Miller Financial Services LLC
CIK: 0002022893SEC EDGAR →
Portfolio Value
$85.3M
Holdings
114
As of
Q4 2025
New Positions
9
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 47,417 | $4.6M | 5.35% |
| 2 | APPLE INC | 13,451 | $3.7M | 4.29% |
| 3 | ISHARES TR | 40,920 | $3.6M | 4.18% |
| 4 | VANGUARD SCOTTSDALE FDS | 50,791 | $3.0M | 3.50% |
| 5 | UNITED PARCEL SERVICE INC | 29,098 | $2.9M | 3.39% |
| 6 | AMAZON COM INC | 12,356 | $2.9M | 3.37% |
| 7 | SOFI TECHNOLOGIES INC | 104,638 | $2.7M | 3.21% |
| 8 | ISHARES TR | 9,951 | $2.4M | 2.87% |
| 9 | EATON CORP PLC | 7,464 | $2.4M | 2.79% |
| 10 | ISHARES SILVER TR | 36,449 | $2.4M | 2.77% |
Quarterly Changes
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $31.8M | 37.3% |
| Technology | 12 | $13.8M | 16.2% |
| Industrials | 12 | $9.2M | 10.8% |
| Consumer Cyclical | 15 | $8.1M | 9.5% |
| Consumer Defensive | 6 | $5.2M | 6.1% |
| Healthcare | 14 | $4.8M | 5.6% |
| Unknown | 7 | $4.1M | 4.8% |
| Communication Services | 5 | $3.3M | 3.9% |
| Energy | 3 | $2.0M | 2.3% |
| Utilities | 4 | $1.7M | 2.0% |
| Basic Materials | 3 | $1.1M | 1.3% |