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 136 equity positions with a total reported market value of $270.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

136
Positions
$270.67M
Total AUM (reported)
1.41M
Total Shares

Allocation by class

TOTAL AUM$270.67M136 positions
COM$269.81M99.7%
UIE$614.5K0.2%
MLP$101.2K0.0%
FGC$45.9K0.0%
ADR$39.9K0.0%
RET$31.3K0.0%
FGO$28.3K0.0%

Portfolio Concentration

Top 351.9%4โ€“1046.0%11โ€“251.3%Rest0.7%TOP 1098.0%0%100%
Top 3$140.56M51.9%
4โ€“10$124.60M46.0%
11โ€“25$3.64M1.3%
Rest$1.87M0.7%

Top 3 weight

51.9%

Top 10 weight

98.0%

Voting Authority Distribution

Total shares with voting rights: 1.41M

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

1.41M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole136
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings136
Rows:

AMAZON.COM INC

SOLE
COM
Shares252.18K
TypeSH
Market value$58.21M
21.50%
Sole
0.00
Shared
0.00
None
252.18K

APPLE INC

SOLE
COM
Shares161.31K
TypeSH
Market value$43.85M
16.20%
Sole
0.00
Shared
0.00
None
161.31K

ALPHABET INC

SOLE
COM
Shares122.68K
TypeSH
Market value$38.50M
14.22%
Sole
0.00
Shared
0.00
None
122.68K

ALPHABET INC

SOLE
COM
Shares122.68K
TypeSH
Market value$38.50M
14.22%
Sole
0.00
Shared
0.00
None
122.68K

EXXON MOBIL CORP

SOLE
COM
Shares293.99K
TypeSH
Market value$35.38M
13.07%
Sole
0.00
Shared
0.00
None
293.99K

MICROSOFT CORP

SOLE
COM
Shares48.61K
TypeSH
Market value$23.51M
8.69%
Sole
0.00
Shared
0.00
None
48.61K

NVIDIA CORP

SOLE
COM
Shares71.31K
TypeSH
Market value$13.30M
4.91%
Sole
0.00
Shared
0.00
None
71.31K

PALANTIR TECHNOLOGIES IN

SOLE
COM
Shares56.69K
TypeSH
Market value$10.08M
3.72%
Sole
0.00
Shared
0.00
None
56.69K

BERKSHIRE HATHAWAY

SOLE
COM
Shares6.44K
TypeSH
Market value$3.24M
1.20%
Sole
0.00
Shared
0.00
None
6.44K

CATERPILLAR INC

SOLE
COM
Shares1.06K
TypeSH
Market value$605.0K
0.22%
Sole
0.00
Shared
0.00
None
1.06K

HONEYWELL INTL INC

SOLE
COM
Shares2.60K
TypeSH
Market value$507.2K
0.19%
Sole
0.00
Shared
0.00
None
2.60K

SPDR S&P 500 ETF

SOLE
UIE
Shares672.00
TypeSH
Market value$458.0K
0.17%
Sole
0.00
Shared
0.00
None
672.00

MOBILEYE GLOBAL INC

SOLE
COM
Shares41.56K
TypeSH
Market value$433.8K
0.16%
Sole
0.00
Shared
0.00
None
41.56K

WALMART INC

SOLE
COM
Shares2.74K
TypeSH
Market value$304.8K
0.11%
Sole
0.00
Shared
0.00
None
2.74K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares322.00
TypeSH
Market value$283.0K
0.10%
Sole
0.00
Shared
0.00
None
322.00

META PLATFORMS INC

SOLE
COM
Shares400.00
TypeSH
Market value$264.0K
0.10%
Sole
0.00
Shared
0.00
None
400.00

INTEL CORP

SOLE
COM
Shares6.17K
TypeSH
Market value$227.7K
0.08%
Sole
0.00
Shared
0.00
None
6.17K

DEERE & CO

SOLE
COM
Shares476.00
TypeSH
Market value$221.6K
0.08%
Sole
0.00
Shared
0.00
None
476.00

CHEVRON CORP NEW

SOLE
COM
Shares1.32K
TypeSH
Market value$201.1K
0.07%
Sole
0.00
Shared
0.00
None
1.32K

JPMORGAN CHASE & CO

SOLE
COM
Shares430.00
TypeSH
Market value$138.6K
0.05%
Sole
0.00
Shared
0.00
None
430.00

PEPSICO INC

SOLE
COM
Shares951.00
TypeSH
Market value$136.5K
0.05%
Sole
0.00
Shared
0.00
None
951.00

APA CORP

SOLE
COM
Shares5.10K
TypeSH
Market value$124.7K
0.05%
Sole
0.00
Shared
0.00
None
5.10K

ROBINHOOD MKTS INC

SOLE
COM
Shares1.07K
TypeSH
Market value$121.6K
0.04%
Sole
0.00
Shared
0.00
None
1.07K

VANECK URANIUM AND

SOLE
UIE
Shares900.00
TypeSH
Market value$111.8K
0.04%
Sole
0.00
Shared
0.00
None
900.00

ELI LILLY AND CO

SOLE
COM
Shares100.00
TypeSH
Market value$107.5K
0.04%
Sole
0.00
Shared
0.00
None
100.00
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MILLER WEALTH ADVISORS, LLC 13F Holdings โ€” 136 Positions | Finecho