Miller Wealth Advisors, Llc Portfolio Stock Holdings

Miller Wealth Advisors, Llc disclosed 122 stock positions valued at approximately $279.1 million in its latest SEC 13F filing. The largest holdings include AMAZON.COM INC, ALPHABET INC, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
122
Portfolio Value
$279.1M
Holdings by Sector
Miller Wealth Advisors, Llc Portfolio Holdings in Q2 2026

105 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMAZON.COM INCAMDTechnology21.02%246,110+246,100+2461000.00%$58,657,857
ALPHABET INCGOOGCommunication Services15.23%120,316-971-0.80%$42,511,252
ALPHABET INCGILDHealthcare15.23%120,316+120,216+120216.00%$42,511,252
EXXON MOBIL CORPWMTConsumer Defensive14.29%291,745+289,009+10563.19%$39,887,384
MICROSOFT CORPMSFinancial Services6.59%49,298+49,013+17197.54%$18,389,140
NVIDIA CORPNTRBasic Materials5.10%71,172+71,127+158060.00%$14,240,829
PALANTIR TECHNOLOGIES INPGConsumer Defensive2.34%55,994+55,444+10080.73%$6,532,820
BERKSHIRE HATHAWAYBPEnergy1.02%5,667+4,992+739.56%$2,835,710
CATERPILLAR INCBWXTIndustrials0.40%1,056+1,001+1820.00%$1,124,534
INTEL CORPHUNBasic Materials0.30%6,000+5,996+149900.00%$837,780
MOBILEYE GLOBAL INCLMTIndustrials0.14%40,551+40,509+96450.00%$392,534
CHEVRON CORP NEWCVSHealthcare0.12%2,056+1,931+1544.80%$340,731
GOLDMAN SACHS GROUP INCGOOGLCommunication Services0.12%322-120,965-99.73%$325,661
WALMART INCWBDCommunication Services0.11%2,736+2,489+1007.69%$309,879
DEERE & CODUtilities0.11%476+196+70.00%$301,941
HONEYWELL INTL INCHDConsumer Cyclical0.10%1,300+1,300+100.00%$291,070
META PLATFORMS INCMETFinancial Services0.08%400+380+1900.00%$225,316
VALERO ENERGY CORP NEWVFinancial Services0.06%646+644+32200.00%$168,245
APA CORPAMZNConsumer Cyclical0.06%5,099-243,310-97.95%$166,075
APPLIED MATLS INCAFGFinancial Services0.05%200+125+166.67%$144,600
JPMORGAN CHASE & COJNJHealthcare0.05%430+405+1620.00%$140,752
PEPSICO INCOXYEnergy0.05%951+336+54.63%$128,765
PHILLIPS 66PLTRTechnology0.04%715-55,868-98.74%$120,865
PROCTER & GAMBLE COPFGFinancial Services0.03%550+154+38.89%$80,652
ARCHER AVIATION INCABBVHealthcare0.02%13,782+13,542+5642.50%$65,189
ABBVIE INCAAPLTechnology0.02%240-159,208-99.85%$60,394
MORGAN STANLEYMRKHealthcare0.02%285+185+185.00%$59,576
CONOCOPHILLIPSCOFFinancial Services0.02%561+561+100.00%$58,329
SOLSTICE ADVANCED MATLSSOUtilities0.02%650+400+160.00%$57,590
TESLA INCTOIHealthcare0.02%119+119+100.00%$50,051
NIKE INCNFLXCommunication Services0.02%1,120+940+522.22%$45,988
3M COMETACommunication Services0.02%269-131-32.75%$43,554
PRINCIPAL FINL GROUP INCPFEHealthcare0.02%396+296+296.00%$42,681
APPLIED DIGITAL CORPAPAEnergy0.01%1,000-4,099-80.39%$37,300
VERTIV HLDGS COVOOOther0.01%100+99+9900.00%$33,482
VERIZON COMMUNICATIONS IVVVConsumer Cyclical0.01%765+628+458.39%$32,390
THE COCA-COLA COJPMFinancial Services0.01%390-40-9.30%$31,695
OCCIDENTAL PETE CORPOVVEnergy0.01%615+283+85.24%$29,871
DOLLAR GEN CORP NEWDEIndustrials0.01%227-249-52.31%$26,158
BP P L C FBMYHealthcare0.01%684+403+143.42%$25,264
OMEGA HEALTHCARE INVS INOHIReal Estate0.01%486-42-7.95%$23,172
MICRON TECHNOLOGY INCMSFTTechnology0.01%20-49,175-99.96%$23,086
VANGUARD S&P 500 ETFVLOEnergy0.01%33-613-94.89%$22,930
LOCKHEED MARTIN CORPLLYHealthcare0.01%42-58-58.00%$21,397
AT&T INCSPYOther0.01%1,022+348+51.63%$21,155
JPMORGAN NASDAQ EQUITYJEPIOther0.01%324-6-1.82%$19,913
COMFORT SYS USA INCFISTechnology0.01%10-40-80.00%$19,820
MCDONALDS CORPMBLYConsumer Cyclical0.01%71-41,480-99.83%$19,192
DOMINION ENERGY INCCVXEnergy0.01%280-1,650-85.49%$19,121
CINCINNATI FINL CORPCCJEnergy0.01%100--$18,514
BAKER HUGHES CO. ABABAConsumer Cyclical0.01%315+215+215.00%$17,483
OVINTIV INCOKLOUtilities0.01%332+242+268.89%$17,480
COLGATE PALMOLIVE COCINFFinancial Services0.01%183+83+83.00%$16,777
BRISTOL MYERS SQUIBB COBKREnergy0.01%281-34-10.79%$16,165
COMCAST CORP NEWCLConsumer Defensive0.01%629+446+243.72%$15,442
ONCOLOGY INST INCTFCFinancial Services0.01%2,820+2,570+1028.00%$15,313
RECONNAISSANCE ENERGY FQQQMOther0.01%20,000+19,999+1999900.00%$15,000
ASML HLDG N V FASHBasic Materials0.00%7-43-86.00%$13,926
JPMORGAN EQUITY PREMIUMITWIndustrials0.00%235+110+88.00%$13,273
USA RARE EARTH INCTSLAConsumer Cyclical0.00%600+481+404.20%$12,948
CVS HEALTH CORPCOPEnergy0.00%125-436-77.72%$12,931
SL GREEN RLTY CORPSCHWFinancial Services0.00%249+149+149.00%$12,891
NETFLIX INCNEXTEnergy0.00%180+180+100.00%$12,852
MERCK & CO. INC.MPBasic Materials0.00%100-65-39.39%$12,850
IREN LTD FINTCTechnology0.00%280-5,720-95.33%$12,804
HOME DEPOT INCGSFinancial Services0.00%36-286-88.82%$12,776
DUKE ENERGY CORP NEWDJTCommunication Services0.00%100-105-51.22%$12,658
GILEAD SCIENCES INCGEVUtilities0.00%100+100+100.00%$12,634
TRUIST FINL CORPTCommunication Services0.00%250-772-75.54%$12,455
BWX TECHNOLOGIES INCBRK-BFinancial Services0.00%55-6,272-99.13%$10,706
AMERICAN FINL GROUP INCACHRIndustrials0.00%75-13,707-99.46%$10,496
CAMECO CORP FCATIndustrials0.00%100-956-90.53%$10,186
ALIBABA GROUP HLDG LTD FASMLOther0.00%100+93+1328.57%$9,598
GE VERNOVA INCFLYYOther0.00%8+8+100.00%$9,414
MP MATLS CORPMMMIndustrials0.00%165-104-38.66%$9,242
SNOWLINE GOLD CORP FSNDAHealthcare0.00%1,000+906+963.83%$9,050
ONEOK INC NEWOGNHealthcare0.00%100+62+163.16%$8,694
JOHNSON & JOHNSONJEPQOther0.00%26-298-91.98%$6,603
WARNER BROS DISCOVERY INVZCommunication Services0.00%247-518-67.71%$6,585
NANO NUCLEAR ENERGY EQUINKEConsumer Cyclical0.00%275-837-75.27%$5,814
ADVANCED MICRO DEVICES IAMATTechnology0.00%10-190-95.00%$5,809
VALVOLINE INCVTRSHealthcare0.00%137+125+1041.67%$5,417
OKLO INCOKEEnergy0.00%90-10-10.00%$4,710
CAPITAL ONE FINL CORPCMCSACommunication Services0.00%22-607-96.50%$4,467
SONIDA SENIOR LIVING INCSLGReal Estate0.00%94-155-62.25%$3,835
INVESCO QQQ TRPSXEnergy0.00%5-710-99.30%$3,682
ARK INNOVATION ETFAPLDTechnology0.00%45-955-95.50%$3,637
ASHLAND INCARKKOther0.00%50+5+11.11%$3,295
NUTRIEN LTD FNNEIndustrials0.00%45-230-83.64%$2,833
PFIZER INCPEPConsumer Defensive0.00%100-851-89.48%$2,408
FIDELITY NATL INFORMATIOEMRIndustrials0.00%50-25-33.33%$1,944
KENVUE INCKOConsumer Defensive0.00%100-290-74.36%$1,911
METLIFE INCMCDConsumer Cyclical0.00%20-50-71.43%$1,692
TRUMP MEDIA & TECHNODGConsumer Defensive0.00%205-22-9.69%$1,587
KIMCO RLTY CORPKIMReal Estate0.00%56--$1,420
VERSANT MEDIA GROUP INCVRTIndustrials0.00%24-76-76.00%$864
ORGANON & CONVDATechnology0.00%38-71,455-99.95%$517
INVESCO NASDAQ 100 ETFQQQOther0.00%1-4-80.00%$303
NEXTDECADE CORPMUTechnology0.00%33+33+100.00%$249
LUCKIN COFFEE INC FKVUEConsumer Defensive0.00%4-96-96.00%$111