Miller Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001908158

Type: FundHoldings: 100Value: $180.2MLatest: 2025Q1

MILLER WEALTH ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 100 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 5

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AMAZON COM INC

AMZN|023135106

Shares:260.3K

Value:$49.5M

% of Portfolio:27.5% ($49.5M/$180.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:312.1K

Value:$37.1M

% of Portfolio:20.6% ($37.1M/$180.2M)

Apple Inc.

AAPL|037833100

Shares:165.1K

Value:$36.7M

% of Portfolio:20.4% ($36.7M/$180.2M)

Alphabet Inc.

GOOG|02079K107

Shares:124.1K

Value:$19.4M

% of Portfolio:10.8% ($19.4M/$180.2M)

MICROSOFT CORP

MSFT|594918104

Shares:47.4K

Value:$17.8M

% of Portfolio:9.9% ($17.8M/$180.2M)

NVIDIA CORP

NVDA|67066G104

Shares:61.5K

Value:$6.7M

% of Portfolio:3.7% ($6.7M/$180.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:49.9K

Value:$4.2M

% of Portfolio:2.3% ($4.2M/$180.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.0K

Value:$3.7M

% of Portfolio:2.1% ($3.7M/$180.2M)

Mobileye Global Inc.

MBLY|60741F104

Shares:45.4K

Value:$653.9K

% of Portfolio:0.4% ($653.9K/$180.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.6K

Value:$550.5K

% of Portfolio:0.3% ($550.5K/$180.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:666

Value:$372.5K

% of Portfolio:0.2% ($372.5K/$180.2M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$348.3K

% of Portfolio:0.2% ($348.3K/$180.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.5K

Value:$250.2K

% of Portfolio:0.1% ($250.2K/$180.2M)

Walmart Inc.

WMT|931142103

Shares:2.7K

Value:$240.2K

% of Portfolio:0.1% ($240.2K/$180.2M)

DEERE & CO

DE|244199105

Shares:476

Value:$223.4K

% of Portfolio:0.1% ($223.4K/$180.2M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$215.0K

% of Portfolio:0.1% ($215.0K/$180.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:322

Value:$175.9K

% of Portfolio:0.1% ($175.9K/$180.2M)

PEPSICO INC

PEP|713448108

Shares:951

Value:$142.6K

% of Portfolio:0.1% ($142.6K/$180.2M)

INTEL CORP

INTC|458140100

Shares:6.2K

Value:$140.1K

% of Portfolio:0.1% ($140.1K/$180.2M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:4.0K

Value:$137.8K

% of Portfolio:0.1% ($137.8K/$180.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	260.3K	QoQ -0.08% (-211) YoY -10.22% (-29.6K)	All Managers (Combined)	$49.5M	27.5% ($49.5M/$180.2M)	QoQ -13.34% (-$7.6M) YoY -5.30% (-$2.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	312.1K	QoQ -0.39% (-1.2K) YoY +0.25% (+794)	All Managers (Combined)	$37.1M	20.6% ($37.1M/$180.2M)	QoQ +10.11% (-$3.4M) YoY +2.57% (+$931.8K)
Apple Inc.(AAPLcusip037833100)	165.1K	QoQ -0.71% (-1.2K) YoY -4.93% (-8.6K)	All Managers (Combined)	$36.7M	20.4% ($36.7M/$180.2M)	QoQ -11.93% (-$5.0M) YoY +23.13% (-$6.9M)
Alphabet Inc.(GOOGcusip02079K107)	124.1K	QoQ +0.26% (-328) YoY -3.15% (-4.0K)	All Managers (Combined)	$19.4M	10.8% ($19.4M/$180.2M)	QoQ -17.74% (-$4.2M) YoY -0.62% (-$122.8K)
MICROSOFT CORP(MSFTcusip594918104)	47.4K	QoQ +1.28% (-601) YoY -0.63% (-305)	All Managers (Combined)	$17.8M	9.9% ($17.8M/$180.2M)	QoQ -9.79% (-$1.9M) YoY -11.34% (-$2.3M)
NVIDIA CORP(NVDAcusip67066G104)	61.5K	QoQ -1.25% (-780) YoY +2818.23% (+59.4K)	All Managers (Combined)	$6.7M	3.7% ($6.7M/$180.2M)	QoQ -20.30% (-$1.7M) YoY +250.02% (+$4.8M)
Palantir Technologies Inc.(PLTRcusip69608A108)	49.9K	QoQ +1.08% (+534) YoY +7891.68% (+49.3K)	All Managers (Combined)	$4.2M	2.3% ($4.2M/$180.2M)	QoQ +12.80% (+$478.4K) YoY +29213.75% (+$4.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.0K	QoQ +3.39% (+230) YoY +12.70% (+790)	All Managers (Combined)	$3.7M	2.1% ($3.7M/$180.2M)	QoQ +21.48% (+$660.1K) YoY +42.73% (+$1.1M)
Mobileye Global Inc.(MBLYcusip60741F104)	45.4K	QoQ +0.45% (-205) YoY NEW(+45.4K)	All Managers (Combined)	$653.9K	0.4% ($653.9K/$180.2M)	QoQ -27.40% (-$246.9K) YoY NEW(+$653.9K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$550.5K	0.3% ($550.5K/$180.2M)	QoQ -6.25% (-$36.8K) YoY +3.16% (+$16.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	666	QoQ +0.30% (-2) YoY +1.21% (+8)	All Managers (Combined)	$372.5K	0.2% ($372.5K/$180.2M)	QoQ -4.24% (-$16.5K) YoY +8.29% (+$28.5K)
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ +5.60% (-56) YoY +5.60% (-56)	All Managers (Combined)	$348.3K	0.2% ($348.3K/$180.2M)	QoQ -3.99% (-$14.5K) YoY -4.95% (-$18.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$250.2K	0.1% ($250.2K/$180.2M)	QoQ +1.65% (+$4.1K) YoY +5.03% (+$12.0K)
Walmart Inc.(WMTcusip931142103)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$240.2K	0.1% ($240.2K/$180.2M)	QoQ -2.83% (-$7.0K) YoY +45.90% (+$75.6K)
DEERE & CO(DEcusip244199105)	476	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$223.4K	0.1% ($223.4K/$180.2M)	QoQ +10.77% (+$21.7K) YoY +14.26% (+$27.9K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ +0.86% (+11) YoY -22.73% (-378)	All Managers (Combined)	$215.0K	0.1% ($215.0K/$180.2M)	QoQ +16.46% (+$30.4K) YoY -18.04% (-$47.3K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	322	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$175.9K	0.1% ($175.9K/$180.2M)	QoQ -4.59% (-$8.5K) YoY +30.78% (+$41.4K)
PEPSICO INC(PEPcusip713448108)	951	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$142.6K	0.1% ($142.6K/$180.2M)	QoQ -1.39% (-$2.0K) YoY -14.32% (-$23.8K)
INTEL CORP(INTCcusip458140100)	6.2K	QoQ 0.00% (+0) YoY +2.83% (-170)	All Managers (Combined)	$140.1K	0.1% ($140.1K/$180.2M)	QoQ +13.26% (+$16.4K) YoY -47.12% (-$124.9K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	4.0K	QoQ -9.56% (-427) YoY -23.15% (-1.2K)	All Managers (Combined)	$137.8K	0.1% ($137.8K/$180.2M)	QoQ -1.55% (-$2.2K) YoY -10.09% (-$15.5K)