Sponsored
The Analysis of MILLER WEALTH ADVISORS, LLC's Holdings & P&L
Currently, MILLER WEALTH ADVISORS, LLC holds 117 types of securities in its portfolio with a total value $259.7M. In the most recent quarter, they have increased their positions in MSFT (+584 shares, valued at $216.2K), CVX (+610 shares, valued at $126.2K), MMM (+269 shares, valued at $39.1K); decreased their positions in AMZN (-3.8K shares, valued at $784.3K), AAPL (-1.9K shares, valued at $473.6K), XOM (-2.5K shares, valued at $419.7K); initiated new positions in MMM (+269 shares, valued at $39.1K), ASML (+7 shares, valued at $9.2K), SNDA (+94 shares, valued at $3.0K).
1M P&L
+11.2M+5.58%
3M P&L
+26.8M+14.51%
HY P&L
+26.1M+14.07%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Internet Retail51.7M
27.7%
2Oil & Gas Integrated49.9M
26.7%
3Consumer Electronics40.5M
21.7%
Top Industries by Stock Count
1Drug Manufacturers - General7 stocks
7.1%
2N/A7 stocks
7.1%
3Capital Markets5 stocks
5.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AMZN
-1.49%AMAZON.COM INC
Shares248.4K
Event2026-03-31
Filed2026-05-01
XOM
-0.84%EXXON MOBIL CORP
Shares291.5K
Event2026-03-31
Filed2026-05-01
AAPL
-1.16%APPLE INC
Shares159.4K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
-1.14%ALPHABET INC
Shares121.3K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
-1.14%ALPHABET INC
Shares121.3K
Event2026-03-31
Filed2026-05-01
MSFT
1.20%MICROSOFT CORP
Shares49.2K
Event2026-03-31
Filed2026-05-01
NVDA
0.26%NVIDIA CORP
Shares71.5K
Event2026-03-31
Filed2026-05-01
PLTR
-0.19%PALANTIR TECHNOLOGIES IN
Shares56.6K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY
-1.71%BERKSHIRE HATHAWAY
Shares6.3K
Event2026-03-31
Filed2026-05-01
CAT
0.00%CATERPILLAR INC
Shares1.1K
Event2026-03-31
Filed2026-05-01
HON
0.00%HONEYWELL INTL INC
Shares2.6K
Event2026-03-31
Filed2026-05-01
SPY
0.30%STATE STREET SPDR S&P
Shares674
Event2026-03-31
Filed2026-05-01
CVX
46.21%CHEVRON CORP NEW
Shares1.9K
Event2026-03-31
Filed2026-05-01
WMT
0.00%WALMART INC
Shares2.7K
Event2026-03-31
Filed2026-05-01
MBLY
-0.01%MOBILEYE GLOBAL INC
Shares41.6K
Event2026-03-31
Filed2026-05-01
GS
0.00%GOLDMAN SACHS GROUP INC
Shares322
Event2026-03-31
Filed2026-05-01
DE
0.00%DEERE & CO
Shares476
Event2026-03-31
Filed2026-05-01
INTC
-2.76%INTEL CORP
Shares6.0K
Event2026-03-31
Filed2026-05-01
META
0.00%META PLATFORMS INC
Shares400
Event2026-03-31
Filed2026-05-01
APA CORP
0.00%APA CORP
Shares5.1K
Event2026-03-31
Filed2026-05-01
VLO
0.47%VALERO ENERGY CORP NEW
Shares646
Event2026-03-31
Filed2026-05-01
PEP
0.00%PEPSICO INC
Shares951
Event2026-03-31
Filed2026-05-01
PSX
0.56%PHILLIPS 66
Shares715
Event2026-03-31
Filed2026-05-01
JPM
0.00%JPMORGAN CHASE & CO
Shares430
Event2026-03-31
Filed2026-05-01
NLR
0.00%VANECK URANIUM AND
Shares900
Event2026-03-31
Filed2026-05-01
LLY
0.00%ELI LILLY AND CO
Shares100
Event2026-03-31
Filed2026-05-01
PG
0.00%PROCTER & GAMBLE CO
Shares550
Event2026-03-31
Filed2026-05-01
HOOD
0.00%ROBINHOOD MKTS INC
Shares1.1K
Event2026-03-31
Filed2026-05-01
COP
0.72%CONOCOPHILLIPS
Shares561
Event2026-03-31
Filed2026-05-01
ACHR
-1.43%ARCHER AVIATION INC
Shares13.8K
Event2026-03-31
Filed2026-05-01
AMAT
0.00%APPLIED MATLS INC
Shares200
Event2026-03-31
Filed2026-05-01
EPD
-47.56%ENTERPRISE PRODS PART LP
Shares1.7K
Event2026-03-31
Filed2026-05-01
NKE
0.54%NIKE INC
Shares1.1K
Event2026-03-31
Filed2026-05-01
ABBV
0.00%ABBVIE INC
Shares240
Event2026-03-31
Filed2026-05-01
RKT
0.00%ROCKET COMPANIES CLA A
Shares3.5K
Event2026-03-31
Filed2026-05-01
SOLSTICE ADVANCED MATLS
0.00%SOLSTICE ADVANCED MATLS
Shares650
Event2026-03-31
Filed2026-05-01
MS
0.00%MORGAN STANLEY
Shares285
Event2026-03-31
Filed2026-05-01
TSLA
-20.13%TESLA INC
Shares119
Event2026-03-31
Filed2026-05-01
OXY
0.00%OCCIDENTAL PETE CORP
Shares615
Event2026-03-31
Filed2026-05-01
MMM
New3M CO
Shares269
Event2026-03-31
Filed2026-05-01
VZ
0.00%VERIZON COMMUNICATIONS I
Shares765
Event2026-03-31
Filed2026-05-01
PFG
0.00%PRINCIPAL FINL GROUP INC
Shares396
Event2026-03-31
Filed2026-05-01
ITW
0.00%ILLINOIS TOOL WKS INC
Shares125
Event2026-03-31
Filed2026-05-01
BP
1.05%BP P L C F
Shares675
Event2026-03-31
Filed2026-05-01
KO
0.00%THE COCA-COLA CO
Shares390
Event2026-03-31
Filed2026-05-01
T
0.00%AT&T INC
Shares1.0K
Event2026-03-31
Filed2026-05-01
DG
0.44%DOLLAR GEN CORP NEW
Shares227
Event2026-03-31
Filed2026-05-01
LMT
0.00%LOCKHEED MARTIN CORP
Shares42
Event2026-03-31
Filed2026-05-01
VRT
-38.27%VERTIV HLDGS CO
Shares100
Event2026-03-31
Filed2026-05-01
SO
0.00%SOUTHERN CO
Shares250
Event2026-03-31
Filed2026-05-01
APLD
0.00%APPLIED DIGITAL CORP
Shares1.0K
Event2026-03-31
Filed2026-05-01
OHI
-7.85%OMEGA HEALTHCARE INVS IN
Shares528
Event2026-03-31
Filed2026-05-01
MCD
0.00%MCDONALDS CORP
Shares70
Event2026-03-31
Filed2026-05-01
OVV
0.00%OVINTIV INC
Shares332
Event2026-03-31
Filed2026-05-01
BKR
0.00%BAKER HUGHES CO. A
Shares315
Event2026-03-31
Filed2026-05-01
OPEN
0.00%OPENDOOR TECHNOLOGIES IN
Shares4.1K
Event2026-03-31
Filed2026-05-01
JEPI
-13.61%JPMORGAN EQUITY PREMIUM
Shares330
Event2026-03-31
Filed2026-05-01
CMCSA
0.00%COMCAST CORP NEW
Shares629
Event2026-03-31
Filed2026-05-01
JEPQ
0.00%JPMORGAN NASDAQ EQUITY
Shares324
Event2026-03-31
Filed2026-05-01
D
0.00%DOMINION ENERGY INC
Shares280
Event2026-03-31
Filed2026-05-01
NFLX
0.00%NETFLIX INC
Shares180
Event2026-03-31
Filed2026-05-01
BMY
1.44%BRISTOL MYERS SQUIBB CO
Shares281
Event2026-03-31
Filed2026-05-01
IREN
-29.41%IREN LTD F
Shares480
Event2026-03-31
Filed2026-05-01
RECONNAISSANCE ENERGY F
0.00%RECONNAISSANCE ENERGY F
Shares20.0K
Event2026-03-31
Filed2026-05-01
CINF
0.00%CINCINNATI FINL CORP
Shares100
Event2026-03-31
Filed2026-05-01
CL
0.00%COLGATE PALMOLIVE CO
Shares183
Event2026-03-31
Filed2026-05-01
GILD
0.00%GILEAD SCIENCES INC
Shares100
Event2026-03-31
Filed2026-05-01
FIX
0.00%COMFORT SYS USA INC
Shares10
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares100
Event2026-03-31
Filed2026-05-01
CLX
0.00%CLOROX CO
Shares125
Event2026-03-31
Filed2026-05-01
BABA
0.00%ALIBABA GROUP HLDG LTD F
Shares100
Event2026-03-31
Filed2026-05-01
MERCK & CO. INC.
0.00%MERCK & CO. INC.
Shares100
Event2026-03-31
Filed2026-05-01
TFC
0.00%TRUIST FINL CORP
Shares250
Event2026-03-31
Filed2026-05-01
BWXT
0.00%BWX TECHNOLOGIES INC
Shares55
Event2026-03-31
Filed2026-05-01
CCJ
0.00%CAMECO CORP F
Shares100
Event2026-03-31
Filed2026-05-01
SNOWLINE GOLD CORP F
0.00%SNOWLINE GOLD CORP F
Shares1.0K
Event2026-03-31
Filed2026-05-01
EMR
0.00%EMERSON ELEC CO
Shares75
Event2026-03-31
Filed2026-05-01
AFG
0.00%AMERICAN FINL GROUP INC
Shares75
Event2026-03-31
Filed2026-05-01
SCHW
0.00%CHARLES SCHWAB CORP
Shares100
Event2026-03-31
Filed2026-05-01
ASML
NewASML HLDG N V F
Shares7
Event2026-03-31
Filed2026-05-01
SLG
0.00%SL GREEN RLTY CORP
Shares249
Event2026-03-31
Filed2026-05-01
USAR
-25.00%USA RARE EARTH INC
Shares600
Event2026-03-31
Filed2026-05-01
OKE
0.00%ONEOK INC NEW
Shares100
Event2026-03-31
Filed2026-05-01
CVS
0.00%CVS HEALTH CORP
Shares125
Event2026-03-31
Filed2026-05-01
MP
0.00%MP MATLS CORP
Shares165
Event2026-03-31
Filed2026-05-01
WBD
0.00%WARNER BROS DISCOVERY IN
Shares247
Event2026-03-31
Filed2026-05-01
JNJ
0.00%JOHNSON & JOHNSON
Shares25
Event2026-03-31
Filed2026-05-01
NNE
0.00%NANO NUCLEAR ENERGY EQUI
Shares275
Event2026-03-31
Filed2026-05-01
VVV
0.00%VALVOLINE INC
Shares137
Event2026-03-31
Filed2026-05-01
OKLO
0.00%OKLO INC
Shares90
Event2026-03-31
Filed2026-05-01
NTR
0.00%NUTRIEN LTD F
Shares45
Event2026-03-31
Filed2026-05-01
ARKK
4400.00%ARK INNOVATION ETF
Shares45
Event2026-03-31
Filed2026-05-01
SNDA
NewSONIDA SENIOR LIVING INC
Shares94
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares5
Event2026-03-31
Filed2026-05-01
PFE
0.00%PFIZER INC
Shares100
Event2026-03-31
Filed2026-05-01
ASH
0.00%ASHLAND INC
Shares50
Event2026-03-31
Filed2026-05-01
FIS
0.00%FIDELITY NATL INFORMATIO
Shares50
Event2026-03-31
Filed2026-05-01
AMD
-88.76%ADVANCED MICRO DEVIC
Shares10
Event2026-03-31
Filed2026-05-01
DJT
0.00%TRUMP MEDIA & TECHNO
Shares205
Event2026-03-31
Filed2026-05-01
KVUE
0.00%KENVUE INC
Shares100
Event2026-03-31
Filed2026-05-01
MET
0.00%METLIFE INC
Shares20
Event2026-03-31
Filed2026-05-01
KIM
0.00%KIMCO RLTY CORP
Shares56
Event2026-03-31
Filed2026-05-01
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares24
Event2026-03-31
Filed2026-05-01
V
0.00%VISA INC
Shares2
Event2026-03-31
Filed2026-05-01
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares1
Event2026-03-31
Filed2026-05-01
QQQM
0.00%INVESCO NASDAQ 100 ETF
Shares1
Event2026-03-31
Filed2026-05-01
LAC
0.00%LITHIUM AMERS CORP F
Shares58
Event2026-03-31
Filed2026-05-01
OGN
0.00%ORGANON & CO
Shares38
Event2026-03-31
Filed2026-05-01
VTRS
0.00%VIATRIS INC
Shares12
Event2026-03-31
Filed2026-05-01
LKNCY
0.00%LUCKIN COFFEE INC F
Shares4
Event2026-03-31
Filed2026-05-01
HUN
0.00%HUNTSMAN CORP
Shares4
Event2026-03-31
Filed2026-05-01
OPENDOOR TECHNOLO 26 WTS
0.00%OPENDOOR TECHNOLO 26 WTS
Shares135
Event2026-03-31
Filed2026-05-01
OPENDOOR TECHNOLO 26 WTS
0.00%OPENDOOR TECHNOLO 26 WTS
Shares135
Event2026-03-31
Filed2026-05-01
OPENDOOR TECHNOLO 26 WTS
0.00%OPENDOOR TECHNOLO 26 WTS
Shares135
Event2026-03-31
Filed2026-05-01
EDGETECH INTL INC
0.00%EDGETECH INTL INC
Shares750
Event2026-03-31
Filed2026-05-01
REMOTE DYNAMICS INC
0.00%REMOTE DYNAMICS INC
Shares1
Event2026-03-31
Filed2026-05-01
UNITED DEV FUNDING XXX
0.00%UNITED DEV FUNDING XXX
Shares774
Event2026-03-31
Filed2026-05-01
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available