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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
+10.61%
1 Year Est. Return
+82.16%
3 Year Est. Return
+179.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$271M
AUM Growth
+$22.8M
Cap. Flow
-$255K
Cap. Flow %
-0.09%
Top 10 Hldgs %
97.96%
Holding
142
New
33
Increased
22
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$264K
2
NVDA icon
NVIDIA
NVDA
+$254K
3
XOM icon
ExxonMobil
XOM
+$205K
4
HOOD icon
Robinhood
HOOD
+$77.4K
5
MSFT icon
Microsoft
MSFT
+$39.1K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$662K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$385K
3
AAPL icon
Apple
AAPL
+$215K
4
MMM icon
3M
MMM
+$41.7K
5
HWM icon
Howmet Aerospace
HWM
+$39.2K

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Communication Services 28.58%
3 Consumer Discretionary 21.74%
4 Energy 13.36%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACHR icon
26
Archer Aviation
ACHR
$3.78B
$105K 0.04%
13,982
+2,000
+17% +$18.8K
VLO icon
27
Valero Energy
VLO
$90.5B
$105K 0.04%
643
+4
+0.6% +$678
EPD icon
28
Enterprise Products Partners
EPD
$82.5B
$101K 0.04%
3,158
-653
-17% -$20.6K
PSX icon
29
Phillips 66
PSX
$83.3B
$91.7K 0.03%
711
+4
+0.6% +$538
PG icon
30
Procter & Gamble
PG
$346B
$78.8K 0.03%
550
– –
NKE icon
31
Nike
NKE
$62.5B
$70.5K 0.03%
1,106
+5
+0.5% +$326
RKT icon
32
Rocket Companies
RKT
$38.2B
$67.3K 0.02%
3,475
+1,825
+111% +$32.6K
TSLA icon
33
Tesla
TSLA
$1.22T
$67K 0.02%
149
– –
ABBV icon
34
AbbVie
ABBV
$454B
$54.8K 0.02%
240
– –
COP icon
35
ConocoPhillips
COP
$141B
$52.2K 0.02%
557
+5
+0.9% +$452
AMAT icon
36
Applied Materials
AMAT
$410B
$51.4K 0.02%
200
– –
MS icon
37
Morgan Stanley
MS
$337B
$50.6K 0.02%
285
– –
PFG icon
38
Principal Financial Group
PFG
$24B
$34.9K 0.01%
396
– –
SOLS
39
Solstice Advanced Materials
SOLS
$9.62B
$31.6K 0.01%
+650
New +$30.6K
VZ icon
40
Verizon
VZ
$198B
$31.2K 0.01%
765
– –
ITW icon
41
Illinois Tool Works
ITW
$81.9B
$30.8K 0.01%
125
– –
DG icon
42
Dollar General
DG
$27.2B
$30.1K 0.01%
226
+1
+0.4% +$112
KO icon
43
Coca-Cola
KO
$362B
$27.3K 0.01%
390
– –
VRT icon
44
Vertiv
VRT
$110B
$26.2K 0.01%
162
– –
IREN icon
45
Iris Energy
IREN
$13B
$25.7K 0.01%
680
+480
+240% +$24.8K
OHI icon
46
Omega Healthcare
OHI
$15.3B
$25.4K 0.01%
573
– –
T icon
47
AT&T
T
$167B
$25.4K 0.01%
1,022
– –
OXY icon
48
Occidental Petroleum
OXY
$54.6B
$25.3K 0.01%
615
– –
APLD icon
49
Applied Digital
APLD
$7.54B
$24.5K 0.01%
1,000
– –
OPEN icon
50
Opendoor
OPEN
$3.71B
$23.7K 0.01%
+4,065
New +$29.1K
1
2
3 4 5

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Miller Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Miller Wealth Advisors held 142 positions worth $271M, up 9.2% from $248M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors's Q4 2025 filing shows 33 new, 22 increased, 11 reduced and 6 closed positions. Its largest new stake was Solstice Advanced Materials: 650 shares worth $31.6K. The largest sale was Amazon, an estimated $662K.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Miller Wealth Advisors's largest Q4 2025 buy was Solstice Advanced Materials: 650 shares worth $31.6K.
  • Miller Wealth Advisors added most to Palantir in Q4 2025, an estimated $264K increase.
  • Miller Wealth Advisors's biggest Q4 2025 reduction was Amazon, cutting an estimated $662K.
  • Miller Wealth Advisors fully exited 3M in Q4 2025, selling an estimated $41.7K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $271M portfolio in Q4 2025.
  • Miller Wealth Advisors opened 33 new positions and closed 6 in Q4 2025.
  • Miller Wealth Advisors's portfolio value rose 9.2% quarter-over-quarter to $271M.

Based on Miller Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.