Mills Wealth Advisors LLC Purchases and Sells in Q3 2025

Mills Wealth Advisors LLC

$246 Billion
Q3 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD INSTL INDEX FD	85.1K + 676.9%	N/A	97.6K $7.38B
DFAC	18K + 1.96%	$36.04 - $38.78 $647K - $696K	934K $36B
SGOV	22.9K + 282.29%	$100.37 - $100.74 $2.3M - $2.31M	31K $3.13B
DUHP	13.7K + 3.02%	$35.76 - $37.93 $490K - $519K	466K $17.6B
DFIC	22.6K + 5.11%	$30.76 - $33.01 $696K - $747K	465K $15.3B
VANGUARD MUN BD FDS	16.9K + 28.33%	N/A	76.3K $5.85B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	13.8K New	$99.12 - $99.52 $1.37M - $1.37M	13.8K $1.37B
MMC	1.38K New	$196.15 - $217.83 $270K - $300K	1.38K $278M
SPY	388 New	$617.65 - $666.84 $240K - $259K	388 $259M
ABBV	1.04K New	$184.85 - $231.54 $193K - $242K	1.04K $242M
GOOGL	853 New	$174.36 - $254.72 $149K - $217K	853 $207M
VTV	1.09K New	$175.51 - $186.57 $192K - $204K	1.09K $204M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-16.2K - 68.58%	$91.44 - $91.77 $1.48M - $1.48M	7.41K $679M
JPST	-12.3K - 15.06%	$50.47 - $50.74 $618K - $622K	69.1K $3.51B
JMUB	-5.89K - 8.78%	$49.09 - $50.58 $289K - $298K	61.2K $3.09B
ADVISOR MANAGED PORTFOLIOS	-5.94K - 30.09%	N/A	13.8K $479M
BSV	-962 - 1.61%	$78.11 - $79.07 $75.1K - $76.1K	58.7K $4.63B
DFNM	-1.14K - 3.16%	$47.18 - $48.17 $53.7K - $54.9K	34.9K $1.67B

Activity Summary All Purchases 42 New Holdings 6 Increased Positions 36 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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