Miller Financial Services LLC Top Holdings and 13F Report (2025) About Miller Financial Services LLCInvestment ActivityMiller Financial Services LLC has $118.40 million in total holdings as of December 31, 2024.Miller Financial Services LLC owns shares of 128 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core U.S. Aggregate Bond ETF $10,292,912iShares Russell 2000 ETF $9,479,186Apple $4,955,021Amazon.com $3,968,107iShares 20+ Year Treasury Bond ETF $2,937,042 Sector AllocationMap of 500 Largest Holdings ofMiller Financial Services LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$10,292,912106,2228.7%FinanceIWMiShares Russell 2000 ETF$9,479,18642,9008.0%FinanceAAPLApple$4,955,02119,7874.2%Computer and TechnologyAMZNAmazon.com$3,968,10718,0873.4%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$2,937,04233,6322.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,901,20531,3812.5%ETFUPSUnited Parcel Service$2,187,38617,3461.8%TransportationMSFTMicrosoft$2,106,0554,9971.8%Computer and TechnologyTSLATesla$2,042,2195,0571.7%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,987,9833,3921.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,959,56823,9031.7%ManufacturingMETAMeta Platforms$1,937,7213,3091.6%Computer and TechnologyNVDANVIDIA$1,901,03814,1561.6%Computer and TechnologySOFISoFi Technologies$1,809,557117,5041.5%FinanceETNEaton$1,715,7995,1701.4%Industrial ProductsBRK.BBerkshire Hathaway$1,699,3473,7491.4%FinanceKMIKinder Morgan$1,620,66359,1481.4%Oils/EnergyUBERUber Technologies$1,596,67026,4701.3%Computer and TechnologyVVisa$1,585,0665,0151.3%Business ServicesCRWDCrowdStrike$1,516,4534,4321.3%Computer and TechnologyGOOGAlphabet$1,497,8387,8651.3%Computer and TechnologyITBiShares U.S. Home Construction ETF$1,468,96514,2081.2%ETFCOSTCostco Wholesale$1,418,7421,5481.2%Retail/WholesaleVZVerizon Communications$1,392,04334,8101.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,331,10022,8791.1%ETFSLViShares Silver Trust$1,264,60448,0291.1%ETFGLDSPDR Gold Shares$1,217,4305,0281.0%FinancePEPPepsiCo$1,141,3397,5061.0%Consumer StaplesCAVACAVA Group$1,067,8789,4670.9%Retail/WholesaleBMYBristol-Myers Squibb$989,53917,4950.8%MedicalCHWYChewy$980,58129,2800.8%Retail/WholesaleCATCaterpillar$958,4382,6420.8%Industrial ProductsKJANInnovator U.S. Small Cap Power Buffer ETF - January$950,74225,4550.8%ETFMAMastercard$891,6481,6930.8%Business ServicesAMDAdvanced Micro Devices$883,2167,3120.7%Computer and TechnologyJPMJPMorgan Chase & Co.$861,3403,5930.7%FinanceKAPRInnovator U.S. Small Cap Power Buffer ETF - April$860,41126,3100.7%ETFARISTA NETWORKS INC$806,8697,3000.7%COM SHSABTAbbott Laboratories$791,0216,9930.7%MedicalMELIMercadoLibre$783,9034610.7%Retail/WholesaleNFLXNetflix$737,1228270.6%Consumer DiscretionaryPYPLPayPal$722,6588,4670.6%Computer and TechnologyISRGIntuitive Surgical$700,4701,3420.6%MedicalAXPAmerican Express$700,4242,3600.6%FinanceCDNSCadence Design Systems$696,4662,3180.6%Computer and TechnologyGOOGLAlphabet$683,2493,6090.6%Computer and TechnologyCAGConagra Brands$680,76324,5320.6%Consumer StaplesDDominion Energy$671,95712,4760.6%UtilitiesMSTRMicroStrategy$666,9952,3030.6%Computer and TechnologySHOPShopify$663,9256,2440.6%Computer and TechnologyOLNOlin$659,60719,5150.6%Basic MaterialsEMREmerson Electric$639,6035,1610.5%Industrial ProductsAXONAxon Enterprise$638,3001,0740.5%AerospaceGRMNGarmin$637,1373,0890.5%Computer and TechnologyINNOVATOR ETFS TRUST$635,86625,2900.5%US SMALL CAP PWRQQQInvesco QQQ$628,8731,2300.5%FinanceSPGIS&P Global$627,5181,2600.5%Business ServicesMOAltria Group$620,62511,8690.5%Consumer StaplesTDGTransDigm Group$603,2254760.5%AerospacePANWPalo Alto Networks$595,0093,2700.5%Computer and TechnologyFBNDFidelity Total Bond ETF$594,57213,2510.5%ETFGNRCGenerac$592,6013,8220.5%Industrial ProductsSYKStryker$587,3741,6310.5%MedicalORCLOracle$584,9063,5100.5%Computer and TechnologyBKBank of New York Mellon$583,2177,5910.5%FinanceGWWW.W. Grainger$580,7825510.5%Industrial ProductsCBRECBRE Group$580,3024,4200.5%FinanceKKellanova$570,4517,0450.5%Consumer DiscretionaryPWRQuanta Services$556,2481,7600.5%ConstructionPTLOPortillo's$555,78459,1260.5%Retail/WholesalePGRProgressive$552,0612,3040.5%FinanceGSThe Goldman Sachs Group$550,2889610.5%FinanceJCIJohnson Controls International$547,9326,9420.5%ConstructionORIOld Republic International$544,81915,0540.5%FinanceIRIngersoll Rand$538,5995,9540.5%Industrial ProductsMCDMcDonald's$529,7741,8280.4%Retail/WholesaleLOWLowe's Companies$510,6362,0690.4%Retail/WholesaleDISWalt Disney$490,2794,4030.4%Consumer DiscretionaryMMM3M$486,8563,7710.4%Multi-Sector ConglomeratesDEDeere & Company$476,4591,1250.4%Industrial ProductsRDNRadian Group$464,69814,6500.4%FinanceLDOSLeidos$460,4163,1960.4%AerospaceNETCloudflare$445,0414,1330.4%Computer and TechnologyGDXVanEck Gold Miners ETF$433,26812,7770.4%ETFPFEPfizer$430,57316,2300.4%MedicalETSYEtsy$407,1477,6980.3%Retail/WholesaleWMWaste Management$401,8031,9910.3%Business ServicesBROOKFIELD RENEWABLE CORP$390,00614,1000.3%CL A EX SUB VTGVTVVanguard Value ETF$377,7672,2310.3%ETFSLBSchlumberger$375,3499,7900.3%Oils/EnergySWKStanley Black & Decker$332,6414,1430.3%Industrial ProductsFTNTFortinet$330,2083,4950.3%Computer and TechnologyKJULInnovator U.S. Small Cap Power Buffer ETF - July$324,49511,0240.3%ETFDUKDuke Energy$323,5293,0030.3%UtilitiesVHTVanguard Health Care ETF$310,4241,2240.3%ETFHDHome Depot$307,2727900.3%Retail/WholesaleAMGNAmgen$300,9071,1540.3%MedicalJNJJohnson & Johnson$294,7032,0380.2%MedicalKOCoca-Cola$291,1864,6770.2%Consumer StaplesLMTLockheed Martin$271,6405590.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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