MILLER WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$183M
Signature - Title
Bert Miller - Managing Member
Location
Ridgeway, CO
Summary
This page shows a list of all the recent 13F filings made by MILLER WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MILLER WEALTH ADVISORS, LLC reported 84 stock holdings with total value $183M as of Q3 2024. Top holdings included AMZN, AAPL, XOM, GOOG, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $183M +$759K -$3.36M -$2.61M AMZN, AAPL, XOM, GOOG, MSFT 13F-HR 10/30/2024, 02:36 PM
Q2 2024 79 $185M +$7.49M -$3.65M +$3.83M AMZN, AAPL, XOM, GOOG, MSFT 13F-HR 7/18/2024, 04:23 PM
Q1 2024 80 $167M +$2.2M -$4.49M -$2.29M AMZN, XOM, AAPL, MSFT, GOOG 13F-HR 5/8/2024, 02:06 PM
Q4 2023 82 $156M +$841K -$2.03M -$1.18M AMZN, AAPL, XOM, GOOG, MSFT Restatement 2/6/2024, 04:06 PM
Q3 2023 73 $147M +$551K -$395K +$157K AMZN, XOM, AAPL, GOOG, MSFT 13F-HR 11/7/2023, 12:32 PM
Q2 2023 75 $148M +$34.9M -$152K +$34.7M AMZN, AAPL, XOM, GOOG, MSFT 13F-HR 7/27/2023, 12:57 PM
Q1 2023 61 $181K $0 $0 FIS, UNP, PNC, HON, PSX 13F-HR 5/5/2023, 01:33 PM
Q4 2022 76 $129M +$26.6M -$4.37M +$22.2M XOM, AMZN, AAPL, MSFT, HON 13F-HR 1/26/2023, 03:15 PM
Q3 2022 90 $108M +$4.15M -$2.05M +$2.1M AMZN, XOM, AAPL, MSFT, HON 13F-HR 11/14/2022, 11:27 AM
Q2 2022 87 $120M +$34.2M -$853K +$33.3M AMZN, XOM, AAPL, GOOG, MSFT 13F-HR 8/5/2022, 08:04 PM
Q1 2022 89 $154M +$4.73M -$258K +$4.47M AMZN, AAPL, XOM, GOOG, MSFT 13F-HR 8/5/2022, 07:54 PM
Q4 2021 94 $149M $0 $0 AMZN, AAPL, GOOG, XOM, MSFT 13F-HR 8/5/2022, 07:22 PM