +290.00% (+290) YoY +214.51% (+266)	All Managers (Combined)	$27.9K	0.0% ($27.9K/$180.2M)	QoQ +348.63% (+$21.7K) YoY +268.20% (+$20.3K)