MILLER WEALTH ADVISORS, LLC

PrivateCIK: 1908158
Location

RIDGEWAY, CO

๐Ÿ“‹ What this filing means

MILLER WEALTH ADVISORS, LLC filed this quarterly 13Fโ€‘HR report disclosing 100 equity positions with a total reported market value of $213.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

100
Positions
$213.68M
Total AUM (reported)
1.23M
Total Shares

Allocation by class

TOTAL AUM$213.68M100 positions
COM$212.99M99.7%
UIE$492.8K0.2%
MLP$125.6K0.1%
ADR$30.8K0.0%
RET$30.3K0.0%
FGO$5.0K0.0%
FGC$2.6K0.0%

Portfolio Concentration

Top 356.6%4โ€“1041.2%11โ€“251.6%Rest0.6%TOP 1097.8%0%100%
Top 3$121.01M56.6%
4โ€“10$88.03M41.2%
11โ€“25$3.38M1.6%
Rest$1.26M0.6%

Top 3 weight

56.6%

Top 10 weight

97.8%

Voting Authority Distribution

Total shares with voting rights: 1.23M

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

1.23M

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

SOLE
COM
Shares256.25K
TypeSH
Market value$56.22M
26.31%
Sole
0.00
Shared
0.00
None
256.25K

APPLE INC

SOLE
COM
Shares162.85K
TypeSH
Market value$33.41M
15.64%
Sole
0.00
Shared
0.00
None
162.85K

EXXON MOBIL CORP

SOLE
COM
Shares291.12K
TypeSH
Market value$31.38M
14.69%
Sole
0.00
Shared
0.00
None
291.12K

MICROSOFT CORP

SOLE
COM
Shares47.42K
TypeSH
Market value$23.59M
11.04%
Sole
0.00
Shared
0.00
None
47.42K

ALPHABET INC

SOLE
COM
Shares122.19K
TypeSH
Market value$21.67M
10.14%
Sole
0.00
Shared
0.00
None
122.19K

ALPHABET INC

SOLE
COM
Shares122.19K
TypeSH
Market value$21.67M
10.14%
Sole
0.00
Shared
0.00
None
122.19K

NVIDIA CORP

SOLE
COM
Shares64.12K
TypeSH
Market value$10.13M
4.74%
Sole
0.00
Shared
0.00
None
64.12K

PALANTIR TECHNOLOGIES IN

SOLE
COM
Shares49.72K
TypeSH
Market value$6.78M
3.17%
Sole
0.00
Shared
0.00
None
49.72K

BERKSHIRE HATHAWAY

SOLE
COM
Shares7.05K
TypeSH
Market value$3.42M
1.60%
Sole
0.00
Shared
0.00
None
7.05K

MOBILEYE GLOBAL INC

SOLE
COM
Shares42.76K
TypeSH
Market value$768.8K
0.36%
Sole
0.00
Shared
0.00
None
42.76K

HONEYWELL INTL INC

SOLE
COM
Shares2.60K
TypeSH
Market value$605.5K
0.28%
Sole
0.00
Shared
0.00
None
2.60K

SPDR S&P 500 ETF

SOLE
UIE
Shares668.00
TypeSH
Market value$412.7K
0.19%
Sole
0.00
Shared
0.00
None
668.00

CATERPILLAR INC

SOLE
COM
Shares1.06K
TypeSH
Market value$409.9K
0.19%
Sole
0.00
Shared
0.00
None
1.06K

WALMART INC

SOLE
COM
Shares2.74K
TypeSH
Market value$267.5K
0.13%
Sole
0.00
Shared
0.00
None
2.74K

DEERE & CO

SOLE
COM
Shares476.00
TypeSH
Market value$242.0K
0.11%
Sole
0.00
Shared
0.00
None
476.00

PROCTER & GAMBLE CO

SOLE
COM
Shares1.47K
TypeSH
Market value$233.9K
0.11%
Sole
0.00
Shared
0.00
None
1.47K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares322.00
TypeSH
Market value$227.9K
0.11%
Sole
0.00
Shared
0.00
None
322.00

CHEVRON CORP NEW

SOLE
COM
Shares1.30K
TypeSH
Market value$185.7K
0.09%
Sole
0.00
Shared
0.00
None
1.30K

INTEL CORP

SOLE
COM
Shares6.17K
TypeSH
Market value$138.2K
0.06%
Sole
0.00
Shared
0.00
None
6.17K

ENTERPRISE PRODS PART LP

SOLE
MLP
Shares4.05K
TypeSH
Market value$125.6K
0.06%
Sole
0.00
Shared
0.00
None
4.05K

PEPSICO INC

SOLE
COM
Shares951.00
TypeSH
Market value$125.6K
0.06%
Sole
0.00
Shared
0.00
None
951.00

JPMORGAN CHASE & CO

SOLE
COM
Shares430.00
TypeSH
Market value$124.7K
0.06%
Sole
0.00
Shared
0.00
None
430.00

ARCHER AVIATION INC

SOLE
COM
Shares8.98K
TypeSH
Market value$97.5K
0.05%
Sole
0.00
Shared
0.00
None
8.98K

APA CORP

SOLE
COM
Shares5.10K
TypeSH
Market value$93.3K
0.04%
Sole
0.00
Shared
0.00
None
5.10K

VALERO ENERGY CORP NEW

SOLE
COM
Shares634.00
TypeSH
Market value$85.3K
0.04%
Sole
0.00
Shared
0.00
None
634.00
Page 1 of 4
MILLER WEALTH ADVISORS, LLC 13F Holdings โ€” 100 Positions | Finecho