Portfolio (Quarterly)
Guide ↗
MILLER WEALTH ADVISORS, LLC
· CIK 0001908158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NFLX | NETFLIX INC | Communication Services | 180.0 | $17K | 0.01% | — | — | $96.15 | -25.6% |
| 62 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 281.0 | $17K | 0.01% | +4.0 | +1.4% | $60.55 | -8.8% |
| 63 | IREN | IREN LTD F | Financial Services | 480.0 | $16K | 0.01% | -200.0 | -29.4% | $34.28 | +38.2% |
| 64 | — | RECONNAISSANCE ENERGY F | — | 20,000.0 | $16K | 0.01% | — | — | $0.80 | — |
| 65 | CINF | CINCINNATI FINL CORP | Financial Services | 100.0 | $16K | 0.01% | — | — | $157.35 | +12.9% |
| 66 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 183.0 | $16K | 0.01% | — | — | $85.23 | +7.1% |
| 67 | GILD | GILEAD SCIENCES INC | Healthcare | 100.0 | $14K | 0.01% | — | — | $139.37 | -10.7% |
| 68 | FIX | COMFORT SYS USA INC | Industrials | 10.0 | $14K | 0.01% | — | — | $1379.00 | +44.4% |
| 69 | DUK | DUKE ENERGY CORP NEW | Utilities | 100.0 | $13K | 0.01% | — | — | $130.94 | -2.8% |
| 70 | CLX | CLOROX CO | Consumer Defensive | 125.0 | $13K | 0.01% | — | — | $103.63 | -8.1% |
| 71 | BABA | ALIBABA GROUP HLDG LTD F | Consumer Cyclical | 100.0 | $13K | 0.01% | — | — | $125.46 | -24.1% |
| 72 | MRK | MERCK & CO. INC. | Healthcare | 100.0 | $12K | 0.01% | — | — | $120.29 | +4.4% |
| 73 | TFC | TRUIST FINL CORP | Financial Services | 250.0 | $11K | 0.00% | — | — | $45.97 | +10.1% |
| 74 | BWXT | BWX TECHNOLOGIES INC | Industrials | 55.0 | $11K | 0.00% | — | — | $204.49 | -0.3% |
| 75 | CCJ | CAMECO CORP F | Energy | 100.0 | $11K | 0.00% | — | — | $108.61 | -4.7% |
| 76 | — | SNOWLINE GOLD CORP F | — | 1,000.0 | $10K | 0.00% | — | — | $9.96 | — |
| 77 | EMR | EMERSON ELEC CO | Industrials | 75.0 | $10K | 0.00% | — | — | $131.03 | +10.0% |
| 78 | AFG | AMERICAN FINL GROUP INC | Financial Services | 75.0 | $10K | 0.00% | — | — | $127.71 | +6.5% |
| 79 | SCHW | CHARLES SCHWAB CORP | Financial Services | 100.0 | $9K | 0.00% | — | — | $93.98 | -4.7% |
| 80 | ASML | ASML HLDG N V F | Technology | 7.0 | $9K | 0.00% | NEW | — | $1320.86 | +38.8% |
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%