Latest MILLER WEALTH ADVISORS, LLC Stock Portfolio

MILLER WEALTH ADVISORS, LLC Performance:
2025 Q2: 8.42%YTD: -0.75%2024: 22.35%

Performance for 2025 Q2 is 8.42%, and YTD is -0.75%, and 2024 is 22.35%.

About MILLER WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MILLER WEALTH ADVISORS, LLC reported an equity portfolio of $213.7 Millions as of 30 Jun, 2025.

The top stock holdings of MILLER WEALTH ADVISORS, LLC are AMZN, AAPL, XOM. The fund has invested 26.3% of it's portfolio in AMAZON.COM INC and 15.6% of portfolio in APPLE INC.

The fund managers got completely rid off SUPER MICRO COMPUTER INC (SMCI), AST SPACEMOBILE INC (ASTS) and PNC FINL SERVICES (PNC) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), EDGETECH INTL INC and JPMORGAN EQUITY PREMIUM (BBAX). MILLER WEALTH ADVISORS, LLC opened new stock positions in ALPHABET INC (GOOG), ROCKET COMPANIES CLA A (RKT) and CHEWY INC (CHWY). The fund showed a lot of confidence in some stocks as they added substantially to ARCHER AVIATION INC (ACHR), INTUITIVE MACHS INC and NVIDIA CORP (NVDA).

MILLER WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MILLER WEALTH ADVISORS, LLC made a return of 8.42% in the last quarter. In trailing 12 months, it's portfolio return was 5.66%.
2022202320242025−40−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
alphabet inc21,674,700
rocket companies cla a14,180
chewy inc426
united dev funding xxx0.00

New stocks bought by MILLER WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
archer aviation inc28.65
intuitive machs inc8.4
nvidia corp4.32
landbridge co llc cl a3.77
bp p l c f1.72
bristol myers squibb co1.12
chevron corp new0.93
conocophillips0.92

Additions to existing portfolio by MILLER WEALTH ADVISORS, LLC

Reductions

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

MILLER WEALTH ADVISORS, LLC reduced stake in above stock

MILLER WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

MILLER WEALTH ADVISORS, LLC has about 34.7% of it's holdings in Technology sector.

35%27%21%15%
Sector%
Technology34.7
Consumer Cyclical26.7
Communication Services20.3
Energy15
Others1.9

Market Cap. Distribution

MILLER WEALTH ADVISORS, LLC has about 97.7% of it's portfolio invested in the large-cap and mega-cap stocks.

94%
Category%
MEGA-CAP93.3
LARGE-CAP4.4
UNALLOCATED1.9

Stocks belong to which Index?

About 94.5% of the stocks held by MILLER WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

95%
Index%
S&P 50094.5
Others5.5
Top 5 Winners (%)%
JOBY
joby aviation inc f
75.3 %
PLTR
palantir technologies in
61.5 %
SOFI
sofi technologies inc
56.6 %
NVDA
nvidia corp
44.5 %
NFLX
netflix inc
43.6 %
Top 5 Winners ($)$
AMZN
amazon.com inc
7.5 M
MSFT
microsoft corp
5.8 M
NVDA
nvidia corp
3.1 M
GOOG
alphabet inc
2.6 M
PLTR
palantir technologies in
2.6 M
Top 5 Losers (%)%
OGN
organon & co
-34.9 %
HUN
huntsman corp
-33.3 %
BMY
bristol myers squibb co
-23.8 %
OKE
oneok inc new
-17.7 %
ASH
ashland inc
-15.2 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-3.5 M
AAPL
apple inc
-2.8 M
CVX
chevron corp new
0.0 M
PEP
pepsico inc
0.0 M
PG
procter & gamble co
0.0 M

MILLER WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

AMZNAAPLXOMMSFTGOOGGOOGNVDAPLTRMBLYH..S..C..W..D..P..G..C..I..E..P..J..A..L..N..

Current Stock Holdings of MILLER WEALTH ADVISORS, LLC

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, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of AMAZON.COM INC Position Held By MILLER WEALTH ADVISORS, LLC

What % of Portfolio is AMZN?:

No data available

Number of AMZN shares held:

No data available

Change in No. of Shares Held:

No data available