Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $408,700 (100.0% shares, 0.0% debt)

Holdings (69)

SPY SPDR S&P 500 ETF TR 42.4%
Value ($000) $173,297 Shares 517,473 Est. Cost $238.28 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 13.3%
Value ($000) $54,316 Shares 1,076,639 Est. Cost $45.94 Unrealized
ARKQ ARK ETF TR 9.8%
Value ($000) $40,042 Shares 697,726 Est. Cost $57.39 Unrealized
XLV SELECT SECTOR SPDR TR 8.7%
Value ($000) $35,665 Shares 338,118 Est. Cost $88.84 Unrealized
VGT VANGUARD WORLD FDS 4.5%
Value ($000) $18,298 Shares 58,752 Est. Cost $215.43 Unrealized
CNC CENTENE CORP DEL 1.8%
Value ($000) $7,215 Shares 123,690 Est. Cost $59.10 Unrealized +5.1%
AAPL APPLE INC 1.0%
Value ($000) $3,926 Shares 33,900 Est. Cost $88.56 Unrealized +19.7%
JNJ JOHNSON AND JOHNSON 0.8%
Value ($000) $3,344 Shares 22,463 Est. Cost $71.53 Unrealized +77.6%
LOW LOWES COS INC 0.8%
Value ($000) $3,242 Shares 19,545 Est. Cost $39.85 Unrealized +251.0%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $3,026 Shares 18,159 Est. Cost $59.17 Unrealized +98.3%
BLACKROCK INC 0.7%
Value ($000) $2,899 Shares 5,145 Est. Cost $256.81 Unrealized
SWK STANLEY BLACK & DECKER INC 0.7%
Value ($000) $2,894 Shares 17,845 Est. Cost $57.17 Unrealized +129.4%
URI UNITED RENTALS INC 0.7%
Value ($000) $2,852 Shares 16,343 Est. Cost $84.96 Unrealized +91.6%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,721 Shares 58,818 Est. Cost $32.23 Unrealized +16.7%
MDT MEDTRONIC INC 0.6%
Value ($000) $2,615 Shares 25,165 Est. Cost $58.10 Unrealized +48.4%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,425 Shares 22,060 Est. Cost $49.91 Unrealized +77.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,318 Shares 38,965 Est. Cost $26.39 Unrealized +61.3%
WMT WAL-MART STORES INC 0.6%
Value ($000) $2,262 Shares 16,165 Est. Cost $21.45 Unrealized +92.6%
MSFT MICROSOFT CORPORATION 0.5%
Value ($000) $2,215 Shares 10,529 Est. Cost $28.42 Unrealized +606.3%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $2,160 Shares 14,626 Est. Cost $63.50 Unrealized +94.5%
DIS WALT DISNEY COMPANY 0.5%
Value ($000) $2,112 Shares 17,023 Est. Cost $109.93 Unrealized +11.1%
MMM 3M COMPANY 0.5%
Value ($000) $2,000 Shares 12,484 Est. Cost $75.97 Unrealized +45.3%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,995 Shares 8,574 Est. Cost $110.90 Unrealized +103.2%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,992 Shares 30,375 Est. Cost $41.73 Unrealized +40.8%
DOV DOVER CORP 0.5%
Value ($000) $1,914 Shares 17,670 Est. Cost $39.99 Unrealized +149.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,545 Shares 16,050 Est. Cost $74.98 Unrealized +14.0%
GPC GENUINE PARTS CO 0.4%
Value ($000) $1,530 Shares 16,075 Est. Cost $54.12 Unrealized +47.9%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $1,317 Shares 11,500 Est. Cost $86.22 Unrealized +23.6%
AMGN AMGEN INC 0.3%
Value ($000) $1,296 Shares 5,098 Est. Cost $73.34 Unrealized +185.7%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,294 Shares 6,695 Est. Cost $49.85 Unrealized +235.6%
CCK CROWN HOLDINGS INC 0.3%
Value ($000) $1,218 Shares 15,853 Est. Cost $49.72 Unrealized +39.8%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $1,154 Shares 24,581 Est. Cost $32.61 Unrealized +36.8%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1,137 Shares 6,000 Est. Cost $176.90 Unrealized -5.6%
DE DEERE & COMPANY 0.3%
Value ($000) $1,099 Shares 4,960 Est. Cost $69.08 Unrealized +160.3%
PFE PFIZER INC 0.3%
Value ($000) $1,064 Shares 29,000 Est. Cost $18.75 Unrealized +44.6%
RSPT INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,015 Shares 4,820 Est. Cost $159.54 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $1,007 Shares 17,500 Est. Cost $54.61 Unrealized -1.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $949 Shares 5,570 Est. Cost $140.39 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $928 Shares 8,525 Est. Cost $37.42 Unrealized +146.7%
HD HOME DEPOT INC 0.2%
Value ($000) $914 Shares 3,292 Est. Cost $106.34 Unrealized +123.5%
XBI SPDR SERIES TRUST 0.2%
Value ($000) $900 Shares 8,076 Est. Cost $97.93 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $898 Shares 38,182 Est. Cost $29.08 Unrealized -24.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $886 Shares 22,500 Est. Cost $20.10 Unrealized +84.4%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $870 Shares 24,225 Est. Cost $77.06 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $736 Shares 10,220 Est. Cost $71.30 Unrealized -6.7%
INTC INTEL CORP 0.2%
Value ($000) $673 Shares 13,000 Est. Cost $26.00 Unrealized +78.9%
PEP PEPSICO INC 0.2%
Value ($000) $642 Shares 4,631 Est. Cost $56.00 Unrealized +105.7%
NKE NIKE INC 0.2%
Value ($000) $634 Shares 5,047 Est. Cost $44.22 Unrealized +125.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $620 Shares 2,826 Est. Cost $91.17 Unrealized +99.0%
ORCL ORACLE CORP 0.1%
Value ($000) $588 Shares 9,846 Est. Cost $27.58 Unrealized +91.2%
ICLN ISHARES TR 0.1%
Value ($000) $555 Shares 30,000 Est. Cost $12.53 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $534 Shares 17,500 Est. Cost $17.13 Unrealized +53.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $513 Shares 9,214 Est. Cost $40.09 Unrealized +24.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $414 Shares 1,833 Est. Cost $98.18 Unrealized +116.2%
KO COCA COLA CO 0.1%
Value ($000) $381 Shares 7,710 Est. Cost $27.80 Unrealized +46.7%
VIG VANGUARD GROUP 0.1%
Value ($000) $366 Shares 2,843 Est. Cost $88.68 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $341 Shares 3,890 Est. Cost $31.70 Unrealized +140.7%
PSX PHILLIPS 66 0.1%
Value ($000) $337 Shares 6,500 Est. Cost $63.79 Unrealized -23.1%
CTAS CINTAS CORP 0.1%
Value ($000) $333 Shares 1,001 Est. Cost $24.76 Unrealized +194.4%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $295 Shares 3,045 Est. Cost $64.28 Unrealized +35.8%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $285 Shares 2,230 Est. Cost $81.06 Unrealized +32.9%
CDK GLOBAL INC 0.1%
Value ($000) $270 Shares 6,193 Est. Cost $57.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $270 Shares 2,218 Est. Cost $118.94 Unrealized -21.1%
SURE ADVISORSHARES TR 0.1%
Value ($000) $257 Shares 3,702 Est. Cost $54.07 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $226 Shares 154 Est. Cost $64.05 Unrealized +18.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $215 Shares 1,554 Est. Cost $107.02 Unrealized +22.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $214 Shares 992 Est. Cost $173.71 Unrealized 0.0%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $209 Shares 1,651 Est. Cost $126.59 Unrealized
CITIUS PHARMACEUTICALS INC 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.04 Unrealized