MILLER WEALTH ADVISORS, LLC logo

MILLER WEALTH ADVISORS, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MILLER WEALTH ADVISORS, LLC with $247.8M in long positions as of Q3 2025, 36% allocated to Technology, and 98% concentrated in top 10 positions.

Portfolio Value
$247.8M
Top 10 Concentration
98%
Top Sector
Technology (36%)
US Exposure
100%
Market Cap Focus
Mega Cap
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 36.30%TechnologyCommunication Services: 24.30%Communication ServicesConsumer Cyclical: 22.90%Consumer CyclicalEnergy: 13.60%EnergyFinancial Services: 1.70%Industrials: 0.60%ETF: 0.20%Consumer Defensive: 0.20%Healthcare: 0.10%
Technology
36.30%
Communication Services
24.30%
Consumer Cyclical
22.90%
Energy
13.60%
Financial Services
1.70%
Industrials
0.60%
ETF
0.20%
Consumer Defensive
0.20%
Healthcare
0.10%

Industry Breakdown

48 industries across all sectors

Internet Content & Information: 24.21%Internet Content & InformationSpecialty Retail: 22.60%Specialty RetailConsumer Electronics: 16.66%Consumer ElectronicsSoftware - Infrastructure: 14.24%Software - InfrastructureOil & Gas Integrated: 13.38%Oil & Gas IntegratedSemiconductors: 5.37%42 more: 3.52%
Internet Content & Information
Communication Services
24.21%
Specialty Retail
Consumer Cyclical
22.60%
Consumer Electronics
Technology
16.66%
Software - Infrastructure
Technology
14.24%
Oil & Gas Integrated
Energy
13.38%
Semiconductors
Technology
5.37%
Insurance - Diversified
Financial Services
1.48%
Agricultural - Machinery
Industrials
0.29%
ETF
ETF
0.25%
Conglomerates
Industrials
0.24%
Auto - Parts
Consumer Cyclical
0.23%
Financial - Capital Markets
Financial Services
0.14%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 98.44%Mega Cap (> $200B)Large Cap ($10B - $200B): 1.16%Mid Cap ($2B - $10B): 0.12%Small Cap ($300M - $2B): 0.01%N/A (ETF or Unknown): 0.27%
Mega Cap (> $200B)
98.44%
Large Cap ($10B - $200B)
1.16%
Mid Cap ($2B - $10B)
0.12%
Small Cap ($300M - $2B)
0.01%
N/A (ETF or Unknown)
0.27%

Portfolio Concentration

Top 10 Holdings %
97.81%
Top 20 Holdings %
99.05%
Top 50 Holdings %
99.79%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.76%
International
0.238%
Countries
4
Largest Int'l Market
Israel - 0.23%
United States of America
99.76% ($247.2M)
101 holdings
Israel
0.23% ($578.3K)
1 holdings
Australia
0.00% ($9.4K)
1 holdings
Canada
0.00% ($2.6K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
12.4 quarters
Avg. Top 20
13 quarters
Avg. All Positions
9.8 quarters
Median Holding Period
15 quarters
Persistence Rate
72.12%
Persistent Holdings Weight
87.37%
Persistent Positions
75
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 15 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.009%
Avg. Position Weight
0.96%
Largest Position
Amazon.Com Inc logo
Amazon.Com IncAMZN - 22.60%
Largest Ownership Stake
Exxon Mobil Corporation logo
Exxon Mobil CorporationXOM - 0.01%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2021)

Avg. New Position
0.75%
Avg. Ownership Stake
0.003%
Largest Position
Tesla, Inc. Common Stock logo
Tesla, Inc. Common StockTSLA - 54.29% (Q1 2023)
Largest Ownership Stake
American Financial Group, Inc. logo
American Financial Group, Inc.AFG - 0.01% (Q1 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
0.9%
Value Traded
$2.20M
Positions Added
9
Positions Exited
2

Historical (Since Q4 2021)

Avg. Turnover Ratio
15.1%
Avg. Positions Added
10
Avg. Positions Exited
7
Highest Turnover
109.7%
Q1 2023
Lowest Turnover
0.3%
Q3 2023

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.