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Home > Institutional Investor > Miller Financial Services Llc > Profile

Instuitional Investor - Miller Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Miller Financial Services Llc
Portfolio Value $69,593,921
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eaton Corp Plc
 ETN 21,627 $5,878,851 8.45%
2.
Apple Inc.
 AAPL 15,402 $3,421,234 4.92%
3.
Ishares Trust
 IEF 31,084 $2,964,478 4.26%
4.
Amazon Com Inc
 AMZN 11,628 $2,212,343 3.18%
5.
Ishares Trust
 IEF 11,011 $2,196,512 3.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)