Miller Financial Services LLC
143 holdingsFiling period: 2026-06-30Current AUM: $126.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | 51.6K | $7.0M | $7.3M | 5.76% | +41.1K | 2026-06-30 |
| 2 | IEF | iShares TR | 69.2K | $6.5M | $6.4M | 5.02% | +11.4K | 2026-06-30 |
| 3 | TLT | iShares TR | 53.3K | $4.6M | $4.4M | 3.45% | +7.4K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 13.1K | $3.8M | $4.5M | 3.53% | -179 | 2026-06-30 |
| 5 | — | Eaton Corp PLC | 7.9K | $3.4M | $3.4M | 2.65% | +1.4K | 2026-06-30 |
| 6 | VGLT | Vanguard Scottsdale Fds | 59.9K | $3.3M | $3.1M | 2.49% | +7.6K | 2026-06-30 |
| 7 | VGSH | Vanguard Scottsdale Fds | 56.6K | $3.3M | $3.3M | 2.59% | +1.9K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 13.4K | $3.2M | $3.5M | 2.75% | +368 | 2026-06-30 |
| 9 | UPS | United Parcel Svcs Inc | 26.8K | $2.9M | $2.9M | 2.29% | -640 | 2026-06-30 |
| 10 | IWM | iShares TR | 8.6K | $2.6M | $2.4M | 1.86% | -952 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 7.7K | $2.5M | $2.6M | 2.03% | -- | 2026-06-30 |
| 12 | CRWD | Crowdstrike Hldgs Inc | 3.1K | $2.3M | $2.6M | 2.09% | -362 | 2026-06-30 |
| 13 | CL | Colgate Palmolive Co | 24.0K | $2.2M | $2.3M | 1.83% | -- | 2026-06-30 |
| 14 | SOFI | Sofi Technologies Inc | 113.8K | $2.0M | $1.8M | 1.46% | +140 | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 5.4K | $2.0M | $2.9M | 2.26% | +2.8K | 2026-06-30 |
| 16 | HD | Home Depot Inc | 4.6K | $1.6M | $1.6M | 1.24% | +2.3K | 2026-06-30 |
| 17 | KMI | Kinder Morgan Inc Del | 48.1K | $1.5M | $1.4M | 1.14% | -144 | 2026-06-30 |
| 18 | USTB | Victory Portfolios II | 29.3K | $1.5M | $1.5M | 1.16% | +7.1K | 2026-06-30 |
| 19 | AGG | iShares TR | 14.5K | $1.4M | $1.4M | 1.11% | -375 | 2026-06-30 |
| 20 | NET | Cloudflare Inc | 5.9K | $1.4M | $1.6M | 1.24% | -380 | 2026-06-30 |
| 21 | V | Visa Inc | 4.2K | $1.4M | $1.8M | 1.39% | -10 | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc | 4.0K | $1.4M | $1.1M | 0.89% | -65 | 2026-06-30 |
| 23 | BMY | Bristol-Myers Squibb Co | 23.4K | $1.3M | $1.5M | 1.15% | +3.6K | 2026-06-30 |
| 24 | CAG | Conagra Brands Inc | 99.2K | $1.3M | $1.5M | 1.19% | -1,140 | 2026-06-30 |
| 25 | LLY | Eli Lilly & Co | 1.1K | $1.3M | $1.5M | 1.16% | -- | 2026-06-30 |
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