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Portfolio (Quarterly) Guide ↗

MILLER WEALTH ADVISORS, LLC

· CIK 0001908158
13F Portfolio $260M AUM 117 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 8 Added 16 Reduced 23 Exited
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS I Communication Services 765.0 $38K 0.01% $50.20 -8.3%
42 PFG PRINCIPAL FINL GROUP INC Financial Services 396.0 $36K 0.01% $90.11 +17.9%
43 ITW ILLINOIS TOOL WKS INC Industrials 125.0 $33K 0.01% $260.29 +3.4%
44 BP BP P L C F Energy 675.0 $32K 0.01% +7.0 +1.1% $46.98 -19.1%
45 KO THE COCA-COLA CO Consumer Defensive 390.0 $30K 0.01% $76.05 +5.7%
46 T AT&T INC Communication Services 1,022.0 $30K 0.01% $28.99 -22.4%
47 DG DOLLAR GEN CORP NEW Consumer Defensive 227.0 $27K 0.01% $118.85 -2.0%
48 LMT LOCKHEED MARTIN CORP Industrials 42.0 $25K 0.01% $604.38 -16.1%
49 VRT VERTIV HLDGS CO Industrials 100.0 $25K 0.01% -62.0 -38.3% $250.58 +30.0%
50 SO SOUTHERN CO Utilities 250.0 $24K 0.01% $96.52 -1.0%
51 APLD APPLIED DIGITAL CORP Technology 1,000.0 $24K 0.01% $23.74 +69.7%
52 OHI OMEGA HEALTHCARE INVS IN Real Estate 528.0 $23K 0.01% -45.0 -7.8% $43.82 +7.6%
53 MCD MCDONALDS CORP Consumer Cyclical 70.0 $22K 0.01% $310.79 -13.7%
54 OVV OVINTIV INC Energy 332.0 $20K 0.01% $59.36 -10.4%
55 BKR BAKER HUGHES CO. A Energy 315.0 $19K 0.01% $61.05 -5.8%
56 OPEN OPENDOOR TECHNOLOGIES IN Real Estate 4,065.0 $19K 0.01% $4.68 -7.3%
57 JEPI JPMORGAN EQUITY PREMIUM 330.0 $19K 0.01% -52.0 -13.6% $56.68 -0.8%
58 CMCSA COMCAST CORP NEW Communication Services 629.0 $18K 0.01% $28.71 -20.1%
59 JEPQ JPMORGAN NASDAQ EQUITY 324.0 $18K 0.01% $55.52 +8.0%
60 D DOMINION ENERGY INC Utilities 280.0 $17K 0.01% $61.82 +11.4%
Page 3 of 6  ·  117 positions

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%