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Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

MS holding history

Morgan Stanley in every 13F filed by Miller Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
285
Value
$59.6K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of MS by Miller Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026285$59.6K<0.1%00.0%UnchangedHolders
Q1 2026285$46.9K<0.1%00.0%UnchangedHolders
Q4 2025285$50.6K<0.1%00.0%UnchangedHolders
Q3 2025285$45.3K<0.1%00.0%UnchangedHolders
Q2 2025285$40.1K<0.1%00.0%UnchangedHolders
Q1 2025285$33.3K<0.1%00.0%UnchangedHolders
Q4 2024285$35.8K<0.1%00.0%UnchangedHolders
Q3 2024285$34.0K<0.1%00.0%UnchangedHolders
Q2 2024285$27.7K<0.1%00.0%UnchangedHolders
Q1 2024285$26.8K<0.1%00.0%UnchangedHolders
Q4 2023285$26.6K<0.1%00.0%UnchangedHolders
Q3 2023285$23.3K<0.1%00.0%UnchangedHolders
Q2 2023285$24.3K<0.1%+73+34.4%AddedHolders
Q1 2023212$10.0K0.1%−238−52.9%ReducedHolders
Q4 2022450$37.0K<0.1%+450NewHolders
Q3 20220$00.0%−455−100.0%Sold outHolders
Q2 2022455$35.0K<0.1%−55−10.8%ReducedHolders
Q1 2022510$45.0K<0.1%+285+126.7%AddedHolders
Q4 2021225$22.0K<0.1%–No prior filingHolders