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MWA

Miller Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 82.16%
This Fund
S&P 500
This Quarter Est. Return
+12.08%
1 Year Est. Return
+82.16%
3 Year Est. Return
+179.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$33.5M
Cap. Flow
+$16.5M
Cap. Flow %
7.7%
Top 10 Hldgs %
97.83%
Holding
104
New
5
Increased
16
Reduced
9
Closed
4

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20M
2
NVDA icon
NVIDIA
NVDA
+$334K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.3K
4
ACHR icon
Archer Aviation
ACHR
+$18.7K
5
RKT icon
Rocket Companies
RKT
+$13K

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$2.24M
2
AMZN icon
Amazon
AMZN
+$806K
3
AAPL icon
Apple
AAPL
+$452K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K
5
MBLY icon
Mobileye
MBLY
+$40.8K

Sector Composition

Rank Sector Weight
1 Technology 34.67%
2 Consumer Discretionary 26.75%
3 Communication Services 20.34%
4 Energy 15.03%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
26
Phillips 66
PSX
$83.2B
$83.8K 0.04%
702
+5
+0.7% +$560
LLY icon
27
Eli Lilly
LLY
$1.09T
$78K 0.04%
100
– –
NKE icon
28
Nike
NKE
$63.6B
$77.9K 0.04%
1,096
+5
+0.5% +$300
TSLA icon
29
Tesla
TSLA
$1.21T
$71.2K 0.03%
224
-130
-37% -$39.2K
COP icon
30
ConocoPhillips
COP
$139B
$49.2K 0.02%
548
+5
+0.9% +$450
ABBV icon
31
AbbVie
ABBV
$470B
$44.5K 0.02%
240
– –
MMM icon
32
3M
MMM
$93.7B
$41K 0.02%
269
– –
MS icon
33
Morgan Stanley
MS
$332B
$40.1K 0.02%
285
– –
HWM icon
34
Howmet Aerospace
HWM
$114B
$37.2K 0.02%
200
– –
VZ icon
35
Verizon
VZ
$202B
$33.1K 0.02%
765
– –
JEPI icon
36
JPMorgan Equity Premium Income ETF
JEPI
$46B
$31.8K 0.01%
560
-72
-11% -$3.99K
PFG icon
37
Principal Financial Group
PFG
$24.5B
$31.5K 0.01%
396
– –
ITW icon
38
Illinois Tool Works
ITW
$85.4B
$30.9K 0.01%
125
– –
T icon
39
AT&T
T
$170B
$29.6K 0.01%
1,022
– –
NLR icon
40
VanEck Uranium + Nuclear Energy ETF
NLR
$3.79B
$27.8K 0.01%
250
– –
KO icon
41
Coca-Cola
KO
$378B
$27.6K 0.01%
390
– –
CMCSA icon
42
Comcast
CMCSA
$85.5B
$27.3K 0.01%
764
– –
OXY icon
43
Occidental Petroleum
OXY
$54.1B
$25.8K 0.01%
615
– –
DG icon
44
Dollar General
DG
$27.6B
$25.6K 0.01%
224
+2
+0.9% +$199
NFLX icon
45
Netflix
NFLX
$304B
$24.1K 0.01%
180
– –
SO icon
46
Southern Company
SO
$110B
$23K 0.01%
250
– –
ANET icon
47
Arista Networks
ANET
$213B
$22.5K 0.01%
220
– –
OHI icon
48
Omega Healthcare
OHI
$15.4B
$21K 0.01%
573
– –
LMT icon
49
Lockheed Martin
LMT
$134B
$19.5K 0.01%
42
– –
BP icon
50
BP
BP
$108B
$19.4K 0.01%
649
+11
+2% +$323
1
2
3 4

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Miller Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Miller Wealth Advisors held 104 positions worth $214M, up 19% from $180M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors deployed $16.5M of net new capital in Q2 2025, opening 5 new positions and adding to 16 existing holdings. Its largest new stake was Alphabet (Google) Class A: 122,187 shares worth $21.7M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 36% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was ExxonMobil, an estimated $2.24M trimmed.

  • Miller Wealth Advisors's largest Q2 2025 buy was Alphabet (Google) Class A: 122,187 shares worth $21.7M.
  • Miller Wealth Advisors added most to NVIDIA in Q2 2025, an estimated $334K increase.
  • Miller Wealth Advisors's biggest Q2 2025 reduction was ExxonMobil, cutting an estimated $2.24M.
  • Miller Wealth Advisors fully exited Super Micro Computer in Q2 2025, selling an estimated $12.5K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $214M portfolio in Q2 2025.
  • Miller Wealth Advisors opened 5 new positions and closed 4 in Q2 2025.
  • Miller Wealth Advisors's portfolio value rose 19% quarter-over-quarter to $214M.

Based on Miller Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.