Millington Financial Advisors, LLC Portfolio Holdings

Millington Financial Advisors, LLC

  • $160 Billion
  • Q3 2024

Millington Financial Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $16.6B, Spdr Portfolio S&P 500 Value E with a value of $13.6B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.89B, Spdr Ser Tr Fds Spdr Portfolio with a value of $6.51B, and Spdr Portfolio with a value of $5.95B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $144B to 160B.

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 $160 Billion
ETFs: $109 Billion
Industrials: $9.42 Billion
Technology: $9.06 Billion
Healthcare: $8.76 Billion
Financial Services: $7.2 Billion
Consumer Cyclical: $2.8 Billion
Utilities: $1.49 Billion
Real Estate: $1.1 Billion
Other: $301 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.38B
$3.91 Billion 2.44% of portfolio
12,357
Q3 2024 Reduced 2.98%
$4.67B
$2.64 Billion 1.65% of portfolio
35,658
Q3 2024 Added 2.3%
$4.22B
$2.02 Billion 1.26% of portfolio
30,054
Q3 2024 Added 2.48%
$2.12B
$1.87 Billion 1.16% of portfolio
22,823
Q3 2024 Added 4.41%
$7.03B
$1.7 Billion 1.06% of portfolio
7,463
Q3 2024 Added 7.23%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $160 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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