The Analysis of Miller Financial Services LLC's Holdings
Currently, Miller Financial Services LLC holds 114 types of securities in its portfolio with a total value $85.3M. In the most recent quarter, they have increased their positions in VGSH (+17.2K shares, valued at $1.0M), IEF (+6.8K shares, valued at $653.7K), ZS (+2.1K shares, valued at $490.9K); decreased their positions in N/A (-3.4K shares, valued at $1.1M), SLV (-13.6K shares, valued at $880.0K), AAPL (-1.7K shares, valued at $460.5K); initiated new positions in ZS (+2.1K shares, valued at $490.9K), KMB (+3.6K shares, valued at $366.2K), HUBS (+909 shares, valued at $364.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEF ISHARES TR47.4K shares16.74%2025-12-312026-02-12
AAPL APPLE INC13.5K shares-11.19%2025-12-312026-02-12 TLT ISHARES TR40.9K shares14.55%2025-12-312026-02-12 VGSH VANGUARD SCOTTSDALE FDS50.8K shares51.03%2025-12-312026-02-12 UPS UNITED PARCEL SERVICE INC29.1K shares-1.18%2025-12-312026-02-12 AMZN AMAZON COM INC12.4K shares-2.85%2025-12-312026-02-12 SOFI SOFI TECHNOLOGIES INC104.6K shares-3.66%2025-12-312026-02-12 IWM ISHARES TR10.0K shares-9.63%2025-12-312026-02-12 SLV ISHARES SILVER TR36.4K shares-27.17%2025-12-312026-02-12 PEP PEPSICO INC11.4K shares2.06%2025-12-312026-02-12 CAG CONAGRA BRANDS INC92.6K shares30.42%2025-12-312026-02-12 AGG ISHARES TR15.0K shares-8.48%2025-12-312026-02-12 V VISA INC4.2K shares-12.59%2025-12-312026-02-12 CRWD CROWDSTRIKE HLDGS INC3.1K shares6.13%2025-12-312026-02-12 KMI KINDER MORGAN INC DEL52.4K shares-5.96%2025-12-312026-02-12 ALPHABET INC ALPHABET INC4.1K shares-6.46%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC15.0K shares2.68%2025-12-312026-02-12 NET CLOUDFLARE INC6.2K shares-1.53%2025-12-312026-02-12 MSFT MICROSOFT CORP2.3K shares-26.24%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO20.0K shares1.72%2025-12-312026-02-12 KJAN INNOVATOR ETFS TRUST24.2K shares-1.83%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC24.3K shares21.59%2025-12-312026-02-12 CAVA CAVA GROUP INC15.2K shares0.09%2025-12-312026-02-12 SHOP SHOPIFY INC5.5K shares-8.03%2025-12-312026-02-12 CHWY CHEWY INC26.3K shares-3.50%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR1.2K shares-0.49%2025-12-312026-02-12 MA MASTERCARD INCORPORATED1.5K shares-0.79%2025-12-312026-02-12 ALPHABET INC ALPHABET INC2.7K shares-27.85%2025-12-312026-02-12 D DOMINION ENERGY INC14.0K shares15.23%2025-12-312026-02-12 KAPR INNOVATOR ETFS TRUST22.8K shares-1.89%2025-12-312026-02-12 META META PLATFORMS INC998 shares-19.45%2025-12-312026-02-12 VGLT VANGUARD SCOTTSDALE FDS13.7K shares33.28%2025-12-312026-02-12 GDX VANECK ETF TRUST8.9K shares-2.36%2025-12-312026-02-12 KAUG INNOVATOR ETFS TRUST28.5K shares-0.09%2025-12-312026-02-12 ABT ABBOTT LABS6.0K shares-3.62%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW837 shares-3.68%2025-12-312026-02-12 MELI MERCADOLIBRE INC353 shares52.16%2025-12-312026-02-12 EVTR MORGAN STANLEY ETF TRUST13.3K shares102.07%2025-12-312026-02-12 MO ALTRIA GROUP INC11.6K shares-0.13%2025-12-312026-02-12 HD HOME DEPOT INC1.9K shares133.13%2025-12-312026-02-12 ORI OLD REP INTL CORP14.1K shares-3.40%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC1.1K shares-10.63%2025-12-312026-02-12 FBND FIDELITY MERRIMACK STR TR12.4K shares0.00%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC2.6K shares-22.50%2025-12-312026-02-12 KNOV INNOVATOR ETFS TRUST19.0K shares-3.55%2025-12-312026-02-12 MMM 3M CO3.4K shares-2.41%2025-12-312026-02-12 MCD MCDONALDS CORP1.8K shares-1.96%2025-12-312026-02-12 RDN RADIAN GROUP INC14.4K shares-1.71%2025-12-312026-02-12 GNRC GENERAC HLDGS INC3.7K shares-1.45%2025-12-312026-02-12 ZS ZSCALER INC2.1K sharesnew addition2025-12-312026-02-12 LOW LOWES COS INC2.0K shares0.00%2025-12-312026-02-12 PFE PFIZER INC18.3K shares1.67%2025-12-312026-02-12 VB VANGUARD INDEX FDS1.7K shares-6.94%2025-12-312026-02-12 CAT CATERPILLAR INC729 shares-37.90%2025-12-312026-02-12 DE DEERE & CO893 shares-18.30%2025-12-312026-02-12 OLN OLIN CORP19.3K shares-4.83%2025-12-312026-02-12 DIS DISNEY WALT CO3.3K shares-17.85%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-12-312026-02-12 VTV VANGUARD INDEX FDS1.9K shares-0.41%2025-12-312026-02-12 KMB KIMBERLY-CLARK CORP3.6K sharesnew addition2025-12-312026-02-12 HUBS HUBSPOT INC909 sharesnew addition2025-12-312026-02-12 PCT PURECYCLE TECHNOLOGIES INC41.9K shares34.68%2025-12-312026-02-12 KDEC INNOVATOR ETFS TRUST14.0K shares-2.84%2025-12-312026-02-12 KJUL INNOVATOR ETFS TRUST11.0K shares0.00%2025-12-312026-02-12 WM WASTE MGMT INC DEL1.6K shares-19.11%2025-12-312026-02-12 USTB VICTORY PORTFOLIOS II6.8K sharesnew addition2025-12-312026-02-12 RTX RTX CORPORATION1.9K shares0.00%2025-12-312026-02-12 SLB SLB LIMITED8.7K shares-2.34%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC980 shares-11.31%2025-12-312026-02-12 ZTS ZOETIS INC2.5K shares73.28%2025-12-312026-02-12 ETSY ETSY INC5.7K shares-5.37%2025-12-312026-02-12 DOW DOW INC13.4K shares-2.05%2025-12-312026-02-12 NKE NIKE INC4.9K shares-3.43%2025-12-312026-02-12 PYPL PAYPAL HLDGS INC5.2K shares-22.92%2025-12-312026-02-12 AEP AMERICAN ELEC PWR CO INC2.6K shares-1.32%2025-12-312026-02-12 OTIS OTIS WORLDWIDE CORP3.4K shares-6.77%2025-12-312026-02-12 CTMX CYTOMX THERAPEUTICS INC68.0K shares1.49%2025-12-312026-02-12 VO VANGUARD INDEX FDS961 shares4.34%2025-12-312026-02-12 VPU VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-02-12 VHT VANGUARD WORLD FD958 shares0.10%2025-12-312026-02-12 ITOT ISHARES TR1.8K shares14.92%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP510 shares0.00%2025-12-312026-02-12 WYNN WYNN RESORTS LTD2.0K shares-0.51%2025-12-312026-02-12 KO COCA COLA CO3.4K shares-0.77%2025-12-312026-02-12 BABA ALIBABA GROUP HLDG LTD1.4K shares15.58%2025-12-312026-02-12 VBK VANGUARD INDEX FDS718 shares6.69%2025-12-312026-02-12 GM GENERAL MTRS CO2.6K sharesnew addition2025-12-312026-02-12 PRU PRUDENTIAL FINL INC1.9K sharesnew addition2025-12-312026-02-12 FTNT FORTINET INC2.6K shares-4.77%2025-12-312026-02-12 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-02-12 EVIM MORGAN STANLEY ETF TRUST3.9K sharesnew addition2025-12-312026-02-12 GBTC GRAYSCALE BITCOIN TRUST ETF3.0K shares0.00%2025-12-312026-02-12 GSK PLC GSK PLC4.1K sharesnew addition2025-12-312026-02-12 VGT VANGUARD WORLD FD266 sharesnew addition2025-12-312026-02-12 IBIT ISHARES BITCOIN TRUST ETF4.0K sharesnew addition2025-12-312026-02-12 F FORD MTR CO13.1K shares0.14%2025-12-312026-02-12 PTLO PORTILLOS INC34.8K shares-34.85%2025-12-312026-02-12 BTZ BLACKROCK CR ALLOCATION INCO13.0K shares0.00%2025-12-312026-02-12 IVVD INVIVYD INC51.0K shares37.84%2025-12-312026-02-12 CAVA GROUP INC CAVA GROUP INC60 sharesnew addition2025-12-312026-02-12 RNAC CARTESIAN THERAPEUTICS INC13.6K shares17.18%2025-12-312026-02-12 WEN WENDYS CO10.9K shares-15.50%2025-12-312026-02-12 NNVC NANOVIRICIDES INC72.0K sharesnew addition2025-12-312026-02-12 IRD OPUS GENETICS INC10.0K sharesnew addition2025-12-312026-02-12 NFLX NETFLIX INC112 shares-38.12%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available