Long-term investor
Miller Financial Services LLC @millerfinancialservicesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022893).
Record
- Tracked since 2025-06-30 (449 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -2.6% · 1 year n/a · all +4.7%
- Max drawdown n/a · win rate 54% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PEP · 5.6% · long · since 2025-06-30
- 464287440 · 5.3% · long · since 2025-06-30
- 464287432 · 3.7% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- ETN · 2.7% · long · since 2025-06-30
- 92206C847 · 2.7% · long · since 2025-06-30
- 92206C102 · 2.7% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- UPS · 2.3% · long · since 2025-06-30
- 464287655 · 2.1% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- CRWD · 1.9% · long · since 2025-06-30