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Home > Institutional Investor > Miller Wealth Advisors, Llc > Profile

Instuitional Investor - Miller Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Miller Wealth Advisors, Llc
Portfolio Value $155,857,991
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 294,917 $44,809,689 28.75%
2.
Apple Inc.
 AAPL 183,071 $35,246,692 22.61%
3.
Exxon Mobil Corp
 XOM 310,847 $31,078,531 19.94%
4.
Alphabet Inc.
 GOOG 129,775 $18,289,191 11.73%
5.
Microsoft Corp
 MSFT 47,554 $17,882,151 11.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)