Miller Financial Services LLC Sells in Q1 2025

Miller Financial Services LLC

  • $69.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-89.4K
- 84.15%
$95.85 - $99.25 $8.57M - $8.87M
16.8K $1.67B
IWM
Ishares Russell 2000 ETF

ETFs
-31.9K
- 74.33%
$198.1 - $229.79 $6.32M - $7.33M
11K $2.2B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.46K
- 35.71%
$190.26 - $242.06 $1.23M - $1.56M
11.6K $2.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.69K
- 79.42%
$551.42 - $612.93 $1.49M - $1.65M
698 $391M
AAPL
Apple Inc.

Technology
-4.39K
- 22.16%
$209.68 - $247.1 $919K - $1.08M
15.4K $3.42B
NVDA
Nvidia Corp

Technology
-9.98K
- 70.47%
$106.98 - $149.43 $1.07M - $1.49M
4.18K $453M
META
Meta Platforms, Inc.

Communication Services
-2.04K
- 61.68%
$576.36 - $736.67 $1.18M - $1.5M
1.27K $731M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-13.2K
- 39.19%
$85.29 - $92.57 $1.12M - $1.22M
20.5K $1.86B
GLD
Spdr Gold Trust

ETFs
-4.24K
- 84.39%
$243.19 - $288.14 $1.03M - $1.22M
785 $226M
GOOG
Alphabet Inc.

Communication Services
-4.12K
- 52.32%
$156.06 - $207.71 $642K - $855K
3.75K $586M
UBER
Uber Technologies, Inc

Technology
-12.6K
- 47.47%
$63.17 - $81.49 $794K - $1.02M
13.9K $1.01B
COST
Costco Wholesale Corp

Consumer Defensive
-638
- 41.21%
$890.62 - $1076.86 $568K - $687K
910 $861M
CAT
Caterpillar Inc

Industrials
-1.43K
- 53.97%
$326.75 - $407.63 $466K - $581K
1.22K $401M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.7K
- 38.36%
$308.86 - $455.36 $525K - $774K
2.73K $963M
AMD
Advanced Micro Devices Inc

Technology
-3.63K
- 49.6%
$96.63 - $129.55 $350K - $470K
3.69K $379M
VZ
Verizon Communications Inc

Communication Services
-14.8K
- 42.49%
$37.81 - $46.49 $559K - $688K
20K $908M
SYK
Stryker Corp

Healthcare
-1.09K
- 66.77%
$355.18 - $399.9 $387K - $435K
542 $202M
MELI
Mercadolibre Inc

Consumer Cyclical
-247
- 53.58%
$1739.0 - $2260.0 $430K - $558K
214 $417M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.17K
- 31.26%
$442.66 - $534.52 $519K - $626K
2.58K $1.37B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-455
- 5.37%
$65.15 - $91.81 $29.6K - $41.8K
8.01K $523M
OLN
Olin Corp

Basic Materials
-97
- 0.5%
$23.36 - $34.41 $2.27K - $3.34K
19.4K $471M
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.93K
- 7.32%
$30.82 - $33.62 $59.3K - $64.7K
24.4K $752M
SHOP
Shopify Inc.

Technology
-286
- 4.58%
$90.59 - $129.31 $25.9K - $37K
5.96K $569M
CHWY
Chewy, Inc.

Consumer Cyclical
-1.89K
- 6.47%
$31.83 - $39.8 $60.3K - $75.4K
27.4K $890M
DIS
Walt Disney CO

Communication Services
-292
- 6.63%
$96.87 - $114.0 $28.3K - $33.3K
4.11K $406M
Innovator Etfs Trust
-645
- 2.53%
N/A
24.8K $887M
VHT
Vanguard Health Care ETF

ETFs
-267
- 21.81%
$254.06 - $273.83 $67.8K - $73.1K
957 $253M
LOW
Lowes Companies Inc

Consumer Cyclical
-109
- 5.27%
$222.66 - $268.42 $24.3K - $29.3K
1.96K $457M
LMT
Lockheed Martin Corp

Industrials
-49
- 8.77%
$423.19 - $506.29 $20.7K - $24.8K
510 $228M
AMGN
Amgen Inc

Healthcare
-304
- 26.34%
$258.59 - $327.36 $78.6K - $99.5K
850 $265M
Brookfield Renewable Corp
-1.42K
- 10.04%
N/A
12.7K $354M
VO
Vanguard Mid Cap ETF

ETFs
-100
- 9.76%
$251.87 - $277.95 $25.2K - $27.8K
925 $239M
Viper Energy Inc
-250
- 5.0%
N/A
4.75K $214M
DUK
Duke Energy Corp

Utilities
-555
- 18.48%
$105.87 - $121.97 $58.8K - $67.7K
2.45K $299M
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 2.03%
$347.25 - $424.87 $5.56K - $6.8K
774 $283M
PRU
Prudential Financial Inc

Financial Services
-73
- 3.79%
$105.04 - $122.33 $7.67K - $8.93K
1.86K $207M
VTV
Vanguard Value ETF

ETFs
-166
- 7.44%
$167.73 - $179.21 $27.8K - $29.7K
2.07K $357M
MA
Mastercard Inc

Financial Services
-95
- 5.61%
$504.67 - $576.31 $47.9K - $54.7K
1.6K $876M
K
Kellogg CO

Consumer Defensive
-313
- 4.44%
$81.06 - $82.9 $25.4K - $25.9K
6.73K $555M
KO
Coca Cola CO

Consumer Defensive
-710
- 15.18%
$60.81 - $72.32 $43.2K - $51.3K
3.97K $284M
FTNT
Fortinet, Inc.

Technology
-112
- 3.2%
$92.49 - $114.57 $10.4K - $12.8K
3.38K $326M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-250
- 1.89%
$44.41 - $45.98 $11.1K - $11.5K
13K $593M
ABBV
Abb Vie Inc.

Healthcare
-199
- 14.46%
$169.2 - $216.66 $33.7K - $43.1K
1.18K $247M
KMI
Kinder Morgan, Inc.

Energy
-2.1K
- 3.55%
$26.1 - $31.22 $54.8K - $65.5K
57K $1.63B
VPU
Vanguard Utilities ETF

ETFs
-10
- 0.66%
$161.24 - $173.33 $1.61K - $1.73K
1.5K $256M
JNJ
Johnson & Johnson

Healthcare
-120
- 5.89%
$142.06 - $167.7 $17K - $20.1K
1.92K $318M
MMM
3 M CO

Industrials
-253
- 6.71%
$129.7 - $155.12 $32.8K - $39.2K
3.52K $517M
ORI
Old Republic International Corp

Financial Services
-321
- 2.13%
$33.46 - $39.22 $10.7K - $12.6K
14.7K $578M
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 1.26%
$279.74 - $321.29 $6.43K - $7.39K
1.81K $564M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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