Miller Financial Services LLC Portfolio Holdings

Miller Financial Services LLC

  • $69.6 Billion
  • Q1 2025

Miller Financial Services LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $69.6 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eaton Corp PLC with a value of $5.88B, Apple Inc. with a value of $3.42B, Ishares Barclays with a value of $2.96B, Amazon Com Inc with a value of $2.21B, and Ishares Russell 2000 ETF with a value of $2.2B.

Examining the 13F form we can see an decrease of $48.8B in the current position value, from $118B to 69.6B.

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 $69.6 Billion
ETFs: $15.3 Billion
Industrials: $11.7 Billion
Technology: $8.99 Billion
Financial Services: $7.27 Billion
Consumer Cyclical: $6.26 Billion
Consumer Defensive: $4.37 Billion
Healthcare: $3.46 Billion
Communication Services: $3.25 Billion
Other: $4.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$5.88 Billion 8.45% of portfolio
21,627
Q1 2025 Added 318.32%
$3.32T
$3.42 Billion 4.92% of portfolio
15,402
Q1 2025 Reduced 22.16%
$0
$2.96 Billion 4.26% of portfolio
31,084
Q1 2025 Reduced 0.95%
$2.08T
$2.21 Billion 3.18% of portfolio
11,628
Q1 2025 Reduced 35.71%
$0
$2.2 Billion 3.16% of portfolio
11,011
Q1 2025 Reduced 74.33%
$71.2B
$2.04 Billion 2.93% of portfolio
18,543
Q1 2025 Added 6.9%
$0
$1.86 Billion 2.68% of portfolio
20,452
Q1 2025 Reduced 39.19%
$600B
$1.71 Billion 2.46% of portfolio
4,893
Q1 2025 Reduced 2.43%
$0
$1.67 Billion 2.39% of portfolio
16,841
Q1 2025 Reduced 84.15%
$62.9B
$1.63 Billion 2.34% of portfolio
57,049
Q1 2025 Reduced 3.55%
$0
$1.45 Billion 2.08% of portfolio
24,640
Q1 2025 Added 7.7%
$15.8B
$1.44 Billion 2.07% of portfolio
46,534
Q1 2025 Reduced 3.11%
$662B
$1.37 Billion 1.97% of portfolio
2,577
Q1 2025 Reduced 31.26%
$10.6B
$1.37 Billion 1.97% of portfolio
117,866
Q1 2025 Added 0.31%
$182B
$1.23 Billion 1.76% of portfolio
8,189
Q1 2025 Added 9.1%
$3.42T
$1.21 Billion 1.73% of portfolio
3,211
Q1 2025 Reduced 35.74%
$102B
$1.06 Billion 1.52% of portfolio
17,309
Q1 2025 Reduced 1.06%
$182B
$1.01 Billion 1.46% of portfolio
13,905
Q1 2025 Reduced 47.47%
$95B
$963 Million 1.38% of portfolio
2,732
Q1 2025 Reduced 38.36%
$186B
$908 Million 1.3% of portfolio
20,018
Q1 2025 Reduced 42.49%
$4.92B
$890 Million 1.28% of portfolio
27,386
Q1 2025 Reduced 6.47%
Innovator Etfs Trust
-
$887 Million 1.27% of portfolio
-
Q1 2025 Reduced 2.53%
$554B
$876 Million 1.26% of portfolio
1,598
Q1 2025 Reduced 5.61%
$237B
$879 Million 1.26% of portfolio
6,629
Q1 2025 Reduced 5.21%
$459B
$861 Million 1.24% of portfolio
910
Q1 2025 Reduced 41.21%
Innovator Etfs Trust
-
$777 Million 1.12% of portfolio
-
Q1 2025 Added 27.88%
$0
$752 Million 1.08% of portfolio
24,385
Q1 2025 Reduced 7.32%
$11.1B
$729 Million 1.05% of portfolio
27,322
Q1 2025 Added 11.37%
$1.43T
$731 Million 1.05% of portfolio
1,268
Q1 2025 Reduced 61.68%
$533M
$728 Million 1.05% of portfolio
61,266
Q1 2025 Added 3.62%
$48.3B
$713 Million 1.03% of portfolio
12,725
Q1 2025 Added 2.0%
$107B
$718 Million 1.03% of portfolio
11,955
Q1 2025 Added 0.72%
$44.6B
$661 Million 0.95% of portfolio
5,862
Q1 2025 Added 41.83%
$0
$652 Million 0.94% of portfolio
14,177
Q1 2025 Added 10.96%
$1.01T
$615 Million 0.88% of portfolio
3,976
Q1 2025 Added 10.17%
$0
$593 Million 0.85% of portfolio
13,001
Q1 2025 Reduced 1.89%
$1.01T
$586 Million 0.84% of portfolio
3,750
Q1 2025 Reduced 52.32%
$11.9B
$578 Million 0.83% of portfolio
14,733
Q1 2025 Reduced 2.13%
$127B
$569 Million 0.82% of portfolio
5,958
Q1 2025 Reduced 4.58%
$235B
$564 Million 0.81% of portfolio
1,805
Q1 2025 Reduced 1.26%
$28.1B
$555 Million 0.8% of portfolio
6,732
Q1 2025 Reduced 4.44%
$84B
$523 Million 0.75% of portfolio
8,012
Q1 2025 Reduced 5.37%
$85.2B
$517 Million 0.74% of portfolio
3,518
Q1 2025 Reduced 6.71%
$159B
$515 Million 0.74% of portfolio
1,098
Q1 2025 Reduced 2.4%
$5.54B
$484 Million 0.7% of portfolio
14,650
Q4 2024 New
$8.12B
$484 Million 0.7% of portfolio
3,822
Q4 2024 New
$2.8B
$471 Million 0.68% of portfolio
19,418
Q1 2025 Reduced 0.5%
Innovator Etfs Trust
-
$463 Million 0.67% of portfolio
-
Q1 2025 New
$144B
$457 Million 0.66% of portfolio
1,960
Q1 2025 Reduced 5.27%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $69.6 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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