MILLER WEALTH ADVISORS, LLC
CIK 1908158 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $236.6M
- Posisi
- 122
- Per tanggal
- 30 Juni 2026
#5.902 dari 9.443 berdasarkan nilai 13F · top 62.5%
Nilai portofolio QoQ: -8.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 97,47%
- Bobot 25 kepemilikan teratas
- 99,16%
- Posisi di atas 1%
- 8
- Jumlah posisi efektif
- 5,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,41% Perkiraan pembelian $1.022.375 · penjualan $45.933.607
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 75,3% masih dipegang
- Posisi baru
- 10
- Meningkat
- 8
- Menurun
- 13
- Tertutup
- 5
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +20.9% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 98,5% · Opsi dikecualikan: 0,0%
Rincian sektor
Technology
36,3%
Retail
24,9%
Communication Services
18,1%
Energy
17,3%
Industrials
0,7%
Consumer Discretionary
0,2%
Financial Services
0,2%
Financials
0,1%
Consumer Staples
0,1%
Healthcare
0,1%
Consumer products
0,0%
Materials
0,0%
Telecommunication
0,0%
Utilities
0,0%
Real Estate
0,0%
Lainnya/Tidak terpetakan
1,8%
Portofolio lengkap 122 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $58.657.857 | 24,79% | 246.110 | $6.921.715 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $45.627.153 | 19,28% | 157.683 | $5.160.845 | Turun ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $42.511.252 | 17,97% | 120.316 | $7.718.863 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $39.887.384 | 16,86% | 291.745 | $-9.570.646 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $18.389.140 | 7,77% | 49.298 | $178.627 | Naik ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $14.240.829 | 6,02% | 71.172 | $1.772.450 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $6.532.820 | 2,76% | 55.994 | $-1.744.141 | Turun ×2 | ||
| BRKB | $2.835.710 | 1,20% | 5.667 | $-196.188 | Turun ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $1.124.534 | 0,48% | 1.056 | $376.400 | |||
| INTC Intel Corporation - Common Stock | $837.780 | 0,35% | 6.000 | $573.000 | |||
| SPY SPY | $502.993 | 0,21% | 674 | $64.951 | |||
| MBLY Mobileye Global Inc. - Class A Common Stock | $392.534 | 0,17% | 40.551 | $107.079 | Turun ×2 | ||
| CVX Chevron Corporation Common Stock | $340.731 | 0,14% | 2.056 | $-58.497 | Naik ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $325.661 | 0,14% | 322 | $53.252 | |||
| WMT Walmart Inc. - Common Stock | $309.879 | 0,13% | 2.736 | $-30.151 | |||
| DE Deere & Company Common Stock | $301.941 | 0,13% | 476 | $33.810 | |||
| Penerbit tidak dikenal (CUSIP: 438516205) | $291.070 | 0,12% | 1.300 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $287.404 | 0,12% | 1.300 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $264.150 | 0,11% | 1.546 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $225.316 | 0,10% | 400 | $-3.536 | |||
| VLO Valero Energy Corporation Common Stock | $168.245 | 0,07% | 646 | $8.630 | |||
| APA APA Corporation - Common Stock | $166.075 | 0,07% | 5.099 | $-50.327 | |||
| AMAT Applied Materials, Inc. - Common Stock | $144.600 | 0,06% | 200 | $76.242 | |||
| JPM JP Morgan Chase & Co. Common Stock | $140.752 | 0,06% | 430 | $14.263 | |||
| PEP PepsiCo, Inc. - Common Stock | $128.765 | 0,05% | 951 | $-18.916 | |||
| PSX Phillips 66 Common Stock | $120.865 | 0,05% | 715 | $-9.387 | |||
| LLY Eli Lilly and Company Common Stock | $119.943 | 0,05% | 100 | $27.966 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $87.745 | 0,04% | 875 | $13.247 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $80.652 | 0,03% | 550 | $1.210 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $80.408 | 0,03% | 225 | $-34.711.981 | Turun ×2 | ||
| ACHR Archer Aviation Inc. Class A Common Stock | $65.189 | 0,03% | 13.782 | $-6.064 | |||
| ABBV AbbVie Inc. Common Stock | $60.394 | 0,03% | 240 | $8.196 | |||
| MS Morgan Stanley Common Stock | $59.576 | 0,03% | 285 | $12.674 | |||
| COP ConocoPhillips Common Stock | $58.329 | 0,02% | 561 | $-15.733 | |||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $57.590 | 0,02% | 650 | $8.086 | |||
| RKT Rocket Companies, Inc. Class A Common Stock | $54.731 | 0,02% | 3.475 | $5.212 | |||
| TSLA Tesla, Inc. - Common Stock | $50.051 | 0,02% | 119 | $5.813 | |||
| NKE Nike, Inc. Common Stock | $45.988 | 0,02% | 1.120 | $-12.753 | Naik ×6 | ||
| MMM 3M Company Common Stock | $43.554 | 0,02% | 269 | $4.487 | |||
| PFG Principal Financial Group Inc - Common Stock | $42.681 | 0,02% | 396 | $6.997 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $42.013 | 0,02% | 1.143 | $-20.636 | Turun ×4 | ||
| APLD Applied Digital Corporation - Common Stock | $37.300 | 0,02% | 1.000 | $13.560 | |||
| ITW Illinois Tool Works Inc. Common Stock | $33.809 | 0,01% | 125 | $1.273 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $33.482 | 0,01% | 100 | $8.424 | |||
| VZ Verizon Communications Inc. Common Stock | $32.390 | 0,01% | 765 | $-6.013 | |||
| KO Coca-Cola Company (The) Common Stock | $31.695 | 0,01% | 390 | $2.035 | |||
| OXY Occidental Petroleum Corporation Common Stock | $29.871 | 0,01% | 615 | $-10.104 | |||
| DG Dollar General Corporation Common Stock | $26.158 | 0,01% | 227 | $-822 | |||
| BP BP p.l.c. Common Stock | $25.264 | 0,01% | 684 | $-6.450 | Naik ×6 | ||
| SO Southern Company (The) Common Stock | $23.928 | 0,01% | 250 | $-202 | |||
| OHI Omega Healthcare Investors, Inc. Common Stock | $23.172 | 0,01% | 486 | $35 | Turun ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $23.086 | 0,01% | 20 | Naik ×1 | |||
| VOO | $22.930 | 0,01% | 33 | $22.332 | Naik ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $21.397 | 0,01% | 42 | $-3.987 | |||
| T AT&T Inc. | $21.155 | 0,01% | 1.022 | $-8.473 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $19.913 | 0,01% | 324 | $1.925 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $19.820 | 0,01% | 10 | $6.030 | |||
| MCD McDonald's Corporation Common Stock | $19.192 | 0,01% | 71 | $-2.563 | Naik ×1 | ||
| D Dominion Energy, Inc. Common Stock | $19.121 | 0,01% | 280 | $1.811 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $18.514 | 0,01% | 100 | $2.779 | |||
| BKR Baker Hughes Company - Common Stock | $17.483 | 0,01% | 315 | $-1.748 | |||
| OVV Ovintiv Inc. (DE) | $17.480 | 0,01% | 332 | $-2.228 | |||
| CL Colgate-Palmolive Company Common Stock | $16.777 | 0,01% | 183 | $1.180 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $16.165 | 0,01% | 281 | $-850 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $15.442 | 0,01% | 629 | $-2.617 | |||
| TOI The Oncology Institute, Inc. - Common Stock | $15.313 | 0,01% | 2.820 | Naik ×1 | |||
| RECAF | $15.000 | 0,01% | 20.000 | $-1.000 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $13.926 | 0,01% | 7 | $4.680 | |||
| JEPI | $13.273 | 0,01% | 235 | $-5.431 | Turun ×5 | ||
| USAR USA Rare Earth, Inc. - Common Stock | $12.948 | 0,01% | 600 | $3.867 | |||
| CVS CVS Health Corporation Common Stock | $12.931 | 0,01% | 125 | $3.953 | |||
| SLG SL Green Realty Corp Common Stock | $12.891 | 0,01% | 249 | $3.693 | |||
| NFLX Netflix, Inc. - Common Stock | $12.852 | 0,01% | 180 | $-4.455 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $12.850 | 0,01% | 100 | $821 | |||
| IREN IREN Limited - Ordinary Shares | $12.804 | 0,01% | 280 | $-3.650 | Turun ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $12.776 | 0,01% | 36 | Naik ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $12.658 | 0,01% | 100 | $-436 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $12.634 | 0,01% | 100 | $-1.303 | |||
| TFC Truist Financial Corporation Common Stock | $12.455 | 0,01% | 250 | $962 | |||
| EMR Emerson Electric Company Common Stock | $10.736 | 0,00% | 75 | $909 | |||
| BWXT BWX Technologies, Inc. Common Stock | $10.706 | 0,00% | 55 | $-541 | |||
| AFG American Financial Group, Inc. Common Stock | $10.496 | 0,00% | 75 | $918 | |||
| CCJ Cameco Corporation Common Stock | $10.186 | 0,00% | 100 | $-675 | |||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $9.598 | 0,00% | 100 | $-2.948 | |||
| GEV GE Vernova Inc. Common Stock | $9.414 | 0,00% | 8 | Naik ×1 | |||
| MP MP Materials Corp. Common Stock | $9.242 | 0,00% | 165 | $1.279 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $9.227 | 0,00% | 100 | $-171 | |||
| SNWGF | $9.050 | 0,00% | 1.000 | $-914 | |||
| OKE ONEOK, Inc. Common Stock | $8.694 | 0,00% | 100 | $-345 | |||
| JNJ Johnson & Johnson Common Stock | $6.603 | 0,00% | 26 | $492 | Naik ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $6.585 | 0,00% | 247 | $-198 | |||
| NNE Nano Nuclear Energy Inc. - common stock | $5.814 | 0,00% | 275 | $182 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5.809 | 0,00% | 10 | $3.775 | |||
| VVV Valvoline Inc. Common Stock | $5.417 | 0,00% | 137 | $803 | |||
| OKLO Oklo Inc. Class A common stock | $4.710 | 0,00% | 90 | $247 | |||
| COF Capital One Financial Corporation Common Stock | $4.467 | 0,00% | 22 | Naik ×1 | |||
| SNDA Sonida Senior Living, Inc. Common Stock | $3.835 | 0,00% | 94 | $803 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3.682 | 0,00% | 5 | $796 | |||
| ARKK | $3.637 | 0,00% | 45 | $595 | |||
| ASH Ashland Inc. Common Stock | $3.295 | 0,00% | 50 | $514 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (CUSIP: 438516205) | $291.070 | 1.300 | 0,12% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $287.404 | 1.300 | 0,12% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $264.150 | 1.546 | 0,11% |
| MU | $23.086 | 20 | 0,01% |
| TOI | $15.313 | 2.820 | 0,01% |
| HD | $12.776 | 36 | 0,01% |
| GEV | $9.414 | 8 | 0,00% |
| COF | $4.467 | 22 | 0,00% |
| NEXT | $249 | 33 | 0,00% |
| FLYYQ | $4 | 200 | 0,00% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| XOM | Beli lebih banyak | +232 | -$9.6M |
| GOOG | Dipangkas | -971 | +$7.7M |
| AMZN | Dipangkas | -2K | +$6.9M |
| AAPL | Dipangkas | -2K | +$5.2M |
| NVDA | Dipangkas | -321 | +$1.8M |
| PLTR | Dipangkas | -589 | -$1.7M |
| INTC | Hanya pergerakan harga | +0 | +$573K |
| CAT | Hanya pergerakan harga | +0 | +$376K |
| BRKB | Dipangkas | -660 | -$196K |
| MSFT | Beli lebih banyak | +103 | +$179K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| HON | 30 Juni 2026 | 2.600 | $587.678 | 0,8% |
| NLR | 30 Juni 2026 | 900 | $119.871 | Tidak lagi dilacak |
| MMM | 31 Des. 2025 | 269 | $41.743 | 14,4% |
| HWM | 31 Des. 2025 | 200 | $39.246 | 41,2% |
| ANET | 31 Des. 2025 | 220 | $32.056 | 44,1% |
| VRT | 31 Maret 2025 | 200 | $22.722 | 261,0% |
| OPEN | 30 Juni 2026 | 4.065 | $19.024 | -23,9% |
| LB | 31 Maret 2026 | 290 | $14.207 | 19,2% |
| BULL | 31 Des. 2025 | 900 | $13.311 | 3,6% |
| CLX | 30 Juni 2026 | 125 | $12.954 | 13,1% |
| SMCI | 30 Juni 2025 | 365 | $12.498 | -26,0% |
| GME | 31 Maret 2026 | 600 | $12.048 | -21,8% |
| UNH | 31 Maret 2026 | 25 | $8.253 | 45,9% |
| LITM | 31 Maret 2026 | 2.500 | $7.500 | Tidak lagi dilacak |
| ASTS | 30 Juni 2025 | 273 | $6.208 | 38,0% |
| SOLV | 30 Sep. 2025 | 67 | $5.081 | 22,3% |
| LUNR | 31 Maret 2026 | 271 | $4.398 | -4,3% |
| BMXI | 31 Maret 2026 | 100.000 | $3.675 | Tidak lagi dilacak |
| RC | 31 Des. 2025 | 774 | $2.995 | -19,7% |
| JOBY | 31 Maret 2026 | 200 | $2.640 | -9,0% |
| SOFI | 31 Maret 2026 | 100 | $2.618 | 13,7% |
| GNPX | 31 Maret 2026 | 1.200 | $2.100 | 116,7% |
| FUSE | 31 Maret 2026 | 1.200 | $1.980 | -15,1% |
| KPRX | 31 Maret 2026 | 1.000 | $1.970 | 31,6% |
| EOSE | 31 Maret 2026 | 170 | $1.948 | -28,5% |
| NIXX | 31 Maret 2026 | 2.000 | $1.921 | -32,3% |
| WKEY | 31 Maret 2026 | 240 | $1.884 | 4,4% |
| GSIT | 31 Maret 2026 | 300 | $1.863 | 18,3% |
| CNX | 31 Maret 2026 | 50 | $1.839 | -6,6% |
| PNC | 30 Juni 2025 | 7 | $1.230 | 36,2% |
| SOUN | 31 Maret 2026 | 100 | $997 | -0,1% |
| KLYG | 31 Maret 2026 | 6.000 | $699 | Tidak lagi dilacak |
| OXYWS | 31 Maret 2025 | 25 | $689 | Tidak lagi dilacak |
| WWR | 31 Maret 2026 | 918 | $689 | Tidak lagi dilacak |
| DVLT | 31 Maret 2026 | 882 | $575 | -50,6% |
| CHWY | 30 Sep. 2025 | 10 | $426 | -41,0% |
| BBW | 31 Maret 2026 | 5 | $306 | 4,7% |
| LAC | 30 Juni 2026 | 58 | $229 | -23,0% |
| DVN | 30 Juni 2025 | 5 | $187 | 52,6% |