Miller Financial Services LLC
Net buyer this quarter
$124M
109
+$25.6M
25.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PEP | $6.99M | 5.62% | 0.00% | +392.6% | Q4 2024 |
 AAPL | $3.78M | 3.04% | 0.00% | -1.4% | Q4 2024 |
 ETN | $3.35M | 2.70% | 0.00% | +21.9% | Q4 2024 |
 AMZN | $3.2M | 2.58% | 0.00% | +2.8% | Q4 2024 |
 UPS | $2.88M | 2.32% | 0.00% | -2.3% | Q4 2024 |
 JPM | $2.51M | 2.02% | 0.00% | Not reported | Q4 2024 |
 CRWD | $2.33M | 1.87% | 0.00% | -10.6% | Q4 2024 |
 CL | $2.2M | 1.77% | 0.00% | New | Q2 2026 |
 SOFI | $2.04M | 1.64% | 0.01% | +0.1% | Q4 2024 |
 MSFT | $2.02M | 1.62% | 0.00% | +106.0% | Q4 2024 |
 HD | $1.61M | 1.30% | 0.00% | +100.8% | Q4 2024 |
 KMI | $1.54M | 1.24% | 0.00% | -0.3% | Q4 2024 |
 NET | $1.44M | 1.16% | Not reported | -6.1% | Q4 2024 |
 V | $1.43M | 1.15% | 0.00% | -0.2% | Q4 2024 |
 GOOGL | $1.42M | 1.14% | 0.00% | -1.6% | Q4 2024 |
 BMY | $1.35M | 1.08% | 0.00% | +18.5% | Q4 2024 |
 CAG | $1.33M | 1.07% | 0.02% | -1.1% | Q4 2024 |
 LLY | $1.3M | 1.05% | 0.00% | New | Q2 2026 |
 AEP | $1.16M | 0.93% | 0.00% | +223.5% | Q4 2024 |
 BRK.B | $1.16M | 0.93% | Not reported | -1.7% | Q4 2024 |
 SLV | $1.14M | 0.92% | 0.00% | +34.2% | Q4 2024 |
 UBER | $1.12M | 0.90% | 0.00% | +4.9% | Q4 2024 |
 GNRC | $1.08M | 0.87% | 0.01% | Not reported | Q4 2024 |
 CAVA | $1.06M | 0.85% | 0.01% | -9.9% | Q4 2024 |
 PPG | $1.03M | 0.83% | 0.00% | Not reported | Q4 2024 |
 MO | $1.01M | 0.82% | 0.00% | +17.9% | Q4 2024 |
 D | $959K | 0.77% | 0.00% | -2.1% | Q4 2024 |
 ORI | $958K | 0.77% | 0.01% | +69.7% | Q4 2024 |
 VZ | $956K | 0.77% | 0.00% | +0.7% | Q4 2024 |
 ALL | $928K | 0.75% | 0.00% | New | Q2 2026 |
| GOOG | $927K | 0.75% | Not reported | -1.3% | Q4 2024 |
 META | $910K | 0.73% | Not reported | +66.2% | Q4 2024 |
 SPY | $878K | 0.71% | Not reported | -2.1% | Q4 2024 |
 AMD | $861K | 0.69% | 0.00% | -43.1% | Q4 2024 |
 MELI | $859K | 0.69% | 0.00% | +26.2% | Q4 2024 |
 ABT | $839K | 0.68% | 0.00% | +54.2% | Q4 2024 |
 MMM | $785K | 0.63% | 0.00% | +44.8% | Q4 2024 |
 PYPL | $765K | 0.62% | 0.00% | -25.0% | Q4 2024 |
 SYK | $760K | 0.61% | 0.00% | Not reported | Q4 2024 |
 COST | $754K | 0.61% | 0.00% | -4.2% | Q4 2024 |
 ISRG | $740K | 0.60% | 0.00% | +57.2% | Q4 2024 |
 MA | $728K | 0.59% | 0.00% | -5.8% | Q4 2024 |
 KMB | $728K | 0.59% | 0.00% | +19.2% | Q4 2025 |
 PG | $725K | 0.58% | 0.00% | New | Q2 2026 |
 ZTS | $724K | 0.58% | 0.00% | +265.7% | Q3 2025 |
 SHOP | $689K | 0.55% | 0.00% | +9.4% | Q4 2024 |
 CVX | $644K | 0.52% | 0.00% | New | Q2 2026 |
| NIE | $623K | 0.50% | Not reported | New | Q2 2026 |
 DE | $618K | 0.50% | 0.00% | Not reported | Q4 2024 |
 PNC | $609K | 0.49% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $3.36M | 3.68% | 0.00% | -1.6% | Q4 2024 |
| AMZN | $2.72M | 2.98% | 0.00% | +5.7% | Q4 2024 |
| UPS | $2.7M | 2.96% | 0.00% | -5.7% | Q4 2024 |
| ETN | $2.31M | 2.53% | 0.00% | -13.5% | Q4 2024 |
| SOFI | $1.81M | 1.98% | 0.01% | +8.6% | Q4 2024 |
| PEP | $1.63M | 1.78% | 0.00% | -7.9% | Q4 2024 |
| KMI | $1.62M | 1.77% | 0.00% | -7.9% | Q4 2024 |
| CAG | $1.58M | 1.73% | 0.02% | +8.3% | Q4 2024 |
| CRWD | $1.33M | 1.46% | 0.00% | +9.7% | Q4 2024 |
| NET | $1.29M | 1.41% | Not reported | +0.8% | Q4 2024 |
| V | $1.26M | 1.38% | 0.00% | -0.4% | Q4 2024 |
| CAVA | $1.21M | 1.32% | 0.01% | -1.8% | Q4 2024 |
| BMY | $1.2M | 1.31% | 0.00% | -1.4% | Q4 2024 |
| GOOGL | $1.16M | 1.27% | 0.00% | -2.4% | Q4 2024 |
| BRK.B | $1.13M | 1.23% | Not reported | Not reported | Q4 2024 |
| VZ | $1.13M | 1.23% | 0.00% | -7.9% | Q4 2024 |
| SLV | $1.08M | 1.19% | 0.00% | -56.4% | Q4 2024 |
| PYPL | $1.07M | 1.17% | 0.00% | +351.7% | Q4 2024 |
| UBER | $1.06M | 1.16% | 0.00% | -1.4% | Q4 2024 |
| MSFT | $971K | 1.06% | 0.00% | +12.7% | Q4 2024 |
| D | $887K | 0.97% | 0.00% | +2.7% | Q4 2024 |
| COST | $838K | 0.92% | 0.00% | +0.5% | Q4 2024 |
| MO | $790K | 0.86% | 0.00% | +3.1% | Q4 2024 |
| GOOG | $763K | 0.84% | Not reported | -2.9% | Q4 2024 |
| MA | $752K | 0.82% | 0.00% | Not reported | Q4 2024 |
| HD | $749K | 0.82% | 0.00% | +18.5% | Q4 2024 |
| SPY | $728K | 0.80% | Not reported | -7.4% | Q4 2024 |
| GNRC | $717K | 0.79% | 0.01% | -1.6% | Q4 2024 |
| MELI | $693K | 0.76% | 0.00% | +13.6% | Q4 2024 |
 CAT | $668K | 0.73% | 0.00% | +29.4% | Q4 2024 |
| SHOP | $654K | 0.72% | 0.00% | +0.3% | Q4 2024 |
 CHWY | $639K | 0.70% | 23674.00% | -10.0% | Q4 2024 |
| ABT | $616K | 0.67% | 0.00% | Not reported | Q4 2024 |
 OLN | $585K | 0.64% | 0.02% | +1.9% | Q4 2024 |
| META | $556K | 0.61% | Not reported | -2.6% | Q4 2024 |
| ORI | $550K | 0.60% | 0.01% | -2.5% | Q4 2024 |
| DE | $548K | 0.60% | 0.00% | +9.0% | Q4 2024 |
| ISRG | $545K | 0.60% | 0.00% | +5.8% | Q4 2024 |
 MCD | $539K | 0.59% | 0.00% | -0.9% | Q4 2024 |
| KMB | $537K | 0.59% | 0.00% | +53.3% | Q4 2025 |
| AMD | $530K | 0.58% | 0.00% | -1.3% | Q4 2024 |
 PFE | $504K | 0.55% | 0.00% | -1.9% | Q4 2024 |
| MMM | $486K | 0.53% | 0.00% | -0.5% | Q4 2024 |
 RDN | $476K | 0.52% | 0.01% | Not reported | Q4 2024 |
 LOW | $450K | 0.49% | 0.00% | -2.6% | Q4 2024 |
 SLB | $439K | 0.48% | 0.00% | -2.3% | Q4 2024 |
 JNJ | $428K | 0.47% | 0.00% | -2.8% | Q4 2024 |
 BA | $408K | 0.45% | 0.00% | New | Q1 2026 |
 SWK | $387K | 0.42% | 0.00% | -12.8% | Q4 2024 |
 NOW | $363K | 0.40% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AAPL | $3.66M | 4.29% | 0.00% | -11.2% | Q4 2024 |
| UPS | $2.89M | 3.39% | 0.00% | -1.2% | Q4 2024 |
| AMZN | $2.88M | 3.37% | 0.00% | -2.9% | Q4 2024 |
| SOFI | $2.74M | 3.21% | 0.01% | -3.7% | Q4 2024 |
| ETN | $2.38M | 2.79% | 0.00% | -31.1% | Q4 2024 |
| SLV | $2.36M | 2.77% | 0.01% | -27.2% | Q4 2024 |
| PEP | $1.63M | 1.91% | 0.00% | +2.1% | Q4 2024 |
| CAG | $1.61M | 1.89% | 0.02% | +30.4% | Q4 2024 |
| V | $1.47M | 1.73% | 0.00% | -12.6% | Q4 2024 |
| CRWD | $1.46M | 1.71% | 0.00% | +6.1% | Q4 2024 |
| KMI | $1.44M | 1.69% | 0.00% | -6.0% | Q4 2024 |
| GOOGL | $1.29M | 1.52% | 0.00% | -6.5% | Q4 2024 |
| UBER | $1.24M | 1.45% | 0.00% | +2.7% | Q4 2024 |
| NET | $1.22M | 1.43% | Not reported | -1.5% | Q4 2024 |
| BRK.B | $1.18M | 1.39% | Not reported | -3.7% | Q4 2024 |
| MSFT | $1.17M | 1.37% | 0.00% | -26.2% | Q4 2024 |
| BMY | $1.08M | 1.26% | 0.00% | +1.7% | Q4 2024 |
| VZ | $992K | 1.16% | 0.00% | +21.6% | Q4 2024 |
| CAVA | $892K | 1.05% | 0.01% | +0.1% | Q4 2024 |
| SHOP | $885K | 1.04% | 0.00% | -8.0% | Q4 2024 |
| CHWY | $879K | 1.03% | 26312.00% | -3.5% | Q4 2024 |
| SPY | $861K | 1.01% | Not reported | -0.5% | Q4 2024 |
| MA | $860K | 1.01% | 0.00% | -0.8% | Q4 2024 |
| GOOG | $859K | 1.01% | Not reported | -27.9% | Q4 2024 |
| D | $819K | 0.96% | 0.00% | +15.2% | Q4 2024 |
| META | $782K | 0.92% | Not reported | -19.5% | Q4 2024 |
| ABT | $752K | 0.88% | 0.00% | -3.6% | Q4 2024 |
| COST | $721K | 0.85% | 0.00% | -3.7% | Q4 2024 |
| MELI | $711K | 0.83% | 0.00% | +52.2% | Q4 2024 |
| MO | $670K | 0.79% | 0.00% | -0.1% | Q4 2024 |
| HD | $661K | 0.78% | 0.00% | +133.1% | Q4 2024 |
| ORI | $645K | 0.76% | 0.01% | -3.4% | Q4 2024 |
| ISRG | $633K | 0.74% | 0.00% | -10.6% | Q4 2024 |
| AMD | $566K | 0.66% | 0.00% | -22.5% | Q4 2024 |
| MMM | $538K | 0.63% | 0.00% | -2.4% | Q4 2024 |
| MCD | $535K | 0.63% | 0.00% | -2.0% | Q4 2024 |
| RDN | $518K | 0.61% | 0.01% | -1.7% | Q4 2024 |
| GNRC | $509K | 0.60% | 0.01% | -1.5% | Q4 2024 |
 ZS | $491K | 0.58% | 0.00% | New | Q4 2025 |
| LOW | $472K | 0.55% | 0.00% | Not reported | Q4 2024 |
| SWK | $464K | 0.54% | 0.00% | -19.0% | Q4 2024 |
| PFE | $455K | 0.53% | 0.00% | +1.7% | Q4 2024 |
| CAT | $417K | 0.49% | 0.00% | -37.9% | Q4 2024 |
| DE | $416K | 0.49% | 0.00% | -18.3% | Q4 2024 |
| OLN | $402K | 0.47% | 0.02% | -4.8% | Q4 2024 |
 B | $385K | 0.45% | 0.00% | -7.2% | Q2 2025 |
 DIS | $374K | 0.44% | 0.00% | -17.9% | Q4 2024 |
| JNJ | $372K | 0.44% | 0.00% | Not reported | Q4 2024 |
| KMB | $366K | 0.43% | 0.00% | New | Q4 2025 |
 HUBS | $365K | 0.43% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| ETN | $4.05M | 4.68% | 0.00% | -24.7% | Q4 2024 |
| AAPL | $3.86M | 4.46% | 0.00% | -1.3% | Q4 2024 |
| SOFI | $2.87M | 3.32% | 0.01% | -15.2% | Q4 2024 |
| AMZN | $2.79M | 3.23% | 0.00% | +5.7% | Q4 2024 |
| UPS | $2.46M | 2.84% | 0.00% | +28.9% | Q4 2024 |
| SLV | $2.12M | 2.45% | 0.01% | -1.1% | Q4 2024 |
| V | $1.64M | 1.90% | 0.00% | Not reported | Q4 2024 |
| MSFT | $1.63M | 1.89% | 0.00% | -1.0% | Q4 2024 |
| KMI | $1.58M | 1.82% | 0.00% | -0.6% | Q4 2024 |
| PEP | $1.57M | 1.81% | 0.00% | +14.1% | Q4 2024 |
| CRWD | $1.44M | 1.66% | 0.00% | +9.4% | Q4 2024 |
| UBER | $1.43M | 1.65% | 0.00% | +0.2% | Q4 2024 |
| NET | $1.35M | 1.56% | Not reported | -3.2% | Q4 2024 |
| CAG | $1.3M | 1.50% | 0.01% | +144.1% | Q4 2024 |
| BRK.B | $1.23M | 1.42% | Not reported | Not reported | Q4 2024 |
| CHWY | $1.1M | 1.27% | 27267.00% | +7.7% | Q4 2024 |
| GOOGL | $1.07M | 1.24% | 0.00% | -0.4% | Q4 2024 |
| GOOG | $925K | 1.07% | Not reported | -0.3% | Q4 2024 |
| CAVA | $918K | 1.06% | 0.01% | +4.9% | Q4 2024 |
| META | $910K | 1.05% | Not reported | -0.6% | Q4 2024 |
| SHOP | $888K | 1.03% | 0.00% | -4.3% | Q4 2024 |
| BMY | $886K | 1.02% | 0.00% | +3.9% | Q4 2024 |
| VZ | $880K | 1.02% | 0.00% | +4.2% | Q4 2024 |
| MA | $863K | 1.00% | 0.00% | -1.1% | Q4 2024 |
| ABT | $834K | 0.96% | 0.00% | -0.7% | Q4 2024 |
 NVDA | $820K | 0.95% | 0.00% | -3.5% | Q4 2024 |
| SPY | $809K | 0.94% | Not reported | +18.8% | Q4 2024 |
| COST | $804K | 0.93% | 0.00% | Not reported | Q4 2024 |
| MO | $768K | 0.89% | 0.00% | -1.5% | Q4 2024 |
| D | $742K | 0.86% | 0.00% | +16.6% | Q4 2024 |
| GNRC | $634K | 0.73% | 0.01% | Not reported | Q4 2024 |
| ORI | $622K | 0.72% | 0.01% | 0.0% | Q4 2024 |
| SWK | $573K | 0.66% | 0.01% | -14.8% | Q4 2024 |
| CAT | $560K | 0.65% | 0.00% | -2.9% | Q4 2024 |
| ISRG | $559K | 0.65% | 0.00% | Not reported | Q4 2024 |
| AMD | $552K | 0.64% | 0.00% | -0.8% | Q4 2024 |
| MCD | $542K | 0.63% | 0.00% | -1.1% | Q4 2024 |
| MELI | $542K | 0.63% | 0.00% | +26.1% | Q4 2024 |
| MMM | $535K | 0.62% | 0.00% | -1.3% | Q4 2024 |
| RDN | $531K | 0.61% | 0.01% | Not reported | Q4 2024 |
| OLN | $507K | 0.59% | 0.02% | -1.9% | Q4 2024 |
| DE | $500K | 0.58% | 0.00% | Not reported | Q4 2024 |
| LOW | $492K | 0.57% | 0.00% | Not reported | Q4 2024 |
 RKLB | $480K | 0.55% | 0.00% | Not reported | Q1 2025 |
| DIS | $459K | 0.53% | 0.00% | -0.7% | Q4 2024 |
| PFE | $458K | 0.53% | 0.00% | -1.2% | Q4 2024 |
| PYPL | $455K | 0.53% | 0.00% | -6.8% | Q4 2024 |
 WM | $430K | 0.50% | 0.00% | +0.1% | Q4 2024 |
 PCT | $409K | 0.47% | 0.02% | +3.5% | Q4 2024 |
 ETSY | $401K | 0.46% | 0.01% | -27.0% | Q4 2024 |