Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $282,268 (100.0% shares, 0.0% debt)

Holdings (70)

SPY SPDR S&P 500 ETF TR 28.2%
Value ($000) $79,536 Shares 328,932 Est. Cost $190.70 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 20.4%
Value ($000) $57,648 Shares 1,152,272 Est. Cost $45.85 Unrealized
POWERSHARES ETF TR II 13.8%
Value ($000) $38,972 Shares 789,863 Est. Cost $34.35 Unrealized
ITB ISHARES TR 9.1%
Value ($000) $25,748 Shares 758,622 Est. Cost $23.92 Unrealized
VO VANGUARD INDEX FDS 2.6%
Value ($000) $7,437 Shares 52,184 Est. Cost $131.71 Unrealized
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,755 Shares 22,060 Est. Cost $49.91 Unrealized +81.0%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $2,721 Shares 13,944 Est. Cost $80.49 Unrealized +99.5%
MSFT MICROSOFT CORPORATION 0.9%
Value ($000) $2,588 Shares 37,539 Est. Cost $28.42 Unrealized +119.3%
URI UNITED RENTALS INC 0.9%
Value ($000) $2,583 Shares 22,914 Est. Cost $68.19 Unrealized +58.6%
SWK STANLEY BLACK & DECKER INC 0.9%
Value ($000) $2,511 Shares 17,845 Est. Cost $57.17 Unrealized +90.1%
JNJ JOHNSON AND JOHNSON 0.8%
Value ($000) $2,358 Shares 17,828 Est. Cost $60.65 Unrealized +65.5%
MET METLIFE INC 0.8%
Value ($000) $2,265 Shares 41,225 Est. Cost $30.19 Unrealized +14.7%
LOW LOWES COS INC 0.8%
Value ($000) $2,255 Shares 29,080 Est. Cost $39.85 Unrealized +74.9%
MDT MEDTRONIC INC 0.8%
Value ($000) $2,233 Shares 25,165 Est. Cost $58.10 Unrealized +16.4%
BLACKROCK INC 0.8%
Value ($000) $2,173 Shares 5,145 Est. Cost $256.81 Unrealized
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $2,091 Shares 37,740 Est. Cost $28.99 Unrealized +45.5%
CAH CARDINAL HEALTH INC 0.7%
Value ($000) $2,060 Shares 26,436 Est. Cost $32.61 Unrealized +79.1%
RUBY TUESDAY INC 0.7%
Value ($000) $2,052 Shares 1,021,073 Est. Cost $3.22 Unrealized
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $2,052 Shares 18,559 Est. Cost $59.17 Unrealized +30.7%
MMM 3M COMPANY 0.7%
Value ($000) $2,031 Shares 9,754 Est. Cost $64.79 Unrealized +92.4%
UNITED TECHNOLOGIES 0.7%
Value ($000) $1,992 Shares 16,315 Est. Cost $93.50 Unrealized
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,888 Shares 14,626 Est. Cost $63.50 Unrealized +51.5%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $1,794 Shares 22,905 Est. Cost $77.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,740 Shares 38,965 Est. Cost $26.39 Unrealized +11.9%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,688 Shares 28,320 Est. Cost $40.82 Unrealized +17.6%
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,657 Shares 17,865 Est. Cost $54.12 Unrealized +32.0%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,528 Shares 10,665 Est. Cost $49.85 Unrealized +127.3%
DOV DOVER CORP 0.5%
Value ($000) $1,417 Shares 17,670 Est. Cost $39.99 Unrealized +42.0%
CVX CHEVRON CORP 0.5%
Value ($000) $1,296 Shares 12,420 Est. Cost $71.30 Unrealized +2.7%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,140 Shares 17,308 Est. Cost $53.08 Unrealized +5.2%
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,113 Shares 14,705 Est. Cost $19.80 Unrealized +11.2%
PFE PFIZER INC 0.3%
Value ($000) $974 Shares 29,000 Est. Cost $18.75 Unrealized +15.2%
CCK CROWN HOLDINGS INC 0.3%
Value ($000) $969 Shares 16,250 Est. Cost $40.35 Unrealized +32.9%
DE DEERE & COMPANY 0.3%
Value ($000) $920 Shares 7,440 Est. Cost $69.08 Unrealized +48.8%
BAC BANK AMER CORP 0.3%
Value ($000) $914 Shares 37,675 Est. Cost $11.34 Unrealized +68.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $914 Shares 10,000 Est. Cost $68.54 Unrealized 0.0%
AMGN AMGEN INC 0.3%
Value ($000) $901 Shares 5,229 Est. Cost $73.34 Unrealized +70.9%
GIS GENERAL MLS INC 0.3%
Value ($000) $870 Shares 15,700 Est. Cost $42.00 Unrealized 0.0%
KELLOGG CO 0.3%
Value ($000) $868 Shares 12,500 Est. Cost $49.13 Unrealized 0.0%
C CITIGROUP INC 0.3%
Value ($000) $803 Shares 12,000 Est. Cost $33.10 Unrealized +40.4%
ET ENERGY TRANSFER EQUITY L P 0.3%
Value ($000) $798 Shares 44,410 Est. Cost $14.36 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $791 Shares 9,793 Est. Cost $54.61 Unrealized +1.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $704 Shares 22,500 Est. Cost $20.10 Unrealized +24.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $663 Shares 4,332 Est. Cost $91.17 Unrealized +29.3%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $627 Shares 6,764 Est. Cost $71.09 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $608 Shares 4,220 Est. Cost $26.84 Unrealized +27.8%
ABT ABBOTT LABS 0.2%
Value ($000) $566 Shares 11,640 Est. Cost $37.42 Unrealized +3.9%
FDX FEDEX CORP 0.2%
Value ($000) $543 Shares 2,500 Est. Cost $147.85 Unrealized +15.7%
PEP PEPSICO INC 0.2%
Value ($000) $535 Shares 4,631 Est. Cost $56.00 Unrealized +57.5%
HD HOME DEPOT INC 0.2%
Value ($000) $508 Shares 3,313 Est. Cost $106.34 Unrealized +17.1%
ORCL ORACLE CORP 0.2%
Value ($000) $493 Shares 9,823 Est. Cost $27.58 Unrealized +45.4%
INTC INTEL CORP 0.2%
Value ($000) $439 Shares 13,000 Est. Cost $26.00 Unrealized +13.7%
IWM ISHARES TR 0.1%
Value ($000) $404 Shares 2,864 Est. Cost $123.44 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $403 Shares 413 Est. Cost $722.91 Unrealized +34.3%
CDK GLOBAL INC 0.1%
Value ($000) $384 Shares 6,193 Est. Cost $57.32 Unrealized
DIS WALT DISNEY COMPANY 0.1%
Value ($000) $374 Shares 3,523 Est. Cost $57.83 Unrealized +77.2%
CTAS CINTAS CORP 0.1%
Value ($000) $373 Shares 2,961 Est. Cost $24.76 Unrealized +15.0%
SURE ADVISORSHARES TR 0.1%
Value ($000) $370 Shares 5,577 Est. Cost $54.07 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $346 Shares 7,710 Est. Cost $27.80 Unrealized +21.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $341 Shares 2,218 Est. Cost $118.94 Unrealized -12.8%
ABBV ABBVIE INC 0.1%
Value ($000) $336 Shares 4,640 Est. Cost $31.70 Unrealized +48.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $332 Shares 4,607 Est. Cost $34.29 Unrealized -2.6%
NKE NIKE INC 0.1%
Value ($000) $326 Shares 5,530 Est. Cost $44.22 Unrealized +9.1%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $308 Shares 1,554 Est. Cost $107.02 Unrealized +51.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $295 Shares 2,383 Est. Cost $98.18 Unrealized +9.1%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $288 Shares 3,045 Est. Cost $64.28 Unrealized +5.2%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $203 Shares 5,220 Est. Cost $37.46 Unrealized -3.6%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $203 Shares 7,500 Est. Cost $29.20 Unrealized
OFFICE DEPOT INC 0.1%
Value ($000) $161 Shares 28,534 Est. Cost $3.87 Unrealized
ADVAXIS INC 0.0%
Value ($000) $91 Shares 14,000 Est. Cost $6.50 Unrealized