MILLER WEALTH ADVISORS, LLC

RIA/Wealth

MILLER WEALTH ADVISORS, LLC is a RIA/Wealth led by Bert Earl Miller, managing $247.8M across 104 long positions as of Q3 2025 with 36% Technology concentration, 98% concentrated in top 10 holdings, and 23% allocation to AMZN.

Managing PartnerBert Earl Miller

Portfolio Value: $247.8M
Positions: 104
Top Holding: AMZN at 22.6%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in MILLER WEALTH ADVISORS, LLC's portfolio (97.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amazon AMZN	Specialty Retail Consumer Cyclical	$56.0M	22.60%	-$258.9K Sold	0.00% 255.1K shares	Q4 2021 Held for 4 years
2 Apple AAPL	Consumer Electronics Technology	$41.3M	16.66%	-$187.4K Sold	0.00% 162.1K shares	Q4 2021 Held for 4 years
3 Exxon Mobil XOM	Oil & Gas Integrated Energy	$32.9M	13.29%	+$124.5K Bought	0.01% 292.2K shares	Q4 2021 Held for 4 years
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$29.9M	12.04%	+$91.6K Bought	0.00% 122.6K shares	Q4 2021 Held for 4 years
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$29.9M	12.04%	+$91.6K Bought	0.00% 122.6K shares	Q2 2025 Held for 6 months
6 Microsoft MSFT	Software - Infrastructure Technology	$25.1M	10.14%	+$578.0K Bought	0.00% 48.5K shares	Q4 2021 Held for 4 years
7 Nvidia NVDA	Semiconductors Technology	$13.1M	5.27%	+$1.1M Bought	0.00% 69.9K shares	Q4 2021 Held for 4 years
8 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$10.1M	4.07%	+$1.0M Bought	0.00% 55.2K shares	Q4 2021 Held for 4 years
9 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$3.6M	1.46%	+$81.9K Bought	0.00% 7.2K shares	Q4 2021 Held for 4 years
10 Mobileye Global Inc. MBLY	Auto - Parts Consumer Cyclical	$578.3K	0.23%	-$25.4K Sold	0.01% 41.0K shares	Q4 2024 Held for 1 year

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MILLER WEALTH ADVISORS, LLC's latest filing

See all changes

GthenC

Market Value

$247.8M

Prior: $213.7M

Q/Q Change

+15.99%

+$34.2M

Net Flows % of MV

+1.11%

Turnover Ratio

0.886%

New Purchases

9 stocks

$211.6K

Added To

21 stocks

+$3.2M

Sold Out Of

2 stocks

$5.5K

Reduced Holdings

7 stocks

-$657.7K

Increased Positions

Position	Shares Δ	Change
1 Robinhood Markets, Inc. HOOD	New	0 → 480.0 +$68.7K
2 Applied Materials AMAT	New	0 → 200.0 +$40.9K
3 McDonald's MCD	New	0 → 125.0 +$38.0K
4 Applied Digital APLD	New	0 → 1.0K +$22.9K
5 Clorox CLX	New	0 → 125.0 +$15.4K

Decreased Positions

Position	Shares Δ	Change
1 Solventum SOLV	Sold	67.0 → 0 −$5.1K
2 Chewy CHWY	Sold	10.0 → 0 −$426.0
3 Procter & Gamble PG	-62.53%	1.5K → 550.0 −$141.1K
4 Tesla, Inc. TSLA	-33.48%	224.0 → 149.0 −$33.4K
5 JPMorgan Equity Premium Income JEPI	-12.86%	560.0 → 488.0 −$4.1K