The Analysis of Miller Financial Services LLC's Holdings

Currently, Miller Financial Services LLC holds 113 types of securities in its portfolio with a total value $86.5M. In the most recent quarter, they have increased their positions in TLT (+11.6K shares, valued at $1.0M), CAG (+41.9K shares, valued at $767.4K), VGSH (+10.4K shares, valued at $611.4K); decreased their positions in ETN (-3.5K shares, valued at $1.3M), SOFI (-19.5K shares, valued at $516.1K), ETSY (-2.2K shares, valued at $148.8K); initiated new positions in ISRG (+1.3K shares, valued at $559.5K), OTIS (+3.7K shares, valued at $337.8K), WYNN (+2.0K shares, valued at $254.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ETN EATON CORP PLC10.8K shares-24.69%2025-09-302025-11-13

IEF ISHARES TR40.6K shares9.35%2025-09-302025-11-13

AAPL APPLE INC15.1K shares-1.29%2025-09-302025-11-13

TLT ISHARES TR35.7K shares47.98%2025-09-302025-11-13

SOFI SOFI TECHNOLOGIES INC108.6K shares-15.24%2025-09-302025-11-13

AMZN AMAZON COM INC12.7K shares5.70%2025-09-302025-11-13

IWM ISHARES TR11.0K shares-1.44%2025-09-302025-11-13

UPS UNITED PARCEL SERVICE INC29.4K shares28.91%2025-09-302025-11-13

Sponsored

SLV ISHARES SILVER TR50.0K shares-1.09%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS33.6K shares44.70%2025-09-302025-11-13

AGG ISHARES TR16.4K shares-0.31%2025-09-302025-11-13

V VISA INC4.8K shares0.00%2025-09-302025-11-13

MSFT MICROSOFT CORP3.2K shares-1.03%2025-09-302025-11-13

KMI KINDER MORGAN INC DEL55.7K shares-0.61%2025-09-302025-11-13

PEP PEPSICO INC11.1K shares14.05%2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC2.9K shares9.40%2025-09-302025-11-13

Sponsored

UBER UBER TECHNOLOGIES INC14.6K shares0.24%2025-09-302025-11-13

NET CLOUDFLARE INC6.3K shares-3.21%2025-09-302025-11-13

CAG CONAGRA BRANDS INC71.0K shares144.11%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares0.00%2025-09-302025-11-13

CHWY CHEWY INC27.3K shares7.66%2025-09-302025-11-13

GOOGL ALPHABET INC4.4K shares-0.41%2025-09-302025-11-13

KJAN INNOVATOR ETFS TRUST24.6K shares-0.20%2025-09-302025-11-13

GOOG ALPHABET INC3.8K shares-0.26%2025-09-302025-11-13

Sponsored

CAVA CAVA GROUP INC15.2K shares4.85%2025-09-302025-11-13

META META PLATFORMS INC1.2K shares-0.56%2025-09-302025-11-13

SHOP SHOPIFY INC6.0K shares-4.34%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO19.6K shares3.90%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC20.0K shares4.17%2025-09-302025-11-13

MA MASTERCARD INCORPORATED1.5K shares-1.11%2025-09-302025-11-13

ABT ABBOTT LABS6.2K shares-0.67%2025-09-302025-11-13

NVDA NVIDIA CORPORATION4.4K shares-3.53%2025-09-302025-11-13

Sponsored

SPY SPDR S&P 500 ETF TR1.2K shares18.77%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW869 shares0.00%2025-09-302025-11-13

KAPR INNOVATOR ETFS TRUST23.3K shares-1.61%2025-09-302025-11-13

MO ALTRIA GROUP INC11.6K shares-1.47%2025-09-302025-11-13

KAUG INNOVATOR ETFS TRUST28.6K shares-4.29%2025-09-302025-11-13

D DOMINION ENERGY INC12.1K shares16.64%2025-09-302025-11-13

GDX VANECK ETF TRUST9.1K shares-14.52%2025-09-302025-11-13

GNRC GENERAC HLDGS INC3.8K shares0.00%2025-09-302025-11-13

Sponsored

ORI OLD REP INTL CORP14.6K shares0.02%2025-09-302025-11-13

VGLT VANGUARD SCOTTSDALE FDS10.3K shares29.87%2025-09-302025-11-13

FBND FIDELITY MERRIMACK STR TR12.4K shares-2.24%2025-09-302025-11-13

SWK STANLEY BLACK & DECKER INC7.7K shares-14.82%2025-09-302025-11-13

CAT CATERPILLAR INC1.2K shares-2.89%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC1.3K sharesnew addition2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC3.4K shares-0.76%2025-09-302025-11-13

KNOV INNOVATOR ETFS TRUST19.7K shares0.00%2025-09-302025-11-13

Sponsored

MCD MCDONALDS CORP1.8K shares-1.11%2025-09-302025-11-13

MELI MERCADOLIBRE INC232 shares26.09%2025-09-302025-11-13

MMM 3M CO3.4K shares-1.29%2025-09-302025-11-13

RDN RADIAN GROUP INC14.7K shares0.00%2025-09-302025-11-13

K KELLANOVA6.4K shares0.03%2025-09-302025-11-13

OLN OLIN CORP20.3K shares-1.86%2025-09-302025-11-13

DE DEERE & CO1.1K shares0.00%2025-09-302025-11-13

LOW LOWES COS INC2.0K shares0.00%2025-09-302025-11-13

Sponsored

RKLB ROCKET LAB CORP10.0K shares0.00%2025-09-302025-11-13

DIS DISNEY WALT CO4.0K shares-0.74%2025-09-302025-11-13

PFE PFIZER INC18.0K shares-1.17%2025-09-302025-11-13

VB VANGUARD INDEX FDS1.8K shares-0.28%2025-09-302025-11-13

PYPL PAYPAL HLDGS INC6.8K shares-6.80%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.9K shares0.05%2025-09-302025-11-13

PCT PURECYCLE TECHNOLOGIES INC31.1K shares3.49%2025-09-302025-11-13

ETSY ETSY INC6.0K shares-27.04%2025-09-302025-11-13

Sponsored

UNH UNITEDHEALTH GROUP INC1.1K shares-6.20%2025-09-302025-11-13

KDEC INNOVATOR ETFS TRUST14.5K shares4.41%2025-09-302025-11-13

VTV VANGUARD INDEX FDS1.9K shares0.05%2025-09-302025-11-13

ASTS AST SPACEMOBILE INC7.3K shares0.00%2025-09-302025-11-13

NKE NIKE INC5.1K shares-5.90%2025-09-302025-11-13

PTLO PORTILLOS INC53.4K shares-16.59%2025-09-302025-11-13

KJUL INNOVATOR ETFS TRUST11.0K shares0.00%2025-09-302025-11-13

OTIS OTIS WORLDWIDE CORP3.7K sharesnew addition2025-09-302025-11-13

Sponsored

EVTR MORGAN STANLEY ETF TRUST6.6K shares22.43%2025-09-302025-11-13

HD HOME DEPOT INC824 shares9.14%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON1.8K shares-0.61%2025-09-302025-11-13

DOW DOW INC13.7K shares0.23%2025-09-302025-11-13

RTX RTX CORPORATION1.9K shares-5.07%2025-09-302025-11-13

B BARRICK MNG CORP9.5K shares-7.70%2025-09-302025-11-13

SLB SCHLUMBERGER LTD9.0K shares-16.58%2025-09-302025-11-13

BEPC BROOKFIELD RENEWABLE CORP8.9K shares-16.11%2025-09-302025-11-13

Sponsored

AEP AMERICAN ELEC PWR CO INC2.7K shares-0.93%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW2.4K shares0.08%2025-09-302025-11-13

ABBV ABBVIE INC1.2K shares0.08%2025-09-302025-11-13

VPU VANGUARD WORLD FD1.5K shares0.00%2025-09-302025-11-13

TSLA TESLA INC638 shares0.00%2025-09-302025-11-13

GLD SPDR GOLD TR771 shares0.00%2025-09-302025-11-13

VO VANGUARD INDEX FDS921 shares-0.43%2025-09-302025-11-13

GBTC GRAYSCALE BITCOIN TRUST ETF3.0K shares0.00%2025-09-302025-11-13

Sponsored

LMT LOCKHEED MARTIN CORP510 shares0.00%2025-09-302025-11-13

WYNN WYNN RESORTS LTD2.0K sharesnew addition2025-09-302025-11-13

FLG FLAGSTAR FINANCIAL INC21.9K shares-0.97%2025-09-302025-11-13

VHT VANGUARD WORLD FD957 shares0.00%2025-09-302025-11-13

AMGN AMGEN INC850 shares0.00%2025-09-302025-11-13

FTNT FORTINET INC2.7K shares-19.27%2025-09-302025-11-13

ITOT ISHARES TR1.6K sharesnew addition2025-09-302025-11-13

KO COCA COLA CO3.4K shares-1.60%2025-09-302025-11-13

Sponsored

JPM JPMORGAN CHASE & CO.707 shares-2.21%2025-09-302025-11-13

OXY OCCIDENTAL PETE CORP4.7K sharesnew addition2025-09-302025-11-13

NFLX NETFLIX INC181 shares-1.09%2025-09-302025-11-13

CTMX CYTOMX THERAPEUTICS INC67.0K shares31.37%2025-09-302025-11-13

ZTS ZOETIS INC1.5K sharesnew addition2025-09-302025-11-13

BABA ALIBABA GROUP HLDG LTD1.2K sharesnew addition2025-09-302025-11-13

ITB ISHARES TR1.9K sharesnew addition2025-09-302025-11-13

SYK STRYKER CORPORATION549 shares-0.36%2025-09-302025-11-13

Sponsored

IAU ISHARES GOLD TR2.8K sharesnew addition2025-09-302025-11-13

VBK VANGUARD INDEX FDS673 shares-10.39%2025-09-302025-11-13

F FORD MTR CO13.0K shares0.15%2025-09-302025-11-13

BTZ BLACKROCK CR ALLOCATION INCO13.0K shares0.00%2025-09-302025-11-13

RNAC CARTESIAN THERAPEUTICS INC11.6K shares0.00%2025-09-302025-11-13

WEN WENDYS CO12.9K shares-16.50%2025-09-302025-11-13

TWI TITAN INTL INC ILL12.5K shares0.00%2025-09-302025-11-13

DTIL PRECISION BIOSCIENCES INC10.0K shares0.00%2025-09-302025-11-13

Sponsored

IVVD INVIVYD INC37.0K shares54.17%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available