Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 13, 2014

Total Value ($000): $178,416 (100.0% shares, 0.0% debt)

Holdings (77)

SPY SPDR S&P 500 ETF TR 22.6%
Value ($000) $40,296 Shares 215,474 Est. Cost $160.42 Unrealized
MARKET VECTORS ETF TR 13.1%
Value ($000) $23,316 Shares 463,263 Est. Cost $42.96 Unrealized
KIE SPDR SERIES TRUST 11.0%
Value ($000) $19,604 Shares 315,075 Est. Cost $54.41 Unrealized
ISHARES TR 10.3%
Value ($000) $18,456 Shares 1,505,373 Est. Cost $11.99 Unrealized
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $2,634 Shares 27,016 Est. Cost $53.08 Unrealized +23.4%
MSFT MICROSOFT CORPORATION 1.4%
Value ($000) $2,555 Shares 62,344 Est. Cost $26.70 Unrealized +17.1%
CCK CROWN HOLDINGS INC 1.3%
Value ($000) $2,241 Shares 50,084 Est. Cost $40.09 Unrealized +3.0%
WFC WELLS FARGO & CO NEW 1.2%
Value ($000) $2,207 Shares 44,375 Est. Cost $27.36 Unrealized +22.1%
JNJ JOHNSON AND JOHNSON 1.2%
Value ($000) $2,197 Shares 22,365 Est. Cost $59.66 Unrealized +11.7%
URI UNITED RENTALS INC 1.2%
Value ($000) $2,179 Shares 22,947 Est. Cost $51.55 Unrealized +59.3%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,119 Shares 24,360 Est. Cost $47.34 Unrealized +20.0%
BLACKROCK INC 1.2%
Value ($000) $2,107 Shares 6,700 Est. Cost $256.81 Unrealized
MMM 3M COMPANY 1.2%
Value ($000) $2,106 Shares 15,521 Est. Cost $61.26 Unrealized +24.5%
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $2,093 Shares 17,880 Est. Cost $78.11 Unrealized +17.0%
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $2,086 Shares 18,921 Est. Cost $63.06 Unrealized +10.0%
WALGREEN COMPANY 1.2%
Value ($000) $2,081 Shares 31,510 Est. Cost $44.21 Unrealized
UNITED TECHNOLOGIES 1.2%
Value ($000) $2,058 Shares 17,610 Est. Cost $92.93 Unrealized
MEDTRONIC INC 1.1%
Value ($000) $2,004 Shares 32,570 Est. Cost $51.46 Unrealized
EMR EMERSON ELEC CO 1.1%
Value ($000) $1,994 Shares 29,855 Est. Cost $40.02 Unrealized +19.4%
CAH CARDINAL HEALTH INC 1.1%
Value ($000) $1,970 Shares 28,154 Est. Cost $32.61 Unrealized +54.8%
GPC GENUINE PARTS CO 1.1%
Value ($000) $1,968 Shares 22,665 Est. Cost $54.12 Unrealized +11.0%
ITW ILLINOIS TOOL WKS INC 1.1%
Value ($000) $1,951 Shares 23,990 Est. Cost $49.85 Unrealized +22.9%
HAL HALLIBURTON CO 1.1%
Value ($000) $1,923 Shares 32,653 Est. Cost $41.33 Unrealized +3.5%
MET METLIFE INC 1.1%
Value ($000) $1,903 Shares 36,050 Est. Cost $30.80 Unrealized +0.9%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $1,879 Shares 19,300 Est. Cost $55.38 Unrealized +15.9%
WMT WAL-MART STORES INC 1.0%
Value ($000) $1,813 Shares 23,719 Est. Cost $19.98 Unrealized -0.4%
DOV DOVER CORP 1.0%
Value ($000) $1,806 Shares 22,090 Est. Cost $39.99 Unrealized +25.8%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,788 Shares 37,594 Est. Cost $25.87 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 1.0%
Value ($000) $1,722 Shares 21,200 Est. Cost $57.17 Unrealized +3.9%
TGT TARGET CORP 1.0%
Value ($000) $1,718 Shares 28,385 Est. Cost $47.66 Unrealized -12.6%
CVX CHEVRON CORP 0.9%
Value ($000) $1,538 Shares 12,935 Est. Cost $71.30 Unrealized -1.3%
LOW LOWES COS INC 0.7%
Value ($000) $1,307 Shares 26,730 Est. Cost $39.01 Unrealized 0.0%
VYM VANGUARD HIGH DVD YIELD 0.7%
Value ($000) $1,211 Shares 19,180 Est. Cost $56.37 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) $1,052 Shares 13,143 Est. Cost $57.34 Unrealized +21.5%
BAC BANK OF AMERICA 0.6%
Value ($000) $1,035 Shares 60,160 Est. Cost $10.03 Unrealized +32.2%
F FORD MOTOR COMPANY 0.5%
Value ($000) $934 Shares 59,900 Est. Cost $7.61 Unrealized +10.1%
RYDEX ETF TRUST 0.5%
Value ($000) $923 Shares 7,480 Est. Cost $101.72 Unrealized
KRE SPDR SERIES TRUST 0.5%
Value ($000) $903 Shares 21,815 Est. Cost $33.87 Unrealized
THO THOR INDS INC 0.4%
Value ($000) $779 Shares 12,750 Est. Cost $31.55 Unrealized +39.6%
AMGN AMGEN INC 0.4%
Value ($000) $744 Shares 6,029 Est. Cost $73.34 Unrealized +18.5%
VALEANT PHARMACEUTICALS INTL 0.4%
Value ($000) $734 Shares 5,570 Est. Cost $86.05 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $675 Shares 6,912 Est. Cost $53.69 Unrealized +8.2%
PFE PFIZER INC 0.3%
Value ($000) $617 Shares 19,197 Est. Cost $16.46 Unrealized +10.6%
PEP PEPSICO INC 0.3%
Value ($000) $534 Shares 6,401 Est. Cost $56.00 Unrealized +1.5%
NKE NIKE INC 0.3%
Value ($000) $467 Shares 6,320 Est. Cost $26.53 Unrealized +22.7%
ORCL ORACLE CORP 0.3%
Value ($000) $458 Shares 11,198 Est. Cost $27.58 Unrealized +15.9%
VCIT VANGUARD FDS 0.3%
Value ($000) $458 Shares 5,395 Est. Cost $83.99 Unrealized
ITB ISHARES TR 0.3%
Value ($000) $450 Shares 18,575 Est. Cost $22.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $443 Shares 2,300 Est. Cost $118.94 Unrealized -8.2%
CAREFUSION CORP 0.2%
Value ($000) $440 Shares 10,942 Est. Cost $36.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $407 Shares 2,494 Est. Cost $71.65 Unrealized +58.2%
C&J ENERGY SERVICES INC 0.2%
Value ($000) $385 Shares 13,215 Est. Cost $19.37 Unrealized
DE DEERE & COMPANY 0.2%
Value ($000) $370 Shares 4,078 Est. Cost $68.04 Unrealized +3.0%
VCSH VANGUARD FDS 0.2%
Value ($000) $358 Shares 4,475 Est. Cost $79.11 Unrealized
KN KNOWLES CORP 0.2%
Value ($000) $349 Shares 11,043 Est. Cost $30.49 Unrealized 0.0%
LNC LINCOLN NATL CORP 0.2%
Value ($000) $336 Shares 6,634 Est. Cost $23.15 Unrealized +44.6%
RRC RANGE RES CORP 0.2%
Value ($000) $314 Shares 3,780 Est. Cost $76.33 Unrealized +11.5%
SENEA SENECA FOODS CORP NEW 0.2%
Value ($000) $304 Shares 9,668 Est. Cost $30.18 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $297 Shares 6,232 Est. Cost $35.76 Unrealized +3.7%
KBE SPDR SERIES TRUST 0.2%
Value ($000) $279 Shares 8,190 Est. Cost $28.69 Unrealized
MCD MCDONALD'S CORPORATION 0.2%
Value ($000) $274 Shares 2,800 Est. Cost $71.80 Unrealized -2.1%
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $272 Shares 10,630 Est. Cost $20.41 Unrealized
PROTECTIVE LIFE CORP 0.1%
Value ($000) $264 Shares 5,015 Est. Cost $42.47 Unrealized
AEROPOSTALE 0.1%
Value ($000) $252 Shares 50,200 Est. Cost $9.08 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $241 Shares 2,635 Est. Cost $37.71 Unrealized +20.8%
WADDELL & REED FINL INC 0.1%
Value ($000) $234 Shares 3,178 Est. Cost $65.14 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $233 Shares 9,000 Est. Cost $23.22 Unrealized
AG MTG INVT TR INC 0.1%
Value ($000) $219 Shares 12,500 Est. Cost $16.64 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $217 Shares 2,748 Est. Cost $50.36 Unrealized +7.3%
MFA FINL INC 0.1%
Value ($000) $217 Shares 27,950 Est. Cost $7.44 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $213 Shares 4,140 Est. Cost $30.39 Unrealized +3.6%
ANNALY CAP MGMT INC 0.1%
Value ($000) $208 Shares 19,000 Est. Cost $12.34 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $201 Shares 5,200 Est. Cost $26.95 Unrealized -1.4%
OFFICE DEPOT INC 0.1%
Value ($000) $146 Shares 35,369 Est. Cost $3.87 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $81 Shares 21,000 Est. Cost $2.90 Unrealized +22.0%
WET SEAL INC 0.0%
Value ($000) $71 Shares 53,833 Est. Cost $2.22 Unrealized