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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
SCHW
76
Charles Schwab
SCHW
$185B
$9.99K ﹤0.01%
100
– –
EMR icon
77
Emerson Electric
EMR
$84.2B
$9.95K ﹤0.01%
75
– –
CVS icon
78
CVS Health
CVS
$139B
$9.92K ﹤0.01%
125
– –
USAR
79
USA Rare Earth Inc
USAR
$3.41B
$9.52K ﹤0.01%
+800
New +$15.2K
BWXT icon
80
BWX Technologies
BWXT
$15.4B
$9.51K ﹤0.01%
+55
New +$10.3K
FIX icon
81
Comfort Systems
FIX
$56.9B
$9.33K ﹤0.01%
+10
New +$9.23K
CCJ icon
82
Cameco
CCJ
$37.7B
$9.15K ﹤0.01%
+100
New +$9.01K
MP icon
83
MP Materials
MP
$7.22B
$8.34K ﹤0.01%
+165
New +$10.5K
UNH icon
84
UnitedHealth
UNH
$390B
$8.25K ﹤0.01%
+25
New +$8.47K
FNUC
85
Frontier Nuclear and Minerals Inc
FNUC
$42.1M
$7.5K ﹤0.01%
+2,500
New +$9.44K
OKE icon
86
Oneok
OKE
$57.2B
$7.35K ﹤0.01%
100
– –
WBD icon
87
Warner Bros
WBD
$64.1B
$7.12K ﹤0.01%
247
– –
NNE
88
Nano Nuclear Energy
NNE
$858M
$6.6K ﹤0.01%
+275
New +$10.5K
OKLO
89
Oklo
OKLO
$6.81B
$6.46K ﹤0.01%
+90
New +$10K
JNJ icon
90
Johnson & Johnson
JNJ
$644B
$5.17K ﹤0.01%
25
– –
LUNR icon
91
Intuitive Machines
LUNR
$1.97B
$4.4K ﹤0.01%
271
– –
VVV icon
92
Valvoline
VVV
$5.07B
$3.98K ﹤0.01%
137
– –
FIS icon
93
Fidelity National Information Services
FIS
$23.4B
$3.32K ﹤0.01%
50
– –
QQQ icon
94
Invesco QQQ Trust
QQQ
$445B
$3.07K ﹤0.01%
5
– –
ASH icon
95
Ashland
ASH
$3.32B
$2.93K ﹤0.01%
50
– –
NTR icon
96
Nutrien
NTR
$33.6B
$2.78K ﹤0.01%
45
– –
DJT icon
97
Trump Media & Technology Group
DJT
$2.71B
$2.71K ﹤0.01%
205
– –
JOBY icon
98
Joby Aviation
JOBY
$7.03B
$2.64K ﹤0.01%
200
– –
SOFI icon
99
SoFi Technologies
SOFI
$19.4B
$2.62K ﹤0.01%
100
– –
PFE icon
100
Pfizer
PFE
$144B
$2.49K ﹤0.01%
100
– –
2 3
4
5 6

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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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CC
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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.