Number of Shares
10,760
Previous 9,157 17.51%
Holding current value
$773 Million
Previous $614 Million 25.88%
% of portfolio
0.31%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

BUY
N/A
1,603 Added 17.51%
10,760 $773 Million
Q2 2025

Jul 30, 2025

BUY
N/A
1,818 Added 24.77%
9,157 $614 Million
Q1 2025

Apr 29, 2025

BUY
N/A
3,470 Added 89.69%
7,339 $450 Million
Q4 2024

Feb 05, 2025

BUY
N/A
3,869 New
3,869 $242 Million
Track This Portfolio

Track Mills Wealth Advisors LLC Portfolio

Follow Mills Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.