Latest MILLER WEALTH ADVISORS, LLC Stock Portfolio
$167Million
Equity Portfolio Value
Last Reported on: 08 May, 2024
About MILLER WEALTH ADVISORS, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MILLER WEALTH ADVISORS, LLC reported an equity portfolio of $167.5 Millions as of 31 Mar, 2024.
The top stock holdings of MILLER WEALTH ADVISORS, LLC are AMZN, XOM, AAPL. The fund has invested 31.2% of it's portfolio in AMAZON.COM INC and 21.6% of portfolio in EXXON MOBIL CORP .
The fund managers got completely rid off ENVIVA INC (EVA), OSISKO GOLD ROYALTIE F (OR) and RECONNAISSANCE ENERGY F stocks. They significantly reduced their stock positions in OCCIDENTAL PETROL CO (OXY), ENTERPRISE PRODS PART LP (EPD) and BAKER HUGHES CO. (BKR). MILLER WEALTH ADVISORS, LLC opened new stock positions in META PLATFORMS INC (META) and TRUMP MEDIA & TECHNOLOGY (DWAC). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORP (NVDA), ADVANCED MICRO DEVICE IN (AMD) and WALMART INC (WMT).
The top stock holdings of MILLER WEALTH ADVISORS, LLC are AMZN, XOM, AAPL. The fund has invested 31.2% of it's portfolio in AMAZON.COM INC and 21.6% of portfolio in EXXON MOBIL CORP .
The fund managers got completely rid off ENVIVA INC (EVA), OSISKO GOLD ROYALTIE F (OR) and RECONNAISSANCE ENERGY F stocks. They significantly reduced their stock positions in OCCIDENTAL PETROL CO (OXY), ENTERPRISE PRODS PART LP (EPD) and BAKER HUGHES CO. (BKR). MILLER WEALTH ADVISORS, LLC opened new stock positions in META PLATFORMS INC (META) and TRUMP MEDIA & TECHNOLOGY (DWAC). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORP (NVDA), ADVANCED MICRO DEVICE IN (AMD) and WALMART INC (WMT).
New Buys
| Ticker | $ Bought |
|---|---|
| META PLATFORMS INC | 48,558 |
| TRUMP MEDIA & TECHNOLOGY | 12,702 |
New stocks bought by MILLER WEALTH ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| NVIDIA CORP | 1,850 |
| ADVANCED MICRO DEVICE IN | 276 |
| WALMART INC | 50.00 |
Additions to existing portfolio by MILLER WEALTH ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| OCCIDENTAL PETROL CO | -86.57 |
| ENTERPRISE PRODS PART LP | -72.33 |
| BAKER HUGHES CO. | -57.8 |
| APPLE INC | -52.57 |
| JPMORGAN CHASE & CO | -51.69 |
| GOLDMAN SACHS GROUP | -51.51 |
| BERKSHIRE HATHAWAY | -50.99 |
| AMAZON.COM INC | -50.84 |
MILLER WEALTH ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| DIRTT ENVIRONMNTL 24 RTF | -607 |
| RECONNAISSANCE ENERGY F | -63,451 |
| ENVIVA INC | -92,433 |
| OSISKO GOLD ROYALTIE F | -64,178 |
MILLER WEALTH ADVISORS, LLC got rid off the above stocks
Current Stock Holdings of MILLER WEALTH ADVISORS, LLC
Last Reported on: 08 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 17.78 | 173,668 | 29,780,600 | REDUCED | -52.57 | |
| ABBV | ABBVIE INC | 0.03 | 240 | 43,704 | REDUCED | -50.00 | |
| AFG | AMERICAN FINL GROUP INC | 0.01 | 75.00 | 10,236 | REDUCED | -50.00 | |
| AMD | ADVANCED MICRO DEVICE IN | 0.04 | 369 | 66,601 | ADDED | 276 | |
| AMZN | AMAZON.COM INC | 31.23 | 289,961 | 52,303,200 | REDUCED | -50.84 | |
| APA | APA CORP | 0.10 | 5,013 | 172,353 | REDUCED | -49.59 | |
| ASH | ASHLAND INC | 0.00 | 50.00 | 4,869 | REDUCED | -50.00 | |
| BBAX | JPMORGAN EQUITY PREMIUM | 0.00 | 3.00 | 174 | REDUCED | -50.00 | |
| BKR | BAKER HUGHES CO. | 0.02 | 865 | 28,978 | REDUCED | -57.8 | |
| BMY | BRISTOL-MYERS SQUIBB | 0.01 | 254 | 13,792 | REDUCED | -49.4 | |
| BP | BP PLC F | 0.02 | 746 | 28,117 | REDUCED | -50.00 | |
| BRCC | BRC INC | 0.00 | 539 | 2,307 | REDUCED | -50.00 | |
| CAT | CATERPILLAR INC | 0.22 | 1,000 | 366,430 | REDUCED | -50.00 | |
| CINF | CINCINNATI FINL | 0.01 | 100 | 12,417 | REDUCED | -50.00 | |
| CMCSA | COMCAST CORP | 0.02 | 846 | 36,674 | REDUCED | -50.00 | |
| CNX | C N X RESOURCES CORPORAT | 0.00 | 130 | 3,084 | REDUCED | -50.00 | |
| COM | DIREXION DLY FTSE CHNA | 0.00 | 60.00 | 697 | REDUCED | -50.00 | |
| COP | CONOCOPHILLIPS | 0.04 | 530 | 67,415 | REDUCED | -49.72 | |
| CVS | CVS HEALTH CORP | 0.01 | 125 | 9,970 | REDUCED | -50.00 | |
| CVX | CHEVRON CORP | 0.16 | 1,663 | 262,288 | REDUCED | -49.7 | |
| D | DOMINION ENERGY INC | 0.01 | 280 | 13,773 | REDUCED | -50.00 | |
| DE | DEERE & CO | 0.12 | 476 | 195,512 | REDUCED | -50.00 | |
| DG | DOLLAR GENERAL CORP | 0.02 | 217 | 33,880 | REDUCED | -49.77 | |
| DRTT | DIRTT ENVIRONMNTL F | 0.01 | 30,345 | 14,990 | REDUCED | -50.00 | |
| DRTT | DIRTT ENVIRONMNTL 24 RTF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DWAC | TRUMP MEDIA & TECHNOLOGY | 0.01 | 205 | 12,702 | NEW | ||
| EMR | EMERSON ELECTRIC CO | 0.00 | 75.00 | 8,507 | REDUCED | -50.00 | |
| EPD | ENTERPRISE PRODS PART LP | 0.09 | 5,252 | 153,250 | REDUCED | -72.33 | |
| ET | ENERGY TRANSFER L P LP | 0.04 | 4,424 | 69,590 | REDUCED | -50.00 | |
| EVA | ENVIVA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| F | FORD MOTOR CO | 0.00 | 276 | 3,669 | REDUCED | -49.45 | |
| FIS | FIDELITY NATL INFO | 0.00 | 50.00 | 3,709 | REDUCED | -50.00 | |
| GILD | GILEAD SCIENCES INC | 0.00 | 100 | 7,325 | REDUCED | -50.00 | |
| GOOG | ALPHABET INC. | 11.65 | 128,151 | 19,512,300 | REDUCED | -50.63 | |
| GS | GOLDMAN SACHS GROUP | 0.08 | 322 | 134,496 | REDUCED | -51.51 | |
| HON | HONEYWELL INTL INC | 0.32 | 2,600 | 533,650 | REDUCED | -50.00 | |
| HUN | HUNTSMAN CORP | 0.00 | 8.00 | 208 | REDUCED | -50.00 | |
| INTC | INTEL CORP | 0.16 | 6,000 | 265,020 | REDUCED | -50.00 | |
| ITW | ILLINOIS TOOL WORKS | 0.02 | 125 | 33,541 | REDUCED | -50.00 | |
| JNJ | JOHNSON & JOHNSON | 0.00 | 25.00 | 3,955 | REDUCED | -50.00 | |
| JPM | JPMORGAN CHASE & CO | 0.05 | 430 | 86,129 | REDUCED | -51.69 | |
| KIM | KIMCO REALTY CORP | 0.00 | 56.00 | 1,098 | REDUCED | -50.00 | |
| KO | THE COCA-COLA CO | 0.00 | 124 | 7,586 | REDUCED | -50.00 | |
| LLY | ELI LILLY AND CO | 0.05 | 100 | 77,796 | REDUCED | -50.00 | |
| MET | METLIFE INC | 0.00 | 20.00 | 1,482 | REDUCED | -50.00 | |
| META | META PLATFORMS INC | 0.03 | 100 | 48,558 | NEW | ||
| MMM | 3M CO | 0.02 | 269 | 28,533 | REDUCED | -50.00 | |
| MRK | MERCK & CO. INC. | 0.01 | 100 | 13,195 | REDUCED | -50.00 | |
| MS | MORGAN STANLEY | 0.02 | 285 | 26,836 | REDUCED | -50.00 | |
| MSFT | MICROSOFT CORP | 11.98 | 47,693 | 20,065,400 | REDUCED | -49.85 | |
| NKE | NIKE INC | 0.06 | 1,074 | 100,980 | REDUCED | -49.86 | |
| NVDA | NVIDIA CORP | 1.14 | 2,106 | 1,902,980 | ADDED | 1,850 | |
| OGN | ORGANON & CO | 0.00 | 36.00 | 681 | REDUCED | -50.00 | |
| OKE | ONEOK INC | 0.06 | 1,291 | 103,499 | REDUCED | -50.00 | |
| OR | OSISKO GOLD ROYALTIE F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OVV | OVINTIV INC | 0.01 | 332 | 17,231 | REDUCED | -50.00 | |
| OXY | OCCIDENTAL PETROL CO | 0.34 | 8,663 | 563,008 | REDUCED | -86.57 | |
| OXY | OCCIDENTAL PETROL 27 WTS | 0.00 | 25.00 | 1,078 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.10 | 951 | 166,435 | REDUCED | -50.00 | |
| PFE | PFIZER INC | 0.00 | 100 | 2,775 | REDUCED | -50.00 | |
| PFG | PRINCIPAL FINL | 0.02 | 396 | 34,179 | REDUCED | -50.00 | |
| PG | PROCTER & GAMBLE | 0.14 | 1,468 | 238,183 | REDUCED | -50.00 | |
| PLTR | PALANTIR TECHNOLOGIES IN | 0.01 | 625 | 14,381 | REDUCED | -49.19 | |
| PNC | PNC FINL SERVICES | 0.00 | 7.00 | 1,131 | REDUCED | -50.00 | |
| PSX | PHILLIPS 66 | 0.07 | 680 | 111,059 | REDUCED | -49.78 | |
| RIG | TRANSOCEAN INC NEW F | 0.02 | 5,000 | 31,400 | REDUCED | -50.00 | |
| SCHW | CHARLES SCHWAB CORP | 0.00 | 100 | 7,234 | REDUCED | -50.00 | |
| SLG | SL GREEN REALTY CORP | 0.01 | 249 | 13,727 | REDUCED | -50.00 | |
| SO | SOUTHERN CO | 0.01 | 250 | 17,935 | REDUCED | -50.00 | |
| SPY | SPDR S&P 500 ETF | 0.20 | 658 | 343,960 | REDUCED | -49.77 | |
| T | A T & T INC | 0.01 | 1,022 | 17,987 | REDUCED | -50.00 | |
| TGT | TARGET CORP | 0.00 | 50.00 | 8,861 | REDUCED | -50.00 | |
| TSLA | TESLA INC | 0.06 | 523 | 91,938 | REDUCED | -47.91 | |
| UNP | UNION PACIFIC CORP | 0.00 | 30.00 | 7,378 | REDUCED | -50.00 | |
| VLO | VALERO ENERGY CORP | 0.06 | 611 | 104,361 | REDUCED | -49.67 | |
| VTRS | VIATRIS INC | 0.00 | 12.00 | 143 | REDUCED | -50.00 | |
| VVV | VALVOLINE INC | 0.00 | 137 | 6,106 | REDUCED | -50.00 | |
| VZ | VERIZON COMMUNICATN | 0.02 | 956 | 40,114 | REDUCED | -50.00 | |
| WBD | WARNER BROTHERS DISCOVER | 0.00 | 247 | 2,156 | REDUCED | -50.00 | |
| WMT | WALMART INC | 0.10 | 2,736 | 164,625 | ADDED | 50.00 | |
| XOM | EXXON MOBIL CORP | 21.60 | 311,280 | 36,183,200 | REDUCED | -49.93 | |
| BERKSHIRE HATHAWAY | 1.56 | 6,219 | 2,615,210 | REDUCED | -50.99 | ||
| REMOTE DYNAMICS INC | 0.00 | 1.00 | 0.00 | REDUCED | -50.00 | ||
| RECONNAISSANCE ENERGY F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| MJARDIN GROUP INC F | 0.00 | 1,000 | 0.00 | REDUCED | -50.00 | ||
| CORONADO GLOBAL RE ORDF | 0.00 | 10,000 | 8,147 | REDUCED | -50.00 |