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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
+12.08%
1 Year Est. Return
+82.16%
3 Year Est. Return
+179.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$33.5M
Cap. Flow
+$16.5M
Cap. Flow %
7.7%
Top 10 Hldgs %
97.83%
Holding
104
New
5
Increased
16
Reduced
9
Closed
4

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20M
2
NVDA icon
NVIDIA
NVDA
+$334K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.3K
4
ACHR icon
Archer Aviation
ACHR
+$18.7K
5
RKT icon
Rocket Companies
RKT
+$13K

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$2.24M
2
AMZN icon
Amazon
AMZN
+$806K
3
AAPL icon
Apple
AAPL
+$452K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K
5
MBLY icon
Mobileye
MBLY
+$40.8K

Sector Composition

Rank Sector Weight
1 Technology 34.67%
2 Consumer Discretionary 26.75%
3 Communication Services 20.34%
4 Energy 15.03%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.49T
$56.2M 26.31%
256,246
-4,073
-2% -$806K
AAPL icon
2
Apple
AAPL
$4.99T
$33.4M 15.64%
162,852
-2,239
-1% -$452K
XOM icon
3
ExxonMobil
XOM
$633B
$31.4M 14.69%
291,118
-20,956
-7% -$2.24M
MSFT icon
4
Microsoft
MSFT
$2.97T
$23.6M 11.04%
47,417
+29
+0.1% +$12.6K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.1T
$21.7M 10.14%
122,187
-1,921
-2% -$317K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.1T
$21.7M 10.14%
+122,187
New +$20M
NVDA icon
7
NVIDIA
NVDA
$4.79T
$10.1M 4.74%
64,116
+2,658
+4% +$334K
PLTR icon
8
Palantir
PLTR
$299B
$6.78M 3.17%
49,719
-229
-0.5% -$26.9K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.42M 1.6%
7,047
+38
+0.5% +$19.3K
MBLY icon
10
Mobileye
MBLY
$2.13B
$769K 0.36%
42,756
-2,670
-6% -$40.8K
HON icon
11
Honeywell
HON
$78.6B
$605K 0.28%
2,759
– –
SPY icon
12
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$413K 0.19%
668
+2
+0.3% +$1.14K
CAT icon
13
Caterpillar
CAT
$384B
$410K 0.19%
1,056
– –
WMT icon
14
Walmart Inc
WMT
$902B
$268K 0.13%
2,736
– –
DE icon
15
Deere & Co
DE
$171B
$242K 0.11%
476
– –
PG icon
16
Procter & Gamble
PG
$352B
$234K 0.11%
1,468
– –
GS icon
17
Goldman Sachs
GS
$307B
$228K 0.11%
322
– –
CVX icon
18
Chevron
CVX
$374B
$186K 0.09%
1,297
+12
+0.9% +$1.69K
INTC icon
19
Intel
INTC
$438B
$138K 0.06%
6,170
– –
EPD icon
20
Enterprise Products Partners
EPD
$83.3B
$126K 0.06%
4,049
+13
+0.3% +$405
PEP icon
21
PepsiCo
PEP
$194B
$126K 0.06%
951
– –
JPM icon
22
JPMorgan Chase
JPM
$946B
$125K 0.06%
430
– –
ACHR icon
23
Archer Aviation
ACHR
$3.68B
$97.5K 0.05%
8,982
+2,000
+29% +$18.7K
APA icon
24
APA Corp
APA
$12.2B
$93.3K 0.04%
5,099
– –
VLO icon
25
Valero Energy
VLO
$89.5B
$85.3K 0.04%
634
+4
+0.6% +$498
1
2 3 4

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Miller Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Miller Wealth Advisors held 104 positions worth $214M, up 19% from $180M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors deployed $16.5M of net new capital in Q2 2025, opening 5 new positions and adding to 16 existing holdings. Its largest new stake was Alphabet (Google) Class A: 122,187 shares worth $21.7M.

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

On the sell side, the largest reduction was ExxonMobil, an estimated $2.24M trimmed.

  • Miller Wealth Advisors's largest Q2 2025 buy was Alphabet (Google) Class A: 122,187 shares worth $21.7M.
  • Miller Wealth Advisors added most to NVIDIA in Q2 2025, an estimated $334K increase.
  • Miller Wealth Advisors's biggest Q2 2025 reduction was ExxonMobil, cutting an estimated $2.24M.
  • Miller Wealth Advisors fully exited Super Micro Computer in Q2 2025, selling an estimated $12.5K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $214M portfolio in Q2 2025.
  • Miller Wealth Advisors opened 5 new positions and closed 4 in Q2 2025.
  • Miller Wealth Advisors's portfolio value rose 19% quarter-over-quarter to $214M.

Based on Miller Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.