Filed: 5/5/2025ACC: 0002022893-25-000003
📋 What this filing means
MILLER FINANCIAL SERVICES LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $69.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$69.59M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
COM$31.81M45.7%
SHS$5.88M8.4%
CL A$4.24M6.1%
7-10 YR TRSY BD$2.96M4.3%
COM CL A$2.44M3.5%
RUSSELL 2000 ETF$2.20M3.2%
CL B$2.04M2.9%
Portfolio Concentration
Top 3$12.26M17.6%
4–10$13.32M19.1%
11–25$16.67M24.0%
Rest$27.34M39.3%
Top 3 weight
17.6%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Sole
Full voting authority
1.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:
EATON CORP PLC
SOLEShares21.63K
TypeSH
Market value$5.88M
8.45%
Sole
21.63K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.40K
TypeSH
Market value$3.42M
4.92%
Sole
15.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.08K
TypeSH
Market value$2.96M
4.26%
Sole
31.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares11.63K
TypeSH
Market value$2.21M
3.18%
Sole
11.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.01K
TypeSH
Market value$2.20M
3.16%
Sole
11.01K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares18.54K
TypeSH
Market value$2.04M
2.93%
Sole
18.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.45K
TypeSH
Market value$1.86M
2.68%
Sole
20.45K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.89K
TypeSH
Market value$1.71M
2.46%
Sole
4.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.84K
TypeSH
Market value$1.67M
2.39%
Sole
16.84K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares57.05K
TypeSH
Market value$1.63M
2.34%
Sole
57.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares24.64K
TypeSH
Market value$1.45M
2.08%
Sole
24.64K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares46.53K
TypeSH
Market value$1.44M
2.07%
Sole
46.53K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.58K
TypeSH
Market value$1.37M
1.97%
Sole
2.58K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares117.87K
TypeSH
Market value$1.37M
1.97%
Sole
117.87K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares8.19K
TypeSH
Market value$1.23M
1.76%
Sole
8.19K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.21K
TypeSH
Market value$1.21M
1.73%
Sole
3.21K
Shared
0.00
None
0.00
CAVA GROUP INC
SOLEShares13.09K
TypeSH
Market value$1.13M
1.63%
Sole
13.09K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares17.31K
TypeSH
Market value$1.06M
1.52%
Sole
17.31K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares13.90K
TypeSH
Market value$1.01M
1.46%
Sole
13.90K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.73K
TypeSH
Market value$963.2K
1.38%
Sole
2.73K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares20.02K
TypeSH
Market value$908.0K
1.30%
Sole
20.02K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares27.39K
TypeSH
Market value$890.3K
1.28%
Sole
27.39K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares24.81K
TypeSH
Market value$886.7K
1.27%
Sole
24.81K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares6.63K
TypeSH
Market value$879.3K
1.26%
Sole
6.63K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.60K
TypeSH
Market value$875.9K
1.26%
Sole
1.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EATON CORP PLCSOLE | SHS | 21.63K | SH | $5.88M 8.45% | 21.63K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.40K | SH | $3.42M 4.92% | 15.40K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 31.08K | SH | $2.96M 4.26% | 31.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.63K | SH | $2.21M 3.18% | 11.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.01K | SH | $2.20M 3.16% | 11.01K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 18.54K | SH | $2.04M 2.93% | 18.54K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 20.45K | SH | $1.86M 2.68% | 20.45K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.89K | SH | $1.71M 2.46% | 4.89K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 16.84K | SH | $1.67M 2.39% | 16.84K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 57.05K | SH | $1.63M 2.34% | 57.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 24.64K | SH | $1.45M 2.08% | 24.64K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 46.53K | SH | $1.44M 2.07% | 46.53K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.58K | SH | $1.37M 1.97% | 2.58K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 117.87K | SH | $1.37M 1.97% | 117.87K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 8.19K | SH | $1.23M 1.76% | 8.19K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.21K | SH | $1.21M 1.73% | 3.21K | 0.00 | 0.00 |
CAVA GROUP INCSOLE | COM | 13.09K | SH | $1.13M 1.63% | 13.09K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 17.31K | SH | $1.06M 1.52% | 17.31K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 13.90K | SH | $1.01M 1.46% | 13.90K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.73K | SH | $963.2K 1.38% | 2.73K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 20.02K | SH | $908.0K 1.30% | 20.02K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 27.39K | SH | $890.3K 1.28% | 27.39K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR B | 24.81K | SH | $886.7K 1.27% | 24.81K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 6.63K | SH | $879.3K 1.26% | 6.63K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.60K | SH | $875.9K 1.26% | 1.60K | 0.00 | 0.00 |
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