Miller Investment Management
Latest statistics and disclosures from Miller Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BILS, BRK.B, EFA, VGSH, and represent 54.26% of Miller Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BILS (+$7.8M), VEA, VBIL, XLV, VGSH, VGIT, ORCL, LEN, NVDA, APH.
- Started 5 new stock positions in APH, TDY, VBIL, VGIT, NVDA.
- Reduced shares in these 10 stocks: SPY (-$10M), QTEC, JPM, WMT, PNC, VIG, JNJ, EMR, RTX, WFC.
- Sold out of its positions in BLK, GPC, PAWZ.
- Miller Investment Management was a net seller of stock by $-15M.
- Miller Investment Management has $995M in assets under management (AUM), dropping by 4.48%.
- Central Index Key (CIK): 0001407382
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Portfolio Holdings for Miller Investment Management
Miller Investment Management holds 98 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 20.1 | $200M | -4% | 300k | 666.18 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 11.9 | $118M | +7% | 1.2M | 99.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.4 | $83M | 166k | 502.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 7.7 | $76M | 818k | 93.37 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 6.3 | $63M | +2% | 1.1M | 58.85 |
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| Meta Platforms Cl A (META) | 4.5 | $45M | 61k | 734.38 |
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| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 3.8 | $38M | 117k | 326.36 |
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| Ishares Msci Jpn Etf New (EWJ) | 3.0 | $29M | 367k | 80.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $23M | 93k | 243.10 |
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| Select Sector Spdr Tr Communication (XLC) | 2.2 | $22M | -2% | 187k | 118.37 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.2 | $22M | 226k | 96.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $22M | +11% | 154k | 139.17 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $19M | 62k | 307.86 |
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| Microsoft Corporation (MSFT) | 1.8 | $18M | 34k | 517.95 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 1.7 | $16M | 182k | 90.36 |
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| D.R. Horton (DHI) | 1.5 | $15M | 88k | 169.47 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 1.3 | $13M | 81k | 165.68 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 1.3 | $13M | -16% | 58k | 229.61 |
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| NVR (NVR) | 1.3 | $13M | 1.6k | 8034.66 |
|
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| Lennar Corp Cl A (LEN) | 1.3 | $13M | +2% | 101k | 126.04 |
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| United Rentals (URI) | 1.1 | $11M | -3% | 12k | 954.66 |
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| Ishares Tr Ishares Biotech (IBB) | 1.1 | $11M | -6% | 77k | 144.37 |
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| Amazon (AMZN) | 1.1 | $11M | 49k | 219.57 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $3.8M | +299% | 63k | 59.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.7M | 11k | 328.17 |
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| Cardinal Health (CAH) | 0.4 | $3.7M | 24k | 156.96 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.6M | -39% | 11k | 315.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.5M | -31% | 16k | 215.79 |
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| Tidal Etf Tr Gotham Enhncd (GSPY) | 0.4 | $3.5M | 96k | 36.62 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $3.4M | -3% | 38k | 89.62 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.2M | -36% | 31k | 103.06 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $3.1M | 5.2k | 596.03 |
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| Oracle Corporation (ORCL) | 0.3 | $3.1M | +11% | 11k | 281.24 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.3 | $2.8M | NEW | 38k | 75.61 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.7M | 5.7k | 463.74 |
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| PNC Financial Services (PNC) | 0.3 | $2.5M | -40% | 13k | 200.93 |
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| Emerson Electric (EMR) | 0.3 | $2.5M | -37% | 19k | 131.18 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.4M | -39% | 13k | 185.42 |
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| Apple (AAPL) | 0.2 | $2.4M | 9.3k | 254.63 |
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| Deere & Company (DE) | 0.2 | $2.3M | 4.9k | 457.26 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.2M | 30k | 71.37 |
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| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $2.0M | 37k | 53.87 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 7.9k | 241.96 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.7M | -40% | 10k | 167.33 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.7M | -40% | 20k | 83.82 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | 2.5k | 612.38 |
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| Medtronic (MDT) | 0.2 | $1.5M | -39% | 16k | 95.24 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.4M | 7.6k | 190.58 |
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| Amgen (AMGN) | 0.1 | $1.4M | 5.1k | 282.20 |
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| Home Depot (HD) | 0.1 | $1.4M | 3.4k | 405.19 |
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| TJX Companies (TJX) | 0.1 | $1.4M | 9.5k | 144.54 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.3M | NEW | 22k | 60.03 |
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| Centene Corporation (CNC) | 0.1 | $1.3M | 35k | 35.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | 2.1k | 600.37 |
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| Millrose Pptys Com C (MRP) | 0.1 | $1.2M | -14% | 36k | 33.61 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | -36% | 9.3k | 124.34 |
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| Dover Corporation (DOV) | 0.1 | $1.1M | 6.5k | 166.83 |
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| Ocwen Finl Corp Com New (ONIT) | 0.1 | $991k | 25k | 39.96 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $966k | -37% | 31k | 31.42 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $959k | -3% | 12k | 78.37 |
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| Eli Lilly & Co. (LLY) | 0.1 | $954k | 1.3k | 763.00 |
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| AmerisourceBergen (COR) | 0.1 | $952k | 3.0k | 312.53 |
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| Chevron Corporation (CVX) | 0.1 | $939k | -40% | 6.0k | 155.29 |
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| Phillips 66 (PSX) | 0.1 | $884k | 6.5k | 136.02 |
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| 3M Company (MMM) | 0.1 | $871k | -40% | 5.6k | 155.18 |
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| McDonald's Corporation (MCD) | 0.1 | $859k | 2.8k | 303.89 |
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| United Parcel Service CL B (UPS) | 0.1 | $831k | -40% | 9.9k | 83.53 |
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| Cintas Corporation (CTAS) | 0.1 | $822k | 4.0k | 205.26 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $796k | 8.7k | 91.75 |
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| Abbvie (ABBV) | 0.1 | $785k | 3.4k | 231.54 |
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| Stanley Black & Decker (SWK) | 0.1 | $785k | -40% | 11k | 74.33 |
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| Crown Holdings (CCK) | 0.1 | $717k | 7.4k | 96.59 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $686k | 3.4k | 203.59 |
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| Becton, Dickinson and (BDX) | 0.1 | $651k | -31% | 3.5k | 187.17 |
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| Pepsi (PEP) | 0.1 | $650k | 4.6k | 140.44 |
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| Walt Disney Company (DIS) | 0.1 | $640k | +58% | 5.6k | 114.50 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $627k | 13k | 46.93 |
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| Illinois Tool Works (ITW) | 0.1 | $601k | -40% | 2.3k | 260.76 |
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| General Dynamics Corporation (GD) | 0.1 | $530k | 1.6k | 341.00 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $518k | 1.7k | 309.74 |
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| International Business Machines (IBM) | 0.1 | $514k | 1.8k | 282.16 |
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| Constellation Brands Cl A (STZ) | 0.0 | $478k | -40% | 3.6k | 134.67 |
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| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $456k | 57k | 7.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $452k | 1.8k | 246.60 |
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| Avery Dennison Corporation (AVY) | 0.0 | $362k | 2.2k | 162.17 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $354k | 2.7k | 132.48 |
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| Coca-Cola Company (KO) | 0.0 | $350k | 5.3k | 66.32 |
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| Carrier Global Corporation (CARR) | 0.0 | $349k | 5.8k | 59.70 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $344k | 3.4k | 100.20 |
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| Nike CL B (NKE) | 0.0 | $333k | 4.8k | 69.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $322k | 1.3k | 243.55 |
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| NVIDIA Corporation (NVDA) | 0.0 | $279k | NEW | 1.5k | 186.58 |
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| Amphenol Corp Cl A (APH) | 0.0 | $270k | NEW | 2.2k | 123.75 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $270k | 2.4k | 112.75 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $256k | 2.3k | 113.88 |
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| Qualcomm (QCOM) | 0.0 | $241k | 1.4k | 166.36 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $224k | 793.00 | 281.86 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $223k | NEW | 381.00 | 586.04 |
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Past Filings by Miller Investment Management
SEC 13F filings are viewable for Miller Investment Management going back to 2010
- Miller Investment Management 2025 Q3 filed Nov. 10, 2025
- Miller Investment Management 2025 Q2 filed Aug. 6, 2025
- Miller Investment Management 2025 Q1 filed May 7, 2025
- Miller Investment Management 2024 Q4 filed Feb. 13, 2025
- Miller Investment Management 2024 Q3 filed Nov. 14, 2024
- Miller Investment Management 2024 Q2 filed Aug. 13, 2024
- Miller Investment Management 2024 Q1 filed May 14, 2024
- Miller Investment Management 2023 Q4 filed Feb. 12, 2024
- Miller Investment Management 2023 Q3 filed Nov. 13, 2023
- Miller Investment Management 2023 Q2 filed Aug. 15, 2023
- Miller Investment Management 2023 Q1 filed May 15, 2023
- Miller Investment Management 2022 Q4 filed Feb. 13, 2023
- Miller Investment Management 2022 Q3 filed Nov. 14, 2022
- Miller Investment Management 2022 Q2 filed Aug. 15, 2022
- Miller Investment Management 2022 Q1 filed May 13, 2022
- Miller Investment Management 2021 Q4 filed Feb. 11, 2022