Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 8, 2013

Total Value ($000): $166,602 (100.0% shares, 0.0% debt)

Holdings (70)

SPY SPDR S&P 500 ETF TR 22.8%
Value ($000) $37,902 Shares 225,595 Est. Cost $160.42 Unrealized
MARKET VECTORS ETF TR 12.9%
Value ($000) $21,416 Shares 454,878 Est. Cost $42.85 Unrealized
ISHARES TR 10.7%
Value ($000) $17,895 Shares 1,492,460 Est. Cost $11.99 Unrealized
KIE SPDR SERIES TRUST 10.4%
Value ($000) $17,408 Shares 306,699 Est. Cost $54.22 Unrealized
VYM VANGUARD HIGH DVD YIELD 1.7%
Value ($000) $2,751 Shares 47,860 Est. Cost $56.37 Unrealized
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $2,387 Shares 27,016 Est. Cost $53.08 Unrealized +11.1%
MSFT MICROSOFT CORPORATION 1.3%
Value ($000) $2,249 Shares 67,574 Est. Cost $26.70 Unrealized +1.1%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,087 Shares 24,257 Est. Cost $53.69 Unrealized +0.9%
CCK CROWN HOLDINGS INC 1.2%
Value ($000) $2,061 Shares 48,751 Est. Cost $40.06 Unrealized +3.7%
WALGREEN COMPANY 1.2%
Value ($000) $2,025 Shares 37,640 Est. Cost $44.21 Unrealized
EMR EMERSON ELEC CO 1.2%
Value ($000) $1,998 Shares 30,888 Est. Cost $40.02 Unrealized +9.5%
DOV DOVER CORP 1.2%
Value ($000) $1,984 Shares 22,090 Est. Cost $39.99 Unrealized +15.6%
JNJ JOHNSON AND JOHNSON 1.2%
Value ($000) $1,947 Shares 22,465 Est. Cost $59.66 Unrealized +6.5%
UNITED TECHNOLOGIES 1.1%
Value ($000) $1,908 Shares 17,695 Est. Cost $92.93 Unrealized
STAPLES INC 1.1%
Value ($000) $1,894 Shares 129,295 Est. Cost $15.87 Unrealized
CAH CARDINAL HEALTH INC 1.1%
Value ($000) $1,883 Shares 36,104 Est. Cost $32.61 Unrealized +11.9%
BLACKROCK INC 1.1%
Value ($000) $1,867 Shares 6,900 Est. Cost $256.81 Unrealized
MMM 3M COMPANY 1.1%
Value ($000) $1,853 Shares 15,521 Est. Cost $61.26 Unrealized +7.7%
SWK STANLEY BLACK & DECKER INC 1.1%
Value ($000) $1,847 Shares 20,390 Est. Cost $56.98 Unrealized +10.0%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $1,834 Shares 44,375 Est. Cost $27.36 Unrealized +10.3%
GPC GENUINE PARTS CO 1.1%
Value ($000) $1,833 Shares 22,665 Est. Cost $54.12 Unrealized +5.4%
ITW ILLINOIS TOOL WKS INC 1.1%
Value ($000) $1,830 Shares 23,990 Est. Cost $49.85 Unrealized +9.9%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $1,790 Shares 9,665 Est. Cost $118.94 Unrealized -6.2%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $1,788 Shares 17,880 Est. Cost $78.11 Unrealized +3.2%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $1,783 Shares 18,921 Est. Cost $63.06 Unrealized -3.1%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $1,765 Shares 24,360 Est. Cost $47.34 Unrealized +8.4%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $1,763 Shares 19,300 Est. Cost $55.38 Unrealized +3.1%
WMT WAL-MART STORES INC 1.1%
Value ($000) $1,754 Shares 23,719 Est. Cost $19.98 Unrealized -1.0%
URI UNITED RENTALS INC 1.0%
Value ($000) $1,748 Shares 29,986 Est. Cost $51.55 Unrealized +4.2%
MEDTRONIC INC 1.0%
Value ($000) $1,734 Shares 32,570 Est. Cost $51.46 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $1,710 Shares 26,725 Est. Cost $47.92 Unrealized -1.6%
CVX CHEVRON CORP 0.9%
Value ($000) $1,572 Shares 12,935 Est. Cost $71.30 Unrealized +2.5%
DRI DARDEN RESTAURANTS 0.9%
Value ($000) $1,530 Shares 33,055 Est. Cost $31.32 Unrealized -5.0%
RYDEX ETF TRUST 0.9%
Value ($000) $1,490 Shares 13,410 Est. Cost $101.72 Unrealized
KRE SPDR SERIES TRUST 0.7%
Value ($000) $1,229 Shares 34,480 Est. Cost $33.87 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.7%
Value ($000) $1,108 Shares 15,920 Est. Cost $66.21 Unrealized
F FORD MOTOR COMPANY 0.6%
Value ($000) $1,011 Shares 59,900 Est. Cost $7.61 Unrealized +18.6%
BAC BANK OF AMERICA 0.5%
Value ($000) $830 Shares 60,160 Est. Cost $10.03 Unrealized +12.0%
THO THOR INDS INC 0.4%
Value ($000) $740 Shares 12,750 Est. Cost $31.55 Unrealized +29.8%
VALEANT PHARMACEUTICALS INTL 0.4%
Value ($000) $727 Shares 6,970 Est. Cost $86.05 Unrealized
DIS WALT DISNEY COMPANY 0.4%
Value ($000) $686 Shares 10,643 Est. Cost $56.32 Unrealized +1.1%
AMGN AMGEN INC 0.4%
Value ($000) $683 Shares 6,099 Est. Cost $73.34 Unrealized +5.0%
PEP PEPSICO INC 0.4%
Value ($000) $636 Shares 8,005 Est. Cost $56.00 Unrealized +1.4%
PFE PFIZER INC 0.4%
Value ($000) $632 Shares 21,997 Est. Cost $16.46 Unrealized -0.6%
CAREFUSION CORP 0.3%
Value ($000) $490 Shares 13,272 Est. Cost $36.84 Unrealized
NKE NIKE INC 0.3%
Value ($000) $459 Shares 6,320 Est. Cost $26.53 Unrealized +5.3%
ITB ISHARES TR 0.2%
Value ($000) $415 Shares 18,575 Est. Cost $22.40 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $371 Shares 11,198 Est. Cost $27.58 Unrealized -1.9%
VCSH VANGUARD FDS 0.2%
Value ($000) $356 Shares 4,475 Est. Cost $79.11 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $355 Shares 14,860 Est. Cost $23.22 Unrealized
DE DEERE & COMPANY 0.2%
Value ($000) $332 Shares 4,078 Est. Cost $68.04 Unrealized -3.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $318 Shares 2,494 Est. Cost $71.65 Unrealized +20.1%
C CITIGROUP INC 0.2%
Value ($000) $302 Shares 6,232 Est. Cost $35.76 Unrealized +5.2%
RRC RANGE RES CORP 0.2%
Value ($000) $287 Shares 3,780 Est. Cost $76.33 Unrealized +2.3%
MCD MCDONALD'S CORPORATION 0.2%
Value ($000) $277 Shares 2,875 Est. Cost $71.80 Unrealized -1.7%
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $275 Shares 10,630 Est. Cost $20.41 Unrealized
LNC LINCOLN NATL CORP 0.2%
Value ($000) $268 Shares 6,394 Est. Cost $22.50 Unrealized +24.2%
C&J ENERGY SERVICES INC 0.2%
Value ($000) $265 Shares 13,215 Est. Cost $19.37 Unrealized
KBE SPDR SERIES TRUST 0.1%
Value ($000) $246 Shares 8,190 Est. Cost $28.69 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $240 Shares 4,983 Est. Cost $33.21 Unrealized +12.4%
VCIT VANGUARD FDS 0.1%
Value ($000) $230 Shares 2,755 Est. Cost $83.12 Unrealized
ANNALY CAP MGMT INC 0.1%
Value ($000) $220 Shares 19,000 Est. Cost $12.34 Unrealized
PROTECTIVE LIFE CORP 0.1%
Value ($000) $213 Shares 5,015 Est. Cost $42.47 Unrealized
AG MTG INVT TR INC 0.1%
Value ($000) $208 Shares 12,500 Est. Cost $16.64 Unrealized
MFA FINL INC 0.1%
Value ($000) $208 Shares 27,950 Est. Cost $7.44 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $203 Shares 2,635 Est. Cost $37.71 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $203 Shares 4,325 Est. Cost $28.79 Unrealized 0.0%
OFFICE DEPOT INC 0.1%
Value ($000) $171 Shares 35,369 Est. Cost $3.87 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $67 Shares 21,000 Est. Cost $2.90 Unrealized +15.0%
WET SEAL INC 0.0%
Value ($000) $55 Shares 14,122 Est. Cost $4.74 Unrealized