Mills Wealth Advisors LLC Portfolio Holdings

Mills Wealth Advisors LLC

  • $176 Billion
  • Q4 2024

Mills Wealth Advisors LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $24.5B, Vanguard Malvern Fds with a value of $22B, Vanguard Mun Bd Fds with a value of $17B, Jp Morgan ETF Tr Ultra Short I with a value of $11.3B, and Jp Morgan Ultra Short Mun Inco with a value of $9.73B.

Examining the 13F form we can see an increase of $30.5B in the current position value, from $145B to 176B.

Mills Wealth Advisors LLC is based out at Southlake, TX

Below you can find more details about Mills Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Billion
ETFs: $118 Billion
Financial Services: $2.52 Billion
Energy: $1.02 Billion
Consumer Cyclical: $1.01 Billion
Technology: $909 Million
Communication Services: $271 Million
Healthcare: $229 Million
Consumer Defensive: $203 Million
Other: $109 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.1B
$2.11 Billion 1.2% of portfolio
28,631
Q4 2024 Reduced 11.36%
$160B
$516 Million 0.29% of portfolio
2,090
Q4 2024 Reduced 0.71%
$25.2B
$421 Million 0.24% of portfolio
244
Q4 2024 Added 24.49%
$64.2B
$359 Million 0.2% of portfolio
18,325
Q4 2024 Added 61.38%
$71.9B
$291 Million 0.17% of portfolio
9,279
Q4 2024 New
$122B
$229 Million 0.13% of portfolio
2,862
Q4 2024 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $176 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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