Mills Wealth Advisors LLC Purchases and Sells in Q1 2025

Mills Wealth Advisors LLC

$188 Billion
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	45.9K + 432.33%	N/A	56.5K $4.25B
VANGUARD MALVERN FDS	26.3K + 9.05%	N/A	316K $24.5B
DIHP	75.7K + 30.53%	$25.1 - $27.85 $1.9M - $2.11M	324K $8.72B
DFEM	64.3K + 30.43%	$25.35 - $27.46 $1.63M - $1.77M	276K $7.29B
DFIC	38.6K + 11.04%	$25.54 - $28.79 $985K - $1.11M	388K $10.8B
VANGUARD MUN BD FDS	16K + 6.99%	N/A	244K $18.1B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	43.3K New	$76.94 - $78.28 $3.33M - $3.39M	43.3K $3.39B
JOE	63.4K New	$43.61 - $49.45 $2.76M - $3.14M	63.4K $2.98B
DFSD	40.4K New	$46.74 - $47.55 $1.89M - $1.92M	40.4K $1.92B
VANGUARD INSTL INDEX FD	12.4K New	N/A	12.4K $932M
WMB	7.32K New	$54.02 - $61.09 $396K - $447K	7.32K $438M
LMT	732 New	$423.19 - $506.29 $310K - $371K	732 $327M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-94.3K - 41.92%	$50.39 - $50.66 $4.75M - $4.78M	131K $6.61B
JMST	-76.7K - 40.01%	$50.72 - $50.92 $3.89M - $3.91M	115K $5.85B
GBTC	-14.2K - 49.76%	$62.43 - $84.12 $889K - $1.2M	14.4K $933M
VUSB	-22K - 58.6%	N/A	15.5K $774M
FIDELITY WISE ORIGIN BITCOIN	-11.5K - 44.82%	N/A	14.2K $1.02B
DIMENSIONAL ETF TRUST	-11.8K - 35.13%	N/A	21.7K $1.1B

Activity Summary All Purchases 38 New Holdings 10 Increased Positions 28 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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