Bert Miller Portfolio
Invests via Miller Wealth Advisors LLC | Managed by Bert Miller
Invests via Miller Wealth Advisors LLC
Managed by Bert Miller
Automatically Tracked
Bert Miller Profile
With a robust background in private equity and venture capital, Bert Miller has cultivated a strong track record as an influential investor-operator. His career spans diverse sectors, where he successfully identified and scaled innovative startups into industry leaders. Recognized for his hands-on approach, he combines operational insights with investment acumen to drive growth across various markets. Additionally, Miller's extensive network fosters strategic partnerships that enhance value creation within his portfolio companies. As an advisor to numerous entrepreneurs, he remains at the forefront of business transformation initiatives.
With a robust background in private equity and venture capital, Bert Miller has cultivated a strong track record as an influential investor-operator. His career spans diverse sectors, where he successfully identified and scaled innovative startups into industry leaders. Recognized for his hands-on approach, he combines operational insights with investment acumen to drive growth across various markets. Additionally, Miller's extensive network fosters strategic partnerships that enhance value creation within his portfolio companies. As an advisor to numerous entrepreneurs, he remains at the forefront of business transformation initiatives.
Investment Philosophy & Strategy
A comprehensive understanding of market dynamics underpins Bert Miller's investment ethos, driving his passion for transformative opportunities. Leveraging his deep expertise in private equity and venture capital, he actively seeks to back innovative startups poised for disruption. By aligning operational excellence with strategic vision, Miller enhances the scalability of nascent ventures, pushing them toward industry prominence. His extensive engagement with founders allows him to cultivate a unique approach that fosters partnerships essential for sustained growth and value creation.
A comprehensive understanding of market dynamics underpins Bert Miller's investment ethos, driving his passion for transformative opportunities. Leveraging his deep expertise in private equity and venture capital, he actively seeks to back innovative startups poised for disruption. By aligning operational excellence with strategic vision, Miller enhances the scalability of nascent ventures, pushing them toward industry prominence. His extensive engagement with founders allows him to cultivate a unique approach that fosters partnerships essential for sustained growth and value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
98.56%
Gain +1.83%
Monthly
1.11%
Yearly
14.2%
Drawdown
22.43%
$283.67M
Equity
Holdings
$283.67M
Investment
$260.77M
$111.67M
Profit +$5.25M
Realized
$88.77M
Unrealized
$22.89M
Dividends
$7.98M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.83%
Profit
$5.25M
Win %
67%
This Week
Compared To Last Week
Gain
1.88%
Profit
$5.25M
Win %
67%
This Month
Compared to last month
Gain
-3.75%
Profit
-$11.06M
Win %
67%
This Year
Compared to last year
Gain
-2.15%
Profit
-$6.24M
Win %
67%
FIX Comfort Systems USA Inc.
+8.1%
+$18,796 
TSLA Tesla, Inc.
+6.25%
+$13,950 
INTC Intel Corporation
+5.63%
+$1,372 
GEV GE Vernova Inc.
+5.38%
+$4,386 
IREN IREN Ltd.
+4.7%
+$146.25 
LMT Lockheed Martin Corporation
+4.5%
+$1.1M 
MU Micron Technology Inc.
+4.12%
+$1,192.29 
AMAT Applied Materials Inc.
+3.78%
+$142.5 
VRT Vertiv Holdings Co Class A Common Stock
+3.27%
+$152.52 
MS Morgan Stanley Common Stock
+3.27%
+$288,885.79 
AMD Advanced Micro Devices Inc.
+3.1%
+$3.95M 
GS The Goldman Sachs Group, Inc.
+2.58%
+$815.04 
NVDA NVIDIA Corporation
+2.51%
+$201.02 
BWXT BWX Technologies, Inc.
+2.44%
+$3,273.6 
HONA Honeywell Aerospace Inc.
+2.44%
+$3,482.5 
SOLS Sollensys Corp
+2.42%
+$2,226.24 
NEXT NextDecade Corporation
+2.26%
+$25.63 
PSX Phillips 66
+2.09%
+$29.55 
VTRS Viatris Inc.
+2.03%
+$50.01 
HUN Huntsman Corporation
+1.87%
+$990 
ASML ASML Holding N.V. NY Registered Shares
+1.8%
+$2,828.99 
VLO Valero Energy Corporation
+1.59%
+$219.45 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+1.45%
+$0.15 
GILD Gilead Sciences Inc.
+1.44%
+$269,315.33 
MBLY Mobileye Global Inc. Class A Common Stock
+1.41%
+$6.56 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.35%
+$1,901.9 
PFG Principal Financial Group Inc.
+1.34%
+$803 
OHI Omega Healthcare Investors Inc.
+1.34%
+$301.32 
QQQ Invesco QQQ Trust, Series 1
+1.33%
+$9.4 
QQQM Invesco NASDAQ 100 ETF
+1.31%
+$76,200.04 
MSFT Microsoft Corporation Common Stock
+1.29%
+$135 
CAT Caterpillar Inc.
+1.24%
+$854 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.21%
+$18.33 
SLG SL Green Realty Corp.
+1.16%
+$54.52 
MET MetLife, Inc.
+1.1%
+$436 
JPM JPMorgan Chase & Co.
+1%
+$1,294.8 
OVV Ovintiv Inc.
+1%
+$442.8 
TFC Truist Financial Corporation
+0.9%
+$1,226.7 
NKE Nike, Inc. Class B Common Stock
+0.82%
+$83.87 
CCJ Cameco Corporation
+0.79%
+$62 
SPCX Space Exploration Technologies Corp. Class A
+0.77%
+$761.61 
COF Capital One Financial Corp.
+0.74%
+$841.5 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$5,692.54 
VOO Vanguard S&P 500 ETF
+0.73%
+$508 
BRK-B Berkshire Hathaway Inc.
+0.7%
+$209.55 
JNJ Johnson & Johnson
+0.66%
+$752.5 
LLY Eli Lilly and Company
+0.56%
+$298.62 
VVV Valvoline Inc.
+0.52%
+$126.22 
BKR Baker Hughes Company
+0.5%
+$78.68 
CINF Cincinnati Financial Corporation
+0.49%
+$158.29 
ITW Illinois Tool Works Inc.
+0.49%
+$314.9 
COP ConocoPhillips
+0.48%
+$91.25 
AMZN Amazon.com Inc
+0.4%
+$5,064.33 
EMR Emerson Electric Co.
+0.38%
+$31 
JEPI JPMorgan Equity Premium Income ETF
+0.38%
+$69.66 
OKE ONEOK, Inc.
+0.37%
+$31.95 
MCD McDonald's Corporation
+0.32%
+$16 
OPENL Opendoor Technologies Inc. Series A Warrant
+0.29%
+$0.03 
BABA Alibaba Group Holding Ltd. ADR
+0.25%
+$78.75 
APLD Applied Digital Corporation
+0.19%
+$1.57 
ABBV AbbVie Inc.
+0.19%
+$7,442.14 
ARKK ARK Innovation ETF
+0.15%
+$6 
ACHR Archer Aviation Inc. Class A Common Stock
+0.13%
+$0.39 
APA APA Corporation
+0.12%
+$65 
OXY Occidental Petroleum Corp.
+0.12%
+$71.33 
D Dominion Energy, Inc.
+0.07%
+$21.42 
KIM Kimco Realty Corporation
+0.02%
+$0.28 
EGIL Edgetech International Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
RMTD Remote Dynamics Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
FLYY Spirit Aviation Holdings Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 8085
808515209
0%
$0 910C
910CVR018
0%
$0 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-13.44%
-$0.94 
DG Dollar General Corp.
-4.85%
-$1,318.15 
NFLX Netflix Inc.
-4.15%
-$3,063.2 
DJT Trump Media & Technology Group Corp.
-3.52%
-$22.5 
VZ Verizon Communications Inc.
-3.49%
-$385.32 
CMCSA Comcast Corp. Class A Common Stock
-3.26%
-$16.28 
MRK Merck & Co., Inc.
-3.02%
-$1,248.3 
TOI The Oncology Institute Inc.
-2.89%
-$23.8 
VSNT Versant Media Group Inc. Class A Common Stock
-2.75%
-$10.38 
FIS Fidelity National Information Services, Inc.
-2.24%
-$8.4 
SNWGF Snowline Gold Corp.
-2.21%
-$55 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.93%
-$7.34 
USAR USA Rare Earth, Inc.
-1.88%
-$0.35 
CL Colgate-Palmolive Co.
-1.51%
-$893.18 
CVS CVS Health Corporation Common Stock
-1.4%
-$2,683.29 
NNE Nano Nuclear Energy Inc.
-1.31%
-$7.19 
PG The Procter & Gamble Company
-1.28%
-$115,347.86 
LKNCY Luckin Coffee Inc - ADR
-1.26%
-$41 
MP MP Materials Corp.
-1.23%
-$47 
AAPL Apple Inc.
-1.22%
-$1,014 
BP BP Plc Sponsored ADR
-1.17%
-$3,400.2 
META Meta Platforms Inc Class A
-1.01%
-$1,745.81 
V Visa Inc. Class A
-0.98%
-$2,587.23 
SNDA Sonida Senior Living, Inc.
-0.98%
-$330 
HD The Home Depot, Inc.
-0.95%
-$3,932.49 
DE Deere & Company
-0.91%
-$1,337.03 
SCHW The Charles Schwab Corporation
-0.88%
-$199.2 
PFE Pfizer Inc.
-0.85%
-$100.98 
RECAF Reconnaissance Energy Africa Ltd.
-0.84%
-$11.12 
T AT&T Inc.
-0.84%
-$43.75 
GOOG Alphabet Inc
-0.77%
-$293,571.04 
KVUE Kenvue Inc.
-0.77%
-$0.6 
GOOGL Alphabet Inc
-0.68%
-$698.74 
MMM 3M Company
-0.59%
-$168.3 
OKLO Oklo Inc. Class A Common Stock
-0.59%
-$51.46 
ASH Ashland Inc.
-0.51%
-$2.62 
SO The Southern Company
-0.51%
-$308.75 
PEP PepsiCo, Inc.
-0.45%
-$61 
BMY Bristol-Myers Squibb Company
-0.33%
-$136.8 
CVX Chevron Corporation
-0.3%
-$196 
WMT Walmart Inc.
-0.16%
-$55,431.55 
KO The Coca-Cola Company
-0.13%
-$12 
AFG American Financial Group Inc
-0.04%
-$11 Events
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Dividends
Dividend Analysis
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| Trades 872 | Longs Won 503/872 57% | Profit Factor 3.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $323,790.29 | Best Trade (Oct 15) $26.51M | Sharpe Ratio -18.03 |
| Average Loss -$138,750.46 | Worst Trade (Mar 31) -$20.89M | Z-Score 1.24 (78.32%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $128,059.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.13% | 12.03% |
| Consecutive Losing Trades | 2,045 | 1,840 | 1,636 | 1,431 | 1,227 | 1,022 | 818 | 613 | 409 | 204 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8085 808515209 | 157,683 | $45,627.15 | $45,627.15 | - | - | - | 0.0 |
| 910C 910CVR018 | 1,143 | $42.01 | $42.01 | - | - | - | 0.0 |
| AAPL Apple Inc. | 240 | $46,552.8 | $82,440 | - | $35,887.2 | 77.09% | -1.215% |
| ABBV AbbVie Inc. | 13,782 | $3.48M | $3.94M | - | $465,243.54 | 13.37% | +0.189% |
| ACHR Archer Aviation Inc. Class A Common Stock | 75 | $564 | $293.64 | - | -$270.36 | -47.94% | +0.133% |
| AFG American Financial Group Inc | 200 | $26,605 | $30,113 | - | $3,508 | 13.19% | -0.037% |
| AMAT Applied Materials Inc. | 10 | $2,047.4 | $3,914.9 | - | $1,867.5 | 91.21% | +3.777% |
| AMD Advanced Micro Devices Inc. | 246,110 | $142.96M | $131.13M | - | -$11.83M | -8.28% | +3.102% |
| AMZN Amazon.com Inc | 5,099 | $664,705.64 | $1.27M | - | $604,910.69 | 91% | +0.4% |
| APA APA Corporation | 1,000 | $33,806.84 | $51,965 | - | $18,158.16 | 53.71% | +0.125% |
| APLD Applied Digital Corporation | 45 | $1,032.3 | $822.82 | - | -$209.48 | -20.29% | +0.192% |
| ARKK ARK Innovation ETF | 50 | $3,425.64 | $4,105.5 | - | $679.86 | 19.85% | +0.146% |
| ASH Ashland Inc. | 7 | $718.97 | $508.3 | - | -$210.67 | -29.3% | -0.514% |
| ASML ASML Holding N.V. NY Registered Shares | 100 | $194,263.72 | $160,009 | - | -$34,254.72 | -17.63% | +1.8% |
| BABA Alibaba Group Holding Ltd. ADR | 315 | $31,247.7 | $31,465.35 | - | $217.65 | 0.7% | +0.251% |
| BKR Baker Hughes Company | 281 | $8,882.41 | $15,775.34 | - | $6,892.93 | 77.6% | +0.501% |
| BMY Bristol-Myers Squibb Company | 684 | $42,108.23 | $41,915.52 | - | -$192.71 | -0.46% | -0.325% |
| BP BP Plc Sponsored ADR | 5,667 | $208,241.14 | $287,430.24 | - | $79,189.1 | 38.03% | -1.169% |
| BRK-B Berkshire Hathaway Inc. | 55 | $27,650.7 | $30,030 | - | $2,379.3 | 8.6% | +0.703% |
| BWXT BWX Technologies, Inc. | 1,056 | $204,350.84 | $137,586.24 | - | -$66,764.6 | -32.67% | +2.437% |
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FAQ
Which stocks have generated the highest profits for Bert Miller?
The largest contributions to the portfolio's profits come from the following stocks: ExxonMobil Holdings Corporation - $37.67M, Alphabet Inc - $22.16M, Apple Inc - $15.37M, Amazon.com Inc - $10.23M, and NVIDIA Corporation - $5.8M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alphabet Inc - $3.31M, Meta Platforms Inc Class A - $1.98M, Target Corp - $641,862.4, Mobileye Global Inc. Class A Common Stock - $434,293.73, and Nike, Inc. Class B Common Stock - $93,642.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bert Miller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.98M earned over time. The largest contributors to dividend income include ExxonMobil Holdings Corporation - $5.03M, Apple Inc - $749,874.2, Microsoft Corporation Common Stock - $622,124.92, Alphabet Inc - $257,006.28, and Lockheed Martin Corporation - $140,612.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bert Miller's monthly returns?
Bert Miller's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bert Miller's strategy be considered aggressive or moderate?
Bert Miller's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Bert Miller's strategy?
Bert Miller's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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