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CIK: 0002022893
Total reported value
$124.3M
$124.3M
97 檔
13.4%
As reported in its official Q1 2025 Form 13F filing, Miller Financial Services LLC's tracked investment portfolio stood at $124.3M with 97 total positions.
In Q1 2025, Miller Financial Services LLC adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 38 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | Stock-Industrials | 8.45% | +0.17% | +318.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.92% | -0.64% | -22.16% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.26% | -0.77% | -0.95% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | -0.40% | -35.71% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.16% | -0.52% | -74.33% | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.93% | -0.64% | +6.90% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.68% | -0.64% | -39.19% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.46% | -0.23% | -2.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.39% | -0.46% | -84.15% | |
| 10 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.34% | -0.53% | -3.55% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.08% | -0.86% | +7.70% | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 2.07% | -0.27% | -3.11% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.30% | -31.26% | |
| 14 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.97% | -0.34% | +0.31% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.76% | +3.84% | +9.10% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | +0.56% | -35.74% | |
| 17 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.63% | -0.47% | +38.27% | |
| 18 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.52% | -0.23% | -1.06% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.46% | -0.26% | -47.47% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.38% | +0.42% | -38.36% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | -0.46% | -42.49% | |
| 22 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.28% | -0.31% | -6.47% | |
| 23 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.27% | -0.28% | -2.53% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.26% | +0.01% | -5.21% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.23% | -5.61% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.31% | -41.21% | |
| 27 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 1.12% | -0.28% | +27.88% | |
| 28 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.08% | -0.18% | -7.32% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.12% | -61.68% | |
| 30 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.05% | -0.66% | +11.37% | |
| 31 | PTLO | Portillo's Inc-cl A | Stock-Other | 1.05% | -0.12% | +3.62% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 1.03% | -0.04% | +0.72% | |
| 33 | D | Dominion Energy Inc | Stock-Utilities | 1.03% | -0.20% | +2.00% | |
| 34 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.95% | -0.25% | +41.83% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.94% | -0.25% | +10.96% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.13% | +10.17% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.85% | -0.17% | -1.89% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | -0.09% | -52.32% | |
| 39 | ORI | Old Republic Intl CORP | Stock-Financials | 0.83% | +0.17% | -2.13% | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.82% | -0.17% | -4.58% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.15% | -1.26% | |
| 42 | KEL | Kellanova | Stock-Other | 0.80% | — | -4.44% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.75% | -0.55% | -5.37% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.74% | +0.10% | -6.71% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.74% | -0.10% | -2.40% | |
| 46 | RDN | Radian Group Inc | Stock-Financials | 0.70% | -0.08% | — | |
| 47 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.70% | +0.08% | — | |
| 48 | OLN | Olin CORP | Stock-Materials | 0.68% | -0.34% | -0.50% | |
| 49 | KNOV | Inn US Sml Cp Pow B ETF - No | ETF-Other | 0.67% | -0.12% | — | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | -0.15% | -5.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +7% | +318.32% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +1.8% | -0.95% | Trim |
| 3 | V | Visa Inc-class A Shares | +1.1% | -2.43% | Trim |
| 4 | UPS | United Parcel Service-cl B | +1.1% | +6.90% | Add |
| 5 | SLV | Ishares Silver Trust | +1% | -3.11% | Trim |
| 6 | KMI | Kinder Morgan, Inc. | +1% | -3.55% | Trim |
| 7 | VGSH | Vanguard Short-term Treasury | +1% | +7.70% | Add |
| 8 | PEP | Pepsico Inc | +0.8% | +9.10% | Add |
| 9 | AAPL | Apple Inc | +0.7% | -22.16% | Trim |
| 10 | CAVA | Cava Group Inc | +0.7% | +38.27% | Add |
| 11 | BMY | Bristol-myers Squibb Co | +0.7% | -1.06% | Trim |
| 12 | KNOV | Inn US Sml Cp Pow B ETF - No | +0.7% | NEW | New buy |
| 13 | ABT | Abbott Laboratories | +0.6% | -5.21% | Trim |
| 14 | PTLO | Portillo's Inc-cl A | +0.6% | +3.62% | Add |
| 15 | KAUG | Inv US Sml Cap Pb ETF - Aug | +0.6% | +27.88% | Add |
| 16 | GDX | Vaneck Gold Miners ETF | +0.6% | +10.96% | Add |
| 17 | NET | Cloudflare Inc - Class A | +0.6% | +41.83% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -31.26% | Trim |
| 19 | MO | Altria Group Inc | +0.5% | +0.72% | Add |
| 20 | MA | Mastercard Inc - A | +0.5% | -5.61% | Trim |
| 21 | CAG | Conagra Brands Inc | +0.5% | +11.37% | Add |
| 22 | KJAN | Innovator U.s. Small Cap Pow | +0.5% | -2.53% | Trim |
| 23 | D | Dominion Energy Inc | +0.5% | +2.00% | Add |
| 24 | CHWY | Chewy Inc - Class A | +0.5% | -6.47% | Trim |
| 25 | SOFI | Sofi Technologies Inc | +0.4% | +0.31% | Add |
| 26 | ORI | Old Republic Intl CORP | +0.4% | -2.13% | Trim |
| 27 | MCD | Mcdonald's CORP | +0.4% | -1.26% | Trim |
| 28 | KAPR | Innovator U.s. Small Cap Pow | +0.4% | -7.32% | Trim |
| 29 | FBND | Fidelity Total Bond ETF | +0.4% | -1.89% | Trim |
| 30 | DE | Deere & Co | +0.3% | -2.40% | Trim |
| 31 | MMM | 3m Co | +0.3% | -6.71% | Trim |
| 32 | KEL | Kellanova | +0.3% | -4.44% | Trim |
| 33 | DOW | Dow Inc | +0.3% | NEW | New buy |
| 34 | SWK | Stanley Black & Decker Inc | +0.3% | +28.96% | Add |
| 35 | WM | Waste Management Inc | +0.3% | -2.36% | Trim |
| 36 | RDN | Radian Group Inc | +0.3% | — | Unchanged |
| 37 | GOOGL | Alphabet Inc-cl A | +0.3% | +10.17% | Add |
| 38 | SLB | Slb LTD | +0.3% | +4.11% | Add |
| 39 | PFE | Pfizer Inc | +0.3% | +6.98% | Add |
| 40 | RKLB | Rocket Lab Corporation | +0.3% | NEW | New buy |
| 41 | SHOP | Shopify Inc - Class A | +0.3% | -4.58% | Trim |
| 42 | LOW | Lowe's Cos Inc | +0.2% | -5.27% | Trim |
| 43 | FLG | Flagstar Bank NA | +0.2% | +5.90% | Add |
| 44 | RTX | Rtx CORP | +0.2% | +8.32% | Add |
| 45 | AEP | American Electric Power | +0.2% | — | Unchanged |
| 46 | JNJ | Johnson & Johnson | +0.2% | -5.89% | Trim |
| 47 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -39.19% | Trim |
| 48 | GNRC | Generac Holdings Inc | +0.2% | — | Unchanged |
| 49 | ETSY | Etsy Inc | +0.2% | +1.82% | Add |
| 50 | EVTR | Eaton Vance Total Return | +0.2% | +9.35% | Add |
According to official SEC Form 13F filings, Miller Financial Services LLC reported a total U.S. public equity portfolio value of $124.3M across 97 disclosed positions in Q1 2025.
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 ETN, AAPL, IEF) accounted for 13.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
KNOV
市值: $463.5K
Top Position Liquidated / Trimmed
TSLA
前期市值: $2.0M
During Q1 2025, Miller Financial Services LLC's top holdings by market value included ETN (8.4%)、AAPL (4.9%)、IEF (4.3%). The largest single position, ETN, represented 8.4% of total portfolio value.
In Q1 2025, Miller Financial Services LLC made 127 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 57 holdings, and fully liquidating 38 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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