Miller Financial Services LLC Portfolio Holdings

Miller Financial Services LLC

  • $86.5 Billion
  • Q3 2025

Miller Financial Services LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $86.5 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eaton Corp PLC with a value of $4.05B, Ishares Barclays with a value of $3.92B, Apple Inc. with a value of $3.86B, Ishares Barclays 20+ Year Trea with a value of $3.19B, and So Fi Technologies, Inc. with a value of $2.87B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $69.6B to 86.5B.

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 $86.5 Billion
ETFs: $22 Billion
Technology: $12.2 Billion
Industrials: $11.2 Billion
Financial Services: $8.58 Billion
Consumer Cyclical: $7.93 Billion
Consumer Defensive: $5.19 Billion
Communication Services: $4.82 Billion
Healthcare: $4.65 Billion
Other: $4.26 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$144 Million 0.17% of portfolio
13,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $86.5 Billion
  • Prior Value $69.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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