06/30/2022
Top Buys (13F)
- Name% Change
- XOM ExxonMobil Corp. (S... 5.97%
- GOOG Alphabet Inc. Class C 0.04%
- OXY Occidental Petroleu... 0.03%
- EOG EOG Resources Inc 0.02%
- VLO Valero Energy Corp. 0.01%
06/30/2022
Top Sells (13F)
- Name% Change
- AMZN Amazon.com Inc. 6.22%
- AAPL Apple Inc 0.36%
- META Meta Platforms Inc 0.14%
- CVX Chevron Corp. (Stan... 0.03%
- DVN Devon Energy Corp. 0.01%
06/30/2022
13F Holdings Summary
- Stock% Port
- AMZN Amazon.com Inc. 29.11%
- XOM ExxonMobil Corp. (Standard ... 22.27%
- AAPL Apple Inc 22.01%
- GOOG Alphabet Inc. Class C 11.97%
- MSFT Microsoft Corp. 9.92%
06/30/2022
13F Activity
- Market Value $120.457 Million
- Prior Market Value $154.029 Million
- New Purchases5 stocks
- Additional Purchases16 stocks
- Sold out of6 stocks
- Reduced holdings in10 stocks
- Top 10 Holdings % 97.74 %
- Turnover % [1]:12.09%
- Turnover Alt % [2]: 0.73 %
- Time Held Top20:1.95 quarters
- Time Held Top10:1.90 quarters
- Time Held All:1.87 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 0.15% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
MILLER WEALTH ADVISORS, LLCBusiness Phone: (713) 252-1661
Fax:
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | TX |
| Number of employees: | 2 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management |
| Amount of client funds and securities: | |
| Total Number of Clients: | 84 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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MILLER WEALTH ADVISORS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLER, BERT, EARL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/01/2014 | Direct | 75% or more | |||||||||||||||||||||
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MILLER WEALTH ADVISORS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLER, BERT, EARL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/01/2014 | Direct | 75% or more | |||||||||||||||||||||
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MILLER WEALTH ADVISORS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLER, BERT, EARL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/01/2014 | Direct | 75% or more | |||||||||||||||||||||
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MILLER WEALTH ADVISORS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLER, BERT, EARL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/01/2014 | Direct | 75% or more | |||||||||||||||||||||
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