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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
BP icon
51
BP
BP
$107B
$23.2K 0.01%
668
+10
+2% +$351
JEPI icon
52
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$21.9K 0.01%
382
-106
-22% -$6.05K
SO icon
53
Southern Company
SO
$109B
$21.8K 0.01%
250
– –
MCD icon
54
McDonald's
MCD
$194B
$21.4K 0.01%
70
-55
-44% -$16.8K
LMT icon
55
Lockheed Martin
LMT
$134B
$20.3K 0.01%
42
– –
AMD icon
56
Advanced Micro Devices
AMD
$741B
$19.1K 0.01%
89
-20
-18% -$4.49K
JEPQ icon
57
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.6B
$18.8K 0.01%
324
– –
CMCSA icon
58
Comcast
CMCSA
$85.8B
$18.8K 0.01%
629
-135
-18% -$3.85K
NFLX icon
59
Netflix
NFLX
$301B
$16.9K 0.01%
180
– –
D icon
60
Dominion Energy
D
$62.1B
$16.4K 0.01%
280
– –
CINF icon
61
Cincinnati Financial
CINF
$28.3B
$16.3K 0.01%
100
– –
BMY icon
62
Bristol-Myers Squibb
BMY
$130B
$15K 0.01%
277
+3
+1% +$144
BABA icon
63
Alibaba
BABA
$276B
$14.7K 0.01%
100
– –
CL icon
64
Colgate-Palmolive
CL
$74.2B
$14.5K 0.01%
183
– –
BKR icon
65
Baker Hughes
BKR
$58B
$14.3K 0.01%
315
– –
LB
66
LandBridge Co
LB
$2.09B
$14.2K 0.01%
290
+15
+5% +$872
OVV icon
67
Ovintiv
OVV
$16.4B
$13K ﹤0.01%
332
– –
CLX icon
68
Clorox
CLX
$12.1B
$12.6K ﹤0.01%
125
– –
TFC icon
69
Truist Financial
TFC
$64.7B
$12.3K ﹤0.01%
250
– –
GILD icon
70
Gilead Sciences
GILD
$167B
$12.3K ﹤0.01%
100
– –
GME icon
71
GameStop
GME
$9.94B
$12K ﹤0.01%
+600
New +$13.5K
DUK icon
72
Duke Energy
DUK
$101B
$11.7K ﹤0.01%
100
– –
SLG icon
73
SL Green Realty
SLG
$3.77B
$11.4K ﹤0.01%
249
– –
MRK icon
74
Merck
MRK
$326B
$10.5K ﹤0.01%
100
– –
AFG icon
75
American Financial Group
AFG
$12B
$10.3K ﹤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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CB
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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.