Mc Mill Wealth Management Portfolio Holdings by Sector
Mc Mill Wealth Management
- $277 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPIB SPLG DFIV AVUV DFUS DFAT AVDV VCSH 28 stocks |
$207 Million
94.56% of portfolio
|
  22  
|
  5  
|
  4  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$5.99 Million
2.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.27 Million
0.58% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.04 Million
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$998,586
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$716,139
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$533,069
0.24% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$523,220
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$438,304
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$249,757
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$154,492
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|