Miller Wealth Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Miller Wealth Advisors, LLC reported 81 stock positions worth $167.5 million. Its top holding was Amazon.com (AMZN) at 31.2% of the portfolio, followed by Exxon Mobil (XOM, 21.6%) and Apple (AAPL, 17.8%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 16 and reduced 9. The biggest buy was Exxon Mobil (XOM, shares +0%) and the biggest sale Apple (AAPL, shares −5%).

Most Recent 13F
Q2 2026
Location
OURAY, CO
CIK
0001908158
Portfolio Value
$167.5M (Q1 2024)
SEC Filing
0001908158-24-000003 ↗ filed May 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $167.5M $167.5M Q1 2024 Q2 2024: $184.8M Q2 2024 Q3 2024: $183.5M Q3 2024 Q4 2024: $196.1M Q4 2024 Q1 2025: $180.2M Q1 2025 Q2 2025: $213.7M Q2 2025 Q3 2025: $247.8M Q3 2025 Q4 2025: $270.7M Q4 2025 Q1 2026: $259.7M Q1 2026 Q2 2026: $236.6M Q2 2026

Holdings 81 stocks · $167.5M
AMZN Amazon.com Inc. 31.23% 289,961 $52.3M Reduce -1.7%
XOM Exxon Mobil Corp. 21.60% 311,280 $36.2M Add +0.1%
AAPL Apple Inc. 17.78% 173,668 $29.8M Reduce -5.1%
MSFT Microsoft Corp. 11.98% 47,693 $20.1M Add +0.3%
GOOG Alphabet Inc. Class C 11.65% 128,151 $19.5M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 1.56% 6,219 $2.6M Reduce -2.0%
NVDA Nvidia Corp. 1.14% 2,106 $1.9M Add +3800.0%
OXY Occidental Petroleum Corp. 0.34% 8,663 $563K Reduce -73.1%
HON Honeywell International Inc. 0.32% 2,600 $534K No change
CAT Caterpillar Inc. 0.22% 1,000 $366K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 658 $344K Add +0.5%
INTC Intel Corp. 0.16% 6,000 $265K No change
CVX Chevron Corp. 0.16% 1,663 $262K Add +0.6%
PG The Procter & Gamble Co. 0.14% 1,468 $238K No change
DE Deere & Co. 0.12% 476 $196K No change
APA Apa Corp. 0.10% 5,013 $172K Add +0.8%
PEP Pepsico Inc. 0.10% 951 $166K No change
WMT Walmart Inc. 0.10% 2,736 $165K No change
EPD Enterprise Products Partners 0.09% 5,252 $153K Reduce -44.7%
GS Goldman Sachs Group Inc. 0.08% 322 $134K Reduce -3.0%
PSX Phillips 66 0.07% 680 $111K Add +0.4%
VLO Valero Energy Corp. 0.06% 611 $104K Add +0.7%
OKE Oneok Inc. 0.06% 1,291 $103K No change
NKE Nike Inc. Class B 0.06% 1,074 $101K Add +0.3%
TSLA Tesla Inc. 0.05% 523 $92K Add +4.2%
JPM JPMorgan Chase & Co. 0.05% 430 $86K Reduce -3.4%
LLY Eli Lilly & Co. 0.05% 100 $78K No change
ET Energy Transfer LP 0.04% 4,424 $70K No change
COP Conocophillips 0.04% 530 $67K Add +0.6%
AMD Advanced Micro Devices 0.04% 369 $67K Add +653.1%
META Meta Platforms Inc. Class A 0.03% 100 $49K New
ABBV Abbvie Inc. 0.03% 240 $44K No change
VZ Verizon Communications Inc. 0.02% 956 $40K No change
CMCSA Comcast Corp. Class A 0.02% 846 $37K No change
PFG Principal Financial Group 0.02% 396 $34K No change
DG Dollar General Corp. 0.02% 217 $34K Add +0.5%
ITW Illinois Tool Works 0.02% 125 $34K No change
RIG Transocean Ltd. 0.02% 5,000 $31K No change
BKR Baker Hughes Co. 0.02% 865 $29K Reduce -15.6%
MMM 3M Co. 0.02% 269 $29K No change
BP BP PLC-Spons ADR 0.02% 746 $28K No change
MS Morgan Stanley 0.02% 285 $27K No change
T AT&T Inc. 0.01% 1,022 $18K No change
SO The Southern Co. 0.01% 250 $18K No change
OVV Ovintiv Inc. 0.01% 332 $17K No change
DRTTF Dirtt Environmental Solution 0.01% 30,345 $15K No change
PLTR Palantir Technologies Inc. Class A 0.01% 625 $14K Add +1.6%
BMY Bristol-Myers Squibb Co. 0.01% 254 $14K Add +1.2%
D Dominion Energy Inc. 0.01% 280 $14K No change
SLG SL Green Realty Corp. 0.01% 249 $14K No change
MRK Merck & Co. Inc. 0.01% 100 $13K No change
DJT Trump Media & Technology Gro 0.01% 205 $13K New
CINF Cincinnati Financial Corp. 0.01% 100 $12K No change
AFG American Financial Group Inc. 0.01% 75 $10K No change
CVS CVS Health Corp. 0.01% 125 $10K No change
TGT Target Corp. 0.01% 50 $9K No change
EMR Emerson Electric Co. 0.01% 75 $9K No change
CODQL Coronado Global Resource-Cdi 0.00% 10,000 $8K No change
KO The Coca-Cola Co. 0.00% 124 $8K No change
UNP Union Pacific Corp. 0.00% 30 $7K No change
GILD Gilead Sciences Inc. 0.00% 100 $7K No change
SCHW Schwab (charles) Corp. 0.00% 100 $7K No change
VVV Valvoline Inc. 0.00% 137 $6K No change
ASH Ashland Inc. 0.00% 50 $5K No change
JNJ Johnson & Johnson 0.00% 25 $4K No change
FIS Fidelity National Info Serv 0.00% 50 $4K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.00% 276 $4K Add +1.1%
CNX CNX Resources Corp. 0.00% 130 $3K No change
PFE Pfizer Inc. 0.00% 100 $3K No change
BRC INC-A 0.00% 539 $2K No change
WBD Warner Bros Discovery Inc. 0.00% 247 $2K No change
MET Metlife Inc. 0.00% 20 $1K No change
PNC PNC Financial Services Group 0.00% 7 $1K No change
KIM Kimco Realty Corp. 0.00% 56 $1K No change
DIREXION SHS ETF TR 0.00% 60 $697 No change
OGN Organon & Co. 0.00% 36 $681 No change
HUN Huntsman Corp. 0.00% 8 $208 No change
JEPI JPMorgan Equity Premium Inco 0.00% 3 $174 No change
VTRS Viatris Inc. 0.00% 12 $143 No change
MJARF Mjardin Group Inc. 0.00% 1,000 $0 No change
RMTD Remote Dynamics Inc. 0.00% 1 $0 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 25$1KNo change

Total filed on the 13F, all lines: $167.5M.

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -5.1% 17.78% −4.83
OXY Occidental Petroleum Corp. Reduce -73.1% 0.34% −0.90
GOOG Alphabet Inc. Class C Reduce -1.3% 11.65% −0.08
EPD Enterprise Products Partners Reduce -44.7% 0.09% −0.07
BKR Baker Hughes Co. Reduce -15.6% 0.02% −0.01
OR Osisko Gold Royalties Ltd. Sold out 0.00% −0.00
GS Goldman Sachs Group Inc. Reduce -3.0% 0.08% −0.00
EVVAQ Enviva LLC Sold out 0.00% −0.00
RECAF Reconnaissance Energy Africa Sold out 0.00% −0.00
JPM JPMorgan Chase & Co. Reduce -3.4% 0.05% +0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.0% 1.56% +0.11
AMZN Amazon.com Inc. Reduce -1.7% 31.23% +2.48

Portfolio Buys Q4 2023 → Q1 2024
XOM Exxon Mobil Corp. Add +0.1% 21.60% +1.66
NVDA Nvidia Corp. Add +3800.0% 1.14% +1.12
MSFT Microsoft Corp. Add +0.3% 11.98% +0.51
AMD Advanced Micro Devices Add +653.1% 0.04% +0.04
META Meta Platforms Inc. Class A New 0.03% +0.03
VLO Valero Energy Corp. Add +0.7% 0.06% +0.01
PSX Phillips 66 Add +0.4% 0.07% +0.01
DJT Trump Media & Technology Gro New 0.01% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.5% 0.21% +0.01
PLTR Palantir Technologies Inc. Class A Add +1.6% 0.01% +0.00
DG Dollar General Corp. Add +0.5% 0.02% +0.00
COP Conocophillips Add +0.6% 0.04% +0.00
F Ford Motor Co. Add +1.1% 0.00% +0.00
BMY Bristol-Myers Squibb Co. Add +1.2% 0.01% 0.00
CVX Chevron Corp. Add +0.6% 0.16% −0.00
APA Apa Corp. Add +0.8% 0.10% −0.01
NKE Nike Inc. Class B Add +0.3% 0.06% −0.01
TSLA Tesla Inc. Add +4.2% 0.05% −0.03

Notes & Other Activity Q4 2023 → Q1 2024
DESLF Dirtt Environmental Solu-RTS WAR Sold out 30,345 $607before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 119$236.6MAMZN, AAPL, GOOG, XOM, MSFT
Q1 2026 114$259.7MAMZN, XOM, AAPL, GOOG, GOOGL
Q4 2025Amended 133$270.7MAMZN, AAPL, GOOG, GOOGL, XOM
Q3 2025 109$247.8MAMZN, AAPL, XOM, GOOG, GOOGL
Q2 2025 100$213.7MAMZN, AAPL, XOM, MSFT, GOOG
Q1 2025 99$180.2MAMZN, XOM, AAPL, GOOG, MSFT
Q4 2024 90$196.1MAMZN, AAPL, XOM, GOOG, MSFT
Q3 2024 84$183.5MAMZN, AAPL, XOM, GOOG, MSFT
Q2 2024 80$184.8MAMZN, AAPL, XOM, GOOG, MSFT
Q1 2024 81$167.5MAMZN, XOM, AAPL, MSFT, GOOG