Millington Financial Advisors, LLC Portfolio Holdings

Millington Financial Advisors, LLC

  • $172 Billion
  • Q4 2024

Millington Financial Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $18.2B, Spdr Portfolio S&P 500 Value E with a value of $14.2B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.03B, Innovator ETF Tr Us Equity Acc with a value of $6.91B, and Spdr Portfolio with a value of $6.71B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $160B to 172B.

Millington Financial Advisors, LLC is based out at Naperville, IL

Below you can find more details about Millington Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $111 Billion
Technology: $11.2 Billion
Industrials: $9.92 Billion
Financial Services: $8.2 Billion
Healthcare: $7.15 Billion
Consumer Cyclical: $3.12 Billion
Consumer Defensive: $1.82 Billion
Utilities: $1.27 Billion
Other: $569 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.06T
$2.51 Billion 1.46% of portfolio
6,111
Q4 2024 Added 9.36%
$339B
$1.91 Billion 1.11% of portfolio
5,618
Q4 2024 Added 16.34%
$233B
$1.91 Billion 1.11% of portfolio
3,213
Q4 2024 New
$3.66T
$1.69 Billion 0.98% of portfolio
7,393
Q4 2024 Added 0.26%
$237B
$809 Million 0.47% of portfolio
2,557
Q4 2024 Reduced 6.23%
$213B
$466 Million 0.27% of portfolio
1,608
Q4 2024 Reduced 2.13%
$2.42T
$439 Million 0.25% of portfolio
1,847
Q4 2024 Reduced 2.12%
$1.23T
$365 Million 0.21% of portfolio
1,802
Q4 2024 Added 0.06%
$291B
$246 Million 0.14% of portfolio
2,110
Q4 2024 Reduced 6.47%
$270B
$229 Million 0.13% of portfolio
2,299
Q4 2024 New
$1.22T
$204 Million 0.12% of portfolio
1,012
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $172 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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