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:
86.07%
Gain -3.89%
Monthly
1.16%
Yearly
14.8%
Drawdown
22.43%
$283M
Equity
Holdings
$283M
Investment
$169.11M
$109.59M
Profit -$9.37M
Realized
-$4.3M
Unrealized
$113.88M
Dividends
$7.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.89%
Profit
-$9.37M
Win %
70%
This Week
Compared To Last Week
Gain
-4.25%
Profit
-$12.57M
Win %
70%
This Month
Compared to last month
Gain
0.62%
Profit
$1.74M
Win %
70%
This Year
Compared to last year
Gain
8.93%
Profit
$23.19M
Win %
72%
EMR Emerson Electric Co.
+3.77%
+$395.25 
FIX Comfort Systems USA, Inc.
+2.24%
+$400.9 
BMY Bristol-Myers Squibb Company
+1.23%
+$210.75 
COP ConocoPhillips
+1.19%
+$791.01 
VRT Vertiv Holdings Co
+0.96%
+$288 
BWXT Bwx Technologies Inc.
+0.86%
+$82.5 
PFE Pfizer Inc.
+0.77%
+$19 
NFLX Netflix, Inc.
+0.53%
+$64.8 
DE Deere & Company
+0.44%
+$1,280.43 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+0.03%
+$0.01 
MS Morgan Stanley
+0.02%
+$11.4 
ABBV AbbVie Inc.
0%
$0 
AFG American Financial Group Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
APA APA Corporation
0%
$0 
APLD Applied Digital Corporation
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
ASH Ashland Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLX The Clorox Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CVS CVS Health Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DJT Trump Media & Technology Group Corp.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HON Honeywell International Inc.
0%
-$0.01 
HOOD Robinhood Markets, Inc.
0%
$0 
HUN Huntsman Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
IREN IREN Limited
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAC
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MBLY Mobileye Global Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MMM 3M Company
0%
$0 
MP MP Materials Corp.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
NNE Nano Nuclear Energy Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
OVV Ovintiv Inc.
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.01 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RECAF Reconnaissance Energy Africa Ltd.
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLG SL Green Realty Corp.
0%
$0 
SNDA Sonida Senior Living Inc.
0%
$0 
SNWGF Snowline Gold Corp.
0%
$0 
SO The Southern Company
0%
$0 
SOLS Sollensys Corp
0%
$0 
T AT&T Inc.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TSLA Tesla, Inc.
0%
$0 
USAR USA Rare Earth, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
VVV Valvoline Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
-11.11%
-$3.37 
GOOGL Alphabet Inc
-7.13%
-$2.96M 
AMZN Amazon.com Inc
-4.57%
-$2.78M 
META Meta Platforms Inc Class A
-3.36%
-$8,427.99 
BABA Alibaba Group Holding Limited SP ADR
-2.15%
-$250 
GS The Goldman Sachs Group, Inc.
-2.14%
-$7,560.54 
PSX Phillips 66
-2.1%
-$3,167.45 
QQQM Invesco NASDAQ 100 ETF
-1.87%
-$5.44 
VLO Valero Energy Corporation
-1.82%
-$3,656.37 
NVDA NVIDIA Corporation
-1.56%
-$235,926.76 
KIM Kimco Realty Corporation
-1.53%
-$22.4 
PG Procter & Gamble Co
-1.52%
-$1,248.5 
ACHR Archer Aviation Inc.
-1.35%
-$964.74 
AAPL Apple Inc.
-1.3%
-$674,465.04 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$6,221 
VOO Vanguard S&P 500 ETF
-1.23%
-$8.42 
KVUE Kenvue Inc.
-1.2%
-$23 
OKLO Oklo Inc.
-1.12%
-$45 
PLTR Palantir Technologies Inc.
-0.96%
-$67,899.6 
BKR Baker Hughes Company
-0.9%
-$160.65 
PFG Principal Financial Group, Inc.
-0.86%
-$368.28 
LKNCY Luckin Coffee Inc - ADR
-0.71%
-$0.92 
MCD McDonald's Corporation
-0.29%
-$53.9 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-0.25%
-$0.07 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 758 | Longs Won 411/758 54% | Profit Factor 3.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.93M |
| Average Win $358,390.99 | Best Trade (Jul 24) $26.37M | Sharpe Ratio -12.38 |
| Average Loss -$108,676.68 | Worst Trade (Mar 31) -$20.89M | Z-Score -1.16 (75.34%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $144,575.05 |
| 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% | 0.04% | 0.77% | 10.05% |
| Consecutive Losing Trades | 2,604 | 2,344 | 2,083 | 1,823 | 1,563 | 1,302 | 1,042 | 781 | 521 | 260 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $19.54M, Tesla, Inc - $5.49M, Alphabet Inc - $259,372.29, NVIDIA Corporation - $233,683.72, and Occidental Petroleum Corporation - $190,056.04. 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: Amazon.com Inc - $16.04M, Alphabet Inc - $3.56M, Meta Platforms Inc Class A - $1.95M, Microsoft Corp - $1.22M, and Target Corporation - $641,862.4. 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 $7.47M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $5.03M, Apple Inc - $749,809.4, Microsoft Corp - $622,106.72, 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.
