Miller Green Financial Services

Latest statistics and disclosures from Miller Green Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, XOM, Blackstone, AAPL, and represent 100.00% of Miller Green Financial Services's stock portfolio.
  • Added to shares of these 2 stocks: Blackstone, QQQ.
  • Reduced shares in these 1 stock: XOM.
  • Miller Green Financial Services was a net buyer of stock by $416k.
  • Miller Green Financial Services has $18M in assets under management (AUM), dropping by -17.36%.
  • Central Index Key (CIK): 0000756094

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Portfolio Holdings for Miller Green Financial Services

Miller Green Financial Services holds 4 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Series 1 (QQQ) 47.5 $8.4M +3% 54k 154.24
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Exxon Mobil Corporation (XOM) 32.1 $5.7M -4% 83k 68.19
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Blackstone 16.2 $2.8M +19% 96k 29.80
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Apple (AAPL) 4.2 $749k 4.8k 157.68
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Past Filings by Miller Green Financial Services

SEC 13F filings are viewable for Miller Green Financial Services going back to 2018