Mc Mill Wealth Management Portfolio Holdings by Sector
Mc Mill Wealth Management
- $247 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPIB SPLG DFIV AVUV DFAT DFUS AVDV VCSH 25 stocks |
$187 Million
94.91% of portfolio
|
  25  
|
- |
  25  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$4.41 Million
2.24% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.47 Million
0.75% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.14 Million
0.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$962,329
0.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$796,824
0.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$527,442
0.27% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$475,578
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$242,258
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|