MILLER FINANCIAL SERVICES LLC Top 13F Holdings

Dec 31, 2024 · Miller Financial Services is based out of Marshall. Their last reported 13F filing for Q4 2024 included $118,404,409 in managed 13F securities and a top 10 holdings concentration of 36.2%. Miller Financial Services's largest holding is iShares Core U.S. Aggregate Bond ETF …

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MILLER FINANCIAL SERVICES LLC Top 13F Holdings

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Miller Financial Services Current Portfolio, 13F Holdings

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Past Performances and the history of Asset Under Management Miller Financial Services LLC. Current Holdings: 128Stocks Top holdings: AGG(8.69%) IWM(8.01%) AAPL(4.18%) …

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Miller Financial Services 13F Filings And Top Holdings And Stakes ...

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Paypal Holdings 0.6 : $723k : 8.5k : 85.35 : Add alert View chart. Intuitive Surgical Com New 0.6 : $701k : 1.3k : 521.96 : Add alert ... Past Filings by Miller Financial Services . SEC 13F filings …

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Joe Miller - Miller Financial Services LLC - Form 13F Portfolio ...

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List of top 200 securities held by Miller Financial Services LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis …

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Bill Miller - Miller Value Partners - 2025 13F Holdings, Performance ...

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May 2, 2024 · Serving 13 clients, their most recent 13F filing for Q1 2024 disclosed $156,370,801 in managed 13F securities, with a top ten holdings concentration of 59.5%. The fund's largest …

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MILLER VALUE PARTNERS, LLC Top 13F Holdings

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Their last reported 13F filing for Q3 2024 included $177,151,064 in managed 13F securities and a top 10 holdings concentration of 57.08%. Miller Value Partners's largest holding is Bread …

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MILLER WEALTH ADVISORS, LLC Top 13F Holdings

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Miller Wealth Advisors is based out of Ridgeway. Miller Wealth Advisors is a large advisory firm with 97 clients and discretionary assets under management (AUM) of $146,789,462 (Form …

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Fairvoy Private Wealth LLC Invests $531,000 In Regions Financial …

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22 hours ago · Fairvoy Private Wealth LLC bought a new position in shares of Regions Financial Co. (NYSE:RF - Free Report) in the fourth quarter, according to the company in its most …

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Shepherd Financial Partners LLC Grows Stock Position In

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11 hours ago · Shepherd Financial Partners LLC raised its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD - Free Report) by 69.9% in the 4th quarter, according to its …

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Bleakley Financial Group LLC Raises Stock Holdings In IQVIA …

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13 hours ago · Bleakley Financial Group LLC boosted its stake in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 40.7% during the fourth quarter, according to its most recent Form 13F filing …

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Vest Financial LLC Has $33.57 Million Holdings In NIKE

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10 hours ago · Vest Financial LLC grew its position in shares of NIKE, Inc. (NYSE:NKE - Free Report) by 36.9% in the 4th quarter, according to the company in its most recent Form 13F …

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Vest Financial LLC Increases Holdings In NextEra Energy

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10 hours ago · Vest Financial LLC's holdings in NextEra Energy were worth $51,219,000 as of its most recent SEC filing. ... Massachusetts Financial Services Co. MA increased its stake in …

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FAQs about MILLER FINANCIAL SERVICES LLC Top 13F Holdings Coupon?

Does Miller Value Partners LLC file a 13F?

Yes, Miller Value Partners LLC files 13Fs. The holdings changes, total fund size, and other information presented on HoldingsChannel.com were derived from these filings. Link to 13F filings: SEC filings ...

What SEC filings does Miller Value Partners have?

Detailed Profile of MILLER VALUE PARTNERS, LLC portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more. ...

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We are committed to being a global leader in the investment management business, and meeting the demands of today's dynamic financial markets with deep experience, rigor, and creativity. Tudor Fund Investors, click here. Our Founder and Chief Investment Officer, Paul Tudor Jones II, is one of the pioneers of the modern-day hedge fund industry. ...

Does Miller Value Partners have an opportunity equity strategy?

Miller Value Partners, an investment management company, released its “Opportunity Equity Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. Miller Value Partners, an investment management company, released its “Opportunity Equity Strategy” first-quarter 2023 investor letter. ...