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 | MMM | 3M CO | Industrials | 269.0 | $39K | 0.01% | NEW | — | $145.23 | +15.8% |
| 2 | ASML | ASML HLDG N V F | Technology | 7.0 | $9K | 0.00% | NEW | — | $1320.86 | +39.3% |
| 3 | SNDA | SONIDA SENIOR LIVING INC | Healthcare | 94.0 | $3K | 0.00% | NEW | — | $32.26 | +21.4% |
| 4 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 24.0 | $888.0 | — | NEW | — | $37.00 | -0.5% |
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
31.1%
Communication Services
27.3%
Consumer Cyclical
20.3%
Energy
19.7%
Industrials
0.7%
Financial Services
0.4%
Consumer Defensive
0.3%
Healthcare
0.1%
Utilities
0.0%
Basic Materials
0.0%