2026 Q1 Portfolio Activity
In 2026 Q1, MILLER WEALTH ADVISORS, LLC maintained a portfolio of 137 distinct positions. The most significant new addition was 3M CO, now representing 0.02% of the total fund value. They heavily accumulated shares in CHEVRON CORP NEW, increasing the position by 46.2%.
Position History
hover any row below to update
Loading…
Total Positions
137
Quarter
2026 Q1
Top Holding
AMZN (19.9%)
Top 10 Concentration
97.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 137
MILLER WEALTH ADVISORS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 19.92% | 21.50% |
#1
Prev: #1
|
6.5 | -3,766 | -1.5% |
P
S
|
248,409 | $51,736,142 |
$116.86
+79.5%
|
2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
XOM
EXXON MOBIL COR...
|
Energy | 19.04% | 13.07% |
#2
3
Prev: #5
|
6.0 | -2,474 | -0.8% |
P
S
|
291,513 | $49,458,030 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 15.58% | 16.20% |
#3
1
Prev: #2
|
5.5 | -1,866 | -1.2% |
P
S
|
159,448 | $40,466,308 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 13.40% | 14.22% |
#5
1
Prev: #4
|
5.0 | -1,397 | -1.1% |
P
S
|
121,287 | $34,792,389 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 13.40% | 14.22% |
#4
1
Prev: #3
|
5.0 | -1,397 | -1.1% |
P
S
|
121,287 | $34,792,389 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 7.01% | 8.69% |
#6
Prev: #6
|
3.3 | 584 | 1.2% |
P
S
|
49,195 | $18,210,513 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVDA
NVIDIA CORP
|
Technology | 4.80% | 4.91% |
#7
Prev: #7
|
2.4 | 186 | 0.3% |
P
S
|
71,493 | $12,468,379 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 3.19% | 3.72% |
#8
Prev: #8
|
1.8 | -106 | -0.2% |
P
S
|
56,583 | $8,276,961 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.17% | 1.20% |
#9
Prev: #9
|
1.0 | -110 | -1.7% |
P
S
|
6,327 | $3,031,898 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.29% | 0.22% |
#10
Prev: #10
|
1.1 | no change | no change |
P
S
|
1,056 | $748,134 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.23% | 0.19% |
#11
Prev: #11
|
1.1 | no change | no change |
P
S
|
2,600 | $587,678 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.17% | 0.17% |
#12
Prev: #12
|
0.6 | 2 | 0.3% |
P
S
|
674 | $438,042 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.15% | 0.07% |
#13
6
Prev: #19
|
2.6 | 610 | 46.2% |
P
S
|
1,930 | $399,228 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.13% | 0.11% |
#14
Prev: #14
|
1.1 | no change | no change |
P
S
|
2,736 | $340,030 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MBLY
MOBILEYE GLOBAL...
|
Consumer Cyclical | 0.11% | 0.16% |
#15
2
Prev: #13
|
0.5 | -5 | -0.0% |
P
S
|
41,551 | $285,455 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.10% | 0.10% |
#16
1
Prev: #15
|
1.0 | no change | no change |
P
S
|
322 | $272,409 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DE
DEERE & CO
|
Industrials | 0.10% | 0.08% |
#17
1
Prev: #18
|
1.0 | no change | no change |
P
S
|
476 | $268,131 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
INTC
INTEL CORP
|
Technology | 0.10% | 0.08% |
#18
1
Prev: #17
|
0.5 | -170 | -2.8% |
P
S
|
6,000 | $264,780 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.09% | 0.10% |
#19
3
Prev: #16
|
1.0 | no change | no change |
P
S
|
400 | $228,852 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
APA
APA CORP
|
Energy | 0.08% | 0.05% |
#20
2
Prev: #22
|
1.0 | no change | no change |
P
S
|
5,099 | $216,402 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.06% | 0.04% |
#21
6
Prev: #27
|
0.5 | 3 | 0.5% |
P
S
|
646 | $159,615 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.06% | 0.05% |
#22
1
Prev: #21
|
1.0 | no change | no change |
P
S
|
951 | $147,681 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PSX
PHILLIPS 66
|
Energy | 0.05% | 0.03% |
#23
6
Prev: #29
|
0.5 | 4 | 0.6% |
P
S
|
715 | $130,252 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.05% | 0.05% |
#24
4
Prev: #20
|
1.0 | no change | no change |
P
S
|
430 | $126,489 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NLR
VANECK URANIUM ...
|
ETF | 0.05% | 0.04% |
#25
1
Prev: #24
|
1.0 | no change | no change |
P
S
|
900 | $119,871 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.04% | 0.04% |
#26
1
Prev: #25
|
1.0 | no change | no change |
P
S
|
100 | $91,977 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.03% | 0.03% |
#27
3
Prev: #30
|
1.0 | no change | no change |
P
S
|
550 | $79,442 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.03% | 0.04% |
#28
5
Prev: #23
|
1.0 | no change | no change |
P
S
|
1,075 | $74,498 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.03% | 0.02% |
#29
6
Prev: #35
|
0.5 | 4 | 0.7% |
P
S
|
561 | $74,062 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ACHR
ARCHER AVIATION...
|
Industrials | 0.03% | 0.04% |
#30
4
Prev: #26
|
0.5 | -200 | -1.4% |
P
S
|
13,782 | $71,253 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.03% | 0.02% |
#31
5
Prev: #36
|
1.0 | no change | no change |
P
S
|
200 | $68,358 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.02% | 0.04% |
#32
4
Prev: #28
|
0.0 | -1,502 | -47.6% |
P
S
|
1,656 | $62,649 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.02% | 0.03% |
#33
2
Prev: #31
|
0.5 | 6 | 0.5% |
P
S
|
1,112 | $58,741 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.02% | 0.02% |
#34
Prev: #34
|
1.0 | no change | no change |
P
S
|
240 | $52,198 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RKT
ROCKET COMPANIE...
|
Financial Services | 0.02% | 0.02% |
#35
3
Prev: #32
|
1.0 | no change | no change |
P
S
|
3,475 | $49,519 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SOLS
SOLSTICE ADVANC...
|
Basic Materials | 0.02% | 0.01% |
#36
3
Prev: #39
|
1.0 | no change | no change |
P
S
|
650 | $49,504 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.02% | 0.02% |
#37
Prev: #37
|
1.0 | no change | no change |
P
S
|
285 | $46,902 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.02% | 0.02% |
#38
5
Prev: #33
|
0.0 | -30 | -20.1% |
P
S
|
119 | $44,238 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.02% | 0.01% |
#39
9
Prev: #48
|
1.0 | no change | no change |
P
S
|
615 | $39,975 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MMM
3M CO
|
Industrials | 0.02% | — |
#40
Prev: #—
|
3.5 | 269 | — |
NEW
|
269 | $39,067 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.01% | 0.01% |
#41
1
Prev: #40
|
1.0 | no change | no change |
P
S
|
765 | $38,403 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PFG
PRINCIPAL FINL ...
|
Financial Services | 0.01% | 0.01% |
#42
4
Prev: #38
|
1.0 | no change | no change |
P
S
|
396 | $35,684 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.01% | 0.01% |
#43
2
Prev: #41
|
1.0 | no change | no change |
P
S
|
125 | $32,536 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BP
BP P L C F
|
Energy | 0.01% | 0.01% |
#44
7
Prev: #51
|
0.5 | 7 | 1.0% |
P
S
|
675 | $31,714 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
KO
THE COCA-COLA C...
|
Consumer Defensive | 0.01% | 0.01% |
#45
2
Prev: #43
|
1.0 | no change | no change |
P
S
|
390 | $29,660 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
T
AT&T INC
|
Communication Services | 0.01% | 0.01% |
#46
1
Prev: #47
|
1.0 | no change | no change |
P
S
|
1,022 | $29,628 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DG
DOLLAR GEN CORP...
|
Consumer Defensive | 0.01% | 0.01% |
#47
5
Prev: #42
|
0.5 | 1 | 0.4% |
P
S
|
227 | $26,980 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.01% | 0.01% |
#48
7
Prev: #55
|
1.0 | no change | no change |
P
S
|
42 | $25,384 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VRT
VERTIV HLDGS CO
|
Industrials | 0.01% | 0.01% |
#49
5
Prev: #44
|
0.0 | -62 | -38.3% |
P
S
|
100 | $25,058 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.01% | 0.01% |
#50
3
Prev: #53
|
1.0 | no change | no change |
P
S
|
250 | $24,130 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 137 holdings