Ticker | $ Bought |
---|---|
alphabet inc | 21,674,700 |
rocket companies cla a | 14,180 |
chewy inc | 426 |
united dev funding xxx | 0.00 |
Ticker | % Inc. |
---|---|
archer aviation inc | 28.65 |
intuitive machs inc | 8.4 |
nvidia corp | 4.32 |
landbridge co llc cl a | 3.77 |
bp p l c f | 1.72 |
bristol myers squibb co | 1.12 |
chevron corp new | 0.93 |
conocophillips | 0.92 |
Ticker | % Reduced |
---|---|
tesla inc | -36.72 |
edgetech intl inc | -25.00 |
jpmorgan equity premium | -11.39 |
exxon mobil corp | -6.72 |
mobileye global inc | -5.88 |
amazon.com inc | -1.56 |
alphabet inc | -1.55 |
apple inc | -1.36 |
Ticker | $ Sold |
---|---|
super micro computer inc | -12,498 |
ast spacemobile inc | -6,208 |
pnc finl services | -1,230 |
devon energy corp new | -187 |
MILLER WEALTH ADVISORS, LLC has about 34.7% of it's holdings in Technology sector.
Sector | % |
---|---|
Technology | 34.7 |
Consumer Cyclical | 26.7 |
Communication Services | 20.3 |
Energy | 15 |
Others | 1.9 |
MILLER WEALTH ADVISORS, LLC has about 97.7% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
MEGA-CAP | 93.3 |
LARGE-CAP | 4.4 |
UNALLOCATED | 1.9 |
About 94.5% of the stocks held by MILLER WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 94.5 |
Others | 5.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
MILLER WEALTH ADVISORS, LLC has 100 stocks in it's portfolio. About 97.8% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for MILLER WEALTH ADVISORS, LLC last quarter.
Last Reported on: 18 Jul, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AMZN | amazon.com inc | 26.31 | 256,246 | 56,217,800 | reduced | -1.56 | ||
Historical Trend of AMAZON.COM INC Position Held By MILLER WEALTH ADVISORS, LLCWhat % of Portfolio is AMZN?:Number of AMZN shares held:Change in No. of Shares Held: | ||||||||
AAPL | apple inc | 15.64 | 162,852 | 33,412,300 | reduced | -1.36 | ||
XOM | exxon mobil corp | 14.69 | 291,118 | 31,382,500 | reduced | -6.72 | ||
MSFT | microsoft corp | 11.04 | 47,417 | 23,585,900 | added | 0.06 | ||
GOOG | alphabet inc | 10.14 | 122,187 | 21,674,700 | new | |||
GOOG | alphabet inc | 10.14 | 122,187 | 21,674,700 | reduced | -1.55 | ||
NVDA | nvidia corp | 4.74 | 64,116 | 10,129,700 | added | 4.32 | ||
PLTR | palantir technologies in | 3.17 | 49,719 | 6,777,690 | reduced | -0.46 | ||
berkshire hathaway | 1.60 | 7,047 | 3,423,220 | added | 0.54 | |||
MBLY | mobileye global inc | 0.36 | 42,756 | 768,753 | reduced | -5.88 | ||
HON | honeywell intl inc | 0.28 | 2,600 | 605,488 | unchanged | 0.00 | ||
SPY | spdr s&p 500 etf | 0.19 | 668 | 412,715 | added | 0.3 | ||
CAT | caterpillar inc | 0.19 | 1,056 | 409,950 | unchanged | 0.00 | ||
WMT | walmart inc | 0.12 | 2,736 | 267,526 | unchanged | 0.00 | ||
DE | deere & co | 0.11 | 476 | 242,041 | unchanged | 0.00 | ||
PG | procter & gamble co | 0.11 | 1,468 | 233,882 | unchanged | 0.00 | ||
GS | goldman sachs group inc | 0.11 | 322 | 227,896 | unchanged | 0.00 | ||
CVX | chevron corp new | 0.09 | 1,297 | 185,709 | added | 0.93 | ||
INTC | intel corp | 0.06 | 6,170 | 138,208 | unchanged | 0.00 | ||
EPD | enterprise prods part lp | 0.06 | 4,049 | 125,571 | added | 0.32 | ||