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%
Stock Holdings
AMZN
AMAZON.COM INC
-1.49%
Shares248.4K
Event2026-03-31
Filed2026-05-01
XOM
EXXON MOBIL CORP
-0.84%
Shares291.5K
Event2026-03-31
Filed2026-05-01
AAPL
APPLE INC
-1.16%
Shares159.4K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-1.14%
Shares121.3K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-1.14%
Shares121.3K
Event2026-03-31
Filed2026-05-01
MSFT
MICROSOFT CORP
1.20%
Shares49.2K
Event2026-03-31
Filed2026-05-01
NVDA
NVIDIA CORP
0.26%
Shares71.5K
Event2026-03-31
Filed2026-05-01
PLTR
PALANTIR TECHNOLOGIES IN
-0.19%
Shares56.6K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
-1.71%
Shares6.3K
Event2026-03-31
Filed2026-05-01
CAT
CATERPILLAR INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
HON
HONEYWELL INTL INC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-01
SPY
STATE STREET SPDR S&P
0.30%
Shares674
Event2026-03-31
Filed2026-05-01
CVX
CHEVRON CORP NEW
46.21%
Shares1.9K
Event2026-03-31
Filed2026-05-01
WMT
WALMART INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-01
MBLY
MOBILEYE GLOBAL INC
-0.01%
Shares41.6K
Event2026-03-31
Filed2026-05-01
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares322
Event2026-03-31
Filed2026-05-01
DE
DEERE & CO
0.00%
Shares476
Event2026-03-31
Filed2026-05-01
INTC
INTEL CORP
-2.76%
Shares6.0K
Event2026-03-31
Filed2026-05-01
META
META PLATFORMS INC
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
APA CORP
APA CORP
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-01
VLO
VALERO ENERGY CORP NEW
0.47%
Shares646
Event2026-03-31
Filed2026-05-01
PEP
PEPSICO INC
0.00%
Shares951
Event2026-03-31
Filed2026-05-01
PSX
PHILLIPS 66
0.56%
Shares715
Event2026-03-31
Filed2026-05-01
JPM
JPMORGAN CHASE & CO
0.00%
Shares430
Event2026-03-31
Filed2026-05-01
NLR
VANECK URANIUM AND
0.00%
Shares900
Event2026-03-31
Filed2026-05-01
LLY
ELI LILLY AND CO
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
PG
PROCTER & GAMBLE CO
0.00%
Shares550
Event2026-03-31
Filed2026-05-01
HOOD
ROBINHOOD MKTS INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
COP
CONOCOPHILLIPS
0.72%
Shares561
Event2026-03-31
Filed2026-05-01
ACHR
ARCHER AVIATION INC
-1.43%
Shares13.8K
Event2026-03-31
Filed2026-05-01
AMAT
APPLIED MATLS INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
EPD
ENTERPRISE PRODS PART LP
-47.56%
Shares1.7K
Event2026-03-31
Filed2026-05-01
NKE
NIKE INC
0.54%
Shares1.1K
Event2026-03-31
Filed2026-05-01
ABBV
ABBVIE INC
0.00%
Shares240
Event2026-03-31
Filed2026-05-01
RKT
ROCKET COMPANIES CLA A
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-01
SOLSTICE ADVANCED MATLS
SOLSTICE ADVANCED MATLS
0.00%
Shares650
Event2026-03-31
Filed2026-05-01
MS
MORGAN STANLEY
0.00%
Shares285
Event2026-03-31
Filed2026-05-01
TSLA
TESLA INC
-20.13%
Shares119
Event2026-03-31
Filed2026-05-01
OXY
OCCIDENTAL PETE CORP
0.00%
Shares615
Event2026-03-31
Filed2026-05-01
MMM
3M CO
New
Shares269
Event2026-03-31
Filed2026-05-01
VZ
VERIZON COMMUNICATIONS I
0.00%
Shares765
Event2026-03-31
Filed2026-05-01
PFG
PRINCIPAL FINL GROUP INC
0.00%
Shares396
Event2026-03-31
Filed2026-05-01
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares125
Event2026-03-31
Filed2026-05-01
BP
BP P L C F
1.05%
Shares675
Event2026-03-31
Filed2026-05-01
KO
THE COCA-COLA CO
0.00%
Shares390
Event2026-03-31
Filed2026-05-01
T
AT&T INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
DG
DOLLAR GEN CORP NEW
0.44%
Shares227
Event2026-03-31
Filed2026-05-01
LMT
LOCKHEED MARTIN CORP
0.00%
Shares42
Event2026-03-31
Filed2026-05-01
VRT
VERTIV HLDGS CO
-38.27%
Shares100
Event2026-03-31
Filed2026-05-01
SO
SOUTHERN CO
0.00%
Shares250
Event2026-03-31
Filed2026-05-01
APLD
APPLIED DIGITAL CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
OHI
OMEGA HEALTHCARE INVS IN
-7.85%
Shares528
Event2026-03-31
Filed2026-05-01
MCD
MCDONALDS CORP
0.00%
Shares70
Event2026-03-31
Filed2026-05-01
OVV
OVINTIV INC
0.00%
Shares332
Event2026-03-31
Filed2026-05-01
BKR
BAKER HUGHES CO. A
0.00%
Shares315
Event2026-03-31
Filed2026-05-01
OPEN
OPENDOOR TECHNOLOGIES IN
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-01
JEPI
JPMORGAN EQUITY PREMIUM
-13.61%
Shares330
Event2026-03-31
Filed2026-05-01
CMCSA
COMCAST CORP NEW
0.00%
Shares629
Event2026-03-31
Filed2026-05-01
JEPQ
JPMORGAN NASDAQ EQUITY
0.00%
Shares324
Event2026-03-31
Filed2026-05-01
D
DOMINION ENERGY INC
0.00%
Shares280
Event2026-03-31
Filed2026-05-01
NFLX
NETFLIX INC
0.00%
Shares180
Event2026-03-31
Filed2026-05-01
BMY
BRISTOL MYERS SQUIBB CO
1.44%
Shares281
Event2026-03-31
Filed2026-05-01
IREN
IREN LTD F
-29.41%
Shares480
Event2026-03-31
Filed2026-05-01
RECONNAISSANCE ENERGY F
RECONNAISSANCE ENERGY F
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-01
CINF
CINCINNATI FINL CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
CL
COLGATE PALMOLIVE CO
0.00%
Shares183
Event2026-03-31
Filed2026-05-01
GILD
GILEAD SCIENCES INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
FIX
COMFORT SYS USA INC
0.00%
Shares10
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
CLX
CLOROX CO
0.00%
Shares125
Event2026-03-31
Filed2026-05-01
BABA
ALIBABA GROUP HLDG LTD F
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
MERCK & CO. INC.
MERCK & CO. INC.
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
TFC
TRUIST FINL CORP
0.00%
Shares250
Event2026-03-31
Filed2026-05-01
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares55
Event2026-03-31
Filed2026-05-01
CCJ
CAMECO CORP F
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
SNOWLINE GOLD CORP F
SNOWLINE GOLD CORP F
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
EMR
EMERSON ELEC CO
0.00%
Shares75
Event2026-03-31
Filed2026-05-01
AFG
AMERICAN FINL GROUP INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-01
SCHW
CHARLES SCHWAB CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
ASML
ASML HLDG N V F
New
Shares7
Event2026-03-31
Filed2026-05-01
SLG
SL GREEN RLTY CORP
0.00%
Shares249
Event2026-03-31
Filed2026-05-01
USAR
USA RARE EARTH INC
-25.00%
Shares600
Event2026-03-31
Filed2026-05-01
OKE
ONEOK INC NEW
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
CVS
CVS HEALTH CORP
0.00%
Shares125
Event2026-03-31
Filed2026-05-01
MP
MP MATLS CORP
0.00%
Shares165
Event2026-03-31
Filed2026-05-01
WBD
WARNER BROS DISCOVERY IN
0.00%
Shares247
Event2026-03-31
Filed2026-05-01
JNJ
JOHNSON & JOHNSON
0.00%
Shares25
Event2026-03-31
Filed2026-05-01
NNE
NANO NUCLEAR ENERGY EQUI
0.00%
Shares275
Event2026-03-31
Filed2026-05-01
VVV
VALVOLINE INC
0.00%
Shares137
Event2026-03-31
Filed2026-05-01
OKLO
OKLO INC
0.00%
Shares90
Event2026-03-31
Filed2026-05-01
NTR
NUTRIEN LTD F
0.00%
Shares45
Event2026-03-31
Filed2026-05-01
ARKK
ARK INNOVATION ETF
4400.00%
Shares45
Event2026-03-31
Filed2026-05-01
SNDA
SONIDA SENIOR LIVING INC
New
Shares94
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares5
Event2026-03-31
Filed2026-05-01
PFE
PFIZER INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
ASH
ASHLAND INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
FIS
FIDELITY NATL INFORMATIO
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
AMD
ADVANCED MICRO DEVIC
-88.76%
Shares10
Event2026-03-31
Filed2026-05-01
DJT
TRUMP MEDIA & TECHNO
0.00%
Shares205
Event2026-03-31
Filed2026-05-01
KVUE
KENVUE INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
MET
METLIFE INC
0.00%
Shares20
Event2026-03-31
Filed2026-05-01
KIM
KIMCO RLTY CORP
0.00%
Shares56
Event2026-03-31
Filed2026-05-01
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares24
Event2026-03-31
Filed2026-05-01
V
VISA INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-01
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
0.00%
Shares1
Event2026-03-31
Filed2026-05-01
QQQM
INVESCO NASDAQ 100 ETF
0.00%
Shares1
Event2026-03-31
Filed2026-05-01
LAC
LITHIUM AMERS CORP F
0.00%
Shares58
Event2026-03-31
Filed2026-05-01
OGN
ORGANON & CO
0.00%
Shares38
Event2026-03-31
Filed2026-05-01
VTRS
VIATRIS INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-01
LKNCY
LUCKIN COFFEE INC F
0.00%
Shares4
Event2026-03-31
Filed2026-05-01
HUN
HUNTSMAN CORP
0.00%
Shares4
Event2026-03-31
Filed2026-05-01
OPENDOOR TECHNOLO 26 WTS
OPENDOOR TECHNOLO 26 WTS
0.00%
Shares135
Event2026-03-31
Filed2026-05-01
OPENDOOR TECHNOLO 26 WTS
OPENDOOR TECHNOLO 26 WTS
0.00%
Shares135
Event2026-03-31
Filed2026-05-01
OPENDOOR TECHNOLO 26 WTS
OPENDOOR TECHNOLO 26 WTS
0.00%
Shares135
Event2026-03-31
Filed2026-05-01
EDGETECH INTL INC
EDGETECH INTL INC
0.00%
Shares750
Event2026-03-31
Filed2026-05-01
REMOTE DYNAMICS INC
REMOTE DYNAMICS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-01
UNITED DEV FUNDING XXX
UNITED DEV FUNDING XXX
0.00%
Shares774
Event2026-03-31
Filed2026-05-01

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available