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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Howmet Aerospace Inc.

HWM|443201108

Shares:200

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$180.2M)

SOUTHERN CO

SO|842587107

Shares:250

Value:$23.0K

% of Portfolio:0.0% ($23.0K/$180.2M)

OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:573

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$180.2M)

BP PLC

BP|055622104

Shares:638

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$180.2M)

DOLLAR GENERAL CORP

DG|256677105

Shares:222

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$180.2M)

LandBridge Co LLC

LB|514952100

Shares:265

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$180.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:42

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$180.2M)

92189F601

Shares:250

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$180.2M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:183

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$180.2M)

Arista Networks, Inc.

ANET|040413205

Shares:220

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$180.2M)

NETFLIX INC

NFLX|64110L106

Shares:18

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$180.2M)

46654Q203

Shares:324

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$180.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:267

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$180.2M)

DOMINION ENERGY, INC

D|25746U109

Shares:280

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$180.2M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:100

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$180.2M)

SL GREEN REALTY CORP

SLG|78440X887

Shares:249

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$180.2M)

Ovintiv Inc.

OVV|69047Q102

Shares:332

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$180.2M)

Baker Hughes Co

BKR|05722G100

Shares:315

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$180.2M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:100

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$180.2M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:365

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$180.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Howmet Aerospace Inc.(HWMcusip443201108)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$180.2M)	QoQ NEW(+$25.9K) YoY NEW(+$25.9K)
SOUTHERN CO(SOcusip842587107)	250	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$23.0K	0.0% ($23.0K/$180.2M)	QoQ +11.70% (+$2.4K) YoY +28.17% (+$5.1K)
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	573	QoQ NEW(+573) YoY NEW(+573)	All Managers (Combined)	$21.8K	0.0% ($21.8K/$180.2M)	QoQ NEW(+$21.8K) YoY NEW(+$21.8K)
BP PLC(BPcusip055622104)	638	QoQ +1.26% (+8) YoY -14.47% (-108)	All Managers (Combined)	$21.6K	0.0% ($21.6K/$180.2M)	QoQ +15.92% (+$3.0K) YoY -23.27% (-$6.5K)
DOLLAR GENERAL CORP(DGcusip256677105)	222	QoQ +0.45% (+1) YoY +2.30% (-5)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$180.2M)	QoQ +16.94% (+$2.8K) YoY -42.25% (-$14.3K)
LandBridge Co LLC(LBcusip514952100)	265	QoQ +10.41% (+25) YoY NEW(+265)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$180.2M)	QoQ +22.96% (+$3.6K) YoY NEW(+$19.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	42	QoQ NEW(+42) YoY NEW(+42)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$180.2M)	QoQ NEW(+$18.8K) YoY NEW(+$18.8K)
(cusip92189F601)✕	250	QoQ NEW(+250) YoY NEW(+250)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$180.2M)	QoQ NEW(+$18.3K) YoY NEW(+$18.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	183	QoQ NEW(+183) YoY NEW(+183)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$180.2M)	QoQ NEW(+$17.1K) YoY NEW(+$17.1K)
Arista Networks, Inc.(ANETcusip040413205)	220	QoQ 0.00% (-0) YoY NEW(+220)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$180.2M)	QoQ -29.90% (-$7.3K) YoY NEW(+$17.0K)
NETFLIX INC(NFLXcusip64110L106)	18	QoQ 0.00% (+0) YoY NEW(+18)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$180.2M)	QoQ +4.62% (+$742) YoY NEW(+$16.8K)
(cusip46654Q203)✕	324	QoQ NEW(+324) YoY NEW(+324)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$180.2M)	QoQ NEW(+$16.8K) YoY NEW(+$16.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	267	QoQ +1.13% (+3) YoY +5.11% (+13)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$180.2M)	QoQ +8.95% (+$1.3K) YoY +17.90% (+$2.5K)
DOMINION ENERGY, INC(Dcusip25746U109)	280	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$180.2M)	QoQ +4.10% (+$619) YoY +13.99% (+$1.9K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.8K	0.0% ($14.8K/$180.2M)	QoQ +2.79% (+$402) YoY +18.96% (+$2.4K)
SL GREEN REALTY CORP(SLGcusip78440X887)	249	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.4K	0.0% ($14.4K/$180.2M)	QoQ -15.04% (-$2.5K) YoY +4.66% (+$640)
Ovintiv Inc.(OVVcusip69047Q102)	332	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$180.2M)	QoQ +5.68% (+$764) YoY -17.53% (-$3.0K)
Baker Hughes Co(BKRcusip05722G100)	315	QoQ 0.00% (+0) YoY -63.58% (-550)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$180.2M)	QoQ +7.14% (+$923) YoY -52.22% (-$15.1K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	100	QoQ 0.00% (+0) YoY NEW(+100)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$180.2M)	QoQ +55.94% (+$4.7K) YoY NEW(+$13.2K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	365	QoQ 0.00% (+0) YoY NEW(+365)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$180.2M)	QoQ +12.34% (+$1.4K) YoY NEW(+$12.5K)