Miller Wealth Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Miller Wealth Advisors, LLC reported 80 stock positions worth $184.8 million. Its top holding was Amazon.com (AMZN) at 28.9% of the portfolio, followed by Apple (AAPL, 19.6%) and Exxon Mobil (XOM, 19.4%). Compared with Q1 2024, it opened 2 new positions, sold out of 4, added to 14 and reduced 11. The biggest buy was Nvidia (NVDA, shares +196%) and the biggest sale Amazon.com (AMZN, shares −5%).

Most Recent 13F
Q2 2026
Location
OURAY, CO
CIK
0001908158
Portfolio Value
$184.8M (Q2 2024)
SEC Filing
0001908158-24-000004 ↗ filed Jul 18, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $167.5M Q1 2024 Q2 2024: $184.8M $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 80 stocks · $184.8M
AMZN Amazon.com Inc. 28.92% 276,577 $53.4M Reduce -4.6%
AAPL Apple Inc. 19.62% 172,182 $36.3M Reduce -0.9%
XOM Exxon Mobil Corp. 19.39% 311,402 $35.8M Add +0.0%
GOOG Alphabet Inc. Class C 12.62% 127,153 $23.3M Reduce -0.8%
MSFT Microsoft Corp. 11.48% 47,472 $21.2M Reduce -0.5%
NVDA Nvidia Corp. 4.16% 62,251 $7.7M Add +195.6%
BRK.B Berkshire Hathaway Inc. Class B 1.33% 6,059 $2.5M Reduce -2.6%
HON Honeywell International Inc. 0.30% 2,600 $555K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 660 $359K Add +0.3%
CAT Caterpillar Inc. 0.18% 1,000 $333K No change
OXY Occidental Petroleum Corp. 0.18% 5,187 $327K Reduce -40.1%
PG The Procter & Gamble Co. 0.13% 1,468 $242K No change
CVX Chevron Corp. 0.11% 1,273 $199K Reduce -23.4%
INTC Intel Corp. 0.10% 6,000 $186K No change
WMT Walmart Inc. 0.10% 2,736 $185K No change
DE Deere & Co. 0.10% 476 $178K No change
PEP Pepsico Inc. 0.08% 951 $157K No change
EPD Enterprise Products Partners 0.08% 5,265 $153K Add +0.3%
APA Apa Corp. 0.08% 5,054 $149K Add +0.8%
GS Goldman Sachs Group Inc. 0.08% 322 $146K No change
OKE Oneok Inc. 0.06% 1,291 $105K No change
PSX Phillips 66 0.05% 684 $97K Add +0.6%
VLO Valero Energy Corp. 0.05% 615 $96K Add +0.7%
LLY Eli Lilly & Co. 0.05% 100 $91K No change
JPM JPMorgan Chase & Co. 0.05% 430 $87K No change
NKE Nike Inc. Class B 0.04% 1,078 $81K Add +0.4%
ET Energy Transfer LP 0.04% 4,424 $72K No change
COP Conocophillips 0.03% 532 $61K Add +0.4%
AMD Advanced Micro Devices 0.03% 349 $57K Reduce -5.4%
META Meta Platforms Inc. Class A 0.03% 100 $50K No change
TSLA Tesla Inc. 0.02% 230 $46K Reduce -56.0%
ABBV Abbvie Inc. 0.02% 240 $41K No change
PLTR Palantir Technologies Inc. Class A 0.02% 1,453 $37K Add +132.5%
CMCSA Comcast Corp. Class A 0.02% 846 $33K No change
VZ Verizon Communications Inc. 0.02% 765 $32K Reduce -20.0%
PFG Principal Financial Group 0.02% 396 $31K No change
ITW Illinois Tool Works 0.02% 125 $30K No change
DG Dollar General Corp. 0.02% 218 $29K Add +0.5%
MS Morgan Stanley 0.01% 285 $28K No change
MMM 3M Co. 0.01% 269 $27K No change
BP BP PLC-Spons ADR 0.01% 753 $27K Add +0.9%
T AT&T Inc. 0.01% 1,022 $20K No change
SO The Southern Co. 0.01% 250 $19K No change
OVV Ovintiv Inc. 0.01% 332 $16K No change
SLG SL Green Realty Corp. 0.01% 249 $14K No change
D Dominion Energy Inc. 0.01% 280 $14K No change
DRTTF Dirtt Environmental Solution 0.01% 30,345 $13K No change
MRK Merck & Co. Inc. 0.01% 100 $12K No change
CINF Cincinnati Financial Corp. 0.01% 100 $12K No change
BKR Baker Hughes Co. 0.01% 315 $11K Reduce -63.6%
BMY Bristol-Myers Squibb Co. 0.01% 258 $11K Add +1.6%
DUK Duke Energy Corp. 0.01% 100 $10K New
AFG American Financial Group Inc. 0.01% 75 $9K No change
EMR Emerson Electric Co. 0.00% 75 $8K 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
TGT Target Corp. 0.00% 50 $7K No change
CVS CVS Health Corp. 0.00% 125 $7K No change
SCHW Schwab (charles) Corp. 0.00% 100 $7K No change
GILD Gilead Sciences Inc. 0.00% 100 $7K No change
UNP Union Pacific Corp. 0.00% 30 $7K No change
DJT Trump Media & Technology Gro 0.00% 205 $7K No change
VVV Valvoline Inc. 0.00% 137 $6K No change
ASH Ashland Inc. 0.00% 50 $5K No change
FIS Fidelity National Info Serv 0.00% 50 $4K No change
JNJ Johnson & Johnson 0.00% 25 $4K No change
SOLV Solventum Corp. 0.00% 67 $4K No change
CNX CNX Resources Corp. 0.00% 130 $3K No change
PFE Pfizer Inc. 0.00% 100 $3K No change
WBD Warner Bros Discovery Inc. 0.00% 247 $2K No change
KVUE Kenvue Inc. 0.00% 100 $2K New
MET Metlife Inc. 0.00% 20 $1K No change
KIM Kimco Realty Corp. 0.00% 56 $1K No change
PNC PNC Financial Services Group 0.00% 7 $1K No change
OGN Organon & Co. 0.00% 37 $757 Add +2.8%
HUN Huntsman Corp. 0.00% 8 $182 No change
JEPI JPMorgan Equity Premium Inco 0.00% 3 $170 No change
VTRS Viatris Inc. 0.00% 12 $128 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: $184.8M.

Portfolio Sells Q1 2024 → Q2 2024
AMZN Amazon.com Inc. Reduce -4.6% 28.92% −2.31
MSFT Microsoft Corp. Reduce -0.5% 11.48% −0.50
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.6% 1.33% −0.23
OXY Occidental Petroleum Corp. Reduce -40.1% 0.18% −0.16
CVX Chevron Corp. Reduce -23.4% 0.11% −0.05
TSLA Tesla Inc. Reduce -56.0% 0.02% −0.03
RIG Transocean Ltd. Sold out 0.00% −0.02
BKR Baker Hughes Co. Reduce -63.6% 0.01% −0.01
AMD Advanced Micro Devices Reduce -5.4% 0.03% −0.01
VZ Verizon Communications Inc. Reduce -20.0% 0.02% −0.01
F Ford Motor Co. Sold out 0.00% −0.00
BRC INC-A Sold out 0.00% −0.00
DIREXION SHS ETF TR Sold out 0.00% −0.00
GOOG Alphabet Inc. Class C Reduce -0.8% 12.62% +0.97
AAPL Apple Inc. Reduce -0.9% 19.62% +1.84

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +195.6% 4.16% +3.02
PLTR Palantir Technologies Inc. Class A Add +132.5% 0.02% +0.01
DUK Duke Energy Corp. New 0.01% +0.01
KVUE Kenvue Inc. New 0.00% +0.00
OGN Organon & Co. Add +2.8% 0.00% 0.00
BP BP PLC-Spons ADR Add +0.9% 0.01% −0.00
BMY Bristol-Myers Squibb Co. Add +1.6% 0.01% −0.00
DG Dollar General Corp. Add +0.5% 0.02% −0.00
COP Conocophillips Add +0.4% 0.03% −0.01
EPD Enterprise Products Partners Add +0.3% 0.08% −0.01
VLO Valero Energy Corp. Add +0.7% 0.05% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.19% −0.01
PSX Phillips 66 Add +0.6% 0.05% −0.01
NKE Nike Inc. Class B Add +0.4% 0.04% −0.02
APA Apa Corp. Add +0.8% 0.08% −0.02
XOM Exxon Mobil Corp. Add +0.0% 19.39% −2.21

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