Investor
Miller Financial Services LLC
CIK 0002022893 · filed 2026-05-04 · SEC filing
13F book
$91.3M
Positions
119
18 new · 13 sold
Largest name
6.0%
Ishares Tr
Est. mark
−$2.3M
Price effect on 101 names still held. Flow $6.77M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 57.8K | $5.52M | 6.0% | −$34.2K | Added$961.1K |
| Ishares Tr | — | 45.8K | $3.97M | 4.4% | −$19.2K | Added$408K |
| Apple Inc. | AAPL | 13.2K | $3.36M | 3.7% | −$239K | Cut−$296.1K |
| Vanguard Scottsdale Fds | — | 54.7K | $3.2M | 3.5% | −$9.64K | Added$218.4K |
| Vanguard Scottsdale Fds | — | 52.3K | $2.89M | 3.2% | −$6.09K | Added$2.13M |
| Amazon Com Inc | AMZN | 13.1K | $2.72M | 3.0% | −$303.5K | Added−$156K |
| United Parcel Service Inc | UPS | 27.4K | $2.7M | 3.0% | −$28.1K | Cut−$192.5K |
| Ishares Tr | — | 9.56K | $2.37M | 2.6% | $17.4K | Cut−$79.6K |
| Eaton Corp Plc | ETN | 6.46K | $2.31M | 2.5% | $252.9K | Cut−$67.5K |
| SoFi Technologies, Inc. | SOFI | 113.7K | $1.81M | 2.0% | −$1.08M | Added−$934.1K |
| Pepsico Inc | PEP | 10.5K | $1.63M | 1.8% | $123.2K | Cut−$6.07K |
| Kinder Morgan Inc Del | — | 48.3K | $1.62M | 1.8% | $291.5K | Cut$178.6K |
| Conagra Brands Inc. | CAG | 100.3K | $1.58M | 1.7% | −$155.6K | Added−$34.2K |
| Ishares Tr | — | 14.9K | $1.48M | 1.6% | −$9.09K | Cut−$23.1K |
| Crowdstrike Hldgs Inc | — | 3.42K | $1.33M | 1.5% | −$244K | Added−$126.5K |
| Cloudflare, Inc. | NET | 6.23K | $1.29M | 1.4% | $56.8K | Added$67.3K |
| Visa Inc. | V | 4.18K | $1.26M | 1.4% | −$202.8K | Cut−$208.1K |
| Cava Group, Inc. | CAVA | 14.9K | $1.21M | 1.3% | $331.6K | Cut$315.5K |
| Bristol-Myers Squibb Co | — | 19.7K | $1.2M | 1.3% | $132.3K | Cut$117.8K |
| Alphabet Inc | — | 4.03K | $1.16M | 1.3% | −$102.4K | Cut−$133.7K |
| Berkshire Hathaway Inc Del | — | 2.35K | $1.13M | 1.2% | −$55.2K | Held |
| Verizon Communications Inc | VZ | 22.4K | $1.13M | 1.2% | $212.3K | Cut$133.8K |
| Innovator Etfs Trust | — | 26.9K | $1.12M | 1.2% | $7.3K | Added$122K |
| Victory Portfolios Ii | — | 22.2K | $1.12M | 1.2% | −$1.76K | Added$776.4K |
| Ishares Silver Tr | — | 15.9K | $1.08M | 1.2% | $54.4K | Cut−$1.28M |
| Paypal Hldgs Inc | — | 23.6K | $1.07M | 1.2% | −$68.7K | Added$762.8K |
| Uber Technologies, Inc | UBER | 14.8K | $1.06M | 1.2% | −$157.6K | Cut−$175.2K |
| Microsoft Corp | MSFT | 2.62K | $970.9K | 1.1% | −$306.8K | Added−$197.6K |
| Dominion Energy, Inc | D | 14.3K | $886.6K | 1.0% | $45.1K | Added$68K |
| Costco Whsl Corp New | — | 841 | $837.7K | 0.9% | $112.3K | Added$116.2K |
| Innovator Etfs Trust | — | 22.6K | $818.9K | 0.9% | $25.3K | Cut$16.5K |
| Altria Group, Inc. | MO | 12K | $789.8K | 0.9% | $96.7K | Added$120.3K |
| Alphabet Inc | — | 2.66K | $762.8K | 0.8% | −$71.6K | Cut−$96.7K |
| Morgan Stanley Etf Trust | — | 15K | $762K | 0.8% | −$9.94K | Added$79.2K |
| Mastercard Inc | MA | 1.51K | $752.5K | 0.8% | −$107.3K | Held |
| Home Depot, Inc. | HD | 2.28K | $748.6K | 0.8% | −$29.2K | Added$87.5K |
| Innovator Etfs Trust | — | 27.7K | $742.2K | 0.8% | $7.71K | Cut−$14.8K |
| Spdr S&P 500 Etf Tr | — | 1.12K | $728.4K | 0.8% | −$69.7K | Cut−$133.1K |
| Generac Hldgs Inc | — | 3.67K | $717.4K | 0.8% | $216.6K | Cut$208.4K |
| Morgan Stanley Etf Trust | — | 14.1K | $701K | 0.8% | — | New |
| Mercadolibre Inc | MELI | 401 | $693.3K | 0.8% | −$100.7K | Added−$17.7K |
| Innovator Etfs Trust | — | 23.6K | $686.5K | 0.8% | — | New |
| Vaneck Etf Trust | — | 7.46K | $684.1K | 0.7% | $44.7K | Cut−$77.7K |
| Caterpillar Inc | CAT | 943 | $668K | 0.7% | $98.9K | Added$250.5K |
| Shopify Inc. | SHOP | 5.51K | $653.7K | 0.7% | −$232.8K | Added−$231.1K |
| Chewy, Inc. | CHWY | 23.7K | $639.2K | 0.7% | −$151.3K | Cut−$239.4K |
| Abbott Labs | ABT | 6K | $615.9K | 0.7% | −$135.7K | Held |
| Olin Corp | OLN | 19.7K | $585.3K | 0.6% | $172K | Added$182.9K |
| Fidelity Merrimack Str Tr | — | 12.4K | $566.1K | 0.6% | −$5.2K | Added−$4.34K |
| Meta Platforms, Inc. | META | 972 | $556.1K | 0.6% | −$205.9K | Cut−$226.3K |
| Old Rep Intl Corp | — | 13.8K | $550.4K | 0.6% | −$79.2K | Cut−$95K |
| Deere & Co | DE | 973 | $548.3K | 0.6% | $87.4K | Added$132.4K |
| Intuitive Surgical Inc | ISRG | 1.18K | $545.4K | 0.6% | −$117.8K | Added−$87.8K |
| Vanguard Index Fds | — | 2.76K | $540.7K | 0.6% | $9.89K | Added$173.9K |
| Mcdonalds Corp | MCD | 1.74K | $539.2K | 0.6% | $8.95K | Cut$4.37K |
| Kimberly Clark Corp | KMB | 5.57K | $536.9K | 0.6% | −$16K | Added$170.6K |
| Advanced Micro Devices Inc | AMD | 2.61K | $530.3K | 0.6% | −$28K | Cut−$35.5K |
| Innovator Etfs Trust | — | 18.5K | $529.1K | 0.6% | $3.6K | Cut−$12.1K |
| Innovator Etfs Trust | — | 20K | $514.3K | 0.6% | $2.19K | Added$155.6K |
| Pfizer Inc | PFE | 17.9K | $503.8K | 0.6% | $57.1K | Cut$48.6K |
| 3M CO | MMM | 3.35K | $486.1K | 0.5% | −$49.8K | Cut−$52.2K |
| Radian Group Inc | RDN | 14.4K | $476.4K | 0.5% | −$41.9K | Held |
| Lowes Cos Inc | — | 1.91K | $450.4K | 0.5% | −$9.3K | Cut−$21.4K |
| Vanguard Index Fds | — | 1.68K | $439.8K | 0.5% | $6.65K | Added$7.7K |
| Slb Limited/Nv | SLB | 8.55K | $439.3K | 0.5% | $111.2K | Cut$103.5K |
| Johnson & Johnson | JNJ | 1.75K | $427.5K | 0.5% | $65.6K | Cut$55.2K |
| Vanguard Index Fds | — | 1.44K | $412.7K | 0.5% | −$2.92K | Added$133.8K |
| Boeing Co | — | 2.05K | $408K | 0.4% | — | New |
| Stanley Black & Decker, Inc. | SWK | 5.44K | $386.8K | 0.4% | −$17.5K | Cut−$77K |
| Vanguard Index Fds | — | 1.22K | $367.8K | 0.4% | $100 | Added$150.9K |
| ServiceNow, Inc. | NOW | 3.47K | $362.8K | 0.4% | — | New |
| RTX Corp | RTX | 1.87K | $361.5K | 0.4% | $17.8K | Held |
| Flagstar Bank National Assoc | — | 26.6K | $349.8K | 0.4% | $15.4K | Cut−$3.87K |
| Innovator Etfs Trust | — | 10.7K | $343.1K | 0.4% | $3.52K | Cut−$4.4K |
| American Elec Pwr Co Inc | — | 2.62K | $343K | 0.4% | $41.3K | Cut$40.7K |
| CytomX Therapeutics, Inc. | CTMX | 72K | $338.4K | 0.4% | $29.9K | Added$48.7K |
| Barrick Mng Corp | — | 8.15K | $332.6K | 0.4% | −$22.5K | Cut−$52.3K |
| Zoetis Inc. | ZTS | 2.75K | $325.7K | 0.4% | −$19.2K | Added$8.21K |
| Waste Mgmt Inc Del | — | 1.38K | $316K | 0.3% | $13.9K | Cut−$30.1K |
| Brookfield Renewable Corp | BEPC | 7.88K | $313.7K | 0.3% | $11.7K | Cut−$9.35K |
| Duke Energy Corp New | — | 2.38K | $311.2K | 0.3% | $32.6K | Added$32.9K |
| Lockheed Martin Corp | LMT | 510 | $308.2K | 0.3% | $61.6K | Held |
| Disney Walt Co | — | 3.18K | $306.6K | 0.3% | −$55.3K | Cut−$67.8K |
| Hubspot Inc | HUBS | 1.25K | $303.9K | 0.3% | −$142.9K | Added−$60.9K |
| Vanguard World Fd | — | 1.5K | $297.2K | 0.3% | $19.6K | Held |
| Mondelez Intl Inc | — | 5.13K | $295.4K | 0.3% | — | New |
| Occidental Pete Corp | — | 4.48K | $291.1K | 0.3% | — | New |
| Zscaler, Inc. | ZS | 2.05K | $287.9K | 0.3% | −$182.6K | Cut−$203K |
| Vanguard Star Fds | — | 3.67K | $282.6K | 0.3% | — | New |
| Churchill Downs Inc | CHDN | 3.13K | $280.7K | 0.3% | — | New |
| Morgan Stanley Etf Trust | — | 5.24K | $275.3K | 0.3% | −$2.03K | Added$70K |
| Purecycle Technologies Inc | — | 52.2K | $271K | 0.3% | −$142.5K | Added−$88.9K |
| Ishares Tr | — | 1.9K | $271K | 0.3% | −$11.3K | Added$5.22K |
| Vanguard World Fd | — | 958 | $260.8K | 0.3% | −$14.8K | Held |
| NIKE, Inc. | NKE | 4.94K | $260.8K | 0.3% | −$53.6K | Added−$53.1K |
| Unitedhealth Group Inc | UNH | 941 | $254.6K | 0.3% | −$56.1K | Cut−$68.9K |
| Coca Cola Co | KO | 3.34K | $254.1K | 0.3% | $20.5K | Cut$19.8K |
| Gsk Plc | — | 4.05K | $223.8K | 0.2% | $24.9K | Cut$20.5K |
| Viper Energy, Inc. | VNOM | 4.75K | $223.2K | 0.2% | — | New |
| Spdr Gold Tr | — | 511 | $219.9K | 0.2% | — | New |
| Palatin Technologies Inc | PTN | 12.6K | $219.5K | 0.2% | — | New |
| Dow Inc. | DOW | 5.25K | $218.5K | 0.2% | $95.8K | Cut−$95.8K |
| Corteva, Inc. | CTVA | 2.57K | $214.9K | 0.2% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 5.27K | $202.5K | 0.2% | −$45.3K | Added$2.17K |
| Wynn Resorts Ltd | WYNN | 1.97K | $200.1K | 0.2% | −$37K | Held |
| Ford Mtr Co | — | 15.1K | $174K | 0.2% | −$20.6K | Added$2.64K |
| Portillos Inc | — | 27.8K | $146.9K | 0.2% | $20.8K | Cut−$10.9K |
| Invivyd, Inc. | IVVD | 105K | $136.5K | 0.1% | −$59.7K | Added$10.5K |
| Cartesian Therapeutics, Inc. | RNAC | 22.1K | $136.2K | 0.1% | −$14.5K | Added$37.8K |
| Blackrock Cr Allocation Inco | — | 13K | $131.3K | 0.1% | −$9.49K | Held |
| Opus Genetics, Inc. | IRD | 22K | $100.1K | 0.1% | $25.4K | Added$80K |
| Ondas Hldgs Inc | ONDS | 11.1K | $100K | 0.1% | — | New |
| Nanoviricides, Inc. | NNVC | 105K | $95.8K | 0.1% | −$15.7K | Added$14.4K |
| Precision Biosciences Inc | DTIL | 17K | $93.5K | 0.1% | $20.1K | Added$31.1K |
| Pennantpark Floating Rate Ca | — | 10.8K | $86.8K | 0.1% | — | New |
| Pennantpark Invt Corp | — | 15.8K | $70.7K | 0.1% | — | New |
| Citius Pharmaceuticals, Inc. | CTXR | 14K | $12.6K | 0.0% | — | New |
| Plus Therapeutics Inc | — | 50K | $8.13K | 0.0% | — | New |
| Volitionrx Ltd | VNRX | 31K | $6.26K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.