Centered Wealth LLC dba Miller Equity Capital Advisors
Filing Date
Global Rank
#7,933
/ 7,977
▼ 1952
Top Industry
Consumer Electronics
54.6%
3Y Alpha vs SPY
+5.7%
Period ended 1 year ago
Filed Apr 29, 2025 · 1y
21 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+102.4%
SPY
+76.3%
Annualised alpha
+5.7%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
38.5%
+28.6 pts
Top 5
100.0%
+57.6 pts
Top 10
100.0%
+26.8 pts
HHI
3,377
Highly concentrated+2,722
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.5% | $262,113 |
| Energy | 32.0% | $217,526 |
| Unclassified | 29.5% | $200,697 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 14,630 | $6,631,486 | |
| COST | Costco Wholesale Corp /New | 6,800 | $6,230,636 | |
| CMG | Chipotle Mexican Grill Inc | 88,500 | $5,336,550 | |
| TSLA | Tesla, Inc. | 12,605 | $5,090,403 | |
| GRMN | Garmin Ltd | 23,750 | $4,898,675 | |
| MSFT | Microsoft Corp | 10,625 | $4,478,437 | |
| WMT | Walmart Inc. | 48,456 | $4,377,999 | |
| PGR | Progressive Corp/Oh/ | 17,300 | $4,145,253 | |
| EMR | Emerson Electric Co | 31,733 | $3,932,670 | |
| TXN | Texas Instruments Inc | 19,699 | $3,693,759 | |
| TYL | Tyler Technologies Inc | 3,920 | $2,260,428 | |
| AAL | American Airlines Group Inc. | 126,800 | $2,210,124 | |
| FFIN | First Financial Bankshares Inc | 48,500 | $1,748,425 | |
| ET | Energy Transfer LP | 51,336 | $1,005,672 | |
| JPM | Jpmorgan Chase & Co | 2,677 | $641,703 | |
| AMZN | Amazon Com Inc | 1,565 | $343,345 | |
| CVX | Chevron Corp | 1,821 | $263,753 | |
| AWK | American Water Works Company, Inc. | 2,050 | $255,204 | |
| XOM | Exxon Mobil Corp | 2,151 | $231,383 | |
| No positions match the current search. | ||||
3 positions ·
$680,336 total
· as of Mar 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,180 | $262,113 | 38.53% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 3,640 | $217,526 | 31.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 428 | $200,697 | 29.50% |