SEC 13F Intelligence

Managers / Q3 2024 · view latest →

MILLER WEALTH ADVISORS, LLC

CIK 0001908158 · 45 WHITE HOUSE VISTA PLACE, RIDGEWAY, CO, 81432 · 713-252-1661

Reported Value
$184M
Q3 2024
Positions
85
Filings on Record
20
2019–present window
Filed
Oct 30, 2024
original filing

Summary

Miller Wealth Advisors, LLC reported $184M in U.S.-listed holdings across 85 positions for Q3 2024.

The portfolio is heavily concentrated: AMZN alone accounts for 27.6% of reported value.

Compared with Q2 2024, the fund opened 8 new positions and exited 4.

Portfolio Metrics

Turnover
+3.7%
vs prior filed quarter
Top-10 Concentration
+98.4%
share of reported value
Largest Position
+27.6%
Amazon Com
New / Exited
8 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $120MQ2 ’22Q3 ’22: $123MQ1 ’23: $20,593Q1 ’23Q3 ’23: $147MQ4 ’23: $156MQ4 ’23Q1 ’24: $167MQ2 ’24: $185MQ2 ’24Q3 ’24: $184MQ4 ’24: $196MQ4 ’24Q1 ’25: $180MQ2 ’25: $214MQ2 ’25Q3 ’25: $248MQ4 ’25: $271MQ4 ’25Q1 ’26: $260Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.7%ETP: 0.2%MLP: 0.1%ADR: 0.0%REIT: 0.0%Other: 0.0%
  • Common Stock · 99.7% · $183M
  • ETP · 0.2% · $388,007
  • MLP · 0.1% · $153,792
  • ADR · 0.0% · $34,098
  • REIT · 0.0% · $20,082
  • Other · 0.0% · $8,414

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ACHRARCHER AVIATION INCNEW+8.0K8.0K+$25,520$25,520
SMCIUSDSUPER MICRO COMPUTER INCNEW+365365+$17,369$17,369
NFLXNETFLIX INCNEW+1818+$12,378$12,378
BABAALIBABA GROUP HLDG LTD FNEW+100100+$10,007$10,007
ASTSAST SPACEMOBILE INCNEW+273273+$7,778$7,778
NDQINVSC QQQ TRUST SRS 1NEW+55+$2,456$2,456
NTRNUTRIEN LTD FNEW+4545+$2,174$2,174
DVNDEVON ENERGY CORP NEWNEW+55+$203$203

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

85 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON.COM INChistory →COM27.59%$51M270.0K
2AAPLAPPLE INChistory →COM21.40%$39M169.1K
3EXMOCEXXON MOBIL CORPhistory →COM20.65%$38M314.8K
4GOOGALPHABET INChistory →COM11.12%$20M124.1K
5MSFTMICROSOFT CORPhistory →COM10.63%$19M46.8K
6NVDANVIDIA CORPhistory →COM4.60%$8M61.6K
7BRK/BBERKSHIRE HATHAWAYhistory →COM1.69%$3M6.7K
8HONGBPHONEYWELL INTL INCCOM0.31%$570,8302.6K
9CATCATERPILLAR INCCOM0.21%$394,4901.0K
10SPDR S&P 500 ETFUIE0.21%$385,371662
11PGPROCTER & GAMBLE COCOM0.14%$252,9071.5K
12WMTWALMART INCCOM0.12%$221,3152.7K
13CHVCHEVRON CORP NEWCOM0.11%$194,1761.3K
14DEDEERE & COCOM0.11%$192,847476
15GSGOLDMAN SACHS GROUP INCCOM0.09%$170,338322
16PEPPEPSICO INCCOM0.09%$166,111951
17EPDENTERPRISE PRODS PART LPMLP0.08%$153,7925.3K
18INTCINTEL CORPCOM0.07%$134,6406.0K
19APAAPA CORPCOM0.07%$127,0675.1K
20JPMJPMORGAN CHASE & COCOM0.05%$96,501430
21PSXPHILLIPS 66COM0.05%$91,739688
22LLYELI LILLY AND COCOM0.05%$91,712100
23NKENIKE INCCOM0.05%$90,5741.1K
24VLOVALERO ENERGY CORP NEWCOM0.05%$84,662620
25COPCONOCOPHILLIPSCOM0.03%$56,796535
26TSLATESLA INCCOM0.03%$53,234241
27PLTRPALANTIR TECHNOLOGIES INCOM0.03%$47,9641.1K
28ABBVABBVIE INCCOM0.02%$45,257240
29MMM3M COCOM0.02%$36,498269
30PG4PRINCIPAL FINL GROUP INCCOM0.02%$36,139396
31CMCSACOMCAST CORP NEWCOM0.02%$35,727846
32DWDMORGAN STANLEYCOM0.02%$34,040285
33BACVERIZON COMMUNICATIONS ICOM0.02%$33,545765
34ITWILLINOIS TOOL WKS INCCOM0.02%$32,583125
35OXYOCCIDENTAL PETE CORPCOM0.02%$31,808615
36ACHRARCHER AVIATION INCCOM0.01%$25,5208.0K
37BPBP P L C FADR0.01%$24,091769
38SOSOUTHERN COCOM0.01%$23,175250
39TAT&T INCCOM0.01%$22,2081.0K
40SLGSL GREEN RLTY CORPCOM0.01%$18,712249
41DGDOLLAR GEN CORP NEWCOM0.01%$17,940219
42SMCIUSDSUPER MICRO COMPUTER INCCOM0.01%$17,369365
43DDOMINION ENERGY INCCOM0.01%$16,727280
44CINFCINCINNATI FINL CORPCOM0.01%$14,130100
45BMYBRISTOL MYERS SQUIBB COCOM0.01%$13,882261
46OVVOVINTIV INCCOM0.01%$13,715332
47NFLXNETFLIX INCCOM0.01%$12,37818
48DUKDUKE ENERGY CORP NEWCOM0.01%$12,058100
49BKRBAKER HUGHES CO.COM0.01%$11,617315
50MRKMERCK & CO. INC.COM0.01%$10,975100
51AFGAMERICAN FINL GROUP INCCOM0.01%$10,34575
52BABAALIBABA GROUP HLDG LTD FADR0.01%$10,007100
53OKEONEOK INC NEWCOM0.01%$9,644100
54GILDGILEAD SCIENCES INCCOM0.00%$8,736100
55EMREMERSON ELEC COCOM0.00%$8,28475
56CVSCVS HEALTH CORPCOM0.00%$7,959125
57DYHTARGET CORPCOM0.00%$7,79550
58ASTSAST SPACEMOBILE INCCOM0.00%$7,778273
59CORONADO GLOBAL RE ORDFUFO0.00%$7,66810.0K
60AMDADVANCED MICRO DEVICE INCOM0.00%$7,65649
61UNPUNION PAC CORPCOM0.00%$7,25230
62SCHWCHARLES SCHWAB CORPCOM0.00%$7,191100
63KOTHE COCA-COLA COCOM0.00%$6,990100
64DJTTRUMP MEDIA & TECHNOCOM0.00%$6,130205
65VVVVALVOLINE INCCOM0.00%$5,761137
66SOLVSOLVENTUM CORPCOM0.00%$4,85167
67CNXCNX RES CORPCOM0.00%$4,557130
68FISFIDELITY NATL INFORMATIOCOM0.00%$4,49650
69ASHASHLAND INCCOM0.00%$4,38950
70JNJJOHNSON & JOHNSONCOM0.00%$4,11225
71PFEPFIZER INCCOM0.00%$2,927100
72NDQINVSC QQQ TRUST SRS 1UIE0.00%$2,4565
73NTRNUTRIEN LTD FFGC0.00%$2,17445
74KVUEKENVUE INCCOM0.00%$2,145100
75WBDWARNER BROS DISCOVERY INCOM0.00%$1,922247
76METMETLIFE INCCOM0.00%$1,71420
77KIMKIMCO RLTY CORPRET0.00%$1,37056
78PNCPNC FINL SERVICESCOM0.00%$1,3227
79OCCIDENTAL PETE C 27 WTSWAR0.00%$74625
80OGNORGANON & COCOM0.00%$65137
81DVNDEVON ENERGY CORP NEWCOM0.00%$2035
82HUNHUNTSMAN CORPCOM0.00%$1888
83JPMORGAN EQUITY PREMIUMUIE0.00%$1803
84VTRSVIATRIS INCCOM0.00%$14112
85RMTDREMOTE DYNAMICS INCCOM0.00%$01

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$260M117May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$271M136Jan 20, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$248M109Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$214M100Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$180M100May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$196M91Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$184M85Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$185M81Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$167M82May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$156M84Feb 6, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$147M74Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023Under review76Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$20,59376May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review78Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$123M113Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$120M91Aug 8, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.