Miller Financial Services LLC Top Holdings and 13F Report (2025) About Miller Financial Services LLCInvestment ActivityMiller Financial Services LLC has $69.59 million in total holdings as of March 31, 2025.Miller Financial Services LLC owns shares of 97 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 10.03% of the portfolio was purchased this quarter.About 77.25% of the portfolio was sold this quarter.This quarter, Miller Financial Services LLC has purchased 128 new stocks and bought additional shares in 25 stocks.Miller Financial Services LLC sold shares of 57 stocks and completely divested from 38 stocks this quarter.Largest Holdings Eaton $5,878,851Apple $3,421,234iShares 7-10 Year Treasury Bond ETF $2,964,478Amazon.com $2,212,343iShares Russell 2000 ETF $2,196,512 Largest New Holdings this Quarter 45784N866 - INNOVATOR ETFS TRUST $463,457 Holding260557103 - DOW $217,264 Holding773122106 - Rocket Lab USA $178,979 Holding74019P207 - PRECISION BIOSCIENCES INC $47,700 Holding00534A102 - Invivyd $13,317 Holding Largest Purchases this Quarter Eaton 16,457 shares (about $4.47M)INNOVATOR ETFS TRUST 19,034 shares (about $463.46K)CAVA Group 3,623 shares (about $313.06K)DOW 6,222 shares (about $217.26K)Cloudflare 1,729 shares (about $194.84K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 89,381 shares (about $8.84M)iShares Russell 2000 ETF 31,889 shares (about $6.36M)SPDR S&P 500 ETF Trust 2,694 shares (about $1.51M)Amazon.com 6,459 shares (about $1.23M)SPDR Gold Shares 4,243 shares (about $1.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMiller Financial Services LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorETNEaton$5,878,851$4,473,494 ▲318.3%21,6278.4%IndustrialsAAPLApple$3,421,234$974,037 ▼-22.2%15,4024.9%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$2,964,478$28,325 ▼-0.9%31,0844.3%ETFAMZNAmazon.com$2,212,343$1,228,889 ▼-35.7%11,6283.2%Retail/WholesaleIWMiShares Russell 2000 ETF$2,196,512$6,361,327 ▼-74.3%11,0113.2%FinanceUPSUnited Parcel Service$2,039,510$131,656 ▲6.9%18,5432.9%TransportationTLTiShares 20+ Year Treasury Bond ETF$1,861,746$1,199,776 ▼-39.2%20,4522.7%ETFVVisa$1,714,829$42,757 ▼-2.4%4,8932.5%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$1,665,912$8,841,570 ▼-84.1%16,8412.4%FinanceKMIKinder Morgan$1,627,607$59,884 ▼-3.5%57,0492.3%EnergyVGSHVanguard Short-Term Treasury Index ETF$1,446,122$103,353 ▲7.7%24,6402.1%ETFSLViShares Silver Trust$1,442,089$46,330 ▼-3.1%46,5342.1%ETFBRK.BBerkshire Hathaway$1,372,459$624,184 ▼-31.3%2,5772.0%FinanceSOFISoFi Technologies$1,370,778$4,210 ▲0.3%117,8662.0%FinancePEPPepsiCo$1,227,932$102,415 ▲9.1%8,1891.8%Consumer StaplesMSFTMicrosoft$1,205,364$670,439 ▼-35.7%3,2111.7%Computer and TechnologyCAVACAVA Group$1,131,107$313,063 ▲38.3%13,0901.6%Retail/WholesaleBMYBristol-Myers Squibb$1,055,670$11,344 ▼-1.1%17,3091.5%MedicalUBERUber Technologies$1,013,118$915,486 ▼-47.5%13,9051.5%Computer and TechnologyCRWDCrowdStrike$963,249$599,386 ▼-38.4%2,7321.4%Computer and TechnologyVZVerizon Communications$908,022$670,969 ▼-42.5%20,0181.3%Computer and TechnologyCHWYChewy$890,312$61,573 ▼-6.5%27,3861.3%Retail/WholesaleKJANInnovator U.S. Small Cap Power Buffer ETF - January$886,708$23,052 ▼-2.5%24,8101.3%ETFABTAbbott Laboratories$879,280$48,281 ▼-5.2%6,6291.3%MedicalMAMastercard$875,896$52,071 ▼-5.6%1,5981.3%Business ServicesCOSTCostco Wholesale$861,102$603,718 ▼-41.2%9101.2%Retail/WholesaleINNOVATOR ETFS TRUST$777,011$169,386 ▲27.9%32,3401.1%US SMALL CAP PWRKAPRInnovator U.S. Small Cap Power Buffer ETF - April$752,277$59,386 ▼-7.3%24,3851.1%ETFMETAMeta Platforms$730,824$1,176,350 ▼-61.7%1,2681.1%Computer and TechnologyCAGConagra Brands$728,678$74,409 ▲11.4%27,3221.0%Consumer StaplesPTLOPortillo's$728,453$25,445 ▲3.6%61,2661.0%Retail/WholesaleMOAltria Group$717,553$5,162 ▲0.7%11,9551.0%Consumer StaplesDDominion Energy$713,491$13,961 ▲2.0%12,7251.0%UtilitiesNETCloudflare$660,589$194,841 ▲41.8%5,8620.9%Computer and TechnologyGDXVanEck Gold Miners ETF$651,717$64,358 ▲11.0%14,1770.9%ETFGOOGLAlphabet$614,921$56,760 ▲10.2%3,9760.9%Computer and TechnologyFBNDFidelity Total Bond ETF$593,496$11,413 ▼-1.9%13,0010.9%ETFGOOGAlphabet$585,928$642,958 ▼-52.3%3,7500.8%Computer and TechnologyORIOld Republic International$577,809$12,589 ▼-2.1%14,7330.8%FinanceSHOPShopify$568,870$27,307 ▼-4.6%5,9580.8%Computer and TechnologyMCDMcDonald's$563,828$7,185 ▼-1.3%1,8050.8%Retail/WholesaleKKellanova$555,355$25,821 ▼-4.4%6,7320.8%Consumer DiscretionaryPYPLPayPal$522,783$29,689 ▼-5.4%8,0120.8%Computer and TechnologyMMM3M$516,653$37,156 ▼-6.7%3,5180.7%Multi-Sector ConglomeratesDEDeere & Company$515,203$12,669 ▼-2.4%1,0980.7%IndustrialsRDNRadian Group$484,4760.0%14,6500.7%FinanceGNRCGenerac$484,0560.0%3,8220.7%IndustrialsOLNOlin$470,704$2,351 ▼-0.5%19,4180.7%Basic MaterialsINNOVATOR ETFS TRUST$463,457$463,457 ▲New Holding19,0340.7%US SMALL CAP PWRLOWLowe's Companies$457,131$25,422 ▼-5.3%1,9600.7%Retail/WholesaleNVDANVIDIA$453,028$1,081,198 ▼-70.5%4,1800.7%Computer and TechnologyWMWaste Management$450,154$10,883 ▼-2.4%1,9440.6%Business ServicesPFEPfizer$439,970$28,710 ▲7.0%17,3630.6%MedicalSLBSchlumberger$426,026$16,804 ▲4.1%10,1920.6%EnergyMELIMercadoLibre$417,486$481,865 ▼-53.6%2140.6%Retail/WholesaleSWKStanley Black & Decker$410,770$92,256 ▲29.0%5,3430.6%IndustrialsDISWalt Disney$405,762$28,821 ▼-6.6%4,1110.6%Consumer DiscretionaryCATCaterpillar$401,125$470,398 ▼-54.0%1,2160.6%IndustrialsSPYSPDR S&P 500 ETF Trust$390,521$1,507,254 ▼-79.4%6980.6%FinanceAMDAdvanced Micro Devices$378,597$372,638 ▼-49.6%3,6850.5%Computer and TechnologyETSYEtsy$369,797$6,605 ▲1.8%7,8380.5%Retail/WholesaleVTVVanguard Value ETF$356,661$28,671 ▼-7.4%2,0650.5%ETFBROOKFIELD RENEWABLE CORP$354,165$39,507 ▼-10.0%12,6850.5%CL A EX SUB VTGFTNTFortinet$325,648$10,781 ▼-3.2%3,3830.5%Computer and TechnologyJNJJohnson & Johnson$318,081$19,901 ▼-5.9%1,9180.5%MedicalKJULInnovator U.S. Small Cap Power Buffer ETF - July$308,2970.0%11,0240.4%ETFDUKDuke Energy$298,634$67,705 ▼-18.5%2,4480.4%UtilitiesAEPAmerican Electric Power$293,7180.0%2,6880.4%UtilitiesKOCoca-Cola$284,099$50,847 ▼-15.2%3,9670.4%Consumer StaplesHDHome Depot$283,499$5,860 ▼-2.0%7740.4%Retail/WholesaleRTXRTX$268,894$20,664 ▲8.3%2,0300.4%AerospaceMORGAN STANLEY ETF TRUST$268,795$22,986 ▲9.4%5,3090.4%EATON VANCE TOTAAMGNAmgen$264,818$94,711 ▼-26.3%8500.4%MedicalFLAGSTAR FINANCIAL INC$257,284$14,339 ▲5.9%22,1410.4%COM NEWVPUVanguard Utilities ETF$256,215$1,708 ▼-0.7%1,5000.4%ETFVHTVanguard Health Care ETF$253,303$70,671 ▼-21.8%9570.4%ETFABBVAbbVie$246,572$41,689 ▼-14.5%1,1770.4%MedicalVOVanguard Mid-Cap ETF$239,223$25,862 ▼-9.8%9250.3%ETFLMTLockheed Martin$227,822$21,889 ▼-8.8%5100.3%AerospaceGLDSPDR Gold Shares$226,190$1,222,579 ▼-84.4%7850.3%FinanceDOWDOW$217,264$217,264 ▲New Holding6,2220.3%Basic MaterialsVIPER ENERGY INC$214,463$11,288 ▼-5.0%4,7500.3%CL APRUPrudential Financial$207,167$8,153 ▼-3.8%1,8550.3%FinanceWENWendy's$205,6450.0%14,0560.3%Retail/WholesaleBARRICK GOLD CORP$203,410$3,908 ▲2.0%10,4630.3%COMSYKStryker$201,760$405,381 ▼-66.8%5420.3%MedicalRKLBRocket Lab USA$178,979$178,979 ▲New Holding10,0100.3%AerospacePURECYCLE TECHNOLOGIES INC$173,415$80,687 ▲87.0%25,0600.2%COMBTZBlackRock Credit Allocation Income Trust$139,3600.0%13,0000.2%Financial ServicesFFord Motor$130,402$4,243 ▲3.4%13,0010.2%Auto/Tires/TrucksTWITitan International$104,8750.0%12,5000.2%IndustrialsJOBYJoby Aviation$84,7600.0%14,0800.1%TransportationPRECISION BIOSCIENCES INC$47,700$47,700 ▲New Holding10,0000.1%COM NEWCTMXCytomX Therapeutics$32,426$16,531 ▲104.0%51,0000.0%MedicalIVVDInvivyd$13,317$13,317 ▲New Holding22,0000.0%MedicalMCRBSeres Therapeutics$10,502$10,502 ▲New Holding15,0000.0%MedicalPTNPalatin Technologies$5,829$5,829 ▲New Holding10,0000.0%MedicalTSLATesla$0$2,042,219 ▼-100.0%00.0%Auto/Tires/TrucksSHYiShares 1-3 Year Treasury Bond ETF$0$1,959,568 ▼-100.0%00.0%ManufacturingITBiShares U.S. Home Construction ETF$0$1,468,965 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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