Millington Financial Advisors, LLC Portfolio Holdings

Millington Financial Advisors, LLC

  • $198 Billion
  • Q2 2025

Millington Financial Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $198 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $17.4B, Spdr Portfolio S&P 500 Value E with a value of $14.4B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.95B, Spdr Portfolio with a value of $7.75B, and Spdr S&P 500 ETF Trust with a value of $7.17B.

Examining the 13F form we can see an increase of $35.2B in the current position value, from $163B to 198B.

Millington Financial Advisors, LLC is based out at Naperville, IL

Below you can find more details about Millington Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $122 Billion
Technology: $15.9 Billion
Industrials: $11.2 Billion
Financial Services: $9.48 Billion
Healthcare: $7.16 Billion
Consumer Cyclical: $3.56 Billion
Consumer Defensive: $2.48 Billion
Utilities: $1.85 Billion
Other: $914 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$2.81 Billion 1.42% of portfolio
29,405
Q2 2025 Reduced 14.33%
$1.66B
$2.79 Billion 1.41% of portfolio
11,451
Q2 2025 Reduced 9.28%
$1.38B
$109 Million 0.06% of portfolio
10,000
Q2 2025 Reduced 42.65%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $198 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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