Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 11, 2014

Total Value ($000): $179,555 (100.0% shares, 0.0% debt)

Holdings (77)

SPY SPDR S&P 500 ETF TR 23.0%
Value ($000) $41,286 Shares 223,544 Est. Cost $160.42 Unrealized
MARKET VECTORS ETF TR 12.2%
Value ($000) $21,941 Shares 456,443 Est. Cost $42.85 Unrealized
KIE SPDR SERIES TRUST 10.8%
Value ($000) $19,412 Shares 307,694 Est. Cost $54.22 Unrealized
ISHARES TR 9.6%
Value ($000) $17,232 Shares 1,495,810 Est. Cost $11.99 Unrealized
VYM VANGUARD HIGH DVD YIELD 1.7%
Value ($000) $2,983 Shares 47,860 Est. Cost $56.37 Unrealized
MSFT MICROSOFT CORPORATION 1.4%
Value ($000) $2,528 Shares 67,574 Est. Cost $26.70 Unrealized +12.4%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $2,434 Shares 27,016 Est. Cost $53.08 Unrealized +22.5%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,376 Shares 23,477 Est. Cost $53.69 Unrealized +4.2%
CAH CARDINAL HEALTH INC 1.3%
Value ($000) $2,278 Shares 34,104 Est. Cost $32.61 Unrealized +35.5%
CCK CROWN HOLDINGS INC 1.2%
Value ($000) $2,203 Shares 49,431 Est. Cost $40.07 Unrealized +1.5%
BLACKROCK INC 1.2%
Value ($000) $2,184 Shares 6,900 Est. Cost $256.81 Unrealized
MMM 3M COMPANY 1.2%
Value ($000) $2,177 Shares 15,521 Est. Cost $61.26 Unrealized +18.6%
EMR EMERSON ELEC CO 1.2%
Value ($000) $2,154 Shares 30,688 Est. Cost $40.02 Unrealized +20.4%
DOV DOVER CORP 1.2%
Value ($000) $2,133 Shares 22,090 Est. Cost $39.99 Unrealized +23.2%
JNJ JOHNSON AND JOHNSON 1.1%
Value ($000) $2,058 Shares 22,465 Est. Cost $59.66 Unrealized +10.2%
STAPLES INC 1.1%
Value ($000) $2,054 Shares 129,295 Est. Cost $15.87 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $2,028 Shares 19,300 Est. Cost $55.38 Unrealized +16.4%
WALGREEN COMPANY 1.1%
Value ($000) $2,021 Shares 35,185 Est. Cost $44.21 Unrealized
ITW ILLINOIS TOOL WKS INC 1.1%
Value ($000) $2,017 Shares 23,990 Est. Cost $49.85 Unrealized +19.3%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $2,015 Shares 44,375 Est. Cost $27.36 Unrealized +12.4%
UNITED TECHNOLOGIES 1.1%
Value ($000) $2,004 Shares 17,610 Est. Cost $92.93 Unrealized
URI UNITED RENTALS INC 1.1%
Value ($000) $1,985 Shares 25,467 Est. Cost $51.55 Unrealized +25.9%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $1,976 Shares 18,921 Est. Cost $63.06 Unrealized +5.2%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $1,976 Shares 17,880 Est. Cost $78.11 Unrealized +9.8%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $1,890 Shares 24,360 Est. Cost $47.34 Unrealized +9.6%
GPC GENUINE PARTS CO 1.1%
Value ($000) $1,886 Shares 22,665 Est. Cost $54.12 Unrealized +5.7%
MEDTRONIC INC 1.0%
Value ($000) $1,869 Shares 32,570 Est. Cost $51.46 Unrealized
WMT WAL-MART STORES INC 1.0%
Value ($000) $1,866 Shares 23,719 Est. Cost $19.98 Unrealized +1.8%
TGT TARGET CORP 1.0%
Value ($000) $1,834 Shares 28,985 Est. Cost $47.66 Unrealized -6.5%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $1,813 Shares 9,665 Est. Cost $118.94 Unrealized -10.5%
DRI DARDEN RESTAURANTS 1.0%
Value ($000) $1,797 Shares 33,055 Est. Cost $31.32 Unrealized +2.4%
SWK STANLEY BLACK & DECKER INC 1.0%
Value ($000) $1,752 Shares 21,710 Est. Cost $57.17 Unrealized +5.3%
RYDEX ETF TRUST 0.9%
Value ($000) $1,650 Shares 13,410 Est. Cost $101.72 Unrealized
CVX CHEVRON CORP 0.9%
Value ($000) $1,616 Shares 12,935 Est. Cost $71.30 Unrealized +1.7%
KRE SPDR SERIES TRUST 0.8%
Value ($000) $1,400 Shares 34,480 Est. Cost $33.87 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.7%
Value ($000) $1,198 Shares 15,920 Est. Cost $66.21 Unrealized
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $1,004 Shares 13,143 Est. Cost $57.34 Unrealized +7.6%
BAC BANK OF AMERICA 0.5%
Value ($000) $937 Shares 60,160 Est. Cost $10.03 Unrealized +16.5%
F FORD MOTOR COMPANY 0.5%
Value ($000) $924 Shares 59,900 Est. Cost $7.61 Unrealized +18.4%
THO THOR INDS INC 0.4%
Value ($000) $704 Shares 12,750 Est. Cost $31.55 Unrealized +37.1%
AMGN AMGEN INC 0.4%
Value ($000) $696 Shares 6,099 Est. Cost $73.34 Unrealized +10.6%
PFE PFIZER INC 0.4%
Value ($000) $674 Shares 21,997 Est. Cost $16.46 Unrealized +7.1%
PEP PEPSICO INC 0.4%
Value ($000) $664 Shares 8,005 Est. Cost $56.00 Unrealized +3.1%
VALEANT PHARMACEUTICALS INTL 0.4%
Value ($000) $654 Shares 5,570 Est. Cost $86.05 Unrealized
CAREFUSION CORP 0.3%
Value ($000) $528 Shares 13,272 Est. Cost $36.84 Unrealized
NKE NIKE INC 0.3%
Value ($000) $497 Shares 6,320 Est. Cost $26.53 Unrealized +23.9%
ITB ISHARES TR 0.3%
Value ($000) $461 Shares 18,575 Est. Cost $22.40 Unrealized
AEROPOSTALE 0.3%
Value ($000) $456 Shares 50,200 Est. Cost $9.08 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $428 Shares 11,198 Est. Cost $27.58 Unrealized +4.4%
DE DEERE & COMPANY 0.2%
Value ($000) $372 Shares 4,078 Est. Cost $68.04 Unrealized -0.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $371 Shares 2,494 Est. Cost $71.65 Unrealized +35.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $360 Shares 12,860 Est. Cost $23.22 Unrealized
VCSH VANGUARD FDS 0.2%
Value ($000) $357 Shares 4,475 Est. Cost $79.11 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $325 Shares 6,232 Est. Cost $35.76 Unrealized +5.3%
LNC LINCOLN NATL CORP 0.2%
Value ($000) $322 Shares 6,243 Est. Cost $22.50 Unrealized +41.3%
RRC RANGE RES CORP 0.2%
Value ($000) $319 Shares 3,780 Est. Cost $76.33 Unrealized +1.9%
C&J ENERGY SERVICES INC 0.2%
Value ($000) $305 Shares 13,215 Est. Cost $19.37 Unrealized
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $288 Shares 10,630 Est. Cost $20.41 Unrealized
MCD MCDONALD'S CORPORATION 0.2%
Value ($000) $272 Shares 2,800 Est. Cost $71.80 Unrealized -2.5%
KBE SPDR SERIES TRUST 0.2%
Value ($000) $272 Shares 8,190 Est. Cost $28.69 Unrealized
PROTECTIVE LIFE CORP 0.1%
Value ($000) $254 Shares 5,015 Est. Cost $42.47 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $253 Shares 4,983 Est. Cost $33.21 Unrealized +24.3%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $239 Shares 2,635 Est. Cost $37.71 Unrealized +9.7%
MET METLIFE INC 0.1%
Value ($000) $233 Shares 4,325 Est. Cost $28.79 Unrealized +4.6%
VCIT VANGUARD FDS 0.1%
Value ($000) $228 Shares 2,755 Est. Cost $83.12 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $219 Shares 4,140 Est. Cost $30.39 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $215 Shares 5,200 Est. Cost $26.95 Unrealized 0.0%
VODAPHONE GROUP PLC NEW 0.1%
Value ($000) $211 Shares 5,372 Est. Cost $39.28 Unrealized
WADDELL & REED FINL INC 0.1%
Value ($000) $207 Shares 3,178 Est. Cost $65.14 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $205 Shares 366 Est. Cost $16.37 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $204 Shares 2,748 Est. Cost $50.36 Unrealized 0.0%
MFA FINL INC 0.1%
Value ($000) $197 Shares 27,950 Est. Cost $7.44 Unrealized
AG MTG INVT TR INC 0.1%
Value ($000) $196 Shares 12,500 Est. Cost $16.64 Unrealized
ANNALY CAP MGMT INC 0.1%
Value ($000) $189 Shares 19,000 Est. Cost $12.34 Unrealized
OFFICE DEPOT INC 0.1%
Value ($000) $187 Shares 35,369 Est. Cost $3.87 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $63 Shares 21,000 Est. Cost $2.90 Unrealized +8.1%
WET SEAL INC 0.0%
Value ($000) $39 Shares 14,122 Est. Cost $4.74 Unrealized