Mills Wealth Advisors LLC Portfolio Holdings
Mills Wealth Advisors LLC
- $140 Billion
- Q2 2024
Mills Wealth Advisors LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 53 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 $20.5B, Jp Morgan Ultra Short Mun Inco with a value of $15.3B, Jp Morgan ETF Tr Ultra Short I with a value of $12.9B, Vanguard Malvern Fds with a value of $12.9B, and Dimensional ETF Tr Dimensional with a value of $7.27B.
Examining the 13F form we can see an increase of $3.68B in the current position value, from $136B to 140B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|