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

100 positions • $180.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 5

Sort by:

Kenvue Inc.

Shares:100

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$180.2M)

INVESCO QQQ TRUST, SERIES 1

Shares:5

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$180.2M)

Nutrien Ltd.

Shares:45

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$180.2M)

U2024H107

Shares:10.0K

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$180.2M)

Intuitive Machines, Inc.

Shares:250

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$180.2M)

METLIFE INC

Shares:20

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$180.2M)

PNC FINANCIAL SERVICES GROUP, INC.

Shares:7

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$180.2M)

IREN Ltd

Shares:200

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$180.2M)

Joby Aviation, Inc.

Shares:200

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$180.2M)

KIMCO REALTY CORP

Shares:56

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$180.2M)

SoFi Technologies, Inc.

Shares:100

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$180.2M)

SOUNDHOUND AI, INC.

Shares:100

Value:$812

% of Portfolio:0.0% ($812/$180.2M)

Organon & Co.

Shares:38

Value:$565

% of Portfolio:0.0% ($565/$180.2M)

DEVON ENERGY CORP/DE

Shares:5

Value:$187

% of Portfolio:0.0% ($187/$180.2M)

Viatris Inc

Shares:12

Value:$105

% of Portfolio:0.0% ($105/$180.2M)

Huntsman CORP

Shares:4

Value:$63

% of Portfolio:0.0% ($63/$180.2M)

00214Q104

Shares:1

Value:$48

% of Portfolio:0.0% ($48/$180.2M)

12612C108

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$180.2M)

28027T106

Shares:1.0K

Value:$0

% of Portfolio:0.0% ($0/$180.2M)

75962A303

Shares:1

Value:$0

% of Portfolio:0.0% ($0/$180.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Kenvue Inc.(KVUEcusip49177J102)	100	QoQ 0.00% (+0) YoY NEW(+100)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$180.2M)	QoQ +12.31% (+$263) YoY NEW(+$2.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$180.2M)	QoQ -8.25% (-$211) YoY NEW(+$2.3K)
Nutrien Ltd.(NTRcusip67077M108)	45	QoQ 0.00% (+0) YoY NEW(+45)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$180.2M)	QoQ +10.97% (+$221) YoY NEW(+$2.2K)
(cusipU2024H107)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$180.2M)	QoQ -56.44% (-$2.7K) YoY -74.69% (-$6.1K)
Intuitive Machines, Inc.(LUNRcusip46125A100)	250	QoQ 0.00% (-0) YoY NEW(+250)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$180.2M)	QoQ -58.96% (-$2.7K) YoY NEW(+$1.9K)
METLIFE INC(METcusip59156R108)	20	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$180.2M)	QoQ -1.95% (-$32) YoY +8.36% (+$124)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	7	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$180.2M)	QoQ -8.88% (-$120) YoY +8.75% (+$99)
IREN Ltd(IRENcusipQ4982L109)	200	QoQ +33.33% (-50) YoY NEW(+200)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$180.2M)	QoQ -17.31% (-$255) YoY NEW(+$1.2K)
Joby Aviation, Inc.(JOBYcusipG65163100)	200	QoQ 0.00% (-0) YoY NEW(+200)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$180.2M)	QoQ -25.95% (-$422) YoY NEW(+$1.2K)
KIMCO REALTY CORP(KIMcusip49446R109)	56	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$180.2M)	QoQ -9.37% (-$123) YoY +8.28% (+$91)
SoFi Technologies, Inc.(SOFIcusip83406F102)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$180.2M)	QoQ -24.48% (-$377) YoY NEW(+$1.2K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	100	QoQ +100.00% (-50) YoY NEW(+100)	All Managers (Combined)	$812	0.0% ($812/$180.2M)	QoQ -18.14% (-$180) YoY NEW(+$812)
Organon & Co.(OGNcusip68622V106)	38	QoQ +2.70% (+1) YoY +5.55% (-2)	All Managers (Combined)	$565	0.0% ($565/$180.2M)	QoQ +1.25% (+$7) YoY -17.03% (-$116)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$187	0.0% ($187/$180.2M)	QoQ +14.02% (+$23) YoY NEW(+$187)
Viatris Inc(VTRScusip92556V106)	12	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$105	0.0% ($105/$180.2M)	QoQ -29.53% (-$44) YoY -26.57% (-$38)
Huntsman CORP(HUNcusip447011107)	4	QoQ -50.00% (-4) YoY -50.00% (-4)	All Managers (Combined)	$63	0.0% ($63/$180.2M)	QoQ -56.25% (-$81) YoY -69.71% (-$145)
(cusip00214Q104)✕	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$48	0.0% ($48/$180.2M)	QoQ NEW(+$48) YoY NEW(+$48)
(cusip12612C108)✕	0	QoQ NEW(+0) YoY NEW(+0)	All Managers (Combined)	$0	0.0% ($0/$180.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip28027T106)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$0	0.0% ($0/$180.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip75962A303)✕	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$180.2M)	QoQ -(+$0) YoY -(+$0)