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Livermore
Livermore
ZHEN

Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 6, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
84
+10 vs. Q3 2023
Portfolio value
$155.9M
+$8.92M (+6.1%) vs. Q3 2023
Filed
Feb 6, 2024
AmendedSEC
Holdings of Miller Wealth Advisors, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock294,917$44.8M28.8%−7,321−2.4%ReducedHistory
AAPLApple Inc.Stock183,071$35.2M22.6%−3,292−1.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM310,847$31.1M19.9%−637−0.2%ReducedHistory
GOOGAlphabet Inc.Stock129,775$18.3M11.7%+1,035+0.8%AddedHistory
MSFTMicrosoft CorpStock47,554$17.9M11.5%+697+1.5%AddedHistory
BRK.BBerkshire Hathaway IncStock6,344$2.26M1.5%+129+2.1%AddedHistory
OXYOccidental Petroleum CorpStock32,244$1.93M1.2%−2,611−7.5%ReducedHistory
HONHoneywell International IncCOM2,600$545.2K0.3%−256−9.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF655$311.3K0.2%+2+0.3%AddedHistory
INTCIntel CorpStock6,000$301.5K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock1,000$295.7K0.2%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock9,492$250.1K0.2%+9,492NewHistory
CVXChevron CorpStock1,653$246.5K0.2%+10+0.6%AddedHistory
PGProcter & Gamble CoStock1,468$215.1K0.1%00.0%UnchangedHistory
DEDeere & CoStock476$190.3K0.1%00.0%UnchangedHistory
APAAPA CorpStock4,972$178.4K0.1%+34+0.7%AddedHistory
PEPPepsiCo IncStock951$161.5K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock912$143.8K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock332$128.1K0.1%−10−2.9%ReducedHistory
TSLATesla, Inc.Stock502$124.7K0.1%+222+79.3%AddedHistory
NKENIKE, Inc.Stock1,071$116.3K0.1%+3+0.3%AddedHistory
OKEONEOK IncCOM1,291$90.7K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock677$90.1K0.1%+4+0.6%AddedHistory
VLOValero Energy CorpStock607$79.0K0.1%+4+0.7%AddedHistory
JPMJPMorgan Chase & CoStock445$75.7K<0.1%−15−3.3%ReducedHistory
COPConocoPhillipsStock527$61.2K<0.1%+3+0.6%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN4,424$61.1K<0.1%+4,424NewHistory
LLYEli Lilly & CoStock100$58.3K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock240$37.2K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock846$37.1K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock956$36.0K<0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A1,025$35.0K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock125$32.7K<0.1%00.0%UnchangedHistory
RIGTransocean Ltd.REGISTERED SHS5,000$31.8K<0.1%00.0%UnchangedHistory
PFGPrincipal Financial Group IncCOM396$31.2K<0.1%00.0%UnchangedHistory
MMM3M CoStock269$29.4K<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM216$29.4K<0.1%+1+0.5%AddedHistory
NVDANVIDIA CorpStock54$26.8K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock285$26.6K<0.1%00.0%UnchangedHistory
BPBP PLCADR746$26.4K<0.1%+7+0.9%AddedHistory
SOSouthern CoStock250$17.5K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock1,022$17.1K<0.1%00.0%UnchangedHistory
OVVOvintiv Inc.COM332$14.6K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock280$13.2K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock251$12.9K<0.1%+2+0.8%AddedHistory
CODQLCoronado Global Resources Inc.UFO10,000$12.0K<0.1%00.0%UnchangedHistory
SLGSL Green Realty CorpCOM249$11.2K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock100$10.9K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock615$10.6K<0.1%00.0%UnchangedHistory
DRTTFDirtt Environmental Solutions LtdCOM30,345$10.5K<0.1%00.0%UnchangedHistory
CINFCincinnati Financial CorpCOM100$10.3K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock125$9.87K<0.1%00.0%UnchangedHistory
AFGAmerican Financial Group IncCOM75$8.92K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock100$8.10K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock30$7.37K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock124$7.31K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock75$7.30K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock49$7.22K<0.1%00.0%UnchangedHistory
OROR Royalties Inc.COM501$7.16K<0.1%+501NewHistory
TGTTarget CorpStock50$7.12K<0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock100$6.88K<0.1%00.0%UnchangedHistory
VVVValvoline IncCOM137$5.15K<0.1%00.0%UnchangedHistory
ASHAshland Inc.COM50$4.22K<0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock25$3.92K<0.1%00.0%UnchangedHistory
FFord Motor CoStock273$3.33K<0.1%+4+1.5%AddedHistory
FISFidelity National Information Services, Inc.Stock50$3.00K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock100$2.88K<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock247$2.81K<0.1%00.0%UnchangedHistory
CNXCNX Resources CorpCOM130$2.60K<0.1%00.0%UnchangedHistory
Reconnaissance Enry Africa L75624R108COM3,000$2.40K<0.1%+3,000New–
EVAEnviva, LLCCOM2,373$2.36K<0.1%+2,373NewHistory
BRCCBRC Inc.COM CL A539$1.96K<0.1%00.0%UnchangedHistory
METMetlife IncStock20$1.32K<0.1%00.0%UnchangedHistory
KIMKimco Realty CorpCOM56$1.19K<0.1%+56NewHistory
PNCPNC Financial Services Group, Inc.Stock7$1.08K<0.1%00.0%UnchangedHistory
Occidental Pete Corp WT Exp 080327674599162Stock25$973<0.1%+25New–
Direxion Shs ETF Tr25460E521DAILY FTSE CHINA60$768<0.1%00.0%Unchanged–
Dirtt Environmntl 24 RTF25490H114WAR30,345$607<0.1%+30,345New–
OGNOrganon & Co.Stock36$516<0.1%+1+2.9%AddedHistory
HUNHuntsman CORPCOM8$201<0.1%−4−33.3%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3$165<0.1%+3New–
VTRSViatris IncStock12$130<0.1%00.0%UnchangedHistory
Mjardin Group Inc Com60689X109Common Stock1,000$00.0%+1,000New–
Remote Dynamics Inc75962A303COM1$00.0%00.0%Unchanged–