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Joe Miller

Miller Financial Services Llc

Assets Managed
$91.329M
Holdings
120
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
7.11%(2Q avg: 2.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Miller Financial Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Miller Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 91.329M in assets, with a quarterly growth rate of 7.11% and a 2-quarter average growth rate of 2.84%. The portfolio is managed by Joe Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 22%
6.05%
$5.521M
57,845 shares@ $95.45 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 12.05%
4.36%
$3.975M
45,848 shares@ $86.69 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.56%
3.68%
$3.361M
13,241 shares@ $253.8 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 7.68%
3.51%
$3.201M
54,687 shares@ $58.54 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 282.38%
3.17%
$2.895M
52,290 shares@ $55.36 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.74%
2.98%
$2.721M
13,064 shares@ $208.27 avg price
UPS
United Parcel Service-cl B
Recent Activity
Decreased -5.68%
2.96%
$2.7M
27,444 shares@ $98.38 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -3.95%
2.6%
$2.37M
9,557 shares@ $247.99 avg price
ETN
Eaton Corp Plc
Recent Activity
Decreased -13.47%
2.53%
$2.31M
6,458 shares@ $357.66 avg price
SOFI
Sofi Technologies Inc
Recent Activity
Increased 8.65%
1.98%
$1.805M
113,683 shares@ $15.88 avg price

1-10 of 120