Miller Wealth Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Miller Wealth Advisors, LLC reported 99 stock positions worth $180.2 million. Its top holding was Amazon.com (AMZN) at 27.5% of the portfolio, followed by Exxon Mobil (XOM, 20.6%) and Apple (AAPL, 20.4%). Compared with Q4 2024, it opened 10 new positions, sold out of 1, added to 22 and reduced 7. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +3%) and the biggest sale Amazon.com (AMZN, shares −0%).

Most Recent 13F
Q2 2026
Location
OURAY, CO
CIK
0001908158
Portfolio Value
$180.2M (Q1 2025)
SEC Filing
0001908158-25-000001 ↗ filed May 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $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 $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 99 stocks · $180.2M
AMZN Amazon.com Inc. 27.49% 260,319 $49.5M Reduce -0.1%
XOM Exxon Mobil Corp. 20.60% 312,074 $37.1M Reduce -0.4%
AAPL Apple Inc. 20.35% 165,091 $36.7M Reduce -0.7%
GOOG Alphabet Inc. Class C 10.76% 124,108 $19.4M Add +0.3%
MSFT Microsoft Corp. 9.87% 47,388 $17.8M Add +1.3%
NVDA Nvidia Corp. 3.70% 61,458 $6.7M Reduce -1.3%
PLTR Palantir Technologies Inc. Class A 2.34% 49,948 $4.2M Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 2.07% 7,009 $3.7M Add +3.4%
MBLY Mobileye Global Inc. Class A 0.36% 45,426 $654K Add +0.5%
HON Honeywell International Inc. 0.31% 2,600 $551K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 666 $373K Add +0.3%
CAT Caterpillar Inc. 0.19% 1,056 $348K Add +5.6%
PG The Procter & Gamble Co. 0.14% 1,468 $250K No change
WMT Walmart Inc. 0.13% 2,736 $240K No change
DE Deere & Co. 0.12% 476 $223K No change
CVX Chevron Corp. 0.12% 1,285 $215K Add +0.9%
GS Goldman Sachs Group Inc. 0.10% 322 $176K No change
PEP Pepsico Inc. 0.08% 951 $143K No change
INTC Intel Corp. 0.08% 6,170 $140K No change
EPD Enterprise Products Partners 0.08% 4,036 $138K Reduce -9.6%
APA Apa Corp. 0.06% 5,099 $107K No change
JPM JPMorgan Chase & Co. 0.06% 430 $105K No change
TSLA Tesla Inc. 0.05% 354 $92K Add +9.3%
PSX Phillips 66 0.05% 697 $86K Add +0.7%
VLO Valero Energy Corp. 0.05% 630 $83K Add +0.8%
LLY Eli Lilly & Co. 0.05% 100 $83K No change
NKE Nike Inc. Class B 0.04% 1,091 $69K Add +0.4%
COP Conocophillips 0.03% 543 $57K Add +0.7%
ABBV Abbvie Inc. 0.03% 240 $50K No change
ACHR Archer Aviation Inc. Class A 0.03% 6,982 $50K Add +32.2%
MMM 3M Co. 0.02% 269 $40K No change
JEPI JPMorgan Equity Premium Inco 0.02% 632 $36K New
VZ Verizon Communications Inc. 0.02% 765 $35K No change
PFG Principal Financial Group 0.02% 396 $33K No change
MS Morgan Stanley 0.02% 285 $33K No change
ITW Illinois Tool Works 0.02% 125 $31K No change
OXY Occidental Petroleum Corp. 0.02% 615 $30K No change
T AT&T Inc. 0.02% 1,022 $29K No change
CMCSA Comcast Corp. Class A 0.02% 764 $28K Reduce -9.7%
KO The Coca-Cola Co. 0.02% 390 $28K Add +290.0%
HWM Howmet Aerospace Inc. 0.01% 200 $26K New
SO The Southern Co. 0.01% 250 $23K No change
OHI Omega Healthcare Investors 0.01% 573 $22K New
BP BP PLC-Spons ADR 0.01% 638 $22K Add +1.3%
DG Dollar General Corp. 0.01% 222 $20K Add +0.5%
LB Landbridge Co. LLC-A 0.01% 265 $19K Add +10.4%
LMT Lockheed Martin Corp. 0.01% 42 $19K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.01% 250 $18K New
CL Colgate-Palmolive Co. 0.01% 183 $17K New
ANET Arista Networks Inc. 0.01% 220 $17K No change
NFLX Netflix Inc. 0.01% 18 $17K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 324 $17K New
BMY Bristol-Myers Squibb Co. 0.01% 267 $16K Add +1.1%
D Dominion Energy Inc. 0.01% 280 $16K No change
CINF Cincinnati Financial Corp. 0.01% 100 $15K No change
SLG SL Green Realty Corp. 0.01% 249 $14K No change
OVV Ovintiv Inc. 0.01% 332 $14K No change
BKR Baker Hughes Co. 0.01% 315 $14K No change
BABA Alibaba Group Holding-SP ADR 0.01% 100 $13K No change
SMCI Super Micro Computer Inc. 0.01% 365 $12K No change
DUK Duke Energy Corp. 0.01% 100 $12K No change
GILD Gilead Sciences Inc. 0.01% 100 $11K No change
AMD Advanced Micro Devices 0.01% 99 $10K No change
OKE Oneok Inc. 0.01% 100 $10K No change
AFG American Financial Group Inc. 0.01% 75 $10K No change
MRK Merck & Co. Inc. 0.01% 100 $9K No change
CVS CVS Health Corp. 0.00% 125 $8K No change
EMR Emerson Electric Co. 0.00% 75 $8K No change
SCHW Schwab (charles) Corp. 0.00% 100 $8K No change
ASTS Ast Spacemobile Inc. 0.00% 273 $6K No change
SOLV Solventum Corp. 0.00% 67 $5K No change
VVV Valvoline Inc. 0.00% 137 $5K No change
JNJ Johnson & Johnson 0.00% 25 $4K No change
CNX CNX Resources Corp. 0.00% 130 $4K No change
DJT Trump Media & Technology Gro 0.00% 205 $4K No change
RC Ready Capital Corp. 0.00% 774 $4K New
FIS Fidelity National Info Serv 0.00% 50 $4K No change
ASH Ashland Inc. 0.00% 50 $3K No change
WBD Warner Bros Discovery Inc. 0.00% 247 $3K No change
PFE Pfizer Inc. 0.00% 100 $3K No change
KVUE Kenvue Inc. 0.00% 100 $2K No change
QQQ Invesco QQQ Trust Series 1 0.00% 5 $2K No change
NTR Nutrien Ltd. 0.00% 45 $2K No change
CODQL Coronado Global Resource-Cdi 0.00% 10,000 $2K No change
LUNR Intuitive Machines Inc. 0.00% 250 $2K No change
MET Metlife Inc. 0.00% 20 $2K No change
PNC PNC Financial Services Group 0.00% 7 $1K No change
IREN Iren Ltd. filed as IREN LIMITED 0.00% 200 $1K Add +33.3%
JOBY Joby Aviation Inc. 0.00% 200 $1K No change
KIM Kimco Realty Corp. 0.00% 56 $1K No change
SOFI Sofi Technologies Inc. 0.00% 100 $1K No change
SOUN Soundhound AI Inc. Class A 0.00% 100 $812 Add +100.0%
OGN Organon & Co. 0.00% 38 $565 Add +2.7%
DVN Devon Energy Corp. 0.00% 5 $187 No change
VTRS Viatris Inc. 0.00% 12 $105 No change
HUN Huntsman Corp. 0.00% 4 $63 Reduce -50.0%
ARKK ARK Innovation ETF 0.00% 1 $48 New
EGIL Edgetech International Inc. 0.00% 1,000 $0 New
RMTD Remote Dynamics Inc. 0.00% 1 $0 No change

Portfolio Sells Q4 2024 → Q1 2025
AMZN Amazon.com Inc. Reduce -0.1% 27.49% −1.65
AAPL Apple Inc. Reduce -0.7% 20.35% −0.88
NVDA Nvidia Corp. Reduce -1.3% 3.70% −0.56
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.01
CMCSA Comcast Corp. Class A Reduce -9.7% 0.02% −0.00
HUN Huntsman Corp. Reduce -50.0% 0.00% 0.00
EPD Enterprise Products Partners Reduce -9.6% 0.08% +0.01
XOM Exxon Mobil Corp. Reduce -0.4% 20.60% +3.42

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B Add +3.4% 2.07% +0.51
PLTR Palantir Technologies Inc. Class A Add +1.1% 2.34% +0.43
CVX Chevron Corp. Add +0.9% 0.12% +0.03
JEPI JPMorgan Equity Premium Inco New 0.02% +0.02
HWM Howmet Aerospace Inc. New 0.01% +0.01
KO The Coca-Cola Co. Add +290.0% 0.02% +0.01
OHI Omega Healthcare Investors New 0.01% +0.01
LMT Lockheed Martin Corp. New 0.01% +0.01
NLR Vaneck Urani & Nuclr ETF-Usd New 0.01% +0.01
CL Colgate-Palmolive Co. New 0.01% +0.01
JEPQ JPM Nasdaq Equity Premium New 0.01% +0.01
CAT Caterpillar Inc. Add +5.6% 0.19% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.21% +0.01
PSX Phillips 66 Add +0.7% 0.05% +0.01
VLO Valero Energy Corp. Add +0.8% 0.05% +0.01
COP Conocophillips Add +0.7% 0.03% +0.00
LB Landbridge Co. LLC-A Add +10.4% 0.01% +0.00
BP BP PLC-Spons ADR Add +1.3% 0.01% +0.00
DG Dollar General Corp. Add +0.5% 0.01% +0.00
RC Ready Capital Corp. New 0.00% +0.00
BMY Bristol-Myers Squibb Co. Add +1.1% 0.01% +0.00
ACHR Archer Aviation Inc. Class A Add +32.2% 0.03% +0.00
ARKK ARK Innovation ETF New 0.00% 0.00
EGIL Edgetech International Inc. New 0.00% 0.00
OGN Organon & Co. Add +2.7% 0.00% 0.00
SOUN Soundhound AI Inc. Class A Add +100.0% 0.00% −0.00
IREN Iren Ltd. Add +33.3% 0.00% −0.00
NKE Nike Inc. Class B Add +0.4% 0.04% −0.00
TSLA Tesla Inc. Add +9.3% 0.05% −0.02
MBLY Mobileye Global Inc. Class A Add +0.5% 0.36% −0.10
MSFT Microsoft Corp. Add +1.3% 9.87% −0.18
GOOG Alphabet Inc. Class C Add +0.3% 10.76% −1.26

Notes & Other Activity Q4 2024 → Q1 2025
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 25 $689before exit
CHTH CNL Healthcare Properties Inc. COM New 0 $0

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