Miller Financial Services LLC Portfolio Holdings

Miller Financial Services LLC

  • $118 Billion
  • Q4 2024

Miller Financial Services LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $10.3B, Ishares Russell 2000 ETF with a value of $9.48B, Apple Inc. with a value of $4.96B, Amazon Com Inc with a value of $3.97B, and Ishares Barclays 20+ Year Trea with a value of $2.94B.

Examining the 13F form we can see an increase of $118B in the current position value.

Miller Financial Services LLC is based out at Marshall, MI

Below you can find more details about Miller Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $39.3 Billion
Technology: $18.3 Billion
Industrials: $12.1 Billion
Financial Services: $12.1 Billion
Consumer Cyclical: $10.4 Billion
Communication Services: $6.74 Billion
Consumer Defensive: $4.95 Billion
Healthcare: $4.41 Billion
Other: $4.85 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.14B
$981 Million 0.83% of portfolio
29,280
Q4 2024 New
$3.87B
$660 Million 0.56% of portfolio
19,515
Q4 2024 New
$3.06B
$667 Million 0.56% of portfolio
2,303
Q4 2024 New
$9.07B
$593 Million 0.5% of portfolio
3,822
Q4 2024 New
$5.33B
$465 Million 0.39% of portfolio
14,650
Q4 2024 New
$6.89B
$407 Million 0.34% of portfolio
7,698
Q4 2024 New
$3.07B
$229 Million 0.19% of portfolio
14,056
Q4 2024 New
$4.73B
$114 Million 0.1% of portfolio
14,080
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 128 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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