Mills Wealth Advisors LLC Purchases in Q4 2024

Mills Wealth Advisors LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
228K
New
N/A
228K $17B
Vanguard Malvern Fds
163K
+ 127.75%
N/A
290K $22B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
69.6K
+ 89.1%
$50.02 - $51.24 $3.48M - $3.57M
148K $7.41B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28.8K
+ 4.24%
$33.92 - $36.6 $978K - $1.06M
709K $24.5B
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.9K
+ 11.27%
$33.62 - $35.69 $971K - $1.03M
285K $9.63B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.69K
New
$100.16 - $100.7 $871K - $875K
8.69K $872M
Dimensional ETF Trust
17.2K
New
N/A
17.2K $838M
Vanguard Mun Bd Fds
10.6K
New
N/A
10.6K $794M
VUSB
Vanguard Bd Index Fds
14.2K
+ 61.2%
N/A
37.5K $1.86B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.1K
+ 16.06%
$54.54 - $61.04 $607K - $679K
80.4K $4.48B
AVDE
American Centy ETF Tr Avantis

ETFs
7.03K
New
$60.9 - $66.69 $428K - $469K
7.03K $431M
DFAI
Dimensional ETF Tr

ETFs
18K
+ 48.5%
$29.0 - $31.6 $521K - $568K
55K $1.61B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.55K
+ 7.56%
$46.48 - $51.32 $258K - $285K
79K $3.8B
EPD
Enterprise Products Partners L.P.

Energy
9.28K
New
$28.66 - $34.43 $266K - $319K
9.28K $291M
DFAE
Dimensional ETF Tr

ETFs
14.7K
+ 29.57%
$25.36 - $28.15 $374K - $415K
64.6K $1.64B
GOOG
Alphabet Inc.

Communication Services
1.43K
New
$163.08 - $198.16 $232K - $282K
1.43K $271M
Dimensional ETF Trust
3.87K
New
N/A
3.87K $242M
Grayscale Bitcoin Mini Tr Et
5.7K
New
N/A
5.7K $239M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.67K
New
$30.18 - $33.87 $232K - $260K
7.67K $236M
MCD
Mcdonalds Corp

Consumer Cyclical
712
New
$288.47 - $316.54 $205K - $225K
712 $206M
PG
Procter & Gamble CO

Consumer Defensive
1.21K
New
$161.05 - $179.7 $195K - $217K
1.21K $203M
ET
Energy Transfer LP

Energy
6.97K
+ 61.38%
$16.05 - $19.86 $112K - $138K
18.3K $359M
Advisor Managed Portfolios
4.43K
+ 49.07%
N/A
13.5K $463M
MKL
Markel Corp

Financial Services
48
+ 24.49%
$1542.01 - $1785.11 $74K - $85.7K
244 $421M
AGNC
Agnc Investment Corp.

Real Estate
11.8K
New
$9.21 - $10.59 $109K - $125K
11.8K $109M
Investment Managers Ser Tr I
2.84K
+ 30.98%
N/A
12K $364M
MSFT
Microsoft Corp

Technology
194
+ 26.11%
$406.35 - $454.46 $78.8K - $88.2K
937 $395M
Dimensional ETF Trust
4.16K
+ 6.09%
N/A
72.4K $2.17B
DFAS
Dimensional ETF Tr U S Small C

ETFs
913
+ 9.09%
$63.58 - $71.15 $58K - $65K
11K $713M
AAPL
Apple Inc.

Technology
106
+ 10.01%
$221.69 - $259.02 $23.5K - $27.5K
1.17K $292M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 4.03%
$521.84 - $558.82 $26.1K - $27.9K
1.29K $696M
American Centy ETF Tr
2.07K
+ 16.37%
N/A
14.7K $784M
DFSU
Dimensional ETF Tr Dimen Us Su
208
+ 0.85%
N/A
24.6K $931M
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 9.19%
$385.02 - $431.37 $23.9K - $26.7K
737 $287M
XOM
Exxon Mobil Corp

Energy
272
+ 8.59%
$105.51 - $125.37 $28.7K - $34.1K
3.44K $370M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.12%
$442.29 - $483.08 $3.98K - $4.35K
813 $369M
GLDM
World Gold Trust

ETFs
46
+ 0.1%
$50.76 - $55.23 $2.33K - $2.54K
46.5K $2.42B
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
8
+ 0.04%
$7.5 - $8.25 $60 - $66
22.8K $175M
DFSI
Dimensional ETF Tr Dimen Intl
3
+ 0.04%
N/A
6.7K $220M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.8K
+ 6.27%
$26.16 - $29.13 $178K - $198K
115K $3.02B
DISV
Dimensional ETF Tr Dimensional

ETFs
6.39K
+ 5.65%
$26.18 - $28.77 $167K - $184K
119K $3.17B
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 4.74%
$25.15 - $27.57 $283K - $310K
248K $6.26B
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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