Miller Financial Services LLC Portfolio Holdings

Miller Financial Services LLC

  • $69.6 Billion
  • Q1 2025

Miller Financial Services LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $69.6 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eaton Corp PLC with a value of $5.88B, Apple Inc. with a value of $3.42B, Ishares Barclays with a value of $2.96B, Amazon Com Inc with a value of $2.21B, and Ishares Russell 2000 ETF with a value of $2.2B.

Examining the 13F form we can see an decrease of $48.8B in the current position value, from $118B to 69.6B.

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 $69.6 Billion
ETFs: $15.3 Billion
Industrials: $11.7 Billion
Technology: $8.99 Billion
Financial Services: $7.27 Billion
Consumer Cyclical: $6.26 Billion
Consumer Defensive: $4.37 Billion
Healthcare: $3.46 Billion
Communication Services: $3.25 Billion
Other: $4.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $69.6 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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