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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
+16.68%
1 Year Est. Return
+82.16%
3 Year Est. Return
+179.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$248M
AUM Growth
+$34.2M
Cap. Flow
+$2.82M
Cap. Flow %
1.14%
Top 10 Hldgs %
97.8%
Holding
111
New
11
Increased
21
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.02M
2
PLTR icon
Palantir
PLTR
+$893K
3
MSFT icon
Microsoft
MSFT
+$569K
4
META icon
Meta Platforms (Facebook)
META
+$298K
5
XOM icon
ExxonMobil
XOM
+$123K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$267K
2
AAPL icon
Apple
AAPL
+$166K
3
PG icon
Procter & Gamble
PG
+$143K
4
MBLY icon
Mobileye
MBLY
+$26.8K
5
TSLA icon
Tesla
TSLA
+$26K

Sector Composition

Rank Sector Weight
1 Technology 36.27%
2 Communication Services 24.25%
3 Consumer Discretionary 22.91%
4 Energy 13.62%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
51
Comcast
CMCSA
$85.8B
$24K 0.01%
764
– –
SO icon
52
Southern Company
SO
$109B
$23.7K 0.01%
250
– –
DG icon
53
Dollar General
DG
$27.8B
$23.3K 0.01%
225
+1
+0.4% +$110
APLD icon
54
Applied Digital
APLD
$7.66B
$22.9K 0.01%
+1,000
New +$14.8K
BP icon
55
BP
BP
$107B
$22.7K 0.01%
658
+9
+1% +$301
NFLX icon
56
Netflix
NFLX
$301B
$21.6K 0.01%
180
– –
LMT icon
57
Lockheed Martin
LMT
$134B
$21K 0.01%
42
– –
JEPQ icon
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.6B
$18.6K 0.01%
324
– –
BABA icon
59
Alibaba
BABA
$276B
$17.9K 0.01%
100
– –
AMD icon
60
Advanced Micro Devices
AMD
$741B
$17.6K 0.01%
109
+10
+10% +$1.61K
D icon
61
Dominion Energy
D
$62.1B
$17.1K 0.01%
280
– –
CINF icon
62
Cincinnati Financial
CINF
$28B
$15.8K 0.01%
100
– –
CLX icon
63
Clorox
CLX
$12.1B
$15.4K 0.01%
+125
New +$15.5K
BKR icon
64
Baker Hughes
BKR
$58B
$15.3K 0.01%
315
– –
SLG icon
65
SL Green Realty
SLG
$3.77B
$14.9K 0.01%
249
– –
LB
66
LandBridge Co
LB
$2.09B
$14.7K 0.01%
275
– –
CL icon
67
Colgate-Palmolive
CL
$74.2B
$14.6K 0.01%
183
– –
OVV icon
68
Ovintiv
OVV
$16.4B
$13.4K 0.01%
332
– –
BULL
69
Webull Corp
BULL
$3.87B
$13.3K 0.01%
+900
New +$12.8K
DUK icon
70
Duke Energy
DUK
$101B
$12.4K 0.01%
100
– –
BMY icon
71
Bristol-Myers Squibb
BMY
$130B
$12.3K 0.01%
274
+4
+1% +$187
TFC icon
72
Truist Financial
TFC
$64.7B
$11.4K ﹤0.01%
+250
New +$11.3K
GILD icon
73
Gilead Sciences
GILD
$167B
$11.1K ﹤0.01%
100
– –
AFG icon
74
American Financial Group
AFG
$12B
$10.9K ﹤0.01%
75
– –
EMR icon
75
Emerson Electric
EMR
$85B
$9.84K ﹤0.01%
75
– –
1 2
3
4 5

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CCC
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NCM
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KF
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BWG
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Miller Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Miller Wealth Advisors held 111 positions worth $248M, up 16% from $214M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors's Q3 2025 filing shows 11 new, 21 increased, 7 reduced and 2 closed positions. Its largest new stake was Meta Platforms (Facebook): 400 shares worth $294K. The largest sale was Amazon, an estimated $267K.

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

  • Miller Wealth Advisors's largest Q3 2025 buy was Meta Platforms (Facebook): 400 shares worth $294K.
  • Miller Wealth Advisors added most to NVIDIA in Q3 2025, an estimated $1.02M increase.
  • Miller Wealth Advisors's biggest Q3 2025 reduction was Amazon, cutting an estimated $267K.
  • Miller Wealth Advisors fully exited Solventum in Q3 2025, selling an estimated $5.08K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $248M portfolio in Q3 2025.
  • Miller Wealth Advisors opened 11 new positions and closed 2 in Q3 2025.
  • Miller Wealth Advisors's portfolio value rose 16% quarter-over-quarter to $248M.

Based on Miller Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.