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:
70.71%
Gain -2%
Monthly
1.05%
Yearly
13.32%
Drawdown
22.44%
$268.63M
Equity
Holdings
$268.63M
Investment
$260.77M
$96.63M
Profit -$5.48M
Realized
$88.77M
Unrealized
$7.86M
Dividends
$7.69M
Goals
Avg. 31.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2%
Profit
-$5.48M
Win %
70%
This Week
Compared To Last Week
Gain
1.62%
Profit
$4.29M
Win %
70%
This Month
Compared to last month
Gain
2.31%
Profit
$6.05M
Win %
70%
This Year
Compared to last year
Gain
-7.34%
Profit
-$21.28M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$183,971.87 
GOOG Alphabet Inc
+6.88%
+$2.76M 
GOOGL Alphabet Inc
+6.73%
+$7,235.34 
VRT Vertiv Holdings Co
+6.18%
+$337.68 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+6.15%
+$2.57 
LKNCY Luckin Coffee Inc - ADR
+5.11%
+$170 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$1,867.95 
SOLS Sollensys Corp
+4.84%
+$4,297.88 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+3.82%
+$0.81 
META Meta Platforms Inc Class A
+3.28%
+$4,755.92 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$2,270.88 
MSFT Microsoft Corp.
+3.02%
+$272.4 
NVDA NVIDIA Corporation
+2.93%
+$216.98 
APA APA Corporation
+2.73%
+$990 
CVX Chevron Corporation
+2.35%
+$1,265.6 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,667 
USAR USA Rare Earth, Inc.
+2.05%
+$0.6 
OXY Occidental Petroleum Corporation
+2%
+$1,065.12 
OKE ONEOK, Inc.
+1.95%
+$156.6 
BWXT Bwx Technologies Inc.
+1.88%
+$3,284.16 
FIX Comfort Systems USA, Inc.
+1.88%
+$6,369.99 
CINF Cincinnati Financial Corporation
+1.69%
+$539.85 
VZ Verizon Communications Inc.
+1.52%
+$172.9 
LMT Lockheed Martin Corporation
+1.5%
+$349,955.13 
RECAF Reconnaissance Energy Africa Ltd.
+1.46%
+$27.8 
OVV Ovintiv Inc.
+1.36%
+$516.6 
CMCSA Comcast Corp
+1.23%
+$6.38 
COP ConocoPhillips
+1.22%
+$181.25 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,117.5 
AMAT Applied Materials, Inc.
+1.18%
+$59 
ITW Illinois Tool Works Inc.
+1.15%
+$763.75 
BKR Baker Hughes Company
+0.98%
+$165.79 
SCHW Charles Schwab Corporation
+0.87%
+$226.59 
GEV GE Vernova Inc.
+0.85%
+$831 
MCD McDonald's Corporation
+0.82%
+$44 
EMR Emerson Electric Co.
+0.79%
+$59 
TSLA Tesla, Inc.
+0.76%
+$1,415.99 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,457.51 
VOO Vanguard S&P 500 ETF
+0.71%
+$486 
CAT Caterpillar Inc.
+0.7%
+$567 
BMY Bristol-Myers Squibb Company
+0.69%
+$307.8 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$38,800 
PLTR Palantir Technologies Inc.
+0.65%
+$572 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4.44 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$8.58 
PSX Phillips 66
+0.51%
+$5.4 
MBLY Mobileye Global Inc.
+0.51%
+$2.84 
SNDA Sonida Senior Living Inc.
+0.5%
+$200 
OHI Omega Healthcare Investors Inc.
+0.46%
+$111.78 
PFE Pfizer Inc.
+0.4%
+$39.6 
VLO Valero Energy Corporation
+0.38%
+$39.27 
PG Procter & Gamble Co
+0.37%
+$29,676.82 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$102.3 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$61.56 
MRK Merck & Co., Inc.
+0.32%
+$116.85 
VSNT Versant Media Group, Inc.
+0.28%
+$1.2 
JPM JPMorgan Chase & Co.
+0.27%
+$366.6 
SO The Southern Company
+0.21%
+$130 
JNJ Johnson & Johnson
+0.21%
+$227.9 
T AT&T Inc.
+0.17%
+$10 
MS Morgan Stanley
+0.17%
+$17,747.38 
MMM 3M Company
+0.12%
+$34.65 
WMT Walmart Inc.
+0.09%
+$29,175.08 
VVV Valvoline Inc.
+0.05%
+$15.3 
AFG American Financial Group Inc.
+0.01%
+$4 
EGIL Edgetech International Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
RMTD Remote Dynamics Inc.
0%
$0 
FLYY Spirit Aviation Holdings Inc.
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
0%
$0 
HONIV Honeywell International Inc.
0%
$0 8085
808515209
0%
$0 910C
910CVR018
0%
$0 
HUN Huntsman Corporation
-19.14%
-$13,860 
AAPL Apple Inc.
-7.35%
-$5,884.8 
MU Micron Technology, Inc.
-5.9%
-$1,703.79 
OKLO Oklo Inc.
-5.5%
-$750.32 
DJT Trump Media & Technology Group Corp.
-5.01%
-$52 
NNE Nano Nuclear Energy Inc.
-4.62%
-$34.65 
SNWGF Snowline Gold Corp.
-4.18%
-$105 
TOI The Oncology Institute Inc.
-4.14%
-$24.99 
IREN IREN Limited
-3.82%
-$182.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$2,581.42 
FIS Fidelity National Information Services, Inc.
-2.67%
-$12.3 
ABBV AbbVie Inc.
-2.51%
-$89,169.54 
ARKK ARK Innovation ETF Fund
-2.28%
-$83 
ACHR Archer Aviation Inc.
-2.11%
-$7.5 
CCJ Cameco Corporation
-2.1%
-$185 
APLD Applied Digital Corporation
-2.07%
-$26.1 
NFLX Netflix, Inc.
-2%
-$1,635.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$2.27M 
NKE Nike, Inc. - Class B
-1.37%
-$159.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,243.99 
SLG SL Green Realty Corp.
-1.27%
-$63.92 
DE Deere & Company
-1.13%
-$1,543.6 
VTRS Viatris Inc.
-1.13%
-$27.4 
INTC Intel Corporation
-1.02%
-$260.4 
KO The Coca-Cola Company
-1.02%
-$90 
MET MetLife Inc.
-0.97%
-$376 
GILD Gilead Sciences Inc.
-0.81%
-$128,736.92 
D Dominion Energy, Inc.
-0.8%
-$266.56 
CVS CVS Health Corporation
-0.75%
-$1,624.24 
MP MP Materials Corp.
-0.7%
-$29 
GS The Goldman Sachs Group, Inc.
-0.63%
-$233.28 
COF Capital One Financial Corporation
-0.54%
-$633.93 
LLY Eli Lilly and Company
-0.53%
-$257.46 
PEP PepsiCo, Inc.
-0.46%
-$64 
HD The Home Depot, Inc.
-0.42%
-$1,807.03 
KVUE Kenvue Inc.
-0.36%
-$0.28 
DG Dollar General Corporation
-0.35%
-$92.25 
CL Colgate-Palmolive Company
-0.33%
-$188.7 
TFC Truist Financial Corporation
-0.33%
-$479.4 
PFG Principal Financial Group, Inc.
-0.22%
-$137.5 
NEXT NextDecade Corporation
-0.15%
-$1.8 
ASH Ashland Inc.
-0.12%
-$0.63 
KIM Kimco Realty Corporation
-0.12%
-$1.68 
HOOD Robinhood Markets, Inc.
-0.05%
-$0.16 
V Visa Inc. Class A
-0.04%
-$90.43 Events
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Dividends
Dividend Analysis
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| Trades 872 | Longs Won 509/872 58% | Profit Factor 2.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.98M |
| Average Win $306,751.08 | Best Trade (Aug 05) $30.12M | Sharpe Ratio -10.01 |
| Average Loss -$163,932.25 | Worst Trade (Sep 01) -$30.85M | Z-Score 0.54 (40.97%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $110,812.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.45% | 3.41% | 20.27% |
| Consecutive Losing Trades | 1,639 | 1,475 | 1,311 | 1,148 | 984 | 820 | 656 | 492 | 328 | 164 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $74,138.4 | - | $27,585.6 | 59.26% | -7.354% |
| ABBV AbbVie Inc. | 13,782 | $3.48M | $3.46M | - | -$20,434.14 | -0.59% | -2.513% |
| ACHR Archer Aviation Inc. | 75 | $564 | $348 | - | -$216 | -38.3% | -2.11% |
| AFG American Financial Group Inc. | 200 | $26,605 | $28,344 | - | $1,739 | 6.54% | +0.014% |
| AMAT Applied Materials, Inc. | 10 | $2,047.4 | $5,076.7 | - | $3,029.3 | 147.96% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 246,110 | $142.96M | $117.19M | - | -$25.78M | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 5,099 | $664,705.64 | $1.38M | - | $720,080.73 | 108.33% | +15.321% |
| APA APA Corporation | 1,000 | $33,806.84 | $37,320 | - | $3,513.16 | 10.39% | +2.725% |
| APLD Applied Digital Corporation | 45 | $1,032.3 | $1,232.55 | - | $200.25 | 19.4% | -2.074% |
| ARKK ARK Innovation ETF Fund | 50 | $3,425.64 | $3,562 | - | $136.36 | 3.98% | -2.277% |
| ASH Ashland Inc. | 7 | $718.97 | $508.27 | - | -$210.7 | -29.31% | -0.124% |
| ASML ASML Holding N.V. New York Registry Shares | 100 | $194,263.72 | $162,900 | - | -$31,363.72 | -16.14% | -1.359% |
| BABA Alibaba Group Holding Limited SP ADR | 315 | $31,247.7 | $38,508.75 | - | $7,261.05 | 23.24% | +5.098% |
| BKR Baker Hughes Company | 281 | $8,882.41 | $16,997.69 | - | $8,115.28 | 91.36% | +0.985% |
| BMY Bristol-Myers Squibb Company | 684 | $42,108.23 | $44,672.04 | - | $2,563.81 | 6.09% | +0.694% |
| BP BP p.l.c. Sponsored ADR | 5,667 | $208,241.14 | $256,261.74 | - | $48,020.6 | 23.06% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 55 | $27,650.7 | $28,134.7 | - | $484 | 1.75% | +0.365% |
| BWXT Bwx Technologies Inc. | 1,056 | $204,350.84 | $178,147.2 | - | -$26,203.64 | -12.82% | +1.878% |
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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: Exxon Mobil 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 - $3.33M, Meta Platforms Inc Class A - $1.98M, Target Corporation - $641,862.4, Mobileye Global Inc - $434,293.73, and Nike, Inc. - Class B - $93,755.39. 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 $7.69M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $5.03M, Apple Inc - $749,874.2, Microsoft Corp - $622,124.92, Alphabet Inc - $230,536.76, and Alphabet Inc - $103,844.28. 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.
