MILLER WEALTH ADVISORS, LLC Portfolio Holdings
Q3 2025•104 long positions•$247.8M portfolio value
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Holding106 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $56.0M 22.6% | -$258.9K Sold | 0.002% 255.1K shares | 256.2K → 255.1K −$258.9K | -0.46% | $2.34T Mega Cap | Q4 2021 Held for 4 years | |
Consumer Electronics Technology | $41.3M 16.66% | -$187.4K Sold | 0.001% 162.1K shares | 162.9K → 162.1K −$187.4K | -0.45% | $3.78T Mega Cap | Q4 2021 Held for 4 years | |
Oil & Gas Integrated Energy | $32.9M 13.29% | +$124.5K Bought | 0.007% 292.2K shares | 291.1K → 292.2K +$124.5K | +0.38% | $480.68B Mega Cap | Q4 2021 Held for 4 years | |
Internet Content & Information Communication Services | $29.9M 12.04% | +$91.6K Bought | 0.001% 122.6K shares | 122.2K → 122.6K +$91.6K | +0.31% | $2.95T Mega Cap | Q2 2025 Held for 6 months | |
Internet Content & Information Communication Services | $29.9M 12.04% | +$91.6K Bought | 0.001% 122.6K shares | 122.2K → 122.6K +$91.6K | +0.31% | $2.95T Mega Cap | Q4 2021 Held for 4 years | |
Software - Infrastructure Technology | $25.1M 10.14% | +$578.0K Bought | 0.001% 48.5K shares | 47.4K → 48.5K +$578.0K | +2.35% | $3.85T Mega Cap | Q4 2021 Held for 4 years | |
Semiconductors Technology | $13.1M 5.27% | +$1.1M Bought | 0.0% 69.9K shares | 64.1K → 69.9K +$1.1M | +9.09% | $4.54T Mega Cap | Q4 2021 Held for 4 years | |
Software - Infrastructure Technology | $10.1M 4.07% | +$1.0M Bought | 0.002% 55.2K shares | 49.7K → 55.2K +$1.0M | +11.08% | $432.76B Mega Cap | Q4 2021 Held for 4 years | |
Insurance - Diversified Financial Services | $3.6M 1.46% | +$81.9K Bought | 0.0% 7.2K shares | 7.0K → 7.2K +$81.9K | +2.31% | $1.08T Mega Cap | Q4 2021 Held for 4 years | |
Auto - Parts Consumer Cyclical | $578.3K 0.233% | -$25.4K Sold | 0.005% 41.0K shares | 42.8K → 41.0K −$25.4K | -4.21% | $11.5B Large Cap | Q4 2024 Held for 1 year | |
Conglomerates Industrials | $547.3K 0.221% | — | 0.0% 2.6K shares | — | — | $133.65B Large Cap | Q4 2021 Held for 4 years | |
Agricultural - Machinery Industrials | $503.9K 0.203% | — | 0.0% 1.1K shares | — | — | $223.53B Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $446.2K 0.18% | +$1.3K Bought | — 670.0 shares | 668.0 → 670.0 +$1.3K | +0.3% | — — | Q4 2021 Held for 4 years | |
Internet Content & Information Communication Services | $293.8K 0.119% | +$293.8K Bought | 0.0% 400.0 shares | — | — | $1.84T Mega Cap | Q3 2025 Held for 3 months | |
Discount Stores Consumer Defensive | $282.0K 0.114% | — | 0.0% 2.7K shares | — | — | $821.68B Mega Cap | Q4 2021 Held for 4 years | |
Financial - Capital Markets Financial Services | $256.4K 0.103% | — | 0.0% 322.0 shares | — | — | $241.07B Mega Cap | Q4 2021 Held for 4 years | |
Agricultural - Machinery Industrials | $217.7K 0.088% | — | 0.0% 476.0 shares | — | — | $123.61B Large Cap | Q4 2021 Held for 4 years | |
Semiconductors Technology | $207.0K 0.084% | — | 0.0% 6.2K shares | — | — | $159.60B Large Cap | Q4 2021 Held for 4 years | |
Oil & Gas Integrated Energy | $203.1K 0.082% | +$1.7K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$1.7K | +0.85% | $312.88B Mega Cap | Q4 2021 Held for 4 years | |
Banks - Diversified Financial Services | $135.6K 0.055% | — | 0.0% 430.0 shares | — | — | $867.35B Mega Cap | Q4 2021 Held for 4 years | |
Beverages - Non-Alcoholic Consumer Defensive | $133.6K 0.054% | — | 0.0% 951.0 shares | — | — | $192.27B Large Cap | Q4 2021 Held for 4 years | |
Oil & Gas Exploration & Production Energy | $123.8K 0.05% | — | 0.001% 5.1K shares | — | — | $8.7B Mid Cap | Q4 2021 Held for 4 years | |
ETF ETF | $122.1K 0.049% | +$88.2K Bought | — 900.0 shares | 250.0 → 900.0 +$88.2K | +260.0% | — — | Q1 2025 Held for 9 months | |
Oil & Gas Midstream Energy | $119.2K 0.048% | -$7.4K Sold | 0.0% 3.8K shares | 4.0K → 3.8K −$7.4K | -5.88% | $67.7B Large Cap | Q4 2023 Held for 2 years | |
Aerospace & Defense Industrials | $114.8K 0.046% | +$28.7K Bought | 0.002% 12.0K shares | 9.0K → 12.0K +$28.7K | +33.4% | $6.2B Mid Cap | Q3 2024 Held for 1y 3m | |
Oil & Gas Refining & Marketing Energy | $108.7K 0.044% | +$850.9 Bought | 0.0% 639.0 shares | 634.0 → 639.0 +$850.9 | +0.79% | $52.9B Large Cap | Q4 2021 Held for 4 years | |
Oil & Gas Refining & Marketing Energy | $96.1K 0.039% | +$679.8 Bought | 0.0% 707.0 shares | 702.0 → 707.0 +$679.8 | +0.71% | $55.0B Large Cap | Q4 2021 Held for 4 years | |
Household & Personal Products Consumer Defensive | $84.5K 0.034% | -$141.1K Sold | 0.0% 550.0 shares | 1.5K → 550.0 −$141.1K | -62.53% | $359.62B Mega Cap | Q4 2021 Held for 4 years | |
Apparel - Footwear & Accessories Consumer Cyclical | $76.8K 0.031% | +$348.7 Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$348.7 | +0.46% | $102.98B Large Cap | Q4 2021 Held for 4 years | |
Drug Manufacturers - General Healthcare | $76.3K 0.031% | — | 0.0% 100.0 shares | — | — | $684.00B Mega Cap | Q4 2021 Held for 4 years | |
Software - Infrastructure Technology | $68.7K 0.028% | +$68.7K New | 0.0% 480.0 shares | 0 → 480.0 +$68.7K | New | $127.24B Large Cap | Q3 2025 Held for 3 months | |
Auto - Manufacturers Consumer Cyclical | $66.3K 0.027% | -$33.4K Sold | 0.0% 149.0 shares | 224.0 → 149.0 −$33.4K | -33.48% | $1.48T Mega Cap | Q4 2022 Held for 3 years | |
Drug Manufacturers - General Healthcare | $55.6K 0.022% | — | 0.0% 240.0 shares | — | — | $409.03B Mega Cap | Q4 2021 Held for 4 years | |
Oil & Gas Exploration & Production Energy | $52.2K 0.021% | +$378.5 Bought | 0.0% 552.0 shares | 548.0 → 552.0 +$378.5 | +0.73% | $118.14B Large Cap | Q4 2021 Held for 4 years | |
Financial - Capital Markets Financial Services | $45.3K 0.018% | — | 0.0% 285.0 shares | — | — | $253.75B Mega Cap | Q4 2021 Held for 4 years | |
Conglomerates Industrials | $41.7K 0.017% | — | 0.0% 269.0 shares | — | — | $82.7B Large Cap | Q4 2021 Held for 4 years | |
Semiconductors Technology | $40.9K 0.017% | +$40.9K New | 0.0% 200.0 shares | 0 → 200.0 +$40.9K | New | $163.10B Large Cap | Q3 2025 Held for 3 months | |
Industrial - Machinery Industrials | $39.2K 0.016% | — | 0.0% 200.0 shares | — | — | $79.1B Large Cap | Q1 2025 Held for 9 months | |
Restaurants Consumer Cyclical | $38.0K 0.015% | +$38.0K New | 0.0% 125.0 shares | 0 → 125.0 +$38.0K | New | $216.86B Mega Cap | Q3 2025 Held for 3 months | |
Telecommunications Services Communication Services | $33.6K 0.014% | — | 0.0% 765.0 shares | — | — | $185.31B Large Cap | Q4 2021 Held for 4 years | |
Insurance - Diversified Financial Services | $32.8K 0.013% | — | 0.0% 396.0 shares | — | — | $18.5B Large Cap | Q4 2021 Held for 4 years | |
Industrial - Machinery Industrials | $32.6K 0.013% | — | 0.0% 125.0 shares | — | — | $76.0B Large Cap | Q4 2021 Held for 4 years | |
Computer Hardware Technology | $32.1K 0.013% | — | 0.0% 220.0 shares | — | — | $183.14B Large Cap | Q4 2024 Held for 1 year | |
Financial - Mortgages Financial Services | $32.0K 0.013% | +$12.6K Bought | 0.0% 1.7K shares | 1.0K → 1.7K +$12.6K | +65.0% | $40.8B Large Cap | Q2 2025 Held for 6 months | |
Oil & Gas Exploration & Production Energy | $29.1K 0.012% | — | 0.0% 615.0 shares | — | — | $46.5B Large Cap | Q4 2021 Held for 4 years | |
Telecommunications Services Communication Services | $28.9K 0.012% | — | 0.0% 1.0K shares | — | — | $201.93B Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $27.9K 0.011% | -$4.1K Sold | — 488.0 shares | 560.0 → 488.0 −$4.1K | -12.86% | — — | Q4 2023 Held for 2 years | |
Beverages - Non-Alcoholic Consumer Defensive | $25.9K 0.01% | — | 0.0% 390.0 shares | — | — | $285.42B Mega Cap | Q4 2021 Held for 4 years | |
Electrical Equipment & Parts Industrials | $24.4K 0.01% | +$24.4K Bought | 0.0% 162.0 shares | — | — | $57.6B Large Cap | Q3 2025 Held for 3 months | |
REIT - Healthcare Facilities Real Estate | $24.2K 0.01% | — | 0.0% 573.0 shares | — | — | $12.5B Large Cap | Q1 2025 Held for 9 months |
