Mc Mill Wealth Management has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $247 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $50.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.7B, Dimensional ETF Tr with a value of $16B, American Centy ETF Tr Avantis with a value of $14.9B, and Dimensional ETF Tr U S Target with a value of $14.8B.

Examining the 13F form we can see an increase of $247B in the current position value.

Mc Mill Wealth Management is based out at Norfolk, NE

Below you can find more details about Mc Mill Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $247 Billion
ETFs: $187 Billion
Financial Services: $4.65 Billion
Technology: $2.61 Billion
Industrials: $1.97 Billion
Consumer Cyclical: $797 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $247 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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