Mill Creek Capital Advisors, LLC Purchases in Q1 2025

Mill Creek Capital Advisors, LLC

  • $4.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
316K
+ 8.37%
$69.57 - $78.65 $22M - $24.8M
4.08M $309M
IXUS
Ishares Tr

ETFs
350K
+ 7.42%
$65.06 - $72.31 $22.8M - $25.3M
5.06M $353M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.4K
+ 4.47%
$95.85 - $99.25 $5.02M - $5.2M
1.23M $121M
VTI
Vanguard Total Stock Market Et

ETFs
29.4K
+ 72.26%
$271.18 - $303.12 $7.96M - $8.9M
70K $19.2M
IRT
Independence Realty Trust, Inc.

Real Estate
312K
New
$18.23 - $21.8 $5.68M - $6.79M
312K $6.62M
VEA
Vanguard Ftse Developed Market

ETFs
62.7K
+ 441.15%
$47.4 - $52.99 $2.97M - $3.32M
76.9K $3.91M
VTC
Vanguard Scottsdale Fds Total

ETFs
19.6K
+ 2.14%
$74.74 - $77.39 $1.46M - $1.52M
936K $71.9M
MBB
Ishares Tr

ETFs
9.96K
+ 1.96%
$90.37 - $94.08 $900K - $937K
517K $48.5M
AMZN
Amazon Com Inc

Consumer Cyclical
14.2K
+ 41.55%
$190.26 - $242.06 $2.7M - $3.43M
48.3K $9.18M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
45.3K
+ 27.08%
$27.47 - $30.62 $1.24M - $1.39M
213K $6.29M
MA
Mastercard Inc

Financial Services
1.65K
+ 8.93%
$504.67 - $576.31 $833K - $951K
20.1K $11M
META
Meta Platforms, Inc.

Communication Services
2.3K
+ 31.03%
$576.36 - $736.67 $1.33M - $1.69M
9.71K $5.6M
V
Visa Inc.

Financial Services
2.33K
+ 33.54%
$306.92 - $362.71 $716K - $846K
9.28K $3.25M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
42.9K
+ 98.59%
$23.29 - $23.38 $999K - $1M
86.4K $2.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
37.2K
+ 1.59%
$22.25 - $23.0 $827K - $855K
2.37M $54.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.02K
+ 1.76%
$74.85 - $84.89 $151K - $171K
117K $9.55M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
19.1K
New
$26.05 - $30.88 $496K - $588K
19.1K $588K
DOV
Dover Corp

Industrials
3.24K
New
$174.65 - $206.43 $566K - $669K
3.24K $569K
SONY
Sony Group Corp

Technology
1.58K
+ 1.59%
$19.88 - $25.64 $31.5K - $40.6K
101K $2.56M
AGZ
Ishares Agency Bond ETF

ETFs
2.08K
+ 1.33%
$107.46 - $109.48 $223K - $227K
158K $17.3M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
12.3K
+ 35.41%
$30.35 - $33.16 $374K - $409K
47.1K $1.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.2K
+ 14.41%
$497.6 - $606.74 $598K - $729K
9.54K $4.75M
EEM
Ishares Msci Emerging Markets

ETFs
1.13K
+ 0.66%
$40.81 - $45.34 $46.2K - $51.3K
171K $7.49M
XLV
Select Sector Spdr Fund Health

ETFs
179
+ 0.55%
$137.61 - $149.68 $24.6K - $26.8K
32.7K $4.77M
GLD
Spdr Gold Trust

ETFs
80
+ 1.5%
$243.19 - $288.14 $19.5K - $23.1K
5.4K $1.56M
PGEN
Precigen, Inc.

Healthcare
145K
+ 131.82%
$1.07 - $2.03 $155K - $294K
255K $379K
HOOD
Robinhood Markets, Inc.

Technology
6K
New
$35.63 - $65.28 $214K - $392K
6K $249K
DUK
Duke Energy Corp

Utilities
2.01K
New
$105.87 - $121.97 $212K - $245K
2.01K $244K
TQQQ
Proshares Ultrapro Qqq

ETFs
6.5K
+ 102.06%
$57.3 - $90.39 $372K - $588K
12.9K $737K
UBER
Uber Technologies, Inc

Technology
3.12K
New
$63.17 - $81.49 $197K - $254K
3.12K $227K
JCI
Johnson Controls International PLC

Industrials
2.81K
New
$76.12 - $90.6 $214K - $254K
2.81K $224K
RACE
Ferrari N.V.

Consumer Cyclical
504
New
$413.73 - $508.15 $209K - $256K
504 $215K
ELV
Elevance Health, Inc.

Healthcare
488
New
$365.9 - $436.25 $179K - $213K
488 $212K
C
Citigroup Inc

Financial Services
2.95K
New
$67.23 - $84.63 $198K - $250K
2.95K $209K
JPM
Jpmorgan Chase & CO

Financial Services
222
+ 0.83%
$225.19 - $279.95 $50K - $62.1K
26.9K $6.6M
LLY
Eli Lilly & CO

Healthcare
204
+ 49.88%
$725.72 - $929.72 $148K - $190K
613 $506K
ABBV
Abb Vie Inc.

Healthcare
112
+ 3.58%
$169.2 - $216.66 $19K - $24.3K
3.24K $678K
MO
Altria Group, Inc.

Consumer Defensive
1.17K
+ 19.35%
$50.81 - $60.02 $59.5K - $70.3K
7.22K $433K
WM
Waste Management Inc

Industrials
12
+ 0.33%
$200.54 - $233.78 $2.41K - $2.81K
3.69K $853K
ICE
Intercontinental Exchange, Inc.

Financial Services
450
+ 32.23%
$142.8 - $176.36 $64.3K - $79.4K
1.85K $318K
VIG
Vanguard Dividend Appreciation

ETFs
566
+ 3.12%
N/A
18.7K $3.4M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 1.49%
$890.62 - $1076.86 $29.4K - $35.5K
2.24K $2.12M
CB
Chubb LTD

Financial Services
237
+ 25.82%
$257.71 - $301.99 $61.1K - $71.6K
1.16K $348K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5K
+ 25.38%
$9.19 - $12.93 $46K - $64.7K
24.7K $275K
UNP
Union Pacific Corp

Industrials
36
+ 0.37%
$225.21 - $254.42 $8.11K - $9.16K
9.7K $2.29M
DVY
Ishares Tr

ETFs
131
+ 0.58%
$128.58 - $138.1 $16.8K - $18.1K
22.6K $3.04M
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 3.37%
$117.15 - $158.79 $7.5K - $10.2K
1.96K $311K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
460
+ 12.47%
$128.74 - $138.67 $59.2K - $63.8K
4.15K $562K
SBAC
Sba Communications Corp

Real Estate
174
+ 8.32%
$192.76 - $224.91 $33.5K - $39.1K
2.27K $498K
Activity Summary
Buys All Purchases 109 New Holdings 10 Increased Positions 99 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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