Mc Mill Wealth Management Portfolio Holdings by Sector
Mc Mill Wealth Management
- $302 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPIB SPLG DFIV AVUV DFUS DFAT AVDV IVV 28 stocks |
$225 Million
94.94% of portfolio
|
  11  
|
  11  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$5.44 Million
2.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.77 Million
0.75% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$974,841
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$952,464
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$834,292
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$567,244
0.24% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$517,120
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$489,083
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$279,961
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$166,631
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|