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CIK: 0002022893
Total reported value
$124.3M
$124.3M
128 檔
25.5%
According to the latest 13F quarterly dataset, Miller Financial Services LLC managed an equity portfolio of $124.3M at the end of Q4 2024, spanning 128 distinct U.S. exchange-listed positions.
During Q4 2024, Miller Financial Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.69% | -0.46% | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.01% | -0.52% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.64% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | -0.40% | — | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.48% | -0.64% | — | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.45% | -0.77% | — | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.85% | -0.64% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.56% | — | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.72% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | -0.09% | — | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.65% | — | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | +0.12% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | — | — | |
| 14 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.53% | -0.34% | — | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.45% | +0.17% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.30% | — | |
| 17 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.37% | -0.53% | — | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.35% | -0.26% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | -0.23% | — | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.28% | +0.42% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | -0.09% | — | |
| 22 | ITB | Ishares U.s. Home Constructi | ETF-Other | 1.24% | — | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.31% | — | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.18% | -0.46% | — | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.12% | -0.86% | — | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 1.07% | -0.27% | — | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | -0.24% | EXIT | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | +3.84% | — | |
| 29 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.90% | -0.47% | — | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.84% | -0.23% | — | |
| 31 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.83% | -0.31% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | -0.24% | — | |
| 33 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.80% | -0.28% | — | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.23% | — | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +0.11% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +2.02% | NEW | |
| 37 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.73% | -0.18% | — | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.68% | — | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | +0.01% | — | |
| 40 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.66% | -0.07% | — | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | +0.22% | NEW | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.61% | -0.55% | — | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.59% | — | — | |
| 44 | AXP | American Express Co | Stock-Financials | 0.59% | — | — | |
| 45 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.59% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.13% | — | |
| 47 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.57% | -0.66% | — | |
| 48 | D | Dominion Energy Inc | Stock-Utilities | 0.57% | -0.20% | — | |
| 49 | MSTR | Strategy Inc | Stock-Tech | 0.56% | — | — | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.56% | -0.17% | — |
According to official SEC Form 13F filings, Miller Financial Services LLC reported a total U.S. public equity portfolio value of $124.3M across 128 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, IWM, AAPL) accounted for 25.5% of total reported equity market value during Q4 2024.
During Q4 2024, Miller Financial Services LLC's top holdings by market value included AGG (8.7%)、IWM (8.0%)、AAPL (4.2%). The largest single position, AGG, represented 8.7% of total portfolio value.
In Q4 2024, Miller Financial Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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