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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
+9.53%
1 Year Est. Return
+82.16%
3 Year Est. Return
+179.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
+$12.6M
Cap. Flow
+$756K
Cap. Flow %
0.39%
Top 10 Hldgs %
98.12%
Holding
94
New
9
Increased
13
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$2.81M
2
MBLY icon
Mobileye
MBLY
+$712K
3
NVDA icon
NVIDIA
NVDA
+$84.9K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$57.7K
5
TSLA icon
Tesla
TSLA
+$26.7K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.94M
2
AAPL icon
Apple
AAPL
+$673K
3
XOM icon
ExxonMobil
XOM
+$175K
4
SMCI icon
Super Micro Computer
SMCI
+$119K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$50.3K

Sector Composition

Rank Sector Weight
1 Technology 37.54%
2 Consumer Discretionary 29.72%
3 Energy 17.57%
4 Communication Services 12.07%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.5T
$57.2M 29.14%
260,530
-9,473
-4% -$1.94M
AAPL icon
2
Apple
AAPL
$4.89T
$41.6M 21.23%
166,285
-2,855
-2% -$673K
XOM icon
3
ExxonMobil
XOM
$651B
$33.7M 17.18%
313,323
-1,500
-0.5% -$175K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.9T
$23.6M 12.02%
123,780
-285
-0.2% -$50.3K
MSFT icon
5
Microsoft
MSFT
$2.84T
$19.7M 10.05%
46,787
-4
-0% -$1.7K
NVDA icon
6
NVIDIA
NVDA
$5.01T
$8.36M 4.26%
62,238
+616
+1% +$84.9K
PLTR icon
7
Palantir
PLTR
$295B
$3.74M 1.91%
49,414
+48,272
+4,227% +$2.81M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.07M 1.57%
6,779
+125
+2% +$57.7K
MBLY icon
9
Mobileye
MBLY
$2.03B
$901K 0.46%
+45,221
New +$712K
HON icon
10
Honeywell
HON
$77.1B
$587K 0.3%
2,759
– –
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$389K 0.2%
664
+2
+0.3% +$1.18K
CAT icon
12
Caterpillar
CAT
$409B
$363K 0.18%
1,000
– –
WMT icon
13
Walmart Inc
WMT
$871B
$247K 0.13%
2,736
– –
PG icon
14
Procter & Gamble
PG
$343B
$246K 0.13%
1,468
– –
DE icon
15
Deere & Co
DE
$170B
$202K 0.1%
476
– –
CVX icon
16
Chevron
CVX
$388B
$185K 0.09%
1,274
-10
-0.8% -$1.53K
GS icon
17
Goldman Sachs
GS
$313B
$184K 0.09%
322
– –
PEP icon
18
PepsiCo
PEP
$186B
$145K 0.07%
951
– –
EPD icon
19
Enterprise Products Partners
EPD
$83.8B
$140K 0.07%
4,463
-817
-15% -$25.1K
TSLA icon
20
Tesla
TSLA
$1.24T
$131K 0.07%
324
+83
+34% +$26.7K
INTC icon
21
Intel
INTC
$466B
$124K 0.06%
6,170
+170
+3% +$3.83K
APA icon
22
APA Corp
APA
$12.8B
$118K 0.06%
5,099
– –
JPM icon
23
JPMorgan Chase
JPM
$939B
$103K 0.05%
430
– –
NKE icon
24
Nike
NKE
$61.9B
$82.3K 0.04%
1,087
+1
+0.1% +$79
PSX icon
25
Phillips 66
PSX
$82.9B
$78.9K 0.04%
692
+4
+0.6% +$509
1
2 3 4

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Miller Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Miller Wealth Advisors held 94 positions worth $196M, up 6.9% from $184M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors's Q4 2024 filing shows 9 new, 13 increased, 10 reduced and 3 closed positions. Its largest new stake was Mobileye: 45,221 shares worth $901K. The largest sale was Amazon, an estimated $1.94M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 37% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Miller Wealth Advisors's largest Q4 2024 buy was Mobileye: 45,221 shares worth $901K.
  • Miller Wealth Advisors added most to Palantir in Q4 2024, an estimated $2.81M increase.
  • Miller Wealth Advisors's biggest Q4 2024 reduction was Amazon, cutting an estimated $1.94M.
  • Miller Wealth Advisors fully exited Target in Q4 2024, selling an estimated $7.79K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $196M portfolio in Q4 2024.
  • Miller Wealth Advisors opened 9 new positions and closed 3 in Q4 2024.
  • Miller Wealth Advisors's portfolio value rose 6.9% quarter-over-quarter to $196M.

Based on Miller Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.