Portfolio (Quarterly)
Guide ↗
MILLER WEALTH ADVISORS, LLC
· CIK 0001908158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PEP | PEPSICO INC | Consumer Defensive | 951.0 | $136K | 0.05% | NEW | — | $143.52 | -2.7% |
| 22 | APA | APA CORP | Energy | 5,099.0 | $125K | 0.05% | NEW | — | $24.46 | +36.5% |
| 23 | HOOD | ROBINHOOD MKTS INC | Financial Services | 1,075.0 | $122K | 0.04% | NEW | — | $113.10 | -17.6% |
| 24 | NLR | VANECK URANIUM AND | — | 900.0 | $112K | 0.04% | NEW | — | $124.20 | -5.4% |
| 25 | LLY | ELI LILLY AND CO | Healthcare | 100.0 | $107K | 0.04% | NEW | — | $1074.68 | +5.1% |
| 26 | ACHR | ARCHER AVIATION INC | Industrials | 13,982.0 | $105K | 0.04% | NEW | — | $7.52 | -36.8% |
| 27 | VLO | VALERO ENERGY CORP NEW | Energy | 643.0 | $105K | 0.04% | NEW | — | $162.74 | +57.0% |
| 28 | EPD | ENTERPRISE PRODS PART LP | Energy | 3,158.0 | $101K | 0.04% | NEW | — | $32.06 | +14.7% |
| 29 | PSX | PHILLIPS 66 | Energy | 711.0 | $92K | 0.03% | NEW | — | $129.04 | +33.0% |
| 30 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 550.0 | $79K | 0.03% | NEW | — | $143.31 | +3.6% |
| 31 | NKE | NIKE INC | Consumer Cyclical | 1,106.0 | $70K | 0.03% | NEW | — | $63.72 | -36.1% |
| 32 | RKT | ROCKET COMPANIES CLA A | Financial Services | 3,475.0 | $67K | 0.03% | NEW | — | $19.36 | -23.2% |
| 33 | TSLA | TESLA INC | Consumer Cyclical | 149.0 | $67K | 0.03% | NEW | — | $449.72 | -16.8% |
| 34 | ABBV | ABBVIE INC | Healthcare | 240.0 | $55K | 0.02% | NEW | — | $228.49 | +6.8% |
| 35 | COP | CONOCOPHILLIPS | Energy | 557.0 | $52K | 0.02% | NEW | — | $93.64 | +13.7% |
| 36 | AMAT | APPLIED MATLS INC | Technology | 200.0 | $51K | 0.02% | NEW | — | $256.99 | +156.4% |
| 37 | MS | MORGAN STANLEY | Financial Services | 285.0 | $51K | 0.02% | NEW | — | $177.53 | +24.7% |
| 38 | PFG | PRINCIPAL FINL GROUP INC | Financial Services | 396.0 | $35K | 0.01% | NEW | — | $88.21 | +18.8% |
| 39 | SOLS | SOLSTICE ADVANCED MATLS | Basic Materials | 650.0 | $32K | 0.01% | NEW | — | $48.58 | +78.6% |
| 40 | VZ | VERIZON COMMUNICATIONS I | Communication Services | 765.0 | $31K | 0.01% | NEW | — | $40.73 | +13.2% |
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%