Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
MILLER GREEN FINANCIAL SERVICES INC /ADV (CIK 756094) reported $17.6M across 4 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: QQQ ($8.4M, 47.45%), XOMXXXX ($5.7M, 32.12%), BX ($2.8M, 16.18%), AAPL ($749,000, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $8.4M | 47.45% | 54,175 | Added |
| 2 | XOMXXXX | EXXON MOBIL CORP | $5.7M | 32.12% | 82,944 | Trimmed |
| 3 | BX | BLACKSTONE GROUP L P | $2.8M | 16.18% | 95,600 | Added |
| 4 | AAPL | APPLE INC | $749,000 | 4.25% | 4,750 | Hold |
Source: SEC Form 13F filings · as of 2018-12-31