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.

Portfolio value $140 Billion
ETFs: $113 Billion
Financial Services: $2.15 Billion
Technology: $783 Million
Consumer Cyclical: $696 Million
Energy: $365 Million
Communication Services: $260 Million
Healthcare: $208 Million
Real Estate: $28 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.69 Billion 1.21% of portfolio
317,268
Q2 2024 Added 0.42%
$0
$169 Million 0.12% of portfolio
22,299
Q1 2024 Added 84.47%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $140 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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