Portfolio (Quarterly)
Guide ↗
Miller Global Investments, LLC
· CIK 0002099097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NEE | NEXTERA ENERGY INC COM | Utilities | 37 | $3K | 0.00% | SOLD |
| 22 | DELL | DELL TECHNOLOGIES INC CL C | Technology | 21 | $3K | 0.00% | SOLD |
| 23 | PSX | PHILLIPS 66 | Energy | 15 | $2K | 0.00% | SOLD |
| 24 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 2 | $2K | 0.00% | SOLD |
| 25 | HXL | HEXCEL CORP NEW COM | Industrials | 20 | $1K | 0.00% | SOLD |
| 26 | VUG | VANGUARD GROWTH ETF | — | 3 | $1K | 0.00% | SOLD |
| 27 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 4 | $1K | 0.00% | SOLD |
| 28 | VOOG | VANGUARD S&P 500 GROWTH ETF | — | 3 | $1K | 0.00% | SOLD |
| 29 | VOO | VANGUARD S&P 500 ETF | — | 2 | $1K | 0.00% | SOLD |
| 30 | ENTG | ENTEGRIS INC COM | Technology | 10 | $843.0 | 0.00% | SOLD |
Sector Allocation
Real Estate
15.4%
Financial Services
14.8%
Energy
14.3%
Technology
12.9%
Healthcare
11.2%
Communication Services
10.8%
Consumer Defensive
7.1%
Consumer Cyclical
4.8%
Basic Materials
4.7%
Industrials
3.9%