Mc Mill Wealth Management Portfolio Holdings by Sector
Mc Mill Wealth Management
- $351 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPIB DFUV AVUV SPLG DFIV DFUS DFAT AVDV 31 stocks |
$278 Million
95.45% of portfolio
|
  13  
|
  12  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$5.6 Million
1.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.92 Million
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.21 Million
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1 Million
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$833,707
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$635,087
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$630,795
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$509,320
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$419,496
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$292,616
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$220,538
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|