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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
AMZN icon
1
Amazon
AMZN
$2.47T
$56M 22.6%
255,067
-1,179
-0.5% -$267K
AAPL icon
2
Apple
AAPL
$4.96T
$41.3M 16.66%
162,116
-736
-0.5% -$166K
XOM icon
3
ExxonMobil
XOM
$644B
$32.9M 13.29%
292,222
+1,104
+0.4% +$123K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.02T
$29.9M 12.04%
122,563
+376
+0.3% +$79K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.02T
$29.9M 12.04%
122,563
+376
+0.3% +$78.8K
MSFT icon
6
Microsoft
MSFT
$2.94T
$25.1M 10.14%
48,533
+1,116
+2% +$569K
NVDA icon
7
NVIDIA
NVDA
$4.76T
$13.1M 5.27%
69,944
+5,828
+9% +$1.02M
PLTR icon
8
Palantir
PLTR
$289B
$10.1M 4.07%
55,230
+5,511
+11% +$893K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.62M 1.46%
7,210
+163
+2% +$79K
MBLY icon
10
Mobileye
MBLY
$2.05B
$578K 0.23%
40,956
-1,800
-4% -$26.8K
HON icon
11
Honeywell
HON
$78.3B
$547K 0.22%
2,759
– –
CAT icon
12
Caterpillar
CAT
$381B
$504K 0.2%
1,056
– –
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$446K 0.18%
670
+2
+0.3% +$1.28K
META icon
14
Meta Platforms (Facebook)
META
$1.5T
$294K 0.12%
+400
New +$298K
WMT icon
15
Walmart Inc
WMT
$917B
$282K 0.11%
2,736
– –
GS icon
16
Goldman Sachs
GS
$304B
$256K 0.1%
322
– –
DE icon
17
Deere & Co
DE
$171B
$218K 0.09%
476
– –
INTC icon
18
Intel
INTC
$435B
$207K 0.08%
6,170
– –
CVX icon
19
Chevron
CVX
$380B
$203K 0.08%
1,308
+11
+0.8% +$1.7K
JPM icon
20
JPMorgan Chase
JPM
$947B
$136K 0.05%
430
– –
PEP icon
21
PepsiCo
PEP
$197B
$134K 0.05%
951
– –
APA icon
22
APA Corp
APA
$12.4B
$124K 0.05%
5,099
– –
NLR icon
23
VanEck Uranium + Nuclear Energy ETF
NLR
$3.79B
$122K 0.05%
900
+650
+260% +$77.4K
EPD icon
24
Enterprise Products Partners
EPD
$84.8B
$119K 0.05%
3,811
-238
-6% -$7.51K
ACHR icon
25
Archer Aviation
ACHR
$3.65B
$115K 0.05%
11,982
+3,000
+33% +$29.7K
1
2 3 4 5

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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.