Miller Financial Services LLC Reduced Holdings in Q3 2025

Miller Financial Services LLC

  • $86.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-10.8K
- 49.94%
$342.99 - $392.76 $3.7M - $4.24M
10.8K $4.05B
PTLO
Portillo'S Inc.

Consumer Cyclical
-7.89K
- 12.88%
$6.06 - $12.32 $47.8K - $97.2K
53.4K $344M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-133
- 5.16%
$459.11 - $506.91 $61.1K - $67.4K
2.44K $1.23B
SLB
Schlumberger Limited

Energy
-1.23K
- 12.1%
$32.37 - $37.31 $39.9K - $46K
8.96K $308M
FTNT
Fortinet, Inc.

Technology
-660
- 19.51%
$74.39 - $107.65 $49.1K - $71K
2.72K $229M
WEN
Wendy'S CO

Consumer Cyclical
-1.15K
- 8.17%
$9.09 - $11.88 $10.4K - $13.7K
12.9K $118M
V
Visa Inc.

Financial Services
-89
- 1.82%
$332.09 - $358.86 $29.6K - $31.9K
4.8K $1.64B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.23K
- 15.34%
$65.64 - $78.22 $80.7K - $96.1K
6.78K $455M
KO
Coca Cola CO

Consumer Defensive
-590
- 14.87%
$65.67 - $71.67 $38.7K - $42.3K
3.38K $224M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 4.51%
$915.95 - $994.57 $37.6K - $40.8K
869 $804M
Brookfield Renewable Corp
-3.81K
- 30.0%
N/A
8.88K $306M
ABT
Abbott Laboratories

Healthcare
-406
- 6.12%
$120.51 - $136.62 $48.9K - $55.5K
6.22K $834M
Innovator Etfs Trust
-3.78K
- 11.69%
N/A
28.6K $743M
K
Kellogg CO

Consumer Defensive
-340
- 5.05%
$76.96 - $82.02 $26.2K - $27.9K
6.39K $524M
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.11%
$291.67 - $316.99 $5.83K - $6.34K
1.79K $542M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-611
- 4.7%
$45.26 - $46.63 $27.7K - $28.5K
12.4K $573M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-407
- 2.42%
$97.75 - $100.75 $39.8K - $41K
16.4K $1.65B
DE
Deere & CO

Industrials
-5
- 0.46%
$457.26 - $524.37 $2.29K - $2.62K
1.09K $500M
MA
Mastercard Inc

Financial Services
-80
- 5.01%
$550.18 - $598.96 $44K - $47.9K
1.52K $863M
DUK
Duke Energy Corp

Utilities
-75
- 3.06%
$116.31 - $125.93 $8.72K - $9.44K
2.37K $294M
Flagstar Financial Inc
-214
- 0.97%
N/A
21.9K $253M
VTV
Vanguard Value ETF

ETFs
-137
- 6.63%
$175.51 - $186.57 $24K - $25.6K
1.93K $360M
AEP
American Electric Power CO Inc

Utilities
-31
- 1.15%
$103.26 - $115.0 $3.2K - $3.57K
2.66K $299M
JNJ
Johnson & Johnson

Healthcare
-119
- 6.2%
$155.17 - $185.42 $18.5K - $22.1K
1.8K $334M
MMM
3 M CO

Industrials
-73
- 2.08%
$144.41 - $160.2 $10.5K - $11.7K
3.45K $535M
D
Dominion Energy, Inc

Utilities
-601
- 4.72%
$56.32 - $62.1 $33.8K - $37.3K
12.1K $742M
KJUL
Innovator U.S. Small Cap Power

Technology
-63
- 0.57%
$29.2 - $31.07 $1.84K - $1.96K
11K $339M
VO
Vanguard Mid Cap ETF

ETFs
-4
- 0.43%
$279.83 - $293.74 $1.12K - $1.17K
921 $271M
ETSY
Etsy Inc

Consumer Cyclical
-1.79K
- 22.85%
$51.36 - $74.34 $92K - $133K
6.05K $401M
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.2%
$215.01 - $273.02 $860 - $1.09K
1.96K $492M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.08K
- 35.83%
$50.79 - $76.4 $258K - $388K
9.1K $695M
ORI
Old Republic International Corp

Financial Services
-94
- 0.64%
$35.74 - $42.47 $3.36K - $3.99K
14.6K $622M
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.11K
- 4.53%
$32.42 - $34.27 $35.8K - $37.9K
23.3K $796M
RTX
Raytheon Technologies Corp

Industrials
-156
- 7.68%
$144.19 - $167.33 $22.5K - $26.1K
1.87K $314M
GLD
Spdr Gold Trust

ETFs
-14
- 1.78%
$300.96 - $355.47 $4.21K - $4.98K
771 $274M
MO
Altria Group, Inc.

Consumer Defensive
-328
- 2.74%
$57.75 - $67.68 $18.9K - $22.2K
11.6K $768M
DIS
Walt Disney CO

Communication Services
-105
- 2.55%
$112.25 - $124.0 $11.8K - $13K
4.01K $459M
Innovator Etfs Trust
-200
- 0.81%
N/A
24.6K $993M
GNRC
Generac Holdings Inc.

Industrials
-34
- 0.89%
$146.61 - $202.85 $4.98K - $6.9K
3.79K $634M
CAT
Caterpillar Inc

Industrials
-42
- 3.45%
$390.92 - $477.15 $16.4K - $20K
1.17K $560M
AMD
Advanced Micro Devices Inc

Technology
-276
- 7.49%
$134.8 - $184.42 $37.2K - $50.9K
3.41K $552M
META
Meta Platforms, Inc.

Communication Services
-29
- 2.29%
$695.21 - $791.73 $20.2K - $23K
1.24K $910M
CHWY
Chewy, Inc.

Consumer Cyclical
-119
- 0.43%
$34.27 - $42.33 $4.08K - $5.04K
27.3K $1.1B
MSFT
Microsoft Corp

Technology
-55
- 1.71%
$491.09 - $535.64 $27K - $29.5K
3.16K $1.63B
AAPL
Apple Inc.

Technology
-257
- 1.67%
$202.38 - $256.87 $52K - $66K
15.1K $3.86B
SOFI
So Fi Technologies, Inc.

Financial Services
-9.26K
- 7.85%
$17.64 - $29.81 $163K - $276K
109K $2.87B
Activity Summary
Buys All Purchases 58 New Holdings 23 Increased Positions 35 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Miller Financial Services LLC Portfolio

Follow Miller Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Miller Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Miller Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email