Miller Financial Services
Latest statistics and disclosures from Miller Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEF, AAPL, TLT, VGSH, UPS, and represent 20.74% of Miller Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VGSH, IEF, ZS, TLT, HD, CAG, KMB, HUBS, USTB, EVTR.
- Started 14 new stock positions in GSK, IBIT, HUBS, KMB, NNVC, Cava Group, USTB, IRD, EVIM, PRU. XOM, ZS, GM, VGT.
- Reduced shares in these 10 stocks: ETN, SLV, NVDA, K, RKLB, AAPL, MSFT, ASTS, GOOG, .
- Sold out of its positions in ASTS, ABBV, AMGN, ITB, JPM, K, NVDA, OXY, RKLB, GLD. SYK, TSLA, TWI.
- Miller Financial Services was a net seller of stock by $-2.4M.
- Miller Financial Services has $85M in assets under management (AUM), dropping by -1.61%.
- Central Index Key (CIK): 0002022893
Tip: Access up to 7 years of quarterly data
Positions held by Miller Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Miller Financial Services
Miller Financial Services holds 114 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.4 | $4.6M | +16% | 47k | 96.16 |
|
| Apple (AAPL) | 4.3 | $3.7M | -11% | 14k | 271.85 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.2 | $3.6M | +14% | 41k | 87.16 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.5 | $3.0M | +51% | 51k | 58.73 |
|
| United Parcel Service CL B (UPS) | 3.4 | $2.9M | 29k | 99.19 |
|
|
| Amazon (AMZN) | 3.4 | $2.9M | -2% | 12k | 230.82 |
|
| Sofi Technologies (SOFI) | 3.2 | $2.7M | -3% | 105k | 26.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.9 | $2.4M | -9% | 10k | 246.17 |
|
| Eaton Corp SHS (ETN) | 2.8 | $2.4M | -31% | 7.5k | 318.49 |
|
| Ishares Silver Tr Ishares (SLV) | 2.8 | $2.3M | -27% | 36k | 64.42 |
|
| Pepsi (PEP) | 1.9 | $1.6M | +2% | 11k | 143.52 |
|
| ConAgra Foods (CAG) | 1.9 | $1.6M | +30% | 93k | 17.31 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $1.5M | -8% | 15k | 99.88 |
|
| Visa Com Cl A (V) | 1.7 | $1.5M | -12% | 4.2k | 350.74 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $1.5M | +6% | 3.1k | 468.76 |
|
| Kinder Morgan (KMI) | 1.7 | $1.4M | -5% | 52k | 27.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $1.3M | -6% | 4.1k | 312.98 |
|
| Uber Technologies (UBER) | 1.4 | $1.2M | +2% | 15k | 81.71 |
|
| Cloudflare Cl A Com (NET) | 1.4 | $1.2M | 6.2k | 197.15 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $1.2M | -3% | 2.4k | 502.65 |
|
| Microsoft Corporation (MSFT) | 1.3 | $1.1M | -26% | 2.3k | 483.54 |
|
| Bristol Myers Squibb (BMY) | 1.3 | $1.1M | 20k | 53.94 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 1.2 | $1.0M | 24k | 41.42 |
|
|
| Verizon Communications (VZ) | 1.2 | $992k | +21% | 24k | 40.73 |
|
| Cava Group Ord (CAVA) | 1.0 | $893k | 15k | 58.69 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $885k | -8% | 5.5k | 160.97 |
|
| Chewy Cl A (CHWY) | 1.0 | $870k | -3% | 26k | 33.05 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $860k | 1.5k | 570.88 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $860k | -27% | 2.7k | 313.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $824k | 1.2k | 681.92 |
|
|
| Dominion Resources (D) | 1.0 | $819k | +15% | 14k | 58.59 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.9 | $802k | 23k | 35.13 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.9 | $763k | +33% | 14k | 55.80 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $762k | -2% | 8.9k | 85.77 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KAUG) | 0.9 | $757k | 29k | 26.53 |
|
|
| Abbott Laboratories (ABT) | 0.9 | $752k | -3% | 6.0k | 125.29 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $722k | -3% | 837.00 | 862.00 |
|
| MercadoLibre (MELI) | 0.8 | $711k | +52% | 353.00 | 2014.26 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.8 | $683k | +102% | 13k | 51.50 |
|
| Altria (MO) | 0.8 | $670k | 12k | 57.66 |
|
|
| Home Depot (HD) | 0.8 | $661k | +133% | 1.9k | 344.10 |
|
| Meta Platforms Cl A (META) | 0.8 | $659k | -19% | 998.00 | 660.09 |
|
| Old Republic International Corporation (ORI) | 0.8 | $645k | -3% | 14k | 45.64 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $633k | -10% | 1.1k | 566.36 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $570k | 12k | 46.04 |
|
|
| Advanced Micro Devices (AMD) | 0.7 | $566k | -22% | 2.6k | 214.16 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KNOV) | 0.6 | $541k | -3% | 19k | 28.47 |
|
| 3M Company (MMM) | 0.6 | $538k | -2% | 3.4k | 160.10 |
|
| McDonald's Corporation (MCD) | 0.6 | $535k | 1.8k | 305.63 |
|
|
| Radian (RDN) | 0.6 | $518k | 14k | 35.99 |
|
|
| Generac Holdings (GNRC) | 0.6 | $509k | 3.7k | 136.37 |
|
|
| Zscaler Incorporated (ZS) | 0.6 | $482k | NEW | 2.1k | 224.92 |
|
| Lowe's Companies (LOW) | 0.6 | $472k | 2.0k | 241.16 |
|
|
| Stanley Black & Decker (SWK) | 0.5 | $464k | -18% | 6.2k | 74.28 |
|
| Pfizer (PFE) | 0.5 | $455k | 18k | 24.90 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $432k | -6% | 1.7k | 257.95 |
|
| Caterpillar (CAT) | 0.5 | $418k | -37% | 729.00 | 572.70 |
|
| Deere & Company (DE) | 0.5 | $416k | -18% | 893.00 | 465.68 |
|
| Olin Corp Com Par $1 (OLN) | 0.5 | $403k | -4% | 19k | 20.83 |
|
| Barrick Mng Corp Com Shs (B) | 0.5 | $385k | -7% | 8.8k | 43.55 |
|
| Walt Disney Company (DIS) | 0.4 | $374k | -17% | 3.3k | 113.77 |
|
| Johnson & Johnson (JNJ) | 0.4 | $372k | 1.8k | 206.95 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $367k | 1.9k | 191.03 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $366k | NEW | 3.6k | 100.89 |
|
| Hubspot (HUBS) | 0.4 | $365k | NEW | 909.00 | 401.30 |
|
| Purecycle Technologies (PCT) | 0.4 | $360k | +34% | 42k | 8.59 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KDEC) | 0.4 | $359k | -2% | 14k | 25.54 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $356k | +15% | 1.4k | 263.74 |
|
| Flagstar Bank National Assoc Com New (FLG) | 0.4 | $354k | +28% | 28k | 12.59 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.4 | $348k | 11k | 31.70 |
|
|
| Waste Management (WM) | 0.4 | $346k | -19% | 1.6k | 219.71 |
|
| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.4 | $345k | NEW | 6.8k | 50.84 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $344k | 1.9k | 183.40 |
|
|
| SLB Com Stk (SLB) | 0.4 | $336k | -2% | 8.7k | 38.38 |
|
| UnitedHealth (UNH) | 0.4 | $324k | -11% | 980.00 | 330.13 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.4 | $323k | -5% | 8.4k | 38.34 |
|
| Zoetis Cl A (ZTS) | 0.4 | $318k | +73% | 2.5k | 125.82 |
|
| Etsy (ETSY) | 0.4 | $317k | -5% | 5.7k | 55.44 |
|
| Dow (DOW) | 0.4 | $314k | -2% | 13k | 23.38 |
|
| Nike CL B (NKE) | 0.4 | $314k | -3% | 4.9k | 63.71 |
|
| Paypal Holdings (PYPL) | 0.4 | $305k | -22% | 5.2k | 58.38 |
|
| American Electric Power Company (AEP) | 0.4 | $302k | 2.6k | 115.31 |
|
|
| Otis Worldwide Corp (OTIS) | 0.4 | $301k | -6% | 3.4k | 87.35 |
|
| Cytomx Therapeutics (CTMX) | 0.3 | $290k | 68k | 4.26 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $279k | +4% | 961.00 | 290.22 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $278k | 2.4k | 117.21 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $278k | 1.5k | 185.04 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $276k | 958.00 | 287.74 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $266k | +14% | 1.8k | 148.73 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $247k | 510.00 | 483.67 |
|
|
| Wynn Resorts (WYNN) | 0.3 | $237k | 2.0k | 120.33 |
|
|
| Coca-Cola Company (KO) | 0.3 | $234k | 3.4k | 69.91 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $221k | 2.7k | 81.17 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $217k | +6% | 718.00 | 302.11 |
|
| General Motors Company (GM) | 0.3 | $214k | NEW | 2.6k | 81.32 |
|
| Prudential Financial (PRU) | 0.2 | $210k | NEW | 1.9k | 112.88 |
|
| Fortinet (FTNT) | 0.2 | $206k | -4% | 2.6k | 79.41 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $206k | NEW | 1.7k | 120.34 |
|
| Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) | 0.2 | $205k | NEW | 3.9k | 53.07 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $204k | 3.0k | 68.36 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $203k | NEW | 4.1k | 49.04 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $201k | NEW | 266.00 | 753.78 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $200k | NEW | 4.0k | 49.65 |
|
| Ford Motor Company (F) | 0.2 | $171k | 13k | 13.12 |
|
|
| Portillos Com Cl A (PTLO) | 0.2 | $158k | -34% | 35k | 4.54 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.2 | $141k | 13k | 10.83 |
|
|
| Adagio Therapeutics (IVVD) | 0.1 | $126k | +37% | 51k | 2.47 |
|
| Cava Group Call | 0.1 | $106k | NEW | 60.00 | 1758.83 |
|
| Cartesian Therapeutics Com New (RNAC) | 0.1 | $98k | +17% | 14k | 7.21 |
|
| Wendy's/arby's Group (WEN) | 0.1 | $91k | -15% | 11k | 8.33 |
|
| Nanoviricides (NNVC) | 0.1 | $81k | NEW | 72k | 1.13 |
|
| Precision Biosciences Com New (DTIL) | 0.1 | $62k | +50% | 15k | 4.16 |
|
| Ocuphire Pharma (IRD) | 0.0 | $20k | NEW | 10k | 2.01 |
|
| Netflix (NFLX) | 0.0 | $14k | -38% | 112.00 | 125.00 |
|
Past Filings by Miller Financial Services
SEC 13F filings are viewable for Miller Financial Services going back to 2024
- Miller Financial Services 2025 Q4 filed Feb. 12, 2026
- Miller Financial Services 2025 Q3 filed Nov. 13, 2025
- Miller Financial Services 2025 Q2 filed Aug. 12, 2025
- Miller Financial Services 2025 Q1 filed May 5, 2025
- Miller Financial Services 2024 Q4 filed Feb. 7, 2025