Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILLER WEALTH ADVISORS LLC | 05-08-2024 | 03-31-2024 | 82 | 167,492,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON.COM INC | COM | 1 | $52,303,165 | 289,961 | 0.03 | 0.00 | -4,956 | -1.68 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 2 | $36,183,160 | 311,280 | 0.02 | 0.00 | 433 | 0.14 | 03-31-2024 |
| APPLE INC | COM | 3 | $29,780,646 | 173,668 | 0.02 | 0.00 | -9,403 | -5.14 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $20,065,389 | 47,693 | 0.01 | 0.00 | 139 | 0.29 | 03-31-2024 |
