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CIK: 0002022893
Total reported value
$124.3M
$124.3M
107 檔
13.6%
In Q2 2025, Miller Financial Services LLC's U.S. equity holdings reached a combined market value of $124.3M, distributed across 107 disclosed stock positions.
Miller Financial Services LLC executed strategic sector rebalancing during Q2 2025, establishing 16 new positions while fully exiting 6 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | Stock-Industrials | 6.54% | +0.17% | -33.52% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.53% | -0.77% | +19.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.01% | -0.64% | -0.38% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.36% | -0.40% | +3.47% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.07% | -0.52% | +1.47% | |
| 6 | SOFI | Sofi Technologies Inc | Stock-Financials | 2.97% | -0.34% | +8.72% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.94% | -0.64% | +23.18% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.72% | -0.64% | +18.03% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.17% | -0.23% | -1.82% | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 2.12% | -0.27% | +8.73% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.10% | -0.53% | -1.77% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.08% | -0.46% | -2.11% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.56% | -0.69% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.74% | -0.86% | -5.68% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.74% | +0.42% | -1.83% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 1.73% | -0.26% | +4.77% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.65% | +3.84% | +19.36% | |
| 18 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.62% | -0.25% | +10.66% | |
| 19 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.56% | -0.47% | +10.70% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.30% | -5.16% | |
| 21 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.38% | -0.31% | -7.52% | |
| 22 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.18% | -0.28% | -0.60% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | +0.12% | -1.74% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.12% | -0.23% | +9.21% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.23% | -3.94% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.31% | -4.51% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | +0.01% | -5.49% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | -0.46% | -3.97% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.13% | +11.47% | |
| 30 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.98% | -0.18% | -2.97% | |
| 31 | PTLO | Portillo's Inc-cl A | Stock-Other | 0.95% | -0.12% | +4.45% | |
| 32 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 0.95% | -0.28% | -7.73% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.92% | -0.17% | +4.87% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | — | +9.02% | |
| 35 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | -0.04% | -1.30% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.09% | +1.49% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | -0.09% | +46.56% | |
| 38 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.78% | -0.05% | +69.25% | |
| 39 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.76% | -0.66% | +6.45% | |
| 40 | D | Dominion Energy Inc | Stock-Utilities | 0.75% | -0.20% | -18.32% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.17% | -2.52% | |
| 42 | ORI | Old Republic Intl CORP | Stock-Financials | 0.72% | +0.17% | -0.66% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.71% | -0.10% | -0.46% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.71% | -0.25% | -24.93% | |
| 45 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.69% | +0.08% | -0.89% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.69% | -0.55% | -9.16% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.68% | +0.10% | -0.80% | |
| 48 | RDN | Radian Group Inc | Stock-Financials | 0.67% | -0.08% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.15% | — | |
| 50 | KEL | Kellanova | Stock-Other | 0.65% | — | -5.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOFI | Sofi Technologies Inc | +1% | +8.72% | Add |
| 2 | NET | Cloudflare Inc - Class A | +0.7% | +10.66% | Add |
| 3 | VGLT | Vanguard Long-term Treasury | +0.6% | NEW | New buy |
| 4 | VB | Vanguard Small-cap ETF | +0.6% | NEW | New buy |
| 5 | NKE | Nike Inc -cl B | +0.5% | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | +0.5% | NEW | New buy |
| 7 | RKLB | Rocket Lab CORP | +0.5% | NEW | New buy |
| 8 | ASTS | Ast Spacemobile Inc | +0.4% | NEW | New buy |
| 9 | KDEC | Inn US Sml Cap P B ETF - Dec | +0.4% | NEW | New buy |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -1.83% | Trim |
| 11 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 12 | NFLX | Netflix Inc | +0.3% | NEW | New buy |
| 13 | MSFT | Microsoft CORP | +0.3% | -0.69% | Trim |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +19.50% | Add |
| 15 | UBER | Uber Technologies Inc | +0.3% | +4.77% | Add |
| 16 | NVDA | Nvidia CORP | +0.3% | +9.02% | Add |
| 17 | PCT | Purecycle Technologies Inc | +0.3% | +19.95% | Add |
| 18 | B | Barrick Mining CORP | +0.3% | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | +0.3% | NEW | New buy |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | NEW | New buy |
| 21 | ZBRA | Zebra Technologies Corp-cl A | +0.3% | NEW | New buy |
| 22 | TSLA | Tesla Inc | +0.3% | NEW | New buy |
| 23 | CTVA | Corteva Inc | +0.3% | NEW | New buy |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +46.56% | Add |
| 25 | SWK | Stanley Black & Decker Inc | +0.2% | +69.25% | Add |
| 26 | AMZN | Amazon.com Inc | +0.2% | +3.47% | Add |
| 27 | DOW | Dow Inc | +0.2% | +120.09% | Add |
| 28 | RNAC | Cartesian Therapeutics Inc | +0.2% | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -1.74% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.47% | Add |
| 31 | CHWY | Chewy Inc - Class A | +0.1% | -7.52% | Trim |
| 32 | SHOP | Shopify Inc - Class A | +0.1% | +4.87% | Add |
| 33 | CTMX | Cytomx Therapeutics Inc | +0.1% | — | Unchanged |
| 34 | AMD | Advanced Micro Devices | +0.1% | -6.78% | Trim |
| 35 | JOBY | Joby Aviation, Inc. | +0.1% | — | Unchanged |
| 36 | DIS | Walt Disney Co/the | +0.1% | -1.82% | Trim |
| 37 | SLV | Ishares Silver Trust | +0.1% | +8.73% | Add |
| 38 | TLT | Ishares 20+ Year Treasury Bd | 0% | +18.03% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +1.49% | Add |
| 40 | CAT | Caterpillar Inc | 0% | -0.58% | Trim |
| 41 | UPS | United Parcel Service-cl B | 0% | +23.18% | Add |
| 42 | MELI | Mercadolibre Inc | 0% | -14.02% | Trim |
| 43 | TWI | Titan International Inc | 0% | — | Unchanged |
| 44 | ETSY | Etsy Inc | — | +5.74% | Add |
| 45 | IVVD | Invivyd Inc | — | +9.09% | Add |
| 46 | GNRC | Generac Holdings Inc | 0% | -0.89% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 48 | SYK | Stryker CORP | 0% | +1.66% | Add |
| 49 | F | Ford Motor Co | 0% | +0.17% | Add |
| 50 | ✓ | Palatin Technologies Inc | 0% | EXIT | Sold out |
According to official SEC Form 13F filings, Miller Financial Services LLC reported a total U.S. public equity portfolio value of $124.3M across 107 disclosed positions in Q2 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, IEF, AAPL) accounted for 13.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
VGLT
市值: $443.3K
Top Position Liquidated / Trimmed
VNOMUSD
前期市值: $214.5K
During Q2 2025, Miller Financial Services LLC's top holdings by market value included ETN (6.5%)、IEF (4.5%)、AAPL (4.0%). The largest single position, ETN, represented 6.5% of total portfolio value.
In Q2 2025, Miller Financial Services LLC made 101 total portfolio adjustments, initiating 16 new buys, adding to 35 positions, trimming 44 holdings, and fully liquidating 6 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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