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Centered Wealth LLC dba Miller Equity Capital Advisors Current Holdings: USA Stocks

Centered Wealth LLC dba Miller Equity Capital Advisors current holdings: USA Stocks

Centered Wealth LLC dba Miller Equity Capital Advisors reported $0.00 billion in share positions in stocks (listed in the US), 2 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, WMB.

  • AAPL: Country of operation United States; Class COM; Shares 1,180; Value $262,113.
  • WMB: Country of operation United States; Class COM; Shares 3,640; Value $217,526.

Form 13F-HR as filed (SEC CIK 1894543): quarter ended 2025-03-31, filed 2025-04-29. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
AAPL
APPLE INC
United StatesCOM1,180$262,11354.65%2025-03-312025-04-29
WMB
WILLIAMS COS INC
United StatesCOM3,640$217,52645.35%2025-03-312025-04-29+14.84%

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