Mills Wealth Advisors LLC Portfolio Holdings by Sector
Mills Wealth Advisors LLC
- $176 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC JPST JMST DUHP DFIC JMUB DIHP DFEM 29 stocks |
$116 Million
93.41% of portfolio
|
17
|
11
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.91 Million
1.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TEI JOF 2 stocks |
$1.73 Million
1.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$802,507
0.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD 2 stocks |
$649,962
0.52% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$617,411
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$421,200
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$369,948
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$368,517
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$291,765
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$271,399
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$229,242
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$206,402
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$202,689
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$109,111
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|