Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MILLER WEALTH ADVISORS LLC
  City: OURAY
  State: CO
  Zip: 81427
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $155,857,000
  Total Value Change : $8,915,000
  Securities Held Change : 10
   
All Securities Held : 84
  New Positions : 10
  Closed Positions : 0
  Increased Positions : 16
  Unchanged Positions : 50
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 81     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 1 - $179.62 $44,810,000 294,917 28.75% 6,390,000 -7,321 0.003    Internet Software & S...
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $169.30 $35,247,000 183,071 22.61% 3,340,000 -3,292 0.001    Personal Computers
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 3 - $117.96 $31,079,000 310,847 19.94% -5,545,000 -637 0.007    Integrated Oil & Gas
   (GOOG)1 Year Chart         GOOG Alphabet Inc 4 - $173.69 $18,289,000 129,775 11.73% 1,315,000 1,035 0.002    Search Engines & Info...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $406.32 $17,882,000 47,554 11.47% 3,087,000 697 0.001    Application Software
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 6 - $402.10 $2,263,000 6,344 1.45% 86,000 129 0    Property & Casualty I...
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 7 - $67.78 $1,925,000 32,244 1.24% -336,000 -2,611 0.003    Independent Oil & Gas
   (HON)1 Year Chart         HON Honeywell International Inc 8 - $193.45 $545,000 2,600 0.35% 17,000 -256 0    Conglomerates
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 9 - $508.26 $311,000 655 0.2% 32,000 2 0    Closed - End Fund - E...
   (INTC)1 Year Chart         INTC Intel Corp 10 - $31.88 $302,000 6,000 0.19% 89,000 0 0    Semiconductor- Broad...
   (CAT)1 Year Chart         CAT Caterpillar Inc 11 - $343.38 $296,000 1,000 0.19% 23,000 0 0    Farm & Construction M...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 12 New $29.06 $250,000 9,492 0.16% 250,000 9,492 0    Independent Oil & Gas
   (CVX)1 Year Chart         CVX Chevron Corp 13 - $165.89 $246,000 1,653 0.16% -31,000 10 0    Integrated Oil & Gas
   (PG)1 Year Chart         PG Procter & Gamble Co 14 - $161.29 $215,000 1,468 0.14% 1,000 0 0    Cleaning Products
   (DE)1 Year Chart         DE Deere & Co 15 - $393.33 $190,000 476 0.12% 10,000 0 0    Farm & Construction M...
   (APA)1 Year Chart         APA Apache Corp 16 - $32.49 $178,000 4,972 0.11% -25,000 34 0.001    Independent Oil & Gas
   (PEP)1 Year Chart         PEP Pepsico Inc 17 - $175.58 $162,000 951 0.1% 1,000 0 0    Beverage Soft Drinks...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 18 - $60.16 $144,000 912 0.09% -2,000 0 0    Discount, Variety Stores
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 19 - $427.57 $128,000 332 0.08% 17,000 -10 0    Investment Brokerage ...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 20 - $168.29 $125,000 502 0.08% 55,000 222 0    Auto Manufacturers
   (NKE)1 Year Chart         NKE Nike Inc B 21 - $94.12 $116,000 1,071 0.07% 14,000 3 0    Textile - Apparel Foo...
   (OKE)1 Year Chart         OKE ONEOK Inc 22 - $81.06 $91,000 1,291 0.06% 9,000 0 0    Gas Utilities
   (PSX)1 Year Chart         PSX Phillips 66 23 - $151.41 $90,000 677 0.06% 9,000 4 0    Oil & Gas Refining, P...
   (VLO)1 Year Chart         VLO Valero Energy Corp 24 - $165.80 $79,000 607 0.05% -6,000 4 0    Oil & Gas Refining, P...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 25 - $193.49 $76,000 445 0.05% 9,000 -15 0    Domestic Money Center...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 27 New $15.96 $61,000 4,424 0.04% 61,000 4,424 0    Oil & Gas Pipelines &...
   (COP)1 Year Chart         COP ConocoPhillips 26 - $130.24 $61,000 527 0.04% -2,000 3 0    Integrated Oil & Gas
   (LLY)1 Year Chart         LLY Eli Lilly & Co 28 - $733.51 $58,000 100 0.04% 4,000 0 0    Drug Manufacturers - ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 30 - $159.62 $37,000 240 0.02% 1,000 0 0    Drug Manufacturers - ...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 29 - $38.57 $37,000 846 0.02% -1,000 0 0    CATV Systems
   (VZ)1 Year Chart         VZ Verizon Communications Inc 31 - $39.68 $36,000 956 0.02% 5,000 0 0    Telecom Services - Do...
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 32 - $32.84 $35,000 1,025 0.02% -1,000 0 0    N/A
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 33 - $248.28 $33,000 125 0.02% 4,000 0 0    Diversified Machinery
   (RIG)1 Year Chart         RIG Transocean Inc 34 - $5.87 $32,000 5,000 0.02% -9,000 0 0.001    Oil & Gas Drilling & ...
   (PFG)1 Year Chart         PFG Principal Financial Group Inc 35 - $79.12 $31,000 396 0.02% 2,000 0 0    Life & Health Insurance
   (DG)1 Year Chart         DG Dollar General Corp 37 - $142.07 $29,000 216 0.02% 6,000 1 0    Discount, Variety Stores
   (MMM)1 Year Chart         MMM 3M Co 36 - $91.83 $29,000 269 0.02% 4,000 0 0    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 38 - $877.35 $27,000 54 0.02% 3,000 0 0    Semiconductor - Speci...
   (MS)1 Year Chart         MS Morgan Stanley 39 - $92.83 $27,000 285 0.02% 4,000 0 0    Investment Brokerage ...
   (BP)1 Year Chart         BP BP Plc (ADR) 40 - $39.47 $26,000 746 0.02% -3,000 7 0    Integrated Oil & Gas
   (SO)1 Year Chart         SO Southern Co 41 - $73.21 $18,000 250 0.01% 2,000 0 0    Electric Utilities
   (T)1 Year Chart         T AT&T Corp 42 - $16.75 $17,000 1,022 0.01% 2,000 0 0    Long Distance Carriers
   (OVV)1 Year Chart         OVV Ovintiv Ord Shs 43 - $4.04 $15,000 332 0.01% -1,000 0 0    Independent Oil & Gas
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 45 - $44.85 $13,000 251 0.01% -1,000 2 0    Drug Manufacturers - ...
   (D)1 Year Chart         D Dominion Energy Inc 44 - $50.45 $13,000 280 0.01% 0 0 0    Electric Utilities
   (DRTT)1 Year Chart         DRTT Dirtt Environmental Solutio... 46 - $0.00 $11,000 30,345 0.01% -1,000 0 0.036    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 49 - $131.20 $11,000 100 0.01% 1,000 0 0    Drug Manufacturers - ...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 48 - $22.52 $11,000 615 0.01% 1,000 0 0    N/A
   (SLG)1 Year Chart         SLG Sl Green Realty Corp 47 - $50.61 $11,000 249 0.01% 2,000 0 0    REIT - Diversified
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 51 - $110.88 $10,000 100 0.01% 0 0 0    Property & Casualty I...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 50 - $67.18 $10,000 125 0.01% 1,000 0 0    Drug Stores
   (AFG)1 Year Chart         AFG American Financial Group Inc 52 - $127.34 $9,000 75 0.01% 1,000 0 0    Property & Casualty I...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 53 - $65.42 $8,000 100 0.01% 1,000 0 0    Biotechnology
   (EMR)1 Year Chart         EMR Emerson Electric Co 54 - $109.89 $7,000 75 0% 0 0 0    Industrial Electrical...
   (UNP)1 Year Chart         UNP Union Pacific Corp 56 - $242.79 $7,000 30 0% 1,000 0 0    Railroads
   (OR)1 Year Chart         OR Osisko Gold Royalties LTD 59 New $16.05 $7,000 501 0% 7,000 501 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 58 - $164.74 $7,000 50 0% 1,000 0 0    Discount, Variety Stores
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 60 - $157.40 $7,000 49 0% 2,000 0 0    Semiconductor- Broad...
   (KO)1 Year Chart         KO Coca-Cola Co 57 - $61.74 $7,000 124 0% 0 0 0    Beverage Soft Drinks...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 55 - $74.99 $7,000 100 0% 2,000 0 0    Investment Brokerage ...
   (VVV)1 Year Chart         VVV Valvoline Inc 61 - $42.86 $5,000 137 0% 1,000 0 0    N/A
   (ASH)1 Year Chart         ASH Ashland Inc 63 - $96.06 $4,000 50 0% 0 0 0    Specialty Chemicals
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 62 - $146.14 $4,000 25 0% 0 0 0    Drug Manufacturers - ...
   (F)1 Year Chart         F Ford Motor Co 65 - $12.79 $3,000 273 0% 0 4 0    Auto Manufacturers
   (CNX)1 Year Chart         CNX CNX Resources Corp 66 - $24.00 $3,000 130 0% 0 0 0    Industrial Metals & M...
   (PFE)1 Year Chart         PFE Pfizer Inc 68 - $25.40 $3,000 100 0% 0 0 0    Drug Manufacturers - ...
   (FIS)1 Year Chart         FIS Fidelity National Information 64 - $69.60 $3,000 50 0% 0 0 0    Business Services
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 67 - $8.11 $3,000 247 0% 0 0 0    Broadcasting - TV
   (RECAF)1 Year Chart         RECAF Reconnaissance Energy New $0.00 $2,000 3,000 0% 2,000 3,000 0    N/A
   (EVA)1 Year Chart         EVA Enviva Inc 70 New $0.54 $2,000 2,373 0% 2,000 2,373 0    N/A
   (BRCC)1 Year Chart         BRCC BRC Inc. 69 - $4.11 $2,000 539 0% 0 0 0.004    N/A
   (KIM)1 Year Chart         KIM Kimco Realty Corp 76 New $18.38 $1,000 56 0% 1,000 56 0    REIT - Retail
   (YANG)1 Year Chart         YANG Direxion Shares Exchange Tr... 71 - $0.00 $1,000 60 0% 0 0 0.001    N/A
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 72 - $156.11 $1,000 7 0% 0 0 0    Domestic Money Center...
   (OGN)1 Year Chart         OGN Organon & Co. 74 - $18.55 $1,000 36 0% 0 1 0    N/A
   (MET)1 Year Chart         MET MetLife Inc 75 - $70.42 $1,000 20 0% 0 0 0    Life & Health Insurance
   (OXY.WS)1 Year Chart         OXY.WS Occidental Petroleum Equity... 73 New $0.00 $1,000 25 0% 1,000 25 0    N/A
   (HUN)1 Year Chart         HUN Huntsman Corporation 80 - $23.99 $0 8 0% 0 -4 0    Synthetics
   (VTRS)1 Year Chart         VTRS Upjohn Inc 79 - $11.57 $0 12 0% 0 0 0    N/A
   (RMTD)1 Year Chart         RMTD Remote Dynamics Inc 78 - $0.00 $0 1 0% 0 0 0    Electronics Wholesale
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 77 New $0.00 $0 3 0% 0 3 0    N/A

      81 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results