Miller Financial Services LLC Top Holdings and 13F Report (2025) About Miller Financial Services LLCInvestment ActivityMiller Financial Services LLC has $78.45 million in total holdings as of June 30, 2025.Miller Financial Services LLC owns shares of 107 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 10.19% of the portfolio was purchased this quarter.About 6.12% of the portfolio was sold this quarter.This quarter, Miller Financial Services LLC has purchased 97 new stocks and bought additional shares in 35 stocks.Miller Financial Services LLC sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings Eaton $5,132,536iShares 7-10 Year Treasury Bond ETF $3,557,357Apple $3,147,963Amazon.com $2,639,700iShares Russell 2000 ETF $2,410,987 Largest New Holdings this Quarter 92206C847 - Vanguard Long-Term Treasury ETF $443,348 Holding922908751 - Vanguard Small-Cap ETF $427,749 Holding654106103 - NIKE $385,153 Holding91324P102 - UnitedHealth Group $367,419 Holding773121108 - ROCKET LAB CORP $358,058 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 6,061 shares (about $580.46K)Vanguard Long-Term Treasury ETF 7,900 shares (about $443.35K)United Parcel Service 4,298 shares (about $433.84K)Vanguard Small-Cap ETF 1,805 shares (about $427.75K)NIKE 5,422 shares (about $385.15K) Largest Sales this Quarter Eaton 7,250 shares (about $2.59M)VanEck Gold Miners ETF 3,535 shares (about $184.03K)Dominion Energy 2,331 shares (about $131.75K)Chewy 2,059 shares (about $87.75K)Vanguard Short-Term Treasury ETF 1,399 shares (about $82.23K) 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$5,132,536$2,588,223 ▼-33.5%14,3776.5%IndustrialsIEFiShares 7-10 Year Treasury Bond ETF$3,557,357$580,459 ▲19.5%37,1454.5%ETFAAPLApple$3,147,963$12,105 ▼-0.4%15,3434.0%Computer and TechnologyAMZNAmazon.com$2,639,700$88,634 ▲3.5%12,0323.4%Retail/WholesaleIWMiShares Russell 2000 ETF$2,410,987$34,957 ▲1.5%11,1733.1%FinanceSOFISoFi Technologies$2,333,515$187,180 ▲8.7%128,1453.0%FinanceUPSUnited Parcel Service$2,305,554$433,837 ▲23.2%22,8412.9%TransportationTLTiShares 20+ Year Treasury Bond ETF$2,130,355$325,466 ▲18.0%24,1402.7%ETFVVisa$1,705,579$31,598 ▼-1.8%4,8042.2%Business ServicesSLViShares Silver Trust$1,660,088$133,307 ▲8.7%50,5972.1%ETFKMIKinder Morgan$1,647,542$29,694 ▼-1.8%56,0392.1%EnergyAGGiShares Core U.S. Aggregate Bond ETF$1,635,312$35,315 ▼-2.1%16,4852.1%FinanceMSFTMicrosoft$1,586,329$10,944 ▼-0.7%3,1892.0%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$1,366,106$82,233 ▼-5.7%23,2411.7%ETFCRWDCrowdStrike$1,365,969$25,465 ▼-1.8%2,6821.7%Computer and TechnologyUBERUber Technologies$1,359,194$61,858 ▲4.8%14,5681.7%Computer and TechnologyPEPPepsiCo$1,290,617$209,293 ▲19.4%9,7741.6%Consumer StaplesNETCloudflare$1,270,349$122,394 ▲10.7%6,4871.6%Computer and TechnologyCAVACAVA Group$1,220,577$118,006 ▲10.7%14,4911.6%Retail/WholesaleBRK.BBerkshire Hathaway$1,187,222$64,607 ▼-5.2%2,4441.5%FinanceCHWYChewy$1,079,428$87,754 ▼-7.5%25,3271.4%Retail/WholesaleKJANInnovator U.S. Small Cap Power Buffer ETF - January$924,255$5,622 ▼-0.6%24,6601.2%ETFMETAMeta Platforms$919,660$16,238 ▼-1.7%1,2461.2%Computer and TechnologyBMYBristol Myers Squibb$875,083$73,834 ▲9.2%18,9041.1%MedicalMAMastercard$862,578$35,402 ▼-3.9%1,5351.1%Business ServicesCOSTCostco Wholesale$859,797$40,566 ▼-4.5%8691.1%Retail/WholesaleABTAbbott Laboratories$852,071$49,506 ▼-5.5%6,2651.1%MedicalVZVerizon Communications$831,765$34,399 ▼-4.0%19,2231.1%Computer and TechnologyGOOGLAlphabet$780,979$80,353 ▲11.5%4,4321.0%Computer and TechnologyKAPRInnovator U.S. Small Cap Power Buffer ETF - April$766,243$23,480 ▼-3.0%23,6601.0%ETFPTLOPortillo's$746,775$31,801 ▲4.4%63,9911.0%Retail/WholesaleINNOVATOR ETFS TRUST$741,542$62,127 ▼-7.7%29,8400.9%US SMALL CAP PWRSHOPShopify$720,707$33,452 ▲4.9%6,2480.9%Computer and TechnologyNVDANVIDIA$719,960$59,562 ▲9.0%4,5570.9%Computer and TechnologyMOAltria Group$691,838$9,088 ▼-1.3%11,8000.9%Consumer StaplesGOOGAlphabet$675,199$9,935 ▲1.5%3,8060.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$632,061$200,801 ▲46.6%1,0230.8%FinanceSWKStanley Black & Decker$612,663$250,675 ▲69.2%9,0430.8%IndustrialsCAGConagra Brands$595,370$36,089 ▲6.5%29,0850.8%Consumer StaplesDDominion Energy$587,469$131,748 ▼-18.3%10,3940.7%UtilitiesFBNDFidelity Total Bond ETF$579,836$14,960 ▼-2.5%12,6740.7%ETFORIOld Republic International$562,595$3,729 ▼-0.7%14,6360.7%FinanceDEDeere & Company$555,712$2,542 ▼-0.5%1,0930.7%IndustrialsGDXVanEck Gold Miners ETF$554,023$184,032 ▼-24.9%10,6420.7%ETFGNRCGenerac$542,479$4,869 ▼-0.9%3,7880.7%IndustrialsPYPLPayPal$540,901$54,551 ▼-9.2%7,2780.7%Business ServicesMMM3M$531,318$4,263 ▼-0.8%3,4900.7%Multi-Sector ConglomeratesRDNRadian Group$527,6930.0%14,6500.7%FinanceMCDMcDonald's$527,3670.0%1,8050.7%Retail/WholesaleKKellanova$508,211$27,200 ▼-5.1%6,3900.6%Consumer DiscretionaryINNOVATOR ETFS TRUST$502,083$17,195 ▲3.5%19,7090.6%US SMALL CAP PWRDISWalt Disney$500,512$9,301 ▼-1.8%4,0360.6%Consumer DiscretionaryAMDAdvanced Micro Devices$487,426$35,475 ▼-6.8%3,4350.6%Computer and TechnologyMELIMercadoLibre$480,908$78,409 ▼-14.0%1840.6%Retail/WholesaleCATCaterpillar$469,527$2,719 ▼-0.6%1,2090.6%IndustrialsWMWaste Management$445,201$458 ▲0.1%1,9460.6%Business ServicesVGLTVanguard Long-Term Treasury ETF$443,348$443,348 ▲New Holding7,9000.6%ETFPFEPfizer$440,990$20,119 ▲4.8%18,1930.6%MedicalLOWLowe's Companies$433,978$887 ▼-0.2%1,9560.6%Retail/WholesaleVBVanguard Small-Cap ETF$427,749$427,749 ▲New Holding1,8050.5%ETFETSYEtsy$415,726$22,572 ▲5.7%8,2880.5%Retail/WholesaleOLNOlin$415,601$25,494 ▲6.5%20,6870.5%Basic MaterialsPURECYCLE TECHNOLOGIES INC$411,822$68,500 ▲20.0%30,0600.5%COMNKENIKE$385,153$385,153 ▲New Holding5,4220.5%Consumer DiscretionaryUNHUnitedHealth Group$367,419$367,419 ▲New Holding1,1780.5%MedicalSLBSchlumberger$362,978$18,489 ▲5.4%10,7390.5%EnergyDOWDOW$362,628$197,864 ▲120.1%13,6940.5%Basic MaterialsROCKET LAB CORP$358,058$358,058 ▲New Holding10,0100.5%COMFTNTFortinet$356,594$1,057 ▼-0.3%3,3730.5%Computer and TechnologyBROOKFIELD RENEWABLE CORP$346,976$68,838 ▼-16.6%10,5850.4%CL A EX SUB VTGASTSAST SpaceMobile$341,596$341,596 ▲New Holding7,3100.4%Computer and TechnologyVTVVanguard Value ETF$340,529$24,387 ▼-6.7%1,9270.4%ETFINNOVATOR ETFS TRUST$332,599$332,599 ▲New Holding13,8410.4%US SMALL CAP PWRKJULInnovator U.S. Small Cap Power Buffer ETF - July$320,010$1,839 ▼-0.6%10,9610.4%ETFRTXRTX$288,243$8,177 ▼-2.8%1,9740.4%AerospaceDUKDuke Energy$279,731$9,084 ▼-3.1%2,3710.4%UtilitiesAEPAmerican Electric Power$278,284$623 ▼-0.2%2,6820.4%UtilitiesHDHome Depot$276,800$6,966 ▼-2.5%7550.4%Retail/WholesaleJNJJohnson & Johnson$276,478$16,497 ▼-5.6%1,8100.4%MedicalMORGAN STANLEY ETF TRUST$272,586$2,543 ▲0.9%5,3590.3%EATON VANCE TOTAVPUVanguard Utilities ETF$264,7650.0%1,5000.3%ETFVOVanguard Mid-Cap ETF$258,8430.0%9250.3%ETFGRAYSCALE BITCOIN TRUST ETF$252,793$252,793 ▲New Holding2,9800.3%SHS REP COM UTNFLXNetflix$245,061$245,061 ▲New Holding1830.3%Consumer DiscretionaryKOCocaCola$242,801$37,849 ▼-13.5%3,4320.3%Consumer StaplesVHTVanguard Health Care ETF$237,6750.0%9570.3%ETFAMGNAmgen$237,3290.0%8500.3%MedicalLMTLockheed Martin$236,2010.0%5100.3%AerospaceGLDSPDR Gold Shares$235,024$4,268 ▼-1.8%7710.3%FinanceFLAGSTAR FINANCIAL INC$234,709$11 ▲0.0%22,1420.3%COM NEWABBVAbbVie$230,264$11,875 ▲5.4%1,2410.3%MedicalSYKStryker$217,992$3,561 ▲1.7%5510.3%MedicalBARRICK MNG CORP$214,827$214,827 ▲New Holding10,3180.3%COM SHSJPMJPMorgan Chase & Co.$209,485$209,485 ▲New Holding7230.3%FinanceVBKVanguard Small-Cap Growth ETF$207,982$207,982 ▲New Holding7510.3%ETFZBRAZebra Technologies$205,059$205,059 ▲New Holding6650.3%IndustrialsTSLATesla$202,667$202,667 ▲New Holding6380.3%Auto/Tires/TrucksCTVACorteva$201,360$201,360 ▲New Holding2,7020.3%Consumer StaplesWENWendy's$176,514$15,999 ▲10.0%15,4570.2%Retail/WholesaleJOBYJoby Aviation$148,5410.0%14,0800.2%TransportationShowing 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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