Titelia

Holdings of Miller Financial Services LLC

105 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.1 % of the equity sleeve

Sector breakdown

  • Technology 9.9 %
  • Industrials 8.7 %
  • Consumer discretionary 7.1 %
  • Consumer staples 5.5 %
  • Financials 5.3 %
  • Health care 5.2 %
  • Communication 4.9 %
  • Funds 3.0 %
  • Energy 2.4 %
  • Utilities 1.9 %
  • Materials 0.5 %
  • Unattributed 45.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US10479M $99.72 %
2GB1223.8K $0.28 %

Positions

RankCompanySharesValueWeight
1iShares Trust 57,8455.5M $
2iShares Trust 45,8484M $
3Apple Inc 13,2413.4M $
4Vanguard Scottsdale Funds 54,6873.2M $
5Vanguard Scottsdale Funds 52,2902.9M $
6Amazon.com Inc 13,0642.7M $
7United Parcel Service Inc 27,4442.7M $
8iShares Russell 2000 ETF 9,5572.4M $
9SoFi Technologies Inc 113,6831.8M $
10PepsiCo Inc 10,4761.6M $
11Kinder Morgan, Inc. 48,2681.6M $
12Conagra Brands Inc 100,3171.6M $
13iShares Core U.S. Aggregate Bond ETF 14,9001.5M $
14Crowdstrike Holdings Inc 3,4151.3M $
15Cloudflare Inc 6,2341.3M $
16Visa Inc 4,1841.3M $
17Cava Group Inc 14,9321.2M $
18Bristol-Myers Squibb Co 19,7111.2M $
19Alphabet Inc 4,0291.2M $
20Berkshire Hathaway Inc 2,3531.1M $
21Verizon Communications Inc 22,4211.1M $
22iShares Silver Trust 15,8991.1M $
23PayPal Holdings Inc 23,6131.1M $
24Uber Technologies Inc 14,7821.1M $
25Microsoft Corp 2,623970.9K $
26Dominion Energy Inc 14,341886.6K $
27Costco Wholesale Corp 841837.7K $
28Altria Group, Inc. 11,969789.8K $
29Alphabet Inc 2,659762.8K $
30Eaton Vance Total Return Bond Etf 15,014762K $
31Mastercard Inc 1,506752.5K $
32Home Depot Inc/The 2,276748.6K $
33State Street SPDR S&P 500 ETF Trust 1,120728.4K $
34Generac Holdings Inc 3,673717.4K $
35MercadoLibre Inc 401693.3K $
36VanEck Gold Miners ETF/USA 7,455684.1K $
37Caterpillar Inc 943668K $
38Chewy Inc 23,674639.2K $
39Abbott Laboratories 5,998615.9K $
40Olin Corp 19,688585.3K $
41Fidelity Total Bond ETF 12,409566.1K $
42Meta Platforms Inc 972556.1K $
43Old Republic International Corp 13,795550.4K $
44Deere & Co 973548.3K $
45Intuitive Surgical Inc 1,183545.4K $
46Vanguard Value ETF 2,756540.7K $
47McDonald's Corp. 1,735539.2K $
48Kimberly-Clark Corp 5,565536.9K $
49Advanced Micro Devices Inc 2,607530.3K $
50Pfizer Inc 17,941503.8K $
513M Co 3,347486.1K $
52Radian Group Inc 14,400476.4K $
53Lowe's Cos Inc 1,906450.4K $
54Vanguard Small-Cap ETF 1,679439.8K $
55Johnson & Johnson 1,749427.5K $
56Vanguard Mid-Cap ETF 1,437412.7K $
57Boeing Co/The 2,050408K $
58Stanley Black & Decker Inc 5,443386.8K $
59Vanguard Index Funds 1,217367.8K $
60ServiceNow Inc 3,470362.8K $
61RTX Corp 1,874361.5K $
62Flagstar Bank NA 26,564349.8K $
63Innovator U.S. Small Cap Power Buffer ETF - July 10,711343.1K $
64American Electric Power Co Inc 2,617343K $
65CytomX Therapeutics Inc 72,000338.4K $
66Zoetis Inc 2,755325.7K $
67Waste Management Inc 1,375316K $
68Duke Energy Corp 2,377311.2K $
69Lockheed Martin Corp 510308.2K $
70Walt Disney Co/The 3,181306.6K $
71HubSpot Inc 1,245303.9K $
72Vanguard World Fund 1,500297.2K $
73Mondelez International Inc 5,125295.4K $
74Occidental Petroleum Corp 4,478291.1K $
75Zscaler Inc 2,052287.9K $
76Vanguard Total International S 3,665282.6K $
77Churchill Downs Inc 3,125280.7K $
78PureCycle Technologies Inc 52,220271K $
79iShares Core S&P Total U.S. Stock Market ETF 1,903271K $
80Vanguard World Fund 958260.8K $
81NIKE Inc 4,937260.8K $
82UnitedHealth Group Inc 941254.6K $
83Coca-Cola Co/The 3,341254.1K $
84GSK PLC 4,055223.8K $
85Viper Energy Inc 4,750223.2K $
86SPDR Gold Shares 511219.9K $
87PALATIN TECHNOLOGIES INC 12,600219.5K $
88Dow Inc 5,246218.5K $
89Corteva Inc 2,567214.9K $
90iShares Bitcoin Trust ETF 5,271202.5K $
91Wynn Resorts Ltd 1,970200.1K $
92Ford Motor Co 15,077174K $
93Portillo's Inc 27,775146.9K $
94Invivyd Inc 105,000136.5K $
95Cartesian Therapeutics Inc 22,143136.2K $
96Blackrock Credit Allocation Income Trust 13,000131.3K $
97Opus Genetics Inc 22,000100.1K $
98Ondas Inc 11,060100K $
99NANOVIRICIDES INC 105,00095.8K $
100Precision BioSciences Inc 17,00093.5K $