Filed: 2/5/2025ACC: 0001639695-25-000003
📋 What this filing means
MILLER WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $196.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$196.14M
Total AUM (reported)
1.13M
Total Shares
Allocation by class
COM$195.57M99.7%
UIE$391.6K0.2%
MLP$140.0K0.1%
ADR$27.1K0.0%
UFO$4.7K0.0%
FGO$3.1K0.0%
FGC$2.0K0.0%
Portfolio Concentration
Top 3$132.50M67.6%
4–10$59.95M30.6%
11–25$2.74M1.4%
Rest$953.8K0.5%
Top 3 weight
67.6%
Top 10 weight
98.1%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings91
Rows:
AMAZON.COM INC
SOLEShares260.53K
TypeSH
Market value$57.16M
29.14%
Sole
0.00
Shared
0.00
None
260.53K
APPLE INC
SOLEShares166.28K
TypeSH
Market value$41.64M
21.23%
Sole
0.00
Shared
0.00
None
166.28K
EXXON MOBIL CORP
SOLEShares313.32K
TypeSH
Market value$33.70M
17.18%
Sole
0.00
Shared
0.00
None
313.32K
ALPHABET INC
SOLEShares123.78K
TypeSH
Market value$23.57M
12.02%
Sole
0.00
Shared
0.00
None
123.78K
MICROSOFT CORP
SOLEShares46.79K
TypeSH
Market value$19.72M
10.05%
Sole
0.00
Shared
0.00
None
46.79K
NVIDIA CORP
SOLEShares62.24K
TypeSH
Market value$8.36M
4.26%
Sole
0.00
Shared
0.00
None
62.24K
PALANTIR TECHNOLOGIES IN
SOLEShares49.41K
TypeSH
Market value$3.74M
1.91%
Sole
0.00
Shared
0.00
None
49.41K
BERKSHIRE HATHAWAY
SOLEShares6.78K
TypeSH
Market value$3.07M
1.57%
Sole
0.00
Shared
0.00
None
6.78K
MOBILEYE GLOBAL INC
SOLEShares45.22K
TypeSH
Market value$900.8K
0.46%
Sole
0.00
Shared
0.00
None
45.22K
HONEYWELL INTL INC
SOLEShares2.60K
TypeSH
Market value$587.3K
0.30%
Sole
0.00
Shared
0.00
None
2.60K
SPDR S&P 500 ETF IV
SOLEShares664.00
TypeSH
Market value$389.0K
0.20%
Sole
0.00
Shared
0.00
None
664.00
CATERPILLAR INC
SOLEShares1K
TypeSH
Market value$362.8K
0.18%
Sole
0.00
Shared
0.00
None
1K
WALMART INC
SOLEShares2.74K
TypeSH
Market value$247.2K
0.13%
Sole
0.00
Shared
0.00
None
2.74K
PROCTER & GAMBLE CO
SOLEShares1.47K
TypeSH
Market value$246.1K
0.13%
Sole
0.00
Shared
0.00
None
1.47K
DEERE & CO
SOLEShares476.00
TypeSH
Market value$201.7K
0.10%
Sole
0.00
Shared
0.00
None
476.00
CHEVRON CORP NEW
SOLEShares1.27K
TypeSH
Market value$184.6K
0.09%
Sole
0.00
Shared
0.00
None
1.27K
GOLDMAN SACHS GROUP INC
SOLEShares322.00
TypeSH
Market value$184.4K
0.09%
Sole
0.00
Shared
0.00
None
322.00
PEPSICO INC
SOLEShares951.00
TypeSH
Market value$144.6K
0.07%
Sole
0.00
Shared
0.00
None
951.00
ENTERPRISE PRODS PART LP
SOLEShares4.46K
TypeSH
Market value$140.0K
0.07%
Sole
0.00
Shared
0.00
None
4.46K
TESLA INC
SOLEShares324.00
TypeSH
Market value$130.8K
0.07%
Sole
0.00
Shared
0.00
None
324.00
INTEL CORP
SOLEShares6.17K
TypeSH
Market value$123.7K
0.06%
Sole
0.00
Shared
0.00
None
6.17K
APA CORP
SOLEShares5.10K
TypeSH
Market value$117.7K
0.06%
Sole
0.00
Shared
0.00
None
5.10K
JPMORGAN CHASE & CO
SOLEShares430.00
TypeSH
Market value$103.1K
0.05%
Sole
0.00
Shared
0.00
None
430.00
NIKE INC
SOLEShares1.09K
TypeSH
Market value$82.3K
0.04%
Sole
0.00
Shared
0.00
None
1.09K
PHILLIPS 66
SOLEShares692.00
TypeSH
Market value$78.9K
0.04%
Sole
0.00
Shared
0.00
None
692.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON.COM INCSOLE | COM | 260.53K | SH | $57.16M 29.14% | 0.00 | 0.00 | 260.53K |
APPLE INCSOLE | COM | 166.28K | SH | $41.64M 21.23% | 0.00 | 0.00 | 166.28K |
EXXON MOBIL CORPSOLE | COM | 313.32K | SH | $33.70M 17.18% | 0.00 | 0.00 | 313.32K |
ALPHABET INCSOLE | COM | 123.78K | SH | $23.57M 12.02% | 0.00 | 0.00 | 123.78K |
MICROSOFT CORPSOLE | COM | 46.79K | SH | $19.72M 10.05% | 0.00 | 0.00 | 46.79K |
NVIDIA CORPSOLE | COM | 62.24K | SH | $8.36M 4.26% | 0.00 | 0.00 | 62.24K |
PALANTIR TECHNOLOGIES INSOLE | COM | 49.41K | SH | $3.74M 1.91% | 0.00 | 0.00 | 49.41K |
BERKSHIRE HATHAWAYSOLE | COM | 6.78K | SH | $3.07M 1.57% | 0.00 | 0.00 | 6.78K |
MOBILEYE GLOBAL INCSOLE | COM | 45.22K | SH | $900.8K 0.46% | 0.00 | 0.00 | 45.22K |
HONEYWELL INTL INCSOLE | COM | 2.60K | SH | $587.3K 0.30% | 0.00 | 0.00 | 2.60K |
SPDR S&P 500 ETF IVSOLE | UIE | 664.00 | SH | $389.0K 0.20% | 0.00 | 0.00 | 664.00 |
CATERPILLAR INCSOLE | COM | 1K | SH | $362.8K 0.18% | 0.00 | 0.00 | 1K |
WALMART INCSOLE | COM | 2.74K | SH | $247.2K 0.13% | 0.00 | 0.00 | 2.74K |
PROCTER & GAMBLE COSOLE | COM | 1.47K | SH | $246.1K 0.13% | 0.00 | 0.00 | 1.47K |
DEERE & COSOLE | COM | 476.00 | SH | $201.7K 0.10% | 0.00 | 0.00 | 476.00 |
CHEVRON CORP NEWSOLE | COM | 1.27K | SH | $184.6K 0.09% | 0.00 | 0.00 | 1.27K |
GOLDMAN SACHS GROUP INCSOLE | COM | 322.00 | SH | $184.4K 0.09% | 0.00 | 0.00 | 322.00 |
PEPSICO INCSOLE | COM | 951.00 | SH | $144.6K 0.07% | 0.00 | 0.00 | 951.00 |
ENTERPRISE PRODS PART LPSOLE | MLP | 4.46K | SH | $140.0K 0.07% | 0.00 | 0.00 | 4.46K |
TESLA INCSOLE | COM | 324.00 | SH | $130.8K 0.07% | 0.00 | 0.00 | 324.00 |
INTEL CORPSOLE | COM | 6.17K | SH | $123.7K 0.06% | 0.00 | 0.00 | 6.17K |
APA CORPSOLE | COM | 5.10K | SH | $117.7K 0.06% | 0.00 | 0.00 | 5.10K |
JPMORGAN CHASE & COSOLE | COM | 430.00 | SH | $103.1K 0.05% | 0.00 | 0.00 | 430.00 |
NIKE INCSOLE | COM | 1.09K | SH | $82.3K 0.04% | 0.00 | 0.00 | 1.09K |
PHILLIPS 66SOLE | COM | 692.00 | SH | $78.9K 0.04% | 0.00 | 0.00 | 692.00 |
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