Mills Wealth Advisors LLC Portfolio Holdings by Sector
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JMST DFAC JPST DFIC DUHP DFNM DIHP DFEM 31 stocks |
$114 Million
94.55% of portfolio
|
  13  
|
  20  
|
  2  
|
  3  
|
0
Calls
0
Puts
|
Asset Management | Financial Services
TEI JOF 2 stocks |
$1.89 Million
1.57% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.79 Million
1.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$815,860
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$576,843
0.48% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$386,979
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$303,195
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$283,096
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
DOCS 1 stocks |
$269,046
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT 1 stocks |
$217,526
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
FTHM 1 stocks |
$32,367
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|