Portfolio (Quarterly)
Guide ↗
MILLER WEALTH ADVISORS, LLC
· CIK 0001908158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | Consumer Cyclical | 252,175.0 | $58.2M | 21.50% | NEW | — | $230.82 | +18.7% |
| 2 | AAPL | APPLE INC | Technology | 161,314.0 | $43.9M | 16.20% | NEW | — | $271.86 | +15.0% |
| 3 | GOOG | ALPHABET INC | Communication Services | 122,684.0 | $38.5M | 14.22% | NEW | — | $313.80 | +23.0% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 122,684.0 | $38.5M | 14.22% | NEW | — | $313.80 | +24.3% |
| 5 | XOM | EXXON MOBIL CORP | Energy | 293,987.0 | $35.4M | 13.07% | NEW | — | $120.34 | +22.9% |
| 6 | MSFT | MICROSOFT CORP | Technology | 48,611.0 | $23.5M | 8.69% | NEW | — | $483.62 | -11.7% |
| 7 | NVDA | NVIDIA CORP | Technology | 71,307.0 | $13.3M | 4.91% | NEW | — | $186.50 | +14.9% |
| 8 | PLTR | PALANTIR TECHNOLOGIES IN | Technology | 56,689.0 | $10.1M | 3.72% | NEW | — | $177.75 | -19.4% |
| 9 | — | BERKSHIRE HATHAWAY | — | 6,437.0 | $3.2M | 1.20% | NEW | — | $502.65 | — |
| 10 | CAT | CATERPILLAR INC | Industrials | 1,056.0 | $605K | 0.22% | NEW | — | $572.87 | +55.0% |
| 11 | HON | HONEYWELL INTL INC | Industrials | 2,600.0 | $507K | 0.19% | NEW | — | $195.09 | +19.4% |
| 12 | SPY | SPDR S&P 500 ETF | Financial Services | 672.0 | $458K | 0.17% | NEW | — | $681.54 | +10.7% |
| 13 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 41,556.0 | $434K | 0.16% | NEW | — | $10.44 | -0.3% |
| 14 | WMT | WALMART INC | Consumer Defensive | 2,736.0 | $305K | 0.11% | NEW | — | $111.41 | +6.4% |
| 15 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 322.0 | $283K | 0.10% | NEW | — | $879.00 | +14.7% |
| 16 | META | META PLATFORMS INC | Communication Services | 400.0 | $264K | 0.10% | NEW | — | $660.09 | -3.8% |
| 17 | INTC | INTEL CORP | Technology | 6,170.0 | $228K | 0.08% | NEW | — | $36.90 | +227.6% |
| 18 | DE | DEERE & CO | Industrials | 476.0 | $222K | 0.08% | NEW | — | $465.57 | +15.8% |
| 19 | CVX | CHEVRON CORP NEW | Energy | 1,320.0 | $201K | 0.07% | NEW | — | $152.38 | +20.2% |
| 20 | JPM | JPMORGAN CHASE & CO | Financial Services | 430.0 | $139K | 0.05% | NEW | — | $322.22 | -7.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.1%
Communication Services
29.0%
Consumer Cyclical
22.0%
Energy
13.5%
Industrials
0.6%
Financial Services
0.5%
Consumer Defensive
0.2%
Healthcare
0.1%
Utilities
0.0%
Basic Materials
0.0%