Mga Batayang Estadistika
| Nilai Portofolio | $ 213,682,781 |
| Posisi Saat Ini | 97 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Miller Wealth Advisors, Llc telah mengungkapkan total kepemilikan 97 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 213,682,781 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Miller Wealth Advisors, Llc adalah Amazon.com, Inc. (US:AMZN) , Apple Inc. (US:AAPL) , Exxon Mobil Corporation (US:XOM) , Microsoft Corporation (US:MSFT) , and Alphabet Inc. (US:GOOG) . Posisi baru Miller Wealth Advisors, Llc meliputi: Alphabet Inc. (US:GOOGL) , Rocket Companies, Inc. (US:RKT) , Chewy, Inc. (US:CHWY) , .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.12 | 21.67 | 10.1434 | 10.1434 | |
| 0.05 | 23.59 | 11.0378 | 1.1638 | |
| 0.06 | 10.13 | 4.7405 | 1.0434 | |
| 0.05 | 6.78 | 3.1718 | 0.8319 | |
| 0.01 | 0.10 | 0.0456 | 0.0181 | |
| 0.00 | 0.23 | 0.1067 | 0.0090 | |
| 0.00 | 0.01 | 0.0066 | 0.0066 | |
| 0.00 | 0.04 | 0.0174 | 0.0030 | |
| 0.00 | 0.03 | 0.0130 | 0.0028 | |
| 0.00 | 0.00 | 0.0022 | 0.0022 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.29 | 31.38 | 14.6865 | -5.9145 | |
| 0.16 | 33.41 | 15.6364 | -4.7185 | |
| 0.26 | 56.22 | 26.3090 | -1.1822 | |
| 0.12 | 21.67 | 10.1434 | -0.6189 | |
| 0.01 | 3.42 | 1.6020 | -0.4699 | |
| 0.00 | 0.19 | 0.0869 | -0.0324 | |
| 0.00 | 0.23 | 0.1095 | -0.0294 | |
| 0.00 | 0.61 | 0.2834 | -0.0222 | |
| 0.00 | 0.13 | 0.0588 | -0.0204 | |
| 0.00 | 0.13 | 0.0588 | -0.0177 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-07-18 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| AMZN / Amazon.com, Inc. | 0.26 | -1.56 | 56.22 | 13.51 | 26.3090 | -1.1822 | |||
| AAPL / Apple Inc. | 0.16 | -1.36 | 33.41 | -8.89 | 15.6364 | -4.7185 | |||
| XOM / Exxon Mobil Corporation | 0.29 | -6.72 | 31.38 | -15.44 | 14.6865 | -5.9145 | |||
| MSFT / Microsoft Corporation | 0.05 | 0.06 | 23.59 | 32.58 | 11.0378 | 1.1638 | |||
| GOOG / Alphabet Inc. | 0.12 | -1.55 | 21.67 | 11.79 | 10.1434 | -0.6189 | |||
| GOOGL / Alphabet Inc. | 0.12 | 21.67 | 10.1434 | 10.1434 | |||||
| NVDA / NVIDIA Corporation | 0.06 | 4.32 | 10.13 | 52.09 | 4.7405 | 1.0434 | |||
| PLTR / Palantir Technologies Inc. | 0.05 | -0.46 | 6.78 | 60.78 | 3.1718 | 0.8319 | |||
| BRK.B / Berkshire Hathaway Inc. | 0.01 | 0.54 | 3.42 | -8.28 | 1.6020 | -0.4699 | |||
| MBLY / Mobileye Global Inc. | 0.04 | -5.88 | 0.77 | 17.61 | 0.3598 | -0.0032 | |||
| HON / Honeywell International Inc. | 0.00 | 0.00 | 0.61 | 10.00 | 0.2834 | -0.0222 | |||
| SPY / SPDR S&P 500 ETF | 0.00 | 0.30 | 0.41 | 10.75 | 0.1931 | -0.0136 | |||
| CAT / Caterpillar Inc. | 0.00 | 0.00 | 0.41 | 17.53 | 0.1918 | -0.0015 | |||
| WMT / Walmart Inc. | 0.00 | 0.00 | 0.27 | 11.25 | 0.1252 | -0.0081 | |||
| DE / Deere & Company | 0.00 | 0.00 | 0.24 | 8.52 | 0.1133 | -0.0107 | |||
| PG / The Procter & Gamble Company | 0.00 | 0.00 | 0.23 | -6.80 | 0.1095 | -0.0294 | |||
| GS / The Goldman Sachs Group, Inc. | 0.00 | 0.00 | 0.23 | 29.71 | 0.1067 | 0.0090 | |||
| CVX / Chevron Corporation | 0.00 | 0.93 | 0.19 | -13.55 | 0.0869 | -0.0324 | |||
| INTC / Intel Corporation | 0.01 | 0.00 | 0.14 | -1.43 | 0.0647 | -0.0131 | |||
| EPD / Enterprise Products Partners L.P. - Limited Partnership | 0.00 | 0.32 | 0.13 | -8.76 | 0.0588 | -0.0177 | |||
| PEP / PepsiCo, Inc. | 0.00 | 0.00 | 0.13 | -11.97 | 0.0588 | -0.0204 | |||
| JPM / JPMorgan Chase & Co. | 0.00 | 0.00 | 0.12 | 18.10 | 0.0583 | -0.0002 | |||
| ACHR / Archer Aviation Inc. | 0.01 | 28.65 | 0.10 | 97.96 | 0.0456 | 0.0181 | |||
| APA / APA Corporation | 0.01 | 0.00 | 0.09 | -13.08 | 0.0436 | -0.0158 | |||
| VLO / Valero Energy Corporation | 0.00 | 0.63 | 0.09 | 2.41 | 0.0399 | -0.0063 | |||
| PSX / Phillips 66 | 0.00 | 0.72 | 0.08 | -3.49 | 0.0392 | -0.0086 | |||
| LLY / Eli Lilly and Company | 0.00 | 0.00 | 0.08 | -6.10 | 0.0365 | -0.0094 | |||
| NKE / NIKE, Inc. | 0.00 | 0.46 | 0.08 | 11.59 | 0.0364 | -0.0020 | |||
| TSLA / Tesla, Inc. | 0.00 | -36.72 | 0.07 | -21.98 | 0.0333 | -0.0176 | |||
| COP / ConocoPhillips | 0.00 | 0.92 | 0.05 | -14.04 | 0.0230 | -0.0086 | |||
| ABBV / AbbVie Inc. | 0.00 | 0.00 | 0.04 | -12.00 | 0.0208 | -0.0071 | |||
| MMM / 3M Company | 0.00 | 0.00 | 0.04 | 2.56 | 0.0192 | -0.0028 | |||
| MS / Morgan Stanley | 0.00 | 0.00 | 0.04 | 21.21 | 0.0188 | 0.0003 | |||
| HWM / Howmet Aerospace Inc. | 0.00 | 0.00 | 0.04 | 48.00 | 0.0174 | 0.0030 | |||
| VZ / Verizon Communications Inc. | 0.00 | 0.00 | 0.03 | -2.94 | 0.0155 | -0.0038 | |||
| JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF | 0.00 | -11.39 | 0.03 | -13.89 | 0.0149 | -0.0051 | |||
| PFG / Principal Financial Group, Inc. | 0.00 | 0.00 | 0.03 | -6.06 | 0.0147 | -0.0038 | |||
| ITW / Illinois Tool Works Inc. | 0.00 | 0.00 | 0.03 | -3.23 | 0.0145 | -0.0027 | |||
| T / AT&T Inc. | 0.00 | 0.00 | 0.03 | 3.57 | 0.0138 | -0.0022 | |||
| NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF | 0.00 | 0.00 | 0.03 | 50.00 | 0.0130 | 0.0028 | |||
| KO / The Coca-Cola Company | 0.00 | 0.00 | 0.03 | 0.00 | 0.0129 | -0.0026 | |||
| CMCSA / Comcast Corporation | 0.00 | 0.00 | 0.03 | -3.57 | 0.0128 | -0.0029 | |||
| OXY / Occidental Petroleum Corporation | 0.00 | 0.00 | 0.03 | -16.67 | 0.0121 | -0.0048 | |||
| DG / Dollar General Corporation | 0.00 | 0.90 | 0.03 | 31.58 | 0.0120 | 0.0011 | |||
| NFLX / Netflix, Inc. | 0.00 | 0.00 | 0.02 | 50.00 | 0.0113 | 0.0020 | |||
| SO / The Southern Company | 0.00 | 0.00 | 0.02 | 0.00 | 0.0107 | -0.0020 | |||
| ANET / Arista Networks Inc | 0.00 | 0.00 | 0.02 | 29.41 | 0.0105 | 0.0011 | |||
| OHI / Omega Healthcare Investors, Inc. | 0.00 | 0.00 | 0.02 | 0.00 | 0.0098 | -0.0023 | |||
| LMT / Lockheed Martin Corporation | 0.00 | 0.00 | 0.02 | 5.56 | 0.0091 | -0.0013 | |||
| BP / BP p.l.c. - Depositary Receipt (Common Stock) | 0.00 | 1.72 | 0.02 | -9.52 | 0.0091 | -0.0029 | |||
| LB / LandBridge Company LLC | 0.00 | 3.77 | 0.02 | -5.26 | 0.0087 | -0.0019 | |||
| JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF | 0.00 | 0.00 | 0.02 | 6.25 | 0.0082 | -0.0011 | |||
| CL / Colgate-Palmolive Company | 0.00 | 0.00 | 0.02 | -5.88 | 0.0078 | -0.0017 | |||
| D / Dominion Energy, Inc. | 0.00 | 0.00 | 0.02 | 0.00 | 0.0074 | -0.0013 | |||
| SLG / SL Green Realty Corp. | 0.00 | 0.00 | 0.02 | 7.14 | 0.0072 | -0.0008 | |||
| CINF / Cincinnati Financial Corporation | 0.00 | 0.00 | 0.01 | 0.00 | 0.0070 | -0.0012 | |||
| RKT / Rocket Companies, Inc. | 0.00 | 0.01 | 0.0066 | 0.0066 | |||||
| AMD / Advanced Micro Devices, Inc. | 0.00 | 0.00 | 0.01 | 40.00 | 0.0066 | 0.0009 | |||
| OVV / Ovintiv Inc. | 0.00 | 0.00 | 0.01 | -14.29 | 0.0059 | -0.0020 | |||
| BMY / Bristol-Myers Squibb Company | 0.00 | 1.12 | 0.01 | -25.00 | 0.0058 | -0.0032 | |||
| BKR / Baker Hughes Company | 0.00 | 0.00 | 0.01 | -7.69 | 0.0057 | -0.0020 | |||
| DUK / Duke Energy Corporation | 0.00 | 0.00 | 0.01 | -8.33 | 0.0055 | -0.0012 | |||
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) | 0.00 | 0.00 | 0.01 | -15.38 | 0.0053 | -0.0020 | |||
| GILD / Gilead Sciences, Inc. | 0.00 | 0.00 | 0.01 | 0.00 | 0.0052 | -0.0010 | |||
| EMR / Emerson Electric Co. | 0.00 | 0.00 | 0.01 | 25.00 | 0.0047 | 0.0001 | |||
| AFG / American Financial Group, Inc. | 0.00 | 0.00 | 0.01 | 0.00 | 0.0044 | -0.0010 | |||
| SCHW / The Charles Schwab Corporation | 0.00 | 0.00 | 0.01 | 28.57 | 0.0043 | -0.0001 | |||
| CVS / CVS Health Corporation | 0.00 | 0.00 | 0.01 | 0.00 | 0.0040 | -0.0007 | |||
| OKE / ONEOK, Inc. | 0.00 | 0.00 | 0.01 | -11.11 | 0.0038 | -0.0017 | |||
| MRK / Merck & Co., Inc. | 0.00 | 0.00 | 0.01 | -12.50 | 0.0037 | -0.0013 | |||
| VVV / Valvoline Inc. | 0.00 | 0.00 | 0.01 | 25.00 | 0.0024 | -0.0002 | |||
| SOLV / Solventum Corporation | 0.00 | 0.00 | 0.01 | 0.00 | 0.0024 | -0.0005 | |||
| CHTH / CNL Healthcare Properties, Inc. | 0.00 | 0.00 | 0.0022 | 0.0022 | |||||
| CNX / CNX Resources Corporation | 0.00 | 0.00 | 0.00 | 0.00 | 0.0020 | -0.0002 | |||
| FIS / Fidelity National Information Services, Inc. | 0.00 | 0.00 | 0.00 | 33.33 | 0.0019 | -0.0002 | |||
| JNJ / Johnson & Johnson | 0.00 | 0.00 | 0.00 | -25.00 | 0.0018 | -0.0005 | |||
| DJT / Trump Media & Technology Group Corp. | 0.00 | 0.00 | 0.00 | -25.00 | 0.0017 | -0.0005 | |||
| RC / Ready Capital Corporation | 0.00 | 0.00 | 0.00 | 0.00 | 0.0016 | -0.0006 | |||
| LUNR / Intuitive Machines, Inc. | 0.00 | 8.40 | 0.00 | 100.00 | 0.0014 | 0.0003 | |||
| IREN / IREN Limited | 0.00 | 0.00 | 0.00 | 100.00 | 0.0014 | 0.0007 | |||
| WBD / Warner Bros. Discovery, Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0013 | -0.0001 | |||
| QQQ / Invesco QQQ Trust, Series 1 | 0.00 | 0.00 | 0.00 | 0.00 | 0.0013 | -0.0000 | |||
| NTR / Nutrien Ltd. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0012 | -0.0000 | |||
| ASH / Ashland Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0012 | -0.0005 | |||
| PFE / Pfizer Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0011 | -0.0003 | |||
| JOBY / Joby Aviation, Inc. | 0.00 | 0.00 | 0.00 | 100.00 | 0.0010 | 0.0003 | |||
| KVUE / Kenvue Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0010 | -0.0004 | |||
| SOFI / SoFi Technologies, Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0009 | 0.0002 | |||
| MET / MetLife, Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0008 | -0.0001 | |||
| KIM / Kimco Realty Corporation | 0.00 | 0.00 | 0.00 | 0.00 | 0.0006 | -0.0001 | |||
| SOUN / SoundHound AI, Inc. | 0.00 | 0.00 | 0.00 | 0.0005 | 0.0001 | ||||
| CRN / Coronado Global Resources Inc. - Depositary Receipt (Common Stock) | 0.01 | 0.00 | 0.00 | -100.00 | 0.0004 | -0.0007 | |||
| CHWY / Chewy, Inc. | 0.00 | 0.00 | 0.0002 | 0.0002 | |||||
| OGN / Organon & Co. | 0.00 | 0.00 | 0.00 | 0.0002 | -0.0001 | ||||
| VTRS / Viatris Inc. | 0.00 | 0.00 | 0.00 | 0.0001 | -0.0000 | ||||
| ARKK / ARK ETF Trust - ARK Innovation ETF | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| HUN / Huntsman Corporation | 0.00 | 0.00 | 0.00 | 0.0000 | -0.0000 | ||||
| EGIL / EdgeTech International, Inc. | 0.00 | -25.00 | 0.00 | 0.0000 | 0.0000 | ||||
| PNC / The PNC Financial Services Group, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| DVN / Devon Energy Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| ASTS / AST SpaceMobile, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| RMTD / Remote Dynamics, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| UNITED DEV FUNDING XXX / RES (910CVR018) | 0.00 | 0.00 | 0.0000 | ||||||
| SMCI / Super Micro Computer, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 |
