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 | 248,409.0 | $51.7M | 19.92% | -4K | -1.5% | $208.27 | +10.0% |
| 2 | XOM | EXXON MOBIL CORP | Energy | 291,513.0 | $49.5M | 19.04% | -2K | -0.8% | $169.66 | -19.4% |
| 3 | AAPL | APPLE INC | Technology | 159,448.0 | $40.5M | 15.58% | -2K | -1.2% | $253.79 | +8.9% |
| 4 | GOOG | ALPHABET INC | Communication Services | 121,287.0 | $34.8M | 13.40% | -1K | -1.1% | $286.86 | +19.1% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 121,287.0 | $34.8M | 13.40% | -1K | -1.1% | $286.86 | +19.2% |
| 6 | — | BERKSHIRE HATHAWAY | — | 6,327.0 | $3.0M | 1.17% | -110.0 | -1.7% | $479.20 | — |
| 7 | INTC | INTEL CORP | Technology | 6,000.0 | $265K | 0.10% | -170.0 | -2.8% | $44.13 | +198.2% |
| 8 | ACHR | ARCHER AVIATION INC | Industrials | 13,782.0 | $71K | 0.03% | -200.0 | -1.4% | $5.17 | -2.9% |
| 9 | EPD | ENTERPRISE PRODS PART LP | Energy | 1,656.0 | $63K | 0.02% | -2K | -47.6% | $37.83 | -3.3% |
| 10 | TSLA | TESLA INC | Consumer Cyclical | 119.0 | $44K | 0.02% | -30.0 | -20.1% | $371.75 | +1.1% |
| 11 | VRT | VERTIV HLDGS CO | Industrials | 100.0 | $25K | 0.01% | -62.0 | -38.3% | $250.58 | +31.3% |
| 12 | OHI | OMEGA HEALTHCARE INVS IN | Real Estate | 528.0 | $23K | 0.01% | -45.0 | -7.8% | $43.82 | +7.5% |
| 13 | JEPI | JPMORGAN EQUITY PREMIUM | — | 330.0 | $19K | 0.01% | -52.0 | -13.6% | $56.68 | -0.7% |
| 14 | IREN | IREN LTD F | Financial Services | 480.0 | $16K | 0.01% | -200.0 | -29.4% | $34.28 | +43.6% |
| 15 | USAR | USA RARE EARTH INC | Basic Materials | 600.0 | $9K | 0.00% | -200.0 | -25.0% | $15.13 | +36.8% |
| 16 | AMD | ADVANCED MICRO DEVIC | Technology | 10.0 | $2K | 0.00% | -79.0 | -88.8% | $203.40 | +160.4% |
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%