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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
AMZN icon
1
Amazon
AMZN
$2.5T
$58.2M 21.5%
252,175
-2,892
-1% -$662K
AAPL icon
2
Apple
AAPL
$4.89T
$43.9M 16.2%
161,314
-802
-0.5% -$215K
GOOG icon
3
Alphabet (Google) Class C
GOOG
$3.9T
$38.5M 14.22%
122,684
+121
+0.1% +$34.7K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.91T
$38.5M 14.22%
122,684
+121
+0.1% +$34.6K
XOM icon
5
ExxonMobil
XOM
$651B
$35.4M 13.07%
293,987
+1,765
+0.6% +$205K
MSFT icon
6
Microsoft
MSFT
$2.84T
$23.5M 8.69%
48,611
+78
+0.2% +$39.1K
NVDA icon
7
NVIDIA
NVDA
$5.01T
$13.3M 4.91%
71,307
+1,363
+2% +$254K
PLTR icon
8
Palantir
PLTR
$295B
$10.1M 3.72%
56,689
+1,459
+3% +$264K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.24M 1.2%
6,437
-773
-11% -$385K
CAT icon
10
Caterpillar
CAT
$409B
$605K 0.22%
1,056
– –
HON icon
11
Honeywell
HON
$77.1B
$507K 0.19%
2,600
-159
-6% -$31.1K
SPY icon
12
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$458K 0.17%
672
+2
+0.3% +$1.35K
MBLY icon
13
Mobileye
MBLY
$2.03B
$434K 0.16%
41,556
+600
+1% +$7.49K
WMT icon
14
Walmart Inc
WMT
$871B
$305K 0.11%
2,736
– –
GS icon
15
Goldman Sachs
GS
$313B
$283K 0.1%
322
– –
META icon
16
Meta Platforms (Facebook)
META
$1.51T
$264K 0.1%
400
– –
INTC icon
17
Intel
INTC
$466B
$228K 0.08%
6,170
– –
DE icon
18
Deere & Co
DE
$170B
$222K 0.08%
476
– –
CVX icon
19
Chevron
CVX
$388B
$201K 0.07%
1,320
+12
+0.9% +$1.83K
JPM icon
20
JPMorgan Chase
JPM
$939B
$139K 0.05%
430
– –
PEP icon
21
PepsiCo
PEP
$186B
$136K 0.05%
951
– –
APA icon
22
APA Corp
APA
$12.8B
$125K 0.05%
5,099
– –
HOOD icon
23
Robinhood
HOOD
$85.2B
$122K 0.04%
1,075
+595
+124% +$77.4K
NLR icon
24
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$112K 0.04%
900
– –
LLY icon
25
Eli Lilly
LLY
$1.07T
$107K 0.04%
100
– –
1
2 3 4 5

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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.