StockDriftsStockDriftsTop 50 Miller Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 6.15% | 57.8K | $5.5M | +21.99%(+10.43K) | $95.56(-1.30%) | 2026-03-31 | |
| TLT | ISHARES TR | 4.43% | 45.8K | $4.0M | +12.04%(+4.93K) | $90.32(-6.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.74% | 13.2K | $3.4M | -1.56%(-210) | $232.35(+28.63%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.57% | 54.7K | $3.2M | +7.67%(+3.90K) | $58.70(-0.73%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.23% | 52.3K | $2.9M | +282.38%(+38.62K) | $55.83(-2.78%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.03% | 13.1K | $2.7M | +5.73%(+708) | $204.71(+31.96%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 3.01% | 27.4K | $2.7M | -5.68%(-1.65K) | $118.16(-16.68%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.64% | 9.6K | $2.4M | -3.96%(-394) | $220.74(+28.06%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 2.57% | 6.5K | $2.3M | -13.48%(-1.01K) | $308.97(+31.71%) | 2026-03-31 | |
| SOFI | SOFI TECHNOLOGIES INC | 2.01% | 113.7K | $1.8M | +8.64%(+9.04K) | $12.63(+21.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.50% | +17.42% |
| Top 20 Holdings Unweighted | +4.12% | +12.88% |
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