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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLG SL GREEN RLTY CORP Real Estate 249.0 $9K 0.00% $36.94 +35.4%
82 USAR USA RARE EARTH INC Basic Materials 600.0 $9K 0.00% -200.0 -25.0% $15.13 +35.9%
83 OKE ONEOK INC NEW Energy 100.0 $9K 0.00% $90.39 -1.2%
84 CVS CVS HEALTH CORP Healthcare 125.0 $9K 0.00% $71.82 +45.3%
85 MP MP MATLS CORP Basic Materials 165.0 $8K 0.00% $48.26 +15.3%
86 WBD WARNER BROS DISCOVERY IN Communication Services 247.0 $7K 0.00% $27.46 -1.7%
87 JNJ JOHNSON & JOHNSON Healthcare 25.0 $6K 0.00% $244.44 +0.5%
88 NNE NANO NUCLEAR ENERGY EQUI Industrials 275.0 $6K 0.00% $20.48 +0.9%
89 VVV VALVOLINE INC Energy 137.0 $5K 0.00% $33.68 +17.8%
90 OKLO OKLO INC Utilities 90.0 $4K 0.00% $49.59 +2.0%
91 NTR NUTRIEN LTD F Basic Materials 45.0 $3K 0.00% $75.47 -19.2%
92 ARKK ARK INNOVATION ETF 45.0 $3K 0.00% +44.0 +4400.0% $67.60 +12.9%
93 SNDA SONIDA SENIOR LIVING INC Healthcare 94.0 $3K 0.00% NEW $32.26 +22.8%
94 QQQ INVESCO QQQ TR Financial Services 5.0 $3K 0.00% $577.20 +23.7%
95 PFE PFIZER INC Healthcare 100.0 $3K 0.00% $28.08 -15.8%
96 ASH ASHLAND INC Basic Materials 50.0 $3K 0.00% $55.62 +15.6%
97 FIS FIDELITY NATL INFORMATIO Technology 50.0 $2K 0.00% $46.92 -18.8%
98 AMD ADVANCED MICRO DEVIC Technology 10.0 $2K 0.00% -79.0 -88.8% $203.40 +159.0%
99 DJT TRUMP MEDIA & TECHNO Communication Services 205.0 $2K 0.00% $9.28 -23.9%
100 KVUE KENVUE INC Consumer Defensive 100.0 $2K 0.00% $17.24 +10.0%
Page 5 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%