Miller Wealth Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $50.3M, Apple Inc. with a value of $39.4M, Exxon Mobil Corp with a value of $36.9M, Alphabet Inc. with a value of $20.7M, and Microsoft Corp with a value of $20.1M.

Examining the 13F form we can see an decrease of $2.47M in the current position value, from $185M to 182M.

Below you can find more details about Miller Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Technology: $67.3 Million
Consumer Cyclical: $50.5 Million
Energy: $37.7 Million
Communication Services: $20.9 Million
Financial Services: $3.41 Million
Industrials: $1.23 Million
Consumer Defensive: $667,000
ETFs: $381,000
Other: $253,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $182 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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