Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 12, 2013

Total Value ($000): $140,426 (100.0% shares, 0.0% debt)

Holdings (67)

SPY SPDR S&P 500 ETF TR 25.5%
Value ($000) $35,873 Shares 223,617 Est. Cost $160.42 Unrealized
MARKET VECTORS ETF TR 13.6%
Value ($000) $19,145 Shares 447,513 Est. Cost $42.78 Unrealized
KIE SPDR SERIES TRUST 10.8%
Value ($000) $15,134 Shares 280,369 Est. Cost $53.98 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $3,015 Shares 33,371 Est. Cost $53.69 Unrealized 0.0%
VYM VANGUARD HIGH DVD YIELD 1.9%
Value ($000) $2,698 Shares 47,860 Est. Cost $56.37 Unrealized
MSFT MICROSOFT CORPORATION 1.7%
Value ($000) $2,356 Shares 68,209 Est. Cost $26.70 Unrealized 0.0%
STAPLES INC 1.5%
Value ($000) $2,052 Shares 129,295 Est. Cost $15.87 Unrealized
CCK CROWN HOLDINGS INC 1.4%
Value ($000) $1,980 Shares 48,130 Est. Cost $40.04 Unrealized 0.0%
JNJ JOHNSON AND JOHNSON 1.4%
Value ($000) $1,954 Shares 22,755 Est. Cost $59.66 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 1.4%
Value ($000) $1,929 Shares 46,740 Est. Cost $27.36 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $1,879 Shares 26,221 Est. Cost $52.90 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $1,871 Shares 9,790 Est. Cost $118.94 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 1.3%
Value ($000) $1,838 Shares 18,921 Est. Cost $63.06 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $1,776 Shares 24,360 Est. Cost $47.34 Unrealized 0.0%
BLACKROCK INC 1.3%
Value ($000) $1,772 Shares 6,900 Est. Cost $256.81 Unrealized
TGT TARGET CORP 1.3%
Value ($000) $1,771 Shares 25,725 Est. Cost $47.95 Unrealized 0.0%
URI UNITED RENTALS INC 1.3%
Value ($000) $1,769 Shares 35,453 Est. Cost $51.55 Unrealized 0.0%
GPC GENUINE PARTS CO 1.3%
Value ($000) $1,769 Shares 22,665 Est. Cost $54.12 Unrealized 0.0%
BDX BECTON DICKINSON & CO 1.3%
Value ($000) $1,767 Shares 17,880 Est. Cost $78.11 Unrealized 0.0%
WMT WAL-MART STORES INC 1.3%
Value ($000) $1,767 Shares 23,719 Est. Cost $19.98 Unrealized 0.0%
DOV DOVER CORP 1.2%
Value ($000) $1,716 Shares 22,090 Est. Cost $39.99 Unrealized 0.0%
CAH CARDINAL HEALTH INC 1.2%
Value ($000) $1,704 Shares 36,104 Est. Cost $32.61 Unrealized 0.0%
MMM 3M COMPANY 1.2%
Value ($000) $1,697 Shares 15,521 Est. Cost $61.26 Unrealized 0.0%
EMR EMERSON ELEC CO 1.2%
Value ($000) $1,689 Shares 30,963 Est. Cost $40.02 Unrealized 0.0%
CVX CHEVRON CORP 1.2%
Value ($000) $1,677 Shares 14,175 Est. Cost $71.30 Unrealized 0.0%
MEDTRONIC INC 1.2%
Value ($000) $1,676 Shares 32,570 Est. Cost $51.46 Unrealized
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $1,669 Shares 19,300 Est. Cost $55.38 Unrealized 0.0%
DRI DARDEN RESTAURANTS 1.2%
Value ($000) $1,669 Shares 33,055 Est. Cost $31.32 Unrealized 0.0%
WALGREEN COMPANY 1.2%
Value ($000) $1,664 Shares 37,640 Est. Cost $44.21 Unrealized
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $1,659 Shares 23,990 Est. Cost $49.85 Unrealized 0.0%
UNITED TECHNOLOGIES 1.2%
Value ($000) $1,649 Shares 17,745 Est. Cost $92.93 Unrealized
SWK STANLEY BLACK & DECKER INC 1.1%
Value ($000) $1,584 Shares 20,490 Est. Cost $56.98 Unrealized 0.0%
RYDEX ETF TRUST 1.0%
Value ($000) $1,364 Shares 13,410 Est. Cost $101.72 Unrealized
KRE SPDR SERIES TRUST 0.8%
Value ($000) $1,168 Shares 34,480 Est. Cost $33.87 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.8%
Value ($000) $1,054 Shares 15,920 Est. Cost $66.21 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $968 Shares 9,810 Est. Cost $73.34 Unrealized 0.0%
F FORD MOTOR COMPANY 0.7%
Value ($000) $927 Shares 59,900 Est. Cost $7.61 Unrealized 0.0%
BAC BANK OF AMERICA 0.6%
Value ($000) $774 Shares 60,160 Est. Cost $10.03 Unrealized 0.0%
VALEANT PHARMACEUTICALS INTL 0.5%
Value ($000) $697 Shares 8,100 Est. Cost $86.05 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $659 Shares 8,059 Est. Cost $56.00 Unrealized 0.0%
PFE PFIZER INC 0.5%
Value ($000) $636 Shares 22,697 Est. Cost $16.46 Unrealized 0.0%
THO THOR INDS INC 0.4%
Value ($000) $627 Shares 12,750 Est. Cost $31.55 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS 0.4%
Value ($000) $540 Shares 8,686 Est. Cost $62.17 Unrealized
DIS WALT DISNEY COMPANY 0.4%
Value ($000) $498 Shares 7,893 Est. Cost $56.11 Unrealized 0.0%
CAREFUSION CORP 0.3%
Value ($000) $489 Shares 13,272 Est. Cost $36.84 Unrealized
MCD MCDONALD'S CORPORATION 0.3%
Value ($000) $440 Shares 4,440 Est. Cost $71.80 Unrealized 0.0%
NKE NIKE INC 0.3%
Value ($000) $419 Shares 6,580 Est. Cost $26.53 Unrealized 0.0%
ITB ISHARES TR 0.3%
Value ($000) $416 Shares 18,575 Est. Cost $22.40 Unrealized
VCSH VANGUARD FDS 0.3%
Value ($000) $354 Shares 4,475 Est. Cost $79.11 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $352 Shares 15,160 Est. Cost $23.22 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $344 Shares 11,198 Est. Cost $27.58 Unrealized 0.0%
DE DEERE & COMPANY 0.2%
Value ($000) $331 Shares 4,078 Est. Cost $68.04 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $299 Shares 6,232 Est. Cost $35.76 Unrealized 0.0%
RRC RANGE RES CORP 0.2%
Value ($000) $292 Shares 3,780 Est. Cost $76.33 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $270 Shares 2,494 Est. Cost $71.65 Unrealized 0.0%
LNC LINCOLN NATL CORP 0.2%
Value ($000) $267 Shares 7,334 Est. Cost $22.50 Unrealized 0.0%
C&J ENERGY SERVICES INC 0.2%
Value ($000) $256 Shares 13,215 Est. Cost $19.37 Unrealized
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $252 Shares 12,345 Est. Cost $20.41 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $237 Shares 5,920 Est. Cost $27.85 Unrealized 0.0%
KBE SPDR SERIES TRUST 0.2%
Value ($000) $235 Shares 8,190 Est. Cost $28.69 Unrealized
VCIT VANGUARD FDS 0.2%
Value ($000) $229 Shares 2,755 Est. Cost $83.12 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $209 Shares 3,413 Est. Cost $45.06 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $208 Shares 4,983 Est. Cost $33.21 Unrealized 0.0%
ANNALY CAP MGMT INC 0.1%
Value ($000) $183 Shares 14,550 Est. Cost $12.58 Unrealized
OFFICE DEPOT INC 0.1%
Value ($000) $137 Shares 35,369 Est. Cost $3.87 Unrealized
WET SEAL INC 0.0%
Value ($000) $67 Shares 14,122 Est. Cost $4.74 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $60 Shares 21,000 Est. Cost $2.90 Unrealized 0.0%