Filer Name: MILLER FINANCIAL SERVICES LLC
CIK: 2022893
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 128
Portfolio Value: $0.12B

Miller Financial Services Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AGG US ISHARES CORE U.S. AGGREGATE 106,222 $10M 8.69% - -
IWM US ISHARES RUSSELL 2000 ETF 42,900 $9M 8.01% - -
AAPL US APPLE INC 19,787 $5M 4.18% - -
AMZN US AMAZON.COM INC 18,087 $4M 3.35% - -
TLT US ISHARES 20+ YEAR TREASURY BD 33,632 $3M 2.48% - -
IEF US ISHARES 7-10 YEAR TREASURY B 31,381 $3M 2.45% - -
UPS US UNITED PARCEL SERVICE-CL B 17,346 $2M 1.85% - -
MSFT US MICROSOFT CORP 4,997 $2M 1.78% - -
TSLA US TESLA INC 5,057 $2M 1.72% - -
SPY US SPDR S&P 500 ETF TRUST 3,392 $2M 1.68% - -
SHY US ISHARES 1-3 YEAR TREASURY BO 23,903 $2M 1.65% - -
META US META PLATFORMS INC-CLASS A 3,309 $2M 1.64% - -
NVDA US NVIDIA CORP 14,156 $2M 1.61% - -
SOFI US SOFI TECHNOLOGIES INC 117,504 $2M 1.53% - -
ETN US EATON CORP PLC 5,170 $2M 1.45% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,749 $2M 1.44% - -
KMI US KINDER MORGAN INC 59,148 $2M 1.37% - -
UBER US UBER TECHNOLOGIES INC 26,470 $2M 1.35% - -
V US VISA INC-CLASS A SHARES 5,015 $2M 1.34% - -
CRWD US CROWDSTRIKE HOLDINGS INC - A 4,432 $2M 1.28% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us