Sponsored
The Analysis of Miller Financial Services LLC's Holdings & P&L
Currently, Miller Financial Services LLC holds 119 types of securities in its portfolio with a total value $89.7M. In the most recent quarter, they have increased their positions in VGLT (+38.6K shares, valued at $2.1M), IEF (+10.4K shares, valued at $995.3K), PYPL (+18.4K shares, valued at $831.6K); decreased their positions in SLV (-20.6K shares, valued at $1.4M), N/A (-1.0K shares, valued at $359.8K), DOW (-8.2K shares, valued at $341.4K); initiated new positions in N/A (+14.1K shares, valued at $701.0K), KMAR (+23.6K shares, valued at $686.5K), BA (+2.0K shares, valued at $408.0K).
1M P&L
+897.2K+1.08%
3M P&L
-652.0K-0.77%
HY P&L
+488.0K+0.58%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A32.8M
40.4%
2Credit Services4.9M
6.0%
3Internet Retail4.1M
5.0%
Top Industries by Stock Count
1N/A31 stocks
30.1%
2Biotechnology5 stocks
4.9%
3Software - Infrastructure4 stocks
3.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
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IEF
21.99%ISHARES TR
Shares57.8K
Event2026-03-31
Filed2026-05-04
TLT
12.04%ISHARES TR
Shares45.8K
Event2026-03-31
Filed2026-05-04
AAPL
-1.56%APPLE INC
Shares13.2K
Event2026-03-31
Filed2026-05-04
VGSH
7.67%VANGUARD SCOTTSDALE FDS
Shares54.7K
Event2026-03-31
Filed2026-05-04
VGLT
282.38%VANGUARD SCOTTSDALE FDS
Shares52.3K
Event2026-03-31
Filed2026-05-04
AMZN
5.73%AMAZON COM INC
Shares13.1K
Event2026-03-31
Filed2026-05-04
UPS
-5.68%UNITED PARCEL SVCS INC
Shares27.4K
Event2026-03-31
Filed2026-05-04
IWM
-3.96%ISHARES TR
Shares9.6K
Event2026-03-31
Filed2026-05-04
EATON CORP PLC
-13.48%EATON CORP PLC
Shares6.5K
Event2026-03-31
Filed2026-05-04
SOFI
8.64%SOFI TECHNOLOGIES INC
Shares113.7K
Event2026-03-31
Filed2026-05-04
PEP
-7.92%PEPSICO INC
Shares10.5K
Event2026-03-31
Filed2026-05-04
KMI
-7.85%KINDER MORGAN INC DEL
Shares48.3K
Event2026-03-31
Filed2026-05-04
CAG
8.34%CONAGRA BRANDS INC
Shares100.3K
Event2026-03-31
Filed2026-05-04
AGG
-0.93%ISHARES TR
Shares14.9K
Event2026-03-31
Filed2026-05-04
CRWD
9.67%CROWDSTRIKE HLDGS INC
Shares3.4K
Event2026-03-31
Filed2026-05-04
NET
0.82%CLOUDFLARE INC
Shares6.2K
Event2026-03-31
Filed2026-05-04
V
-0.36%VISA INC
Shares4.2K
Event2026-03-31
Filed2026-05-04
CAVA
-1.81%CAVA GROUP INC
Shares14.9K
Event2026-03-31
Filed2026-05-04
BMY
-1.35%BRISTOL-MYERS SQUIBB CO
Shares19.7K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-2.42%ALPHABET INC
Shares4.0K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2.4K
Event2026-03-31
Filed2026-05-04
VZ
-7.91%VERIZON COMMUNICATIONS INC
Shares22.4K
Event2026-03-31
Filed2026-05-04
KJAN
11.38%INNOVATOR ETFS TRUST
Shares26.9K
Event2026-03-31
Filed2026-05-04
USTB
226.75%VICTORY PORTFOLIOS II
Shares22.2K
Event2026-03-31
Filed2026-05-04
SLV
-56.38%ISHARES SILVER TR
Shares15.9K
Event2026-03-31
Filed2026-05-04
PYPL
351.66%PAYPAL HLDGS INC
Shares23.6K
Event2026-03-31
Filed2026-05-04
UBER
-1.42%UBER TECHNOLOGIES INC
Shares14.8K
Event2026-03-31
Filed2026-05-04
MSFT
12.67%MICROSOFT CORP
Shares2.6K
Event2026-03-31
Filed2026-05-04
D
2.65%DOMINION ENERGY INC
Shares14.3K
Event2026-03-31
Filed2026-05-04
COST
0.48%COSTCO WHOLESALE CORPORATION
Shares841
Event2026-03-31
Filed2026-05-04
KAPR
-1.09%INNOVATOR ETFS TRUST
Shares22.6K
Event2026-03-31
Filed2026-05-04
MO
3.07%ALTRIA GROUP INC
Shares12.0K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-2.92%ALPHABET INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
EVTR
13.24%MORGAN STANLEY ETF TRUST
Shares15.0K
Event2026-03-31
Filed2026-05-04
MA
0.00%MASTERCARD INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-05-04
HD
18.48%HOME DEPOT INC
Shares2.3K
Event2026-03-31
Filed2026-05-04
KAUG
-2.98%INNOVATOR ETFS TRUST
Shares27.7K
Event2026-03-31
Filed2026-05-04
SPY
-7.36%STATE STR SPDR S&P 500 ETF T
Shares1.1K
Event2026-03-31
Filed2026-05-04
GNRC
-1.61%GENERAC HLDGS INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
MORGAN STANLEY ETF TRUST
NewMORGAN STANLEY ETF TRUST
Shares14.1K
Event2026-03-31
Filed2026-05-04
MELI
13.60%MERCADOLIBRE INC
Shares401
Event2026-03-31
Filed2026-05-04
KMAR
NewINNOVATOR ETFS TRUST
Shares23.6K
Event2026-03-31
Filed2026-05-04
GDX
-16.07%VANECK ETF TRUST
Shares7.5K
Event2026-03-31
Filed2026-05-04
CAT
29.36%CATERPILLAR INC
Shares943
Event2026-03-31
Filed2026-05-04
SHOP
0.25%SHOPIFY INC
Shares5.5K
Event2026-03-31
Filed2026-05-04
CHWY
-10.03%CHEWY INC
Shares23.7K
Event2026-03-31
Filed2026-05-04
ABT
0.00%ABBOTT LABORATORIES
Shares6.0K
Event2026-03-31
Filed2026-05-04
OLN
1.90%OLIN CORP
Shares19.7K
Event2026-03-31
Filed2026-05-04
FBND
0.15%FIDELITY MERRIMACK STR TR
Shares12.4K
Event2026-03-31
Filed2026-05-04
META
-2.61%META PLATFORMS INC
Shares972
Event2026-03-31
Filed2026-05-04
ORI
-2.45%OLD REP INTL CORP
Shares13.8K
Event2026-03-31
Filed2026-05-04
DE
8.96%DEERE & CO
Shares973
Event2026-03-31
Filed2026-05-04
ISRG
5.81%INTUITIVE SURGICAL INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
VTV
43.54%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-05-04
MCD
-0.86%MCDONALDS CORP
Shares1.7K
Event2026-03-31
Filed2026-05-04
KMB
53.31%KIMBERLY-CLARK CORP
Shares5.6K
Event2026-03-31
Filed2026-05-04
AMD
-1.32%ADVANCED MICRO DEVICES INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
KNOV
-2.89%INNOVATOR ETFS TRUST
Shares18.5K
Event2026-03-31
Filed2026-05-04
KDEC
42.53%INNOVATOR ETFS TRUST
Shares20.0K
Event2026-03-31
Filed2026-05-04
PFE
-1.86%PFIZER INC
Shares17.9K
Event2026-03-31
Filed2026-05-04
MMM
-0.45%3M CO
Shares3.3K
Event2026-03-31
Filed2026-05-04
RDN
0.00%RADIAN GROUP INC
Shares14.4K
Event2026-03-31
Filed2026-05-04
LOW
-2.56%LOWES COS INC
Shares1.9K
Event2026-03-31
Filed2026-05-04
VB
0.24%VANGUARD INDEX FDS
Shares1.7K
Event2026-03-31
Filed2026-05-04
SLB
-2.29%SLB LIMITED
Shares8.5K
Event2026-03-31
Filed2026-05-04
JNJ
-2.78%JOHNSON & JOHNSON
Shares1.7K
Event2026-03-31
Filed2026-05-04
VO
49.53%VANGUARD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-05-04
BA
NewBOEING CO
Shares2.0K
Event2026-03-31
Filed2026-05-04
STANLEY BLACK & DECKER INC
-12.81%STANLEY BLACK & DECKER INC
Shares5.4K
Event2026-03-31
Filed2026-05-04
VBK
69.50%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-04
NOW
NewSERVICENOW INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
RTX
0.00%RTX CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-05-04
FLAGSTAR BANK NATIONAL ASSOC
-5.45%FLAGSTAR BANK NATIONAL ASSOC
Shares26.6K
Event2026-03-31
Filed2026-05-04
KJUL
-2.28%INNOVATOR ETFS TRUST
Shares10.7K
Event2026-03-31
Filed2026-05-04
AEP
-0.19%AMERICAN ELEC PWR CO INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
CTMX
5.88%CYTOMX THERAPEUTICS INC.
Shares72.0K
Event2026-03-31
Filed2026-05-04
BARRICK MNG CORP
-7.75%BARRICK MNG CORP
Shares8.2K
Event2026-03-31
Filed2026-05-04
ZTS
9.20%ZOETIS INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
WM
-12.70%WASTE MGMT INC DEL
Shares1.4K
Event2026-03-31
Filed2026-05-04
BROOKFIELD RENEWABLE CORP
-6.53%BROOKFIELD RENEWABLE CORP
Shares7.9K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW
0.08%DUKE ENERGY CORP NEW
Shares2.4K
Event2026-03-31
Filed2026-05-04
LMT
0.00%LOCKHEED MARTIN CORP
Shares510
Event2026-03-31
Filed2026-05-04
DIS
-3.34%DISNEY WALT CO
Shares3.2K
Event2026-03-31
Filed2026-05-04
HUBS
36.96%HUBSPOT INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
VPU
0.00%VANGUARD WORLD FD
Shares1.5K
Event2026-03-31
Filed2026-05-04
MDLZ
NewMONDELEZ INTL INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
OXY
NewOCCIDENTAL PETE CORP
Shares4.5K
Event2026-03-31
Filed2026-05-04
ZS
-4.16%ZSCALER INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
VXUS
NewVANGUARD STAR FDS
Shares3.7K
Event2026-03-31
Filed2026-05-04
CHDN
NewCHURCHILL DOWNS INC
Shares3.1K
Event2026-03-31
Filed2026-05-04
EVIM
35.40%MORGAN STANLEY ETF TRUST
Shares5.2K
Event2026-03-31
Filed2026-05-04
PCT
24.63%PURECYCLE TECHNOLOGIES INC
Shares52.2K
Event2026-03-31
Filed2026-05-04
ITOT
6.49%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-04
VHT
0.00%VANGUARD WORLD FD
Shares958
Event2026-03-31
Filed2026-05-04
NKE
0.20%NIKE INC
Shares4.9K
Event2026-03-31
Filed2026-05-04
UNH
-3.98%UNITEDHEALTH GROUP INC
Shares941
Event2026-03-31
Filed2026-05-04
KO
-0.30%COCA COLA CO
Shares3.3K
Event2026-03-31
Filed2026-05-04
GSK PLC
-2.17%GSK PLC
Shares4.1K
Event2026-03-31
Filed2026-05-04
VIPER ENERGY INC
NewVIPER ENERGY INC
Shares4.8K
Event2026-03-31
Filed2026-05-04
GLD
NewSPDR GOLD TR
Shares511
Event2026-03-31
Filed2026-05-04
PALATIN TECHNOLOGIES INC
NewPALATIN TECHNOLOGIES INC
Shares12.6K
Event2026-03-31
Filed2026-05-04
DOW
-60.98%DOW HLDGS INC
Shares5.2K
Event2026-03-31
Filed2026-05-04
CTVA
NewCORTEVA INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
IBIT
30.63%ISHARES BITCOIN TRUST ETF
Shares5.3K
Event2026-03-31
Filed2026-05-04
WYNN
0.00%WYNN RESORTS LTD
Shares2.0K
Event2026-03-31
Filed2026-05-04
F
15.44%FORD MTR CO
Shares15.1K
Event2026-03-31
Filed2026-05-04
PTLO
-20.13%PORTILLOS INC
Shares27.8K
Event2026-03-31
Filed2026-05-04
IVVD
105.88%INVIVYD INC
Shares105.0K
Event2026-03-31
Filed2026-05-04
RNAC
62.30%CARTESIAN THERAPEUTICS INC
Shares22.1K
Event2026-03-31
Filed2026-05-04
BTZ
0.00%BLACKROCK CR ALLOCATION
Shares13.0K
Event2026-03-31
Filed2026-05-04
IRD
120.00%OPUS GENETICS INC
Shares22.0K
Event2026-03-31
Filed2026-05-04
ONDS
NewONDAS INC
Shares11.1K
Event2026-03-31
Filed2026-05-04
NNVC
45.83%NANOVIRICIDES INC
Shares105.0K
Event2026-03-31
Filed2026-05-04
PRECISION BIOSCIENCES INC
13.33%PRECISION BIOSCIENCES INC
Shares17.0K
Event2026-03-31
Filed2026-05-04
PFLT
NewPENNANTPARK FLOATING RATE CA
Shares10.8K
Event2026-03-31
Filed2026-05-04
PNNT
NewPENNANTPARK INVT CORP
Shares15.8K
Event2026-03-31
Filed2026-05-04
CITIUS PHARMACEUTICALS INC
NewCITIUS PHARMACEUTICALS INC
Shares14.0K
Event2026-03-31
Filed2026-05-04
PLUS THERAPEUTICS INC
NewPLUS THERAPEUTICS INC
Shares50.0K
Event2026-03-31
Filed2026-05-04
VNRX
NewVOLITIONRX LTD
Shares31.0K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
PAYPAL HLDGS INC Put
NewPAYPAL HLDGS INC
Shares35.2K
Event2026-03-31
Filed2026-05-04