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Home > Institutional Investor > Miller Financial Services Llc > 13F Holdings

Instuitional Investor - Miller Financial Services Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eaton Corp Plc
 ETN 14,377 $5,132,536 6.54%
2.
Ishares Trust
 IEF 37,145 $3,557,357 4.53%
3.
Apple Inc.
 AAPL 15,343 $3,147,963 4.01%
4.
Amazon Com Inc
 AMZN 12,032 $2,639,700 3.36%
5.
Ishares Trust
 IEF 11,173 $2,410,987 3.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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