Filed: 5/13/2025ACC: 0001908158-25-000001
๐ What this filing means
MILLER WEALTH ADVISORS, LLC filed this quarterly 13FโHR report disclosing 100 equity positions with a total reported market value of $180.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$180.16M
Total AUM (reported)
1.14M
Total Shares
Allocation by class
COM$179.51M99.6%
UIE$446.1K0.2%
MLP$137.8K0.1%
ADR$34.8K0.0%
RET$26.9K0.0%
FGO$2.4K0.0%
FGC$2.2K0.0%
Portfolio Concentration
Top 3$123.31M68.4%
4โ10$52.99M29.4%
11โ25$2.72M1.5%
Rest$1.13M0.6%
Top 3 weight
68.4%
Top 10 weight
97.9%
Voting Authority Distribution
Total shares with voting rights: 1.14M
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
1.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings100
Rows:
AMAZON.COM INC
SOLEShares260.32K
TypeSH
Market value$49.53M
27.49%
Sole
0.00
Shared
0.00
None
260.32K
EXXON MOBIL CORP
SOLEShares312.07K
TypeSH
Market value$37.11M
20.60%
Sole
0.00
Shared
0.00
None
312.07K
APPLE INC
SOLEShares165.09K
TypeSH
Market value$36.67M
20.35%
Sole
0.00
Shared
0.00
None
165.09K
ALPHABET INC
SOLEShares124.11K
TypeSH
Market value$19.39M
10.76%
Sole
0.00
Shared
0.00
None
124.11K
MICROSOFT CORP
SOLEShares47.39K
TypeSH
Market value$17.79M
9.87%
Sole
0.00
Shared
0.00
None
47.39K
NVIDIA CORP
SOLEShares61.46K
TypeSH
Market value$6.66M
3.70%
Sole
0.00
Shared
0.00
None
61.46K
PALANTIR TECHNOLOGIES IN
SOLEShares49.95K
TypeSH
Market value$4.22M
2.34%
Sole
0.00
Shared
0.00
None
49.95K
BERKSHIRE HATHAWAY
SOLEShares7.01K
TypeSH
Market value$3.73M
2.07%
Sole
0.00
Shared
0.00
None
7.01K
MOBILEYE GLOBAL INC
SOLEShares45.43K
TypeSH
Market value$653.9K
0.36%
Sole
0.00
Shared
0.00
None
45.43K
HONEYWELL INTL INC
SOLEShares2.60K
TypeSH
Market value$550.5K
0.31%
Sole
0.00
Shared
0.00
None
2.60K
SPDR S&P 500 ETF
SOLEShares666.00
TypeSH
Market value$372.5K
0.21%
Sole
0.00
Shared
0.00
None
666.00
CATERPILLAR INC
SOLEShares1.06K
TypeSH
Market value$348.3K
0.19%
Sole
0.00
Shared
0.00
None
1.06K
PROCTER & GAMBLE CO
SOLEShares1.47K
TypeSH
Market value$250.2K
0.14%
Sole
0.00
Shared
0.00
None
1.47K
WALMART INC
SOLEShares2.74K
TypeSH
Market value$240.2K
0.13%
Sole
0.00
Shared
0.00
None
2.74K
DEERE & CO
SOLEShares476.00
TypeSH
Market value$223.4K
0.12%
Sole
0.00
Shared
0.00
None
476.00
CHEVRON CORP NEW
SOLEShares1.28K
TypeSH
Market value$215.0K
0.12%
Sole
0.00
Shared
0.00
None
1.28K
GOLDMAN SACHS GROUP INC
SOLEShares322.00
TypeSH
Market value$175.9K
0.10%
Sole
0.00
Shared
0.00
None
322.00
PEPSICO INC
SOLEShares951.00
TypeSH
Market value$142.6K
0.08%
Sole
0.00
Shared
0.00
None
951.00
INTEL CORP
SOLEShares6.17K
TypeSH
Market value$140.1K
0.08%
Sole
0.00
Shared
0.00
None
6.17K
ENTERPRISE PRODS PART LP
SOLEShares4.04K
TypeSH
Market value$137.8K
0.08%
Sole
0.00
Shared
0.00
None
4.04K
APA CORP
SOLEShares5.10K
TypeSH
Market value$107.2K
0.06%
Sole
0.00
Shared
0.00
None
5.10K
JPMORGAN CHASE & CO
SOLEShares430.00
TypeSH
Market value$105.5K
0.06%
Sole
0.00
Shared
0.00
None
430.00
TESLA INC
SOLEShares354.00
TypeSH
Market value$91.7K
0.05%
Sole
0.00
Shared
0.00
None
354.00
PHILLIPS 66
SOLEShares697.00
TypeSH
Market value$86.1K
0.05%
Sole
0.00
Shared
0.00
None
697.00
VALERO ENERGY CORP NEW
SOLEShares630.00
TypeSH
Market value$83.2K
0.05%
Sole
0.00
Shared
0.00
None
630.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON.COM INCSOLE | COM | 260.32K | SH | $49.53M 27.49% | 0.00 | 0.00 | 260.32K |
EXXON MOBIL CORPSOLE | COM | 312.07K | SH | $37.11M 20.60% | 0.00 | 0.00 | 312.07K |
APPLE INCSOLE | COM | 165.09K | SH | $36.67M 20.35% | 0.00 | 0.00 | 165.09K |
ALPHABET INCSOLE | COM | 124.11K | SH | $19.39M 10.76% | 0.00 | 0.00 | 124.11K |
MICROSOFT CORPSOLE | COM | 47.39K | SH | $17.79M 9.87% | 0.00 | 0.00 | 47.39K |
NVIDIA CORPSOLE | COM | 61.46K | SH | $6.66M 3.70% | 0.00 | 0.00 | 61.46K |
PALANTIR TECHNOLOGIES INSOLE | COM | 49.95K | SH | $4.22M 2.34% | 0.00 | 0.00 | 49.95K |
BERKSHIRE HATHAWAYSOLE | COM | 7.01K | SH | $3.73M 2.07% | 0.00 | 0.00 | 7.01K |
MOBILEYE GLOBAL INCSOLE | COM | 45.43K | SH | $653.9K 0.36% | 0.00 | 0.00 | 45.43K |
HONEYWELL INTL INCSOLE | COM | 2.60K | SH | $550.5K 0.31% | 0.00 | 0.00 | 2.60K |
SPDR S&P 500 ETFSOLE | UIE | 666.00 | SH | $372.5K 0.21% | 0.00 | 0.00 | 666.00 |
CATERPILLAR INCSOLE | COM | 1.06K | SH | $348.3K 0.19% | 0.00 | 0.00 | 1.06K |
PROCTER & GAMBLE COSOLE | COM | 1.47K | SH | $250.2K 0.14% | 0.00 | 0.00 | 1.47K |
WALMART INCSOLE | COM | 2.74K | SH | $240.2K 0.13% | 0.00 | 0.00 | 2.74K |
DEERE & COSOLE | COM | 476.00 | SH | $223.4K 0.12% | 0.00 | 0.00 | 476.00 |
CHEVRON CORP NEWSOLE | COM | 1.28K | SH | $215.0K 0.12% | 0.00 | 0.00 | 1.28K |
GOLDMAN SACHS GROUP INCSOLE | COM | 322.00 | SH | $175.9K 0.10% | 0.00 | 0.00 | 322.00 |
PEPSICO INCSOLE | COM | 951.00 | SH | $142.6K 0.08% | 0.00 | 0.00 | 951.00 |
INTEL CORPSOLE | COM | 6.17K | SH | $140.1K 0.08% | 0.00 | 0.00 | 6.17K |
ENTERPRISE PRODS PART LPSOLE | MLP | 4.04K | SH | $137.8K 0.08% | 0.00 | 0.00 | 4.04K |
APA CORPSOLE | COM | 5.10K | SH | $107.2K 0.06% | 0.00 | 0.00 | 5.10K |
JPMORGAN CHASE & COSOLE | COM | 430.00 | SH | $105.5K 0.06% | 0.00 | 0.00 | 430.00 |
TESLA INCSOLE | COM | 354.00 | SH | $91.7K 0.05% | 0.00 | 0.00 | 354.00 |
PHILLIPS 66SOLE | COM | 697.00 | SH | $86.1K 0.05% | 0.00 | 0.00 | 697.00 |
VALERO ENERGY CORP NEWSOLE | COM | 630.00 | SH | $83.2K 0.05% | 0.00 | 0.00 | 630.00 |
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