AI Portfolio Summary
In 2025 Q4, MILLER WEALTH ADVISORS, LLC maintained a portfolio of 139 distinct positions. They heavily accumulated shares in ALPHABET INC, increasing their position by 0.1%. Conversely, MILLER WEALTH ADVISORS, LLC completely exited their position in 3M CO.
Total Positions
139
Quarter
2025 Q4
Top Holding
AMZN (21.5%)
Top 10 Concentration
98.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 139
| 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 | 21.50% | 22.60% |
#1
Prev: #1
|
6.5 | -2,892 | -1.1% |
P
S
|
252,175 | $58,207,034 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 16.20% | 16.66% |
#2
Prev: #2
|
6.0 | -802 | -0.5% |
P
S
|
161,314 | $43,854,838 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 14.22% | 12.04% |
#4
Prev: #4
|
5.0 | 121 | 0.1% |
P
S
|
122,684 | $38,498,132 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 14.22% | 12.04% |
#3
2
Prev: #5
|
5.5 | 121 | 0.1% |
P
S
|
122,684 | $38,498,132 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 13.07% | 13.29% |
#5
2
Prev: #3
|
5.0 | 1,765 | 0.6% |
P
S
|
293,987 | $35,378,405 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 8.69% | 10.14% |
#6
Prev: #6
|
4.0 | 78 | 0.2% |
P
S
|
48,611 | $23,509,063 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORP
|
Technology | 4.91% | 5.27% |
#7
Prev: #7
|
2.5 | 1,363 | 1.9% |
P
S
|
71,307 | $13,298,772 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 3.72% | 4.07% |
#8
Prev: #8
|
2.0 | 1,459 | 2.6% |
P
S
|
56,689 | $10,076,470 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.20% | 1.46% |
#9
Prev: #9
|
1.0 | -773 | -10.7% |
P
S
|
6,437 | $3,235,558 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.22% | 0.20% |
#10
2
Prev: #12
|
1.1 | no change | no change |
P
S
|
1,056 | $604,951 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.19% | 0.22% |
#11
Prev: #11
|
1.1 | no change | no change |
P
S
|
2,600 | $507,234 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.17% | 0.18% |
#12
1
Prev: #13
|
0.6 | 2 | 0.3% |
P
S
|
672 | $457,993 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MBLY
MOBILEYE GLOBAL...
|
Consumer Cyclical | 0.16% | 0.23% |
#13
3
Prev: #10
|
0.6 | 600 | 1.5% |
P
S
|
41,556 | $433,845 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.11% | 0.11% |
#14
1
Prev: #15
|
1.0 | no change | no change |
P
S
|
2,736 | $304,818 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.10% | 0.10% |
#15
1
Prev: #16
|
1.0 | no change | no change |
P
S
|
322 | $283,038 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.10% | 0.12% |
#16
2
Prev: #14
|
1.0 | no change | no change |
P
S
|
400 | $264,036 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INTC
INTEL CORP
|
Technology | 0.08% | 0.08% |
#17
1
Prev: #18
|
1.0 | no change | no change |
P
S
|
6,170 | $227,673 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DE
DEERE & CO
|
Industrials | 0.08% | 0.09% |
#18
1
Prev: #17
|
1.0 | no change | no change |
P
S
|
476 | $221,611 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.07% | 0.08% |
#19
Prev: #19
|
0.5 | 12 | 0.9% |
P
S
|
1,320 | $201,143 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.05% | 0.05% |
#20
Prev: #20
|
1.0 | no change | no change |
P
S
|
430 | $138,555 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.05% | 0.05% |
#21
Prev: #21
|
1.0 | no change | no change |
P
S
|
951 | $136,488 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APA
APA CORP
|
Energy | 0.05% | 0.05% |
#22
Prev: #22
|
1.0 | no change | no change |
P
S
|
5,099 | $124,722 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.04% | 0.03% |
#23
8
Prev: #31
|
3.0 | 595 | 124.0% |
P
S
|
1,075 | $121,583 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NLR
VANECK URANIUM ...
|
ETF | 0.04% | 0.05% |
#24
1
Prev: #23
|
1.0 | no change | no change |
P
S
|
900 | $111,780 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.04% | 0.03% |
#25
5
Prev: #30
|
1.0 | no change | no change |
P
S
|
100 | $107,468 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M CO
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #36) |
0.0 | -269 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #38) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #43) |
0.0 | -220 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BULL
WEBULL CORP F
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #69) |
0.0 | -900 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RC
READY CAP CORP
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #90) |
0.0 | -774 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CODQL
CORONADO GLOBAL...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #97) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 139 holdings