Mills Wealth Advisors LLC Portfolio Holdings by Sector

Mills Wealth Advisors LLC

$188 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIC DUHP DIHP DFEM JMUB JPST JMST 25 stocks	$118 Million 90.58% of portfolio	15	9	3	-	0 Calls 0 Puts
Real Estate—Diversified \| Real Estate JOE 1 stocks	$2.98 Million 2.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services TEI JOF 2 stocks	$1.74 Million 1.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.53 Million 1.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB ET EPD 3 stocks	$1.09 Million 0.84% of portfolio	1	2	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$755,363 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$468,838 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL 1 stocks	$458,054 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$433,520 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$372,033 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$367,134 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$326,992 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$308,470 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$269,673 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$253,495 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$240,818 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$218,529 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$218,407 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$205,015 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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