MILLER WEALTH ADVISORS, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$167M
Signature - Title
Bert Miller - President
Location
45 White House Vista Place, Ridgeway, Colorado
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 79 $167M +$2.2M -$4.49M -$2.29M AMZN, XOM, AAPL, MSFT, GOOG, BRKB 13F-HR 5/8/2024, 02:06 PM
Q4 2023 82 $156M +$841K -$2.03M -$1.18M AMZN, AAPL, XOM, GOOG, MSFT, BRKB RESTATEMENT 2/6/2024, 04:06 PM
Q3 2023 75 $147M +$551K -$395K +$157K AMZN, XOM, AAPL, GOOG, MSFT, OXY 13F-HR 11/7/2023, 12:32 PM
Q2 2023 75 $148M AMZN, AAPL, XOM, GOOG, MSFT, BRKB 13F-HR 7/27/2023, 12:57 PM
Q1 2023 8 $181K FIS, UNP, PNC, HON, PSX, SQQQ 13F-HR 5/5/2023, 01:33 PM
Q4 2022 68 $129M +$26.8M -$20.6K +$26.8M XOM, AMZN, AAPL, MSFT, HON, SPY 13F-HR 1/26/2023, 02:15 PM
Q3 2022 77 $108M +$4.15M +$4.15M AMZN, XOM, AAPL, MSFT, HON, SPY 13F-HR 11/14/2022, 10:27 AM
Q2 2022 85 $120M +$34.2M -$790K +$33.4M AMZN, XOM, AAPL, GOOG, MSFT, META 13F-HR 8/5/2022, 08:04 PM
Q1 2022 85 $154M +$4.73M -$58.4K +$4.67M AMZN, AAPL, XOM, GOOG, MSFT, META 13F-HR 8/5/2022, 07:54 PM
Q4 2021 91 $149M AMZN, AAPL, GOOG, XOM, MSFT, META 13F-HR 8/5/2022, 07:22 PM