Miller Financial Services LLC
120 holdingsFiling period: 2026-03-31Current AUM: $96.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | 57.8K | $5.5M | $5.4M | 5.56% | +10.4K | 2026-03-31 |
| 2 | TLT | ISHARES TR | 45.8K | $4.0M | $3.8M | 3.90% | +4.9K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 13.2K | $3.4M | $4.1M | 4.23% | -210 | 2026-03-31 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 54.7K | $3.2M | $3.2M | 3.28% | +3.9K | 2026-03-31 |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | 52.3K | $2.9M | $2.8M | 2.85% | +38.6K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 13.1K | $2.7M | $3.5M | 3.67% | +708 | 2026-03-31 |
| 7 | UPS | UNITED PARCEL SVCS INC | 27.4K | $2.7M | $2.9M | 2.95% | -1,654 | 2026-03-31 |
| 8 | IWM | ISHARES TR | 9.6K | $2.4M | $2.8M | 2.88% | -394 | 2026-03-31 |
| 9 | — | EATON CORP PLC | 6.5K | $2.3M | $2.3M | 2.39% | -1,006 | 2026-03-31 |
| 10 | SOFI | SOFI TECHNOLOGIES INC | 113.7K | $1.8M | $1.9M | 1.92% | +9.0K | 2026-03-31 |
| 11 | PEP | PEPSICO INC | 10.5K | $1.6M | $1.5M | 1.51% | -901 | 2026-03-31 |
| 12 | KMI | KINDER MORGAN INC DEL | 48.3K | $1.6M | $1.6M | 1.60% | -4,109 | 2026-03-31 |
| 13 | PYPL | PAYPAL HLDGS INC | 35.2K | $1.6M | $2.0M | 2.08% | -- | 2026-03-31 |
| 14 | CAG | CONAGRA BRANDS INC | 100.3K | $1.6M | $1.5M | 1.50% | +7.7K | 2026-03-31 |
| 15 | AGG | ISHARES TR | 14.9K | $1.5M | $1.5M | 1.50% | -140 | 2026-03-31 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | 3.4K | $1.3M | $2.6M | 2.69% | +301 | 2026-03-31 |
| 17 | NET | CLOUDFLARE INC | 6.2K | $1.3M | $1.7M | 1.80% | +51 | 2026-03-31 |
| 18 | V | VISA INC | 4.2K | $1.3M | $1.5M | 1.58% | -15 | 2026-03-31 |
| 19 | CAVA | CAVA GROUP INC | 14.9K | $1.2M | $973K | 1.01% | -275 | 2026-03-31 |
| 20 | BMY | BRISTOL-MYERS SQUIBB CO | 19.7K | $1.2M | $1.3M | 1.33% | -269 | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 4.0K | $1.2M | $1.4M | 1.48% | -100 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.4K | $1.1M | $1.1M | 1.16% | -- | 2026-03-31 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 22.4K | $1.1M | $1.0M | 1.08% | -1,927 | 2026-03-31 |
| 24 | KJAN | INNOVATOR ETFS TRUST | 26.9K | $1.1M | $1.2M | 1.27% | +2.8K | 2026-03-31 |
| 25 | USTB | VICTORY PORTFOLIOS II | 22.2K | $1.1M | $1.1M | 1.16% | +15.4K | 2026-03-31 |
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