Latest MILLER WEALTH ADVISORS, LLC Stock Portfolio
MILLER WEALTH ADVISORS, LLC Performance:
2025 Q3: 14.25%YTD: 12.74%2024: 45.68%
Performance for 2025 Q3 is 14.25%, and YTD is 12.74%, and 2024 is 45.68%.
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 $247.8 Millions as of 30 Sep, 2025.
The top stock holdings of MILLER WEALTH ADVISORS, LLC are AMZN, AAPL, XOM. The fund has invested 22.6% of it's portfolio in AMAZON.COM INC and 16.7% of portfolio in APPLE INC.
The fund managers got completely rid off SOLVENTUM CORP and CHEWY INC (CHWY) stocks. They significantly reduced their stock positions in PROCTER & GAMBLE CO (PG), TESLA INC (TSLA) and JPMORGAN EQUITY PREMIUM (BBAX). MILLER WEALTH ADVISORS, LLC opened new stock positions in META PLATFORMS INC (META), ROBINHOOD MKTS INC (HOOD) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANECK URANIUM AND (AFK), ROCKET COMPANIES CLA A (RKT) and ARCHER AVIATION INC (ACHR).
The top stock holdings of MILLER WEALTH ADVISORS, LLC are AMZN, AAPL, XOM. The fund has invested 22.6% of it's portfolio in AMAZON.COM INC and 16.7% of portfolio in APPLE INC.
The fund managers got completely rid off SOLVENTUM CORP and CHEWY INC (CHWY) stocks. They significantly reduced their stock positions in PROCTER & GAMBLE CO (PG), TESLA INC (TSLA) and JPMORGAN EQUITY PREMIUM (BBAX). MILLER WEALTH ADVISORS, LLC opened new stock positions in META PLATFORMS INC (META), ROBINHOOD MKTS INC (HOOD) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANECK URANIUM AND (AFK), ROCKET COMPANIES CLA A (RKT) and ARCHER AVIATION INC (ACHR).
MILLER WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that MILLER WEALTH ADVISORS, LLC made a return of 14.25% in the last quarter. In trailing 12 months, it's portfolio return was 19.34%.
New Buys
| Ticker | $ Bought |
|---|---|
| meta platforms inc | 293,752 |
| robinhood mkts inc | 68,726 |
| applied matls inc | 40,948 |
| mcdonalds corp | 37,986 |
| vertiv hldgs co | 24,439 |
| applied digital corp | 22,940 |
| clorox co | 15,413 |
| webull corp f | 13,311 |
New stocks bought by MILLER WEALTH ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vaneck uranium and | 260 |
| rocket companies cla a | 65.00 |
| archer aviation inc | 33.4 |
| soundhound ai inc | 24.00 |
| palantir technologies in | 11.08 |
| advanced micro devic | 10.1 |
| nvidia corp | 9.09 |
| microsoft corp | 2.35 |
Additions to existing portfolio by MILLER WEALTH ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| procter & gamble co | -62.53 |
| tesla inc | -33.48 |
| jpmorgan equity premium | -12.86 |
| enterprise prods part lp | -5.88 |
| mobileye global inc | -4.21 |
| amazon.com inc | -0.46 |
| apple inc | -0.45 |
MILLER WEALTH ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| solventum corp | -5,081 |
| chewy inc | -426 |
MILLER WEALTH ADVISORS, LLC got rid off the above stocks
Sector Distribution
MILLER WEALTH ADVISORS, LLC has about 36.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 36.3 |
| Communication Services | 24.2 |
| Consumer Cyclical | 22.9 |
| Energy | 13.6 |
| Others | 1.8 |
Market Cap. Distribution
MILLER WEALTH ADVISORS, LLC has about 97.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 92.6 |
| LARGE-CAP | 5.3 |
| UNALLOCATED | 1.8 |
Stocks belong to which Index?
About 93.8% of the stocks held by MILLER WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 93.8 |
| Others | 6.2 |
MILLER WEALTH ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MILLER WEALTH ADVISORS, LLC
MILLER WEALTH ADVISORS, LLC has 109 stocks in it's portfolio. About 97.8% of the portfolio is in top 10 stocks. MBLY proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MILLER WEALTH ADVISORS, LLC last quarter.
Last Reported on: 23 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 16.66 | 162,116 | 41,279,600 | reduced | -0.45 | ||
| ABBV | abbvie inc | 0.02 | 240 | 55,570 | unchanged | 0.00 | ||
| ACHR | archer aviation inc | 0.05 | 11,982 | 114,788 | added | 33.4 | ||
| AFG | american finl group inc | 0.00 | 75.00 | 10,929 | unchanged | 0.00 | ||
| AFK | vaneck uranium and | 0.05 | 900 | 122,085 | added | 260 | ||
| AMAT | applied matls inc | 0.02 | 200 | 40,948 | new | |||
| AMD | advanced micro devic | 0.01 | 109 | 17,635 | added | 10.1 | ||
| AMZN | amazon.com inc | 22.60 | 255,067 | 56,005,100 | reduced | -0.46 | ||
| ANET | arista networks inc | 0.01 | 220 | 32,056 | unchanged | 0.00 | ||
| APA | apa corp | 0.05 | 5,099 | 123,804 | unchanged | 0.00 | ||
| APLD | applied digital corp | 0.01 | 1,000 | 22,940 | new | |||
| ARKF | ark innovation etf | 0.00 | 1.00 | 86.00 | unchanged | 0.00 | ||
| ASH | ashland inc | 0.00 | 50.00 | 2,396 | unchanged | 0.00 | ||
| BABA | alibaba group hldg ltd f | 0.01 | 100 | 17,873 | unchanged | 0.00 | ||
| BBAX | jpmorgan equity premium | 0.01 | 488 | 27,865 | reduced | -12.86 | ||
| BBW | build-a-bear workshop in | 0.00 | 3.00 | 196 | new | |||
| BKR | baker hughes co. a | 0.01 | 315 | 15,347 | unchanged | 0.00 | ||
| BMY | bristol myers squibb co | 0.00 | 274 | 12,345 | added | 1.48 | ||
| CAT | caterpillar inc | 0.20 | 1,056 | 503,870 | unchanged | 0.00 | ||
| CHWY | chewy inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||