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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.
Pepsico Inc
 PEP 51,600 $6,986,661 5.62%
2.
Ishares Trust
 IEF 69,200 $6,544,209 5.27%
3.
Ishares Trust
 IEF 53,291 $4,605,420 3.71%
4.
Apple Inc.
 AAPL 13,062 $3,779,509 3.04%
5.
Eaton Corp Plc
 ETN 7,873 $3,354,757 2.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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