M
Miller Financial Services LLC
RIA/Wealth
Miller Financial Services LLC is a RIA/Wealth based in Marshall, MI led by Joseph Patrick Miller, reporting $411.1M in AUM as of Q3 2025 with ETN as the largest holding (5% allocation).
PresidentJoseph Patrick Miller
- Portfolio Value
- $85.9M
- Positions
- 112
- Top Holding
- ETN at 4.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Miller Financial Services LLC's portfolio (34.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Machinery Industrials | $4.1M | 4.72% | -$1.3M Sold | 0.00% 10.8K shares | |
ETF ETF | $3.9M | 4.56% | +$335.1K Bought | — 40.6K shares | |
Consumer Electronics Technology | $3.9M | 4.49% | -$50.4K Sold | 0.00% 15.1K shares | |
ETF ETF | $3.2M | 3.72% | +$1.0M Bought | — 35.7K shares | |
Financial - Credit Services Financial Services | $2.9M | 3.34% | -$516.1K Sold | 0.01% 108.6K shares | |
Specialty Retail Consumer Cyclical | $2.8M | 3.25% | +$150.6K Bought | 0.00% 12.7K shares | |
ETF ETF | $2.7M | 3.10% | -$39.0K Sold | — 11.0K shares | |
Integrated Freight & Logistics Industrials | $2.5M | 2.86% | +$551.5K Bought | 0.00% 29.4K shares | |
Unknown Unknown | $2.1M | 2.47% | -$23.3K Sold | — 50.0K shares | |
ETF ETF | $2.0M | 2.31% | +$611.4K Bought | — 33.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Miller Financial Services LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-27.04% | |
-24.69% |
Analytics
Portfolio insights and performance metrics for Miller Financial Services LLC
GthenA